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.”

Choosing the right financial advisor is critical—but overwhelming. Select Advisors Institute, led by former Goldman Sachs advisor Amy Parvaneh, helps individuals and families find the right advisor with clarity and confidence. From evaluating proposals and fee structures to joining meetings and translating industry jargon, Amy and her team serve as your strategic guide. Whether you’re seeking investment advice, retirement planning, or holistic wealth management, we help you navigate your options, avoid common pitfalls, and select a trusted financial partner. If you're searching for how to find a financial advisor or what questions to ask, our expert, unbiased team ensures you're never alone in the decision.

If your financial life feels more like managing a business—with advisors, CPAs, attorneys, and insurance agents all working in silos—it may be time to ask a better question: Do you need a personal CFO or financial COO? Amy Parvaneh, founder of Select Advisors Institute, helps high-net-worth individuals coordinate their entire financial infrastructure. She joins meetings, tracks open items, flags risks, and keeps your entire team aligned—quietly, strategically, and without selling any products. Whether you’ve just had a liquidity event, are navigating inheritance, or are simply tired of being the go-between, Amy offers discreet, high-level support that gives you clarity and control—without the chaos of managing everyone yourself.

In today's complex financial landscape, selecting the right financial advisor is more critical than ever. With numerous rankings, titles, and firms vying for attention, it's easy to feel overwhelmed. This guide aims to demystify the process, helping you find a financial advisor who aligns with your unique needs and goals.

You’ve done everything right. You’ve built wealth, protected it, and surrounded yourself with professionals—an advisor, a CPA, maybe an estate attorney. But lately, something feels… off. You’re not sure if you’re being overcharged. You’re not sure if things are really “working.” You’re definitely not sure who’s in charge—or if anyone actually is.

You’re not broke. You’re not irresponsible. But right now, your financial life feels... scrambled. You’ve opened accounts you don’t recognize. You’re digging through folders labeled “Trust Admin” and “Custodial Rollover.” Your inbox is flooded with statements you don’t know how to read. You’ve got wealth, but what you don’t have is clarity. And that’s where it starts to feel exhausting.

You’ve achieved what most people only dream of: financial independence.
Whether through years of work, inheritance, or a life transition like divorce or widowhood—you now hold significant wealth. And yet, the question remains: Who do you trust to help you manage it all—quietly, intelligently, and without judgment?

Unlike an investment firm trying to sell you its own products or a financial advisor pitching their platform, a wealth concierge works solely for you. They act as your translator, strategist, and behind-the-scenes operator—helping you assemble and oversee a financial team that fits your needs, not theirs. This is where Amy Parvaneh, founder of Select Advisors Institute, comes in.