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© 2020 Brickley Wealth Management
As your financial landscape evolves, so should your advisor’s expertise. Learn how to identify when it’s time to seek out an advisor who offers comprehensive services and deep technical insight to match your needs.
Blog Post
by Aaron Brickley, CFP®, CPWA®

Have You Outgrown Your Financial Advisor? Discover Key Signs and Next Steps

Financial Planning
Tax Planning
Financial Uncertainty
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Notice: The content of this post is over two years old, information may not be up to date.

Signs You’ve Outgrown Your Advisor:

There often comes a pivotal moment when you realize your advisor is no longer capable of meeting your needs. This might happen during significant life events like retirement planning or managing a substantial inheritance. If you find your questions aren't being answered or the plans proposed don't seem sufficient, it may be time to move on. These moments show why it's essential to have an advisor who brings both technical knowledge and extensive experience in complex, high-stakes areas, coupled with a deep understanding of your overall financial needs.

The Difference Thoughtful Advising Can Make:

The right advisor doesn’t just tell you what to do—they help you make sense of your options. By listening carefully, asking the right questions, and diving deep into your unique circumstances, they ensure every decision reflects your goals and values.

For instance, navigating the complexities of a large financial event, like a business sale, requires more than technical know-how. A thoughtful advisor will collaborate with you to create reinvestment strategies that align with your ambitions, tax plans that fit your financial philosophy, and estate strategies that protect your legacy.

This personalized approach ensures your wealth works for you, both now and in the future.

When It’s Time to Seek Better Financial Guidance:

Lack of Personalization

‍If your advisor uses cookie-cutter strategies that don’t reflect your unique goals or circumstances, it may be time to reassess.

Poor Communication‍

Clear answers matter. If your advisor is hard to reach or leaves you confused, you could be missing out on key opportunities.

Outdated Expertise‍

As your financial situation grows complex, you need an advisor who stays current with tax laws, financial products, and market trends.

Failure to Listen‍

Your goals should drive the conversation. If your advisor dismisses your concerns or pushes their own agenda, it’s a red flag.

Lack of Proactivity‍

Great advisors anticipate changes and suggest solutions. If yours only reacts to problems, you may miss out on strategic opportunities.

Limited Services‍

Your financial life is multifaceted. If your advisor can’t handle everything from investments to estate planning, your strategy may be fragmented.

The Next Step in Your Financial Journey:

Consistency with the right advisor can be invaluable. A strong advisor-client relationship allows for a tailored financial plan that grows with your changing needs. Advisors who know your financial history can provide guidance as new challenges arise.

However, as your financial situation evolves, you may outgrow your advisor’s expertise. When that time comes, it’s crucial to find someone with the experience to handle complex, high-stakes decisions and guide you through every stage of your journey.

At Brickley Wealth, we pride ourselves on being the advisors you won't outgrow. We are committed to providing the comprehensive, personalized advice you need to achieve your financial goals, no matter how complex they become.

If you believe you've outgrown your advisor, let’s discuss how we can support your financial journey with the expertise and personalized attention you deserve.

–––

Brickley Wealth Management is a Registered Investment Adviser*. Advisory services are only offered to clients or prospective clients where Brickley Wealth Management and its representatives are properly licensed or exempt from licensure. The information throughout this website is solely for informational purposes. The content is developed from sources believed to provide accurate information, and we conduct reasonable due diligence review however, the information contained throughout this website is subject to change without notice and is not free from error. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Readers should conduct their own review and exercise judgment prior to investing and should carefully consider their own investment objectives and not rely on any post, chart, graph or marketing piece to make a decision. No investment or tax advice may be rendered by Brickley Wealth Management or Brickley & Company unless a client service agreement is in place. We are not providing any personalized investment advice through this website. Please consult your investment, tax, or legal advisor for assistance regarding your individual situation. Brickley Wealth Management does not provide legal advice, and nothing in this website shall be construed as legal advice. For more information on our firm and our advisers, please see the latest Form ADV and Part 2 Brochures and our Client Relationship Summary https://adviserinfo.sec.gov/firm/summary/287487. For a copy of our Privacy Notice, please go here.

*Please note that the term "registered investment adviser" and description of our firm and/or our associates as "registered" does not imply a certain level of skill or training.

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Key Financial Terms 
Related to this Post:

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Fiduciary

A Fiduciary is an individual or organization that is legally required to act in the best interest of another person or persons, putting their clients' interests ahead of their own with a duty to preserve good faith and trust.
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Registered Investment Advisor

A Registered Investment Advisor (RIA) is a firm or individual registered with the SEC or state regulators to provide financial advice and investment management services to clients, and is bound by state and federal laws.

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Contact@brickleywealth.com
(650) 638-0111

Brickley Wealth Management is a Registered Investment Adviser*. Advisory services are only offered to clients or prospective clients where Brickley Wealth Management and its representatives are properly licensed or exempt from licensure. The information throughout this website is solely for informational purposes. The content is developed from sources believed to provide accurate information, and we conduct reasonable due diligence review however, the information contained throughout this website is subject to change without notice and is not free from error. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Readers should conduct their own review and exercise judgment prior to investing and should carefully consider their own investment objectives and not rely on any post, chart, graph or marketing piece to make a decision. No investment or tax advice may be rendered by Brickley Wealth Management or Brickley & Company unless a client service agreement is in place. We are not providing any personalized investment advice through this website. Please consult your investment, tax, or legal advisor for assistance regarding your individual situation. Brickley Wealth Management does not provide legal advice, and nothing in this website shall be construed as legal advice. For more information on our firm and our advisers, please see the latest Form ADV and Part 2 Brochures and our Client Relationship Summary https://adviserinfo.sec.gov/firm/summary/287487. For a copy of our Privacy Notice, please go here.

*Please note that the term "registered investment adviser" and description of our firm and/or our associates as "registered" does not imply a certain level of skill or training.

2020 Brickley Wealth Management. All rights reserved.
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