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Choosing a Financial Planner

Are you planning for retirement? Thinking about financing a college education? Considering purchasing a home? A financial planner can play a central role in helping you meet your life goals and achieve financial well-being. Choosing a financial planner is as important as choosing a doctor or lawyer. In addition to competency, a financial planner should be trustworthy and committed to ethical behavior and high professional standards. Many planners specialize in working with certain types of clients, such as small-business owners, executives or retirees. Many have minimum income and asset requirements. Some specialize in certain areas of planning such as retirement, divorce or asset management. This is why it is recommended that you interview several planners to find the right one to serve your needs. Below are three organizations that can help you to select a financial planner.

Financial Planning Association® (FPA®)
FPA is a leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning.

Certified Financial Planner Board of Standards Inc (CFP®)
The search function on this website will allow you to find financial planners who are currently authorized by CFP Board to use the CFP® certification marks, who have indicated they currently provide financial planning services to clients, and who accept new clients.  

National Association of Personal Financial Advisors (NAPFA)
NAPFA is the country’s leading professional association of Fee-Only (no commissions) financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

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For more information or to discuss financial concerns please contact Partners Employee Assistance Program at 1-866-724-4EAP.

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This content was last modified on: 11/10/2016

Partners EAP is not a service for the general public.

In case of emergency, please call 911 or your local hospital emergency service.

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