Choosing the Right Financial Advisors

Choosing - or changing - your financial advisor is one of the most consequential decisions you’ll ever make.
Yet many investors feel uncertain, overwhelmed, or even stuck.

At Select Advisors Institute, Amy Parvaneh specializes in helping individuals navigate these pivotal moments with clarity, confidence, and strategy. Whether you’re asking “am I allowed to fire my financial advisor?” or “who helps manage finances for busy people?”, Amy’s mission is simple:
Empower you to choose advisors you can trust—and build a financial team that truly works for you.

Signs It’s Time to Rethink Your Advisor Relationship

If any of these thoughts have crossed your mind, you’re not alone:

• “I need a new financial advisor.”

• “I need a new financial person.”

• “I want someone to just handle my finances.”

• “I don’t understand what my financial advisor is saying.”

• “Is my financial advisor good?”
  

These aren’t just casual frustrations—they're signals.
Amy helps investors recognize when it's time to reevaluate, whether it's due to lack of communication, poor performance, conflicts of interest, or simply growing apart from an advisor's capabilities.

And yes, if you’re wondering, you are absolutely allowed to fire your financial advisor—but doing so strategically is key.

How Amy Helps You Transition to the Right Financial Team

Transitioning advisors isn’t just about firing one and hiring another. It’s about finding the right financial team for your evolving life needs.

Amy helps clients address questions like:

• Who do I talk to about my finances now?

• Who helps manage finances for busy people?

• Do I need someone to manage my money?
  

She guides clients through a structured evaluation, helping them find good financial advisors who align with their investment philosophy, lifestyle, communication preferences, and long-term goals.

Amy also specializes in finding a new CPA and financial advisor partnerships for those who need integrated financial and tax expertise under one roof.

Beyond Basics: Managing Complexity with Confidence

Today’s wealth management needs are more intricate than ever.
Amy works with clients who require expert support across multiple layers, including:

• Help understanding my financial situation

• Help managing multiple accounts

• Help managing trust accounts

• Help with planning financial team offsites
  

From consolidating scattered portfolios to ensuring trust structures are properly overseen, Amy ensures investors have the right professionals handling each dimension of their financial lives.

What to Look for in a Wealth Manager—and What Questions to Ask

When searching for new advisory relationships, knowing what to look for in a wealth manager is crucial.

Amy coaches clients on the questions to ask a financial advisor during interviews and vetting processes—ensuring you're not only checking credentials but evaluating trustworthiness, transparency, and true advisory alignment.

Key focus areas include:

• Fiduciary commitment

• Communication style and accessibility

• Fee structures and conflicts of interest

• Track record with portfolios like yours
  

By empowering clients with the right frameworks, Amy ensures you don’t just find another advisor—you find the right advisor for your specific life and legacy goals.