Finding and Evaluating a Financial Advisor

(5-17-2017) If you’re a person of at least modest wealth, chances are you employ a financial advisor.  But how does one rate such an advice-giver?  And what’s the best method to find one?

We visit with Kevin Neal, the founder and president of a firm called, “Moenio,” an independent client advocacy and consulting firm.

They work with, and evaluate the performance of financial advisors, to ensure the best performance for an individual.