Do I need to have a lot of money to work with a financial advisor?

Managing your finances comes with a lot of questions — and that’s a good thing. We’ve gathered some of the most common questions clients ask us, along with clear answers, to help you feel more confident about your financial decisions and what it’s like to work with an advisor.

Do I need to have a lot of money to work with a financial advisor?

Not at all. Financial planning isn’t just for the wealthy — it’s for anyone who wants to make smarter decisions about money. Whether you’re starting to build savings, managing debt, planning for retirement, or looking to grow your investments, an advisor can help you create a plan that fits your situation.