How do I switch to a new financial advisor?

If you're contemplating replacing your financial advisor, you're not alone. The main reasons for leaving your current advisor include lack of communication, ineffective advice, strategies, ideas, and bad performance.

When leaving your current advisor, first see how much of the process the new advisor can handle and help with. Here we handle the bulk of the process. We'll reach out to your old firm or institution to initiate the transfer and help you discover and prevent any potential issues that could come from your past advisor. You won't need to contact your old advisor if you don't want to. We are here to make the process seamless for you and will keep you updated. But before you decide to switch, we encourage to have a thorough conversation with a couple different advisors.

Take the time to do your research and find an advisor that works well with you.