Financial Advisor: Yes or No?

A woman and two men sit together discussing financial matters. The banner above reads, Financial Advisor Yes or No? Below is text: Percentage of couples who are worried about these financial issues.

Money conversations and alignment on your retirement goals can be difficult in a relationship. Sometimes having a financial advisor to help with these discussions and finding common ground can create a healthy financial mindset as a couple. Fidelity’s 2024 Couples & Money Study results show that concerns around common financial stressors tend to be less when working with an advisor.

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Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients.