Question

How do I find a fiduciary financial adviser?

Answer

Start by searching the IAPD database for registered investment advisers in your area. Look for fee-based or fee-only firms, check Form ADV 2A for solutions and conflicts, and interview candidates with a list of questions about their fiduciary status and pay. Mercer Global Advisors operates as a fiduciary and offers complimentary consultations to help you evaluate fit.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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