REVIEW: Good references are key in the search for a financial adviser

Finding the right financial advisor for you can be hard. You need to find someone you can trust and work with effectively. But the search for your advisor can take many forms.

If you’re looking for help with your finances, there are a lot of options out there and you want to find the best one for you. Word of mouth works great in this search—we get several of our new clients from current clients referring friends and family—but it isn’t the only way. You could look at financial advisors’ websites, read their blogs to see if their investment philosophy meshes well with your financial goals, compare online reviews, and more.

It’s important to look at all of your options because not all advisors are created equal. An advisor that is perfect for your friend may not be right for you. Different advisors offer different services. Some are purely focused on investments. Some only do planning. Some do both (like us). You want to be sure that you will be getting the support you need from your advisor.

You also need to be sure you can work effectively with your advisor. You don’t need to be close friends, but there needs to be a level of trust in the relationship. To get the most out of your relationship with an advisor you need to be able to open up to them and dive into what can often be sensitive topics. If you aren’t comfortable with your advisor, you won’t be comfortable giving them the information they need to help you.

If you’re interested in speaking with a financial advisor from McLean to see if we might be the right fit, contact us today, or take a look at our ebook “What McLean Can Do For You.”


McLean Asset Management Corporation (MAMC) is a SEC registered investment adviser. The content of this publication reflects the views of McLean Asset Management Corporation (MAMC) and sources deemed by MAMC to be reliable. There are many different interpretations of investment statistics and many different ideas about how to best use them. Past performance is not indicative of future performance. The information provided is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy or sell securities. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information on this presentation. Indexes are not available for direct investment. All investments involve risk.

The information throughout this presentation, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission there of to the user. MAMC only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. It does not provide tax, legal, or accounting advice. The information contained in this presentation does not take into account your particular investment objectives, financial situation, or needs, and you should, in considering this material, discuss your individual circumstances with professionals in those areas before making any decisions.