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Putting a Price On Expertise

Turn on the TV, tune in to a podcast or flip on the car stereo, and you'll hear ads touting the benefits of financial planning books or at-home programs guaranteed to earn you millions and secure financial freedom for yourself and future generations. While these are often built upon sound financial ideas, they downplay the value of a financial advisor.

Here at HPK Provident Advisors, we have a unique insight into the benefits of a financial advisor. Yet don't simply take our word for it; listen to what the experts have to say.

How Much Is an Experienced Advisor Worth?

Per a 2014 study commissioned by The Vanguard Group, the net value of a financial advisor comes from the comprehensive expertise they offer in the following areas:

  • Portfolio Construction (asset allocation, tax advantages)
  • Wealth Management (investment strategies and rebalancing)
  • Behavioral Coaching (adhering to long-term financial plans)

Many can try to build up a knowledge base in any of these individual areas, yet without day-to- day exposure to the trends and ever-evolving industry standards witnessed within the financial sector, it's virtually impossible to see the impact they have on one's individual investment portfolio.

Overall, it's estimated that the aforementioned expertise translates to roughly a 3% improvement in your returns. That means potentially thousands more in gains over the life of your financial plans.

Put Our Expertise to Work for You

Our team has years of collective experience primed and ready to help you to achieve your financial goals; why not take advantage of such a resource? To learn more about what we can do for you, give us a call at 724.463.1331 (or toll-free at 833.475.7526), or take a moment to fill out our online contact form.

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