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Three tips for finding a financial advisor in Tampa, FL

Written by Eric Ebbert CFP®, MBA

On September 7, 2021

Everyone wants to get the most out of their money. Hiring a financial advisor means having access to an expert opinion when it comes to your hard-earned cash. But not all financial advisors are the same; some have expertise in different areas. To find the best financial advisor in Tampa, Florida, for your personal circumstances, here are three tips to keep in mind:

  1. Look for reputable credentials —Before trusting someone with your money, you want to ensure that they have credentials that certify their financial knowledge. Not all certifications are the same. Look out for financial advisors with their CFP® designation. This means they are a CERTIFIED FINANCIAL PLANNER™. This credential is earned after proving their financial education via examination.
  1. Know your financial goals —Before you look for a financial advisor in Tampa, take some time to consider what personal financial goals you have. Are you seeking help with retirement planning or investing? Different financial advisors will specialize in different areas. Are you looking for comprehensive financial advice in Tampa? ProVise’s CERTIFIED FINANCIAL PLANNER™ professionals can help with wealth planning, retirement funds, portfolio management and more. 
  1. Understand your advisor’s compensation —There is no “right” way to compensate your financial advisor. However, it is still important to understand the differences in compensation. There are two main categories: fee-based and non-fee-based. The former only receives payment in a fixed fee. The latter can include commissions, hourly based compensation and more. The right choice of advisor will depend on your personal financial goals.  

Talk to a ProVise CFP® professional about finding a financial advisor in Tampa

ProVise Management Group is a fee-based financial planning firm. Our CERTIFIED FINANCIAL PLANNER™ professionals can get to know you and your current financial circumstances, goals, risk tolerance and personal values to help you develop a plan that works for you. We can also create a written plan for you at a fiduciary standard of care. All our written plans come with an unconditional money-back guarantee. If you are unhappy with your written plan, you can return it to us, and we will refund 100% of the fee paid.

Are you ready to talk to a professional about financial advisory services in Tampa? Contact ProVise today to schedule a complimentary consultation.

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