SEARCH
866.712.1657
couple are moving to new apartment.

Finding a Financial Advisor in a New City

Finding a financial advisor can feel a little daunting, especially if you’ve recently moved to a new city. But it doesn’t have to be. Today, we’re taking the guesswork out of the process with five tips that will help you on your search. But first . . . let’s talk about why you need a financial advisor in the first place.

Why Everyone Needs a Financial Advisor

Just like Googling your symptoms isn’t a great way to diagnose your health condition, the same is true for seeking out financial advice. What you need on your journey to building a solid financial foundation is going to be different from your neighbor or even your coworker. 

Financial advisors play a huge role in navigating their financial needs like retirement planning, legacy planning, investing, and solid financial advice along the way. Money touches almost every area of our lives. That’s why it’s so important to find an advisor that aligns with your values and seeks to understand your individual and unique financial situation. 

5 Tips for Finding a Financial Advisor in a New City

1. Know your values. 

Knowing your spending habits, what you believe about money, and your personal goals will go a long way in your search to find someone you can trust with your money decisions. 

2. Do your research.

We live in the digital age which makes finding a financial adviser easier than ever. Research financial firms near you and see if they align with your values. Check out our website to see if a SageSpring Wealth Advisor is near you.

3. Ask for a referral.

Word of mouth is still one of the best ways to connect with professionals and get personal recommendations from family and friends. Ask your coworkers, movers, or even a new friend who they trust with their financial planning. 

4. Always check the reviews.

Reviews can give you a good idea of how someone else’s experience was with a financial firm or particular advisor. As you’re searching online, make sure to check out the reviews. Just remember, no review is as good as it sounds and no review is as bad as it sounds. 

5. Chat with more than one advisor

Most advisors offer a free introductory call. Take advantage of those! If you’re intentional with the time, you’ll get a good sense of how you can work together and if it’s the right fit.  

Questions to Ask Your Potential Advisor

As you start meeting with financial advisors, you’ll want to have some good questions to ask in your back pocket. Their answers to these questions will help you get a good feel for who you might be trusting with your financial future.

Here are a few questions to ask a financial advisor:

  • What are your financial values?
  • Describe your investment approach. 
  • What is your response to failure?
  • What is your communication style and how often do you communicate with clients? 
  • Do you work with a financial team?
  • How are you compensated?
  • Do you have recommendations or client successes you can share?

Finding a financial advisor in a new city can be intimidating. But our advisors at Sagespring Wealth Partners would love to help. We are committed to putting our client’s best interests first. If we aren’t a good fit, we’d love to help you find an advisor that is. Reach out to a Sagespring financial advisor today.

SHARE THIS ARTICLE

Disclosure Information

Privacy Policy

© 2024 SageSpring Wealth Partners. Brokerage services offered through Raymond James Financial Services, member FINRA/SIPC, for accounts custodied with Raymond James. Accounts may be custodied at either Raymond James or Fidelity. Privacy Notice: Investment advisory services offered through SageSpring Wealth Partners., an independent registered investment adviser. SageSpring Wealth Partners or dba teams are not registered broker dealers and are independent of Raymond James Financial Services. Representatives may not register to offer securities and advisory services in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Read full Disclosure

 

© 2024 |  Associated with Raymond James  |
Form ADV Brochure – Pre-Fidelity Transition  | Form ADV Brochure – Post-Fidelity Transition | Form CRS – Pre-Fidelity Transition  | Form CRS – Post-Fidelity Transition | Privacy Policy – Pre-Fidelity Transition | Privacy Policy – Post-Fidelity Transition

SEARCH
866.712.1657
alor1348 jeff
Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

Envelope Linkedin-in

Jeffrey T. Dobyns

President, SageSpring 

Beyond crunching numbers and investment strategies, at SageSpring, we’re about building relationships. When you encounter Founder & President of SageSpring, Jeff Dobyns, it’s easy to understand why this is at the very heart of who we are as a firm. You won’t find stuffy formalities with Jeff; instead, you can expect to find him sharing a warm smile, communicating a compelling vision, or patiently untangling life’s complex challenges with clients. He believes in truly getting to know clients, understanding their aspirations and priorities, and navigating their financial plans with a tailored, comprehensive approach. Our team members have often been caught taking notes on Jeff’s effortless relationship skills from a distance, and we admire them for striving to learn from one of the best. 

Jeff’s financial expertise and wisdom are the perfect match to his innate people skills. Jeff holds the prestigious CERTIFIED FINANCIAL PLANNERTM certification, Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChLU®) designations, and has held executive positions with financial planning firms for more than two decades. 

His dedication extends beyond the office to the boardroom and the local community, where Jeff is passionate about giving back. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. Jeff actively supports other initiatives in the community by sitting on the board of The Signatry of Middle Tennessee and the Halftime Institute of Nashville. 

Witnessing his four children, Gracyn, Hunter, Tanner, and Logan, excel on the field is almost just as rewarding, if not more, than celebrating the victories of seeing his clients overcome obstacles and build wealth. Spending weekends boating on the lake, hiking mountain trails, and fishing with his family are the moments Jeff cherishes most. It’s this grounded perspective that reveals the true meaning of wealth for Jeff: not just numbers on a page, but the freedom to create experiences that enrich your life and the lives of those you love. When you choose the Dobyns McMillin Wealth Team, you choose more than financial expertise. You choose a partner who champions your dreams, celebrates your victories, and walks besides you on the path to achieving your unique goals.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.