Why work with a financial advisor?

A dedicated financial partner who knows your story and coaches you through life's ups and downs can make all the difference for you and those around you.

  A financial advisor laughs with two clients at his office.

The benefits of partnering with a financial advisor

Our finances touch nearly every aspect of our lives. So, working with a financial advisor can have a positive impact on your own financial well-being, but also on your loved ones, future generations and even your community.

Moving confidently toward the future you imagine begins with that first step of deciding who will walk alongside you. A deeply committed partner who puts in the work and sticks with you for the long haul can help you get more from life, and put more back into it.

So, we encourage you to take this first step – learn about the benefits of working with a financial advisor and see what a difference it makes to have a partner on your financial journey.

How a financial advisor can help

A financial advisor can bring you closer to the future you see for yourself in many ways – from creating personalized savings strategies for all your short- and long-term goals, to selecting the right investment products for you, working through estate considerations and setting up insurance protection for you and your loved ones.

But the most important benefits aren’t necessarily the details of strategies and investments. We believe the real difference is in finding a long-term, trusted partner who understands what's most important to you, and why.

No two people are the same, so your financial goals and investment strategies should be as individual as you are. By listening to your unique story, your financial advisor can help develop sound goals and strong foundational strategies to keep you on track toward your vision for the future.

At Edward Jones, our financial advisors are committed to your lifelong journey, so you can be sure you’ll have someone to help you adapt as life evolves. Whether you want to save for retirement, make sure your kids or grandkids graduate college debt-free, travel the world or build wealth to last generations, we can partner with you to realize the possibilities.

Use our Starting Point tool to find out what Edward Jones resources may be helpful to you based on your experience and goals.

  An Edward Jones financial advisor speaks with a potential client.

What to look for in a financial advisor

Deciding to work with a financial advisor, and finding someone who fits your needs, can bring up a lot of questions. And the number of options might lead some of us to stop before we start or stay somewhere that isn't quite the right fit. So it’s important to know what to look for as you begin considering.

The right resources and expertise

When you choose to work with a financial advisor, it’s important to find a professional in the field of finance who's the right fit for you, and has the right resources and experience. You can use these questions to ask a financial advisor as a starting point for what to consider as you’re making your decision.

A long-term financial strategy with quality investments, customized to you

The investment world is filled with products and investment strategies – it can be dizzying. A financial advisor can help you cut through the clutter by:

  • Identifying quality, diversified investment products
  • Building a customized financial strategy that’s right for your individual goals and your comfort with risk
  • Providing the knowledge and guidance you need to feel confident, informed and in control of your future
  • Communicating with you, actively and candidly, to identify changes over time and to keep you on track

What’s more, a financial advisor can help take your financial strategy to the next level by working with tax professionals, estate attorneys and insurance specialists. Together with these partners, they can help create a comprehensive approach to achieving your goals.

Data-driven decision-making

Stock market headlines, with all their twists and turns, can make even the most seasoned investor nervous. And this can lead to emotional investing decisions. A financial advisor can help you to stay on track toward your long-term goals, and course correct if necessary. And they’ll do all of this based on data and the guidance of experienced market strategists, not short-term market fluctuations.

At Edward Jones, our financial advisors embody these ways of working and always put you first. They’re backed by a broad network with deep expertise, yet work with you one on one to develop long-term strategies crafted to meet your goals. And they’ll always help you stay focused on your path ahead, so you can face the future with confidence.

When should I meet with a financial advisor?

The short answer? It's never too early to start.

You may wonder if you need to be a certain age or have a certain amount of assets. But wherever you are in life, a financial advisor can help you take stock of your finances and build a strategy for all your short- and long-term goals. The future always seems to catch up to us before we know it, so taking action now only helps in the long run.

If you're ready to begin but unsure of where to start, take a look at some of our calculators to begin visualizing your goals. Then reach out to us and find an Edward Jones financial advisor to open a conversation.