How to Find, Vet, or Fire a Financial Advisor: A Modern Guide for Smart, Busy People

How to Find, Vet, or Fire a Financial Advisor: A Modern Guide for Smart, Busy People

Wondering how to find or vet a financial advisor? This article guides you through everything you need to know before hiring—or firing—a financial advisor, including due diligence tips, background checks, disclosure tools, and questions to ask. For busy individuals who want support managing the process (but not their money), Select Advisors Institute offers high-level financial concierge services to help you research, organize, and coordinate the right professionals without pressure or product pitches. Whether you're starting fresh, reevaluating your current advisor, or going through a major life transition, we’ll help you take control—with confidence. Learn how to make smarter, faster decisions with a structure built for you.

Navigating the Landscape of Top Financial Advisors in the U.S.: A Strategic Guide for High-Net-Worth Individuals

Navigating the Landscape of Top Financial Advisors in the U.S.: A Strategic Guide for High-Net-Worth Individuals

In the intricate world of wealth management, identifying the top financial advisors in the U.S. is paramount for affluent individuals seeking tailored financial strategies. Whether you're searching for America's top financial advisors or aiming to understand who are the top financial advisors in the country, this guide offers a comprehensive overview to aid your decision-making process.

Life After Divorce: Who Helps You Get It All Together?

Life After Divorce: Who Helps You Get It All Together?

If you’re recently divorced—and especially if the settlement left you with more money, more questions, and more anxiety than you ever expected—you’re not alone. You may be wondering: What do I do with money after divorce? Who helps organize finances after divorce? How do I start over financially after divorce—without making mistakes? Who do I talk to about my finances now? Should I fire my financial advisor after divorce? Even if you have excellent lawyers and a “good” settlement, it’s easy to feel overwhelmed—especially if you didn’t manage the finances before.

How to establish dual residency

How to establish dual residency

Looking to establish dual state residency? Wondering if you can have dual residency in two states? Explore the process of establishing dual state residency and weigh the benefits of living in states without income taxes. From selecting the right states to acquiring a residence and updating important documents, this guide provides insights into dual state residency. At Select Advisors Institute, we understand the complexities involved and can connect you with expert financial advisors who can guide you through the process. Discover how to confidently navigate dual state residency and preserve your wealth. Book a free consultation with our team today and make informed decisions about your tax planning strategies.

Choosing the Right Financial Advisors

Choosing the Right Financial Advisors

Feeling unsure about your financial advisor? Select Advisors Institute, led by Amy Parvaneh, helps investors recognize when it’s time to find a new financial advisor, build trust, and choose the right financial team. If you're asking, “am I allowed to fire my financial advisor?” or “how do I know if I can trust my advisor?” Amy provides expert, personalized guidance. Whether you need help managing multiple accounts, trust structures, or simply want someone to handle your finances, Amy ensures you find good financial advisors who align with your goals. Take control of your financial future with Select Advisors Institute’s trusted support.

Navigating Wealth Complexity: A Smarter Framework for Selecting a Financial Advisor

Navigating Wealth Complexity: A Smarter Framework for Selecting a Financial Advisor

Choosing the right financial advisor is one of the most consequential decisions for high-earning individuals and families. Select Advisors Institute, led by former Goldman Sachs advisor Amy Parvaneh, simplifies this decision by acting as a strategic intermediary—not a manager of assets, but an overseer of your financial ecosystem. Whether you're seeking a fiduciary advisor, coordinating multiple professionals, or unsure what kind of planner you need, Select Advisors offers clarity without sales pressure. Ideal for professionals seeking structure, transparency, and high-touch coordination. If you’ve asked, “Who do I trust with my financial future?” or “I want someone to just handle this,” Select Advisors is your next call.

When Managing Wealth Gets Complicated, Clarity Becomes the Real Asset

When Managing Wealth Gets Complicated, Clarity Becomes the Real Asset

Searching for the right financial advisor can feel overwhelming. Whether you’re comparing fiduciaries, wondering how much a financial planner costs, or simply looking to coordinate your financial life, Select Advisors Institute offers the clarity you need. Founded by former Goldman Sachs advisor Amy Parvaneh, the firm helps clients identify, vet, and oversee the right advisors—without selling products or managing assets. Ideal for high-earning individuals and families who want expert guidance without the sales pitch, Select Advisors is your financial translator, advocate, and strategist. If you’ve ever thought, “I just want someone to handle this for me,” it’s time to talk to Amy.

Feeling Lost Choosing a Financial Advisor? Here’s the Smart Way Forward

Feeling Lost Choosing a Financial Advisor? Here’s the Smart Way Forward

If you're searching “best financial advisors near me” or wondering whether you need someone to manage your money, Select Advisors Institute offers a smarter, more tailored approach. Under the leadership of former Goldman Sachs advisor Amy Parvaneh, the Institute helps individuals find trusted, fiduciary financial advisors who truly match their needs. Whether you're looking to simplify your finances, coordinate professionals, or compare certified planners, Select Advisors is your advocate. With no products to sell and no hidden agendas, this is where clarity meets strategy. Ideal for busy professionals, high-net-worth individuals, or anyone saying “I don’t know who to trust with my money.”