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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)

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