Choosing an Advisor – Who are the players in Market?

By Lexington Wealth Management on February 12, 2021

Please join us on this March 25th at 9 am EST for the second of our three-part series, Choosing an Advisor – Who are the players in Market?, hosted by Lexington Wealth Management’s own, Glenn Frank. hosted by Lexington Wealth Management’s own, Glenn Frank. Deciding to hire an advisor can be an overwhelming process. Questions like: What categories of advisor choices are there? What do they actually do versus what you need done? What do they charge? In what areas are they likely to save you portfolio costs? What are their subtle as well as their obvious conflicts of interest? We will attempt to answer all these questions and shine a light into a part of our industry that does not get covered often.

Don’t forget, that all 3 sessions are independent from each other and focus on different aspects of this difficult but transcendental decision of choosing or not a financial advisor.

Glenn Frank was the Founding Director of the Master of Personal Financial Planning program at Bentley University in 1996 where he taught investment courses until 2015. The MA Financial Planning Association awarded him “Planner of the Year” for 2019. Glenn is currently the Director of Education at fee-only Lexington Wealth Management. Over the years, Glenn has counseled numerous students and clients at various stages in their lives. Currently, his focus is community and advisor education, providing an insider’s view of the financial services industry, and integrating happiness into the financial planning process.

We hope you join us and invite those who you think might benefit from these candid conversations.