Charles

has anyone here actually used AND benefitted from a financial advisor?

my assumption is that most times you're better off with a roboadvisor or parking in total stock market index funds

looking for a second opinion

Back when I knew nothing about finance, they were helpful to start getting educated. Pointed me in the direction of what to research.

Now, post-MBA and with a lot more knowledge and experience, it really doesn’t feel worth the fees. Perhaps as a second opinion or different perspective. For example: how to pursue steady return with low volatility with a portion of my assets, which is not the direction I usually go :)

Instigating /ottp /arrow & /luminous. Building @venturetothex. 

    Writing: https://paragraph.xyz/@nate  Channels: /lum /venturetothex /higher /believein

good to know – yes lol trying to diversify direction