Eight Important Questions to Ask Your Financial Advisor
 
Learn the eight important questions to ask your current, or a prospective, financial advisor.  

 Presented by Robert Peelman, CFP

OJM Group Director of Wealth Advisors Robert Peelman, CFP suggests eight questions you should ask a prospective financial advisor, or your current advisor, during an annual review. Topics include the advisor's fiduciary or suitability standard, investment philosophy, professional credentials and views on market timing.