Top advisor rankings like Forbes and Barron’s may showcase big names and billions in assets—but they don’t tell the whole story. The best financial advisor for you may not be the most visible one. Amy Parvaneh, founder of Select Advisors Institute, helps high-net-worth individuals evaluate their current advisor relationships, assess proposals, and find the right fit—without pressure or sales tactics. She joins meetings, reviews fee structures, and acts as a private, unbiased partner in one of your most critical financial decisions. If you’re wondering whether your advisor is still the right fit, or want help finding someone who truly aligns with your needs, Amy can help guide the entire process discreetly and strategically.

Even with a great CPA, estate attorney, and wealth manager, many high-net-worth individuals still feel like the go-between. That’s because no one is tasked with coordinating the entire picture—until now. Amy Parvaneh, founder of Select Advisors Institute, acts as a personal CFO for your financial life. She attends meetings, translates between professionals, tracks action items, and ensures every advisor is aligned. Whether you’ve experienced a liquidity event, inherited complex structures, or are simply tired of being the point person, Amy brings strategic oversight without disruption. Discover how true wealth management starts with coordination—and why your smartest move may be hiring someone to manage the managers.

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.

If managing your wealth feels like a full-time job—multiple advisors, tax filings, estate documents, and scattered accounts—you may not need a full family office. You might just need one person to coordinate it all. Amy Parvaneh, founder of Select Advisors Institute, offers a modern alternative: a fractional family office built around your life. She doesn’t manage your money—she manages your ecosystem, attending meetings, tracking tasks, and ensuring nothing falls through the cracks. Ideal for UHNW individuals, heirs, divorcees, and founders, this approach brings the clarity and structure of a family office—without the payroll. Discover how Amy helps you live like you have a family office—without having to build one.

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?

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.