Finding the Right Financial Advisor

by | Oct 12, 2021 | Fiduciary Financial Advisor | 0 comments

Let’s be honest: Making personal financial decisions can be challenging.

There’s a variety of investment options, all of which carry some form of risk. And, of course, there are many types of retirement plans to choose from, each with their own set of tax private wealth management near me consequences.

The seemingly endless number of choices can make it overwhelming for many investors.

The bottom line is that there’s an overload of investment possibilities. And, for many, planning and managing those options can be complicated.

For some, do-it-yourself investing holds significant appeal. Many of these investors are perfectly capable of self-managing their own portfolios. However, other investors feel they need to hire a financial expert to create a game plan to meet their specific financial goals.

To be sure, there has been a growing demand for financial advisory services in the wake of the pandemic.

Indeed, the pandemic had consumers looking to financial professionals for guidance.  With so much uncertainty, many people looked for help in identifying ways to take better control of their finances.  Times of uncertainty are usually a trigger for people seeking advice.

Of course, finding that financial advisor who is the right match for you comes with its own set of challenges. And since an advisor can play a key role in helping you grow and protect your wealth, it’s important to find one you trust and who will help you achieve your personal financial goals.

There are so many things to consider before choosing the right advisor.

The services provided by financial advisors will vary based on the type of advisor, but overall, a financial advisor will assess your current financial situation — including your assets, debts and expenses — and identify areas for improvement.

A good financial advisor will ask you about your goals and create a plan to help you reach them. That may mean discussing your budget, retirement planning, estate planning, insurance needs or tax strategies. Financial advisors also help invest your money, either by recommending specific investments or providing complete investment management. Again, it varies from advisor to advisor and firm to firm.

To Begin Learning How The Right Financial Advisor can work for you give us a Call to Learn how we can help. 703-533-0030 or 305-306-7107 |



The information and opinions expressed herein have been obtained from sources believed to be reliable but are not guaranteed for accuracy or completeness; are for information/educational purposes only; do not constitute a solicitation or recommendation for the purchase or sale of any security; are not unbiased/impartial; subject to change; may be from third parties.  Opinions expressed are those of the Author and do not necessarily reflect those of B. Riley Wealth Management or its affiliates. Investment factors are not fully addressed herein. For important disclosure information, please visit

David Kassir

Managing Director | Manna Wealth Management
Miami Beach, Florida

Manna Wealth Management is revolutionizing the financial advisory industry by providing specialized advice to help individuals and families make smart investments for their future. For over 27 years, we’ve been helping our clients create meaningful wealth through a thoughtful and custom-tailored approach. Our mission is to unlock the potential of each individual client by offering a comprehensive range of services designed to meet their specific needs. With David Kassir as the driving force behind Manna Wealth Management, we strive to build lasting relationships with our clients.