www.findyourindependentadvisor.com
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Submitted URL: http://www.findyourindependentadvisor.com/
Effective URL: https://www.findyourindependentadvisor.com/
Submission: On May 21 via api from US — Scanned from US
Effective URL: https://www.findyourindependentadvisor.com/
Submission: On May 21 via api from US — Scanned from US
Form analysis
2 forms found in the DOMGET ../FindAdvisor
<form action="../FindAdvisor" method="get" class="find-advisor" novalidate="">
<input type="text" name="zipCode" placeholder="Enter a ZIP Code" aria-label="Enter a ZIP Code" required="" pattern="\d{5}">
<button type="submit" class="btn btn-primary" data-track="adobe-zip_search|sizmek-1455758|facebook-search|quantcast-conversion|adwords-aSUaCK-jgJMDENmsoMMD|nexxen-conversion|fireonce" data-track-registered="click">Find a local advisor</button>
<div class="error-msg"></div>
</form>
GET ../FindAdvisor
<form action="../FindAdvisor" method="get" class="find-advisor" novalidate="">
<input type="text" name="zipCode" placeholder="Enter a ZIP Code" aria-label="Enter a ZIP Code" required="" pattern="\d{5}">
<button type="submit" class="btn btn-primary" data-track="adobe-zip_search|sizmek-1455759|facebook-search|quantcast-conversion|adwords-aSUaCK-jgJMDENmsoMMD|nexxen-conversion|fireonce" data-track-registered="click">Find a local advisor</button>
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Text Content
FindYourIndependentAdvisor.com Brought to you by Charles Schwab * Benefits of Independence * Choosing the Right Advisor * Learning Hub Find a local advisor EVERYONE HAS A “BIG PICTURE.” MY JOB IS TO HELP YOU INVEST IN YOURS. Find an independent financial advisor near you. Find a local advisor Holly M. Independent Financial Advisor Since 2015 WHAT IS AN INDEPENDENT FINANCIAL ADVISOR? Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. They are registered with either the Securities and Exchange Commission or state securities regulators. TRULY INDEPENDENT Independent advisors are not tied to any particular family of funds or products. ETHICALLY MOTIVATED Independent advisors are held to the fiduciary standard. They’re required to act in their clients’ best interest at all times. DEEPLY TRUSTED Independent advisors are trusted with over $5 trillion of their clients’ wealth. WHY DOES CHARLES SCHWAB PROUDLY SUPPORT MORE INDEPENDENT FINANCIAL ADVISORS AND THEIR CLIENTS THAN ANYONE ELSE? We believe in the independent financial advisor model and how it serves each and every client. That’s why, as the leading RIA custodian, we have made it our mission to help educate investors on the benefits of working with independent advisors. Our goal is to bring awareness to one of the fastest-growing segments in financial services. WHY DOES IT MATTER IF YOUR ADVISOR IS INDEPENDENT? Many independent advisory firms are owned by the individual advisors who run them, so they forge deep, personal relationships and have a strong sense of accountability to their clients. KEY BENEFITS: 1. Customized financial guidance 2. A personal, responsive relationship 3. A simple, transparent fee structure 4. Expertise to support complex financial needs 5. Assets held by an independent custodian Benefits of independence > Video length :30 Hear what independent advisors promise you and your family. Video length :30 Listen to the promises independent advisors can make to you. EVERY INVESTOR SHOULD ASK QUESTIONS. Whether triggered by a life event or evolving goals, many people reach a point where they need more from their financial advisor. You may be asking yourself one of these questions: * Is my money in the right place? * Am I getting the attention I deserve? * Is my advisor always objective when making recommendations? * What am I really being charged, and is it eating into my returns? It can be a challenge to find an advisor that’s right for you. But there are tangible clues that can help you evaluate how responsive and accountable an advisor may be. For more questions to ask yourself and your advisor, visit: Choosing the right advisor > ADDITIONAL RESOURCES FOR INVESTORS. Explore the benefits of working with the independent registered investment advisors through videos, white papers, content from leading financial publications, and step-by-step guides. A DIFFERENT KIND OF RELATIONSHIP. FORBES: FIVE THINGS FINANCIAL ADVISORS CAN DO FOR YOU. HOW DO I CHOOSE THE RIGHT ADVISOR? FIND A LOCAL INDEPENDENT FINANCIAL ADVISOR. Find a local advisor Once you have finished identifying your investment goals and preferences, and are ready to interview advisors, search for independent advisors in your area by using our directory and entering a five-digit ZIP code. * Home * Benefits of independence * Choosing the right advisor * Learning hub * Find a local advisor * Privacy * Site map 1Registration does not imply a certain level of skill or training. This content is made available and managed by Charles Schwab & Co., Inc. (“Schwab”). The purpose of this information is to educate investors about working with an independent Registered Investment Advisor (RIA). The RIAs and their representatives featured here use Schwab for custody, trading, and operational support. Inclusion should not be construed as a recommendation, an endorsement, or a sponsorship by Schwab. Many independent RIAs and other financial services professionals receive compensation for services in a variety of ways. It is the responsibility of each investor to determine which method of compensation offers the lowest total costs and best aligns with your own interests and needs. ©2023 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0416-EXR7) (06/16) Do not Sell or Share My Personal Information Follow Us Facebook PRIVACY PREFERENCE CENTER When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer. More information Allow All MANAGE CONSENT PREFERENCES FUNCTIONAL COOKIES Always Active These cookies help us personalize our sites and enhance how they function. They can be set by us or by a third-party provider servicing our pages. If you turn these cookies off, some or all of those services may not work properly. MARKETING COOKIES Always Active We work with a variety of advertising partners to help us optimize digital marketing. They use cookies placed on our site to collect information on your browser or device, but do not capture details like your name or email address. 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