What should you consider when choosing a financial adviser?

The right person can be a big help with financial planning, investing, taxes and more

Cheerful financial adviser communicating with a couple during a meeting in an office.
A financial adviser can 'optimize your investment portfolio, manage your cash flow and prioritize long-term savings goals'
(Image credit: skynesher / Getty Images)

It is one thing to realize you could benefit from the help of a financial adviser, but it is another thing entirely to find an adviser who is actually a good fit for you.

The effort that sorting through your options may require should not discourage you from seeking financial guidance, however. After all, a financial adviser can "optimize your investment portfolio, manage your cash flow and prioritize long-term savings goals," said Forbes, among a multitude of other helpful services, potentially making you better off financially in the long run.

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Becca Stanek, The Week US

Becca Stanek has worked as an editor and writer in the personal finance space since 2017. She previously served as a deputy editor and later a managing editor overseeing investing and savings content at LendingTree and as an editor at the financial startup SmartAsset, where she focused on retirement- and financial-adviser-related content. Before that, Becca was a staff writer at The Week, primarily contributing to Speed Reads.