When you’re deciding to stay with your current advisor or to hire a new one, there are seven attributes that will help you determine whether they — and their firm — have your best interests at heart. These attributes will help you determine if they’re committed to values-aligned investing and whether they adhere to an investment philosophy that resonates with you or not. These attributes are as follows.

  1. Values-alignment is a tenet of their investment philosophy.
  2. They are a fiduciary.
  3. They don’t receive commissions.
  4. They offer the core and values-aligned financial services you want.
  5. They are open to a nondiscretionary relationship.
  6. Their fees are fair and follow industry standards.
  7. Their approach to working with you is clear.

Read the full article about values-aligned advisor by Janine Firpo at Invest for Better.