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Questions to Ask an Advisor: Archvest Knowledge Base

John Wenzel | Archvest Wealth Advisors | Nov 4th, 2015
Category: Archvest in the News

When it comes to selecting an advisor or financial planner to work with, it can be a bit overwhelming. In our video we describe some key questions to ask when speaking with and interviewing an advisor. These questions and more can be found in the Consumer Guide to Financial Planning prepared by the CERTIFIED FINANCIAL PLANNER™ board.




A golfer wouldn't play a course with just one club in his bag. In the same way, asset classes help you diversify and optimize your portfolio.


Think of us as your personal quarterback to help you navigate and mitigate the blindsides of life.


A great chef tastes as he cooks for the best result. A great financial planner checks in to make sure you're on course and adjusts along the way for the best result.