Before you start looking for a financial advisor in the Greensburg area, ask yourself:

• What do I want help with?
• What’s changing in my life, business, or finances?
• Do I need a long-term planner, a second opinion, or specialized advice?

The right financial advisor doesn’t start with products, they start with listening and understanding what matters most to you.

A great financial advisor should offer more than investment picks. Look for someone who can:

• Plan comprehensively: tax, retirement, estate, equity comp, business transitions
• Communicate clearly: avoiding jargon while still showing technical skill
• Act as a fiduciary: giving advice in your best interest
• Work collaboratively: with your CPA, attorney, or other professionals
• Charge transparently: no hidden fees or confusing structures

Ask: “Will this person bring clarity, not just complexity?”

Ask them:

• “What types of clients do you serve best?”
• “How do you tailor advice for someone in my situation?”
• “What’s your planning process like?”

This is a relationship, not a transaction. During your meeting:

• Notice how much they ask about you, not pitch themselves
• See if they explain complex issues in a calm, clear way
• Ask what success looks like for the clients they serve
• Trust your instincts: Do I feel heard? Respected? Confident?

You deserve more than a product-pusher. The right person is a thinking partner who brings calm clarity to complex finances and walks with you through life’s biggest decisions. We’re proud to serve Greensburg residents and business owners. Make an appointment at our Columbus office today.