This is an anonymous post from an Elpha member.

Anyone have a good financial advisor they can recommend?

Tobie159·Dec 29, 2022

I'm looking for a great financial advisor who is considerate, professional, and follows through, and who cares about their clients financial goals. A female would be great! Or a male who doesn't talk down to his female clients "mansplaining" 😄

Thanks in advance!

Iynna·Dec 29, 2022

Thank you for posting! Are you in the USA? Do you want someone remote or in your city (if so where are you based)?In any case, some threads for you!https://elpha.com/posts/6tlkvyn4/looking-for-a-financial-advisorhttps://elpha.com/posts/p9051w7l/help-finding-a-wealth-manager-financial-advisor-for-dinks-dual-income-no-kidshttps://elpha.com/posts/oxrcusyk/do-you-know-of-any-good-financial-advisorBonus educational thread: https://elpha.com/posts/uaie5i2h/how-do-you-find-the-right-financial-advisor

Tobie159·Feb 27, 2023

Thank you! Sorry for the late reply. I am in the US - not opposed to someone remote. I will definitely be looking through these links, thank you!

schlainehutchins·Dec 30, 2022

I highly recommend Ellevest. They are a financial company by women for women. They offer advisors and coaching, webinars and other tools to guide you on your financial journey. https://www.ellevest.com/

Tobie159·Feb 27, 2023

Thank you!

daniroo·Jan 01, 2023

Highly recommend Snowball Wealth! https://www.snowballwealth.com/Premium membership for around $30/month gets you a monthly call with a financial advisor. It has been very helpful! Let me know if I can refer you for a free month.

Tobie159·Feb 27, 2023

Thank you! I will check it out and let you know!