How to Evaluate Your Financial Advisor

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 Plancorp team By: Plancorp team

Most people don’t know how to properly evaluate financial advice and overly rely on investment performance as the sole measurement of success. In this podcast with The Wall Street Journal, Plancorp’s Peter Lazaroff discusses how investors can use a portfolio-based benchmark and goals-based benchmark to measure their progress in a meaningful way.

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Plancorp started with a unique philosophy: Always put your clients’ interests ahead of your own, and you’ll build a successful business. That was in 1983, but the sentiment still drives every decision we make. After 35 years of helping individuals, families and business owners plan for financial independence, our commitment to serving as financial life advocates is stronger than ever. More »