Selecting the right financial advisor may be one of the most important financial decisions you’ll make. Your advisor should be more than a portfolio manager — they should be a trusted partner who understands your goals, communicates clearly, and helps you navigate financial complexities with confidence.
A great way to find the appropriate fit? Ask the right questions.
In this series, six of our senior advisors share the five questions they recommend clients ask before entering an advisory relationship — and why those questions matter. Each perspective reflects years of experience guiding individuals and families toward financial clarity.
Explore the Series:
Essential Starter Questions to Ask a Financial Advisor
Ryan Catanese, CPA, CFP®, Senior Wealth Advisor and Managing Director
Setting Clear Expectations with Your Financial Advisor
Patrick Gingras, Regional President and Senior Managing Director
Building a Transparent and Trustworthy Advisor Relationship
Charles Grimm, CPA, PFS, MBA, CFP®, Senior Wealth Advisor & Financial Planning Consultant, Managing Director
Aligning Values with Your Financial Advisor
Edward R. Kuresman, CFA, Regional President and Senior Managing Director
Defining Success in the Advisor-Client Relationship
Albie MacDonald, CFP®, President, Advisory Referral Group
Searching for the Right Fit with Your Financial Advisor
Matt Mathias, Regional President and Senior Managing Director
Each article highlights a simple framework for starting the conversation — from transparency and trust to defining success and ensuring alignment. Together, these insights provide a practical guide to building a strong, lasting advisor-client relationship.
Your financial future deserves thoughtful guidance. Reach out to learn more about how our advisors can support your goals.
Please send your questions, comments, and feedback to: info@mai.capital. This article is provided by MAI Capital for educational purposes only and is not to be construed as investment advice. The opinions and analyses expressed herein are subject to change at any time. Any suggestions contained herein are general, and do not take into account an individual’s or entity’s specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Distribution hereof does not constitute legal, tax, accounting, investment, or other professional advice. Recipients should consult their professional advisors prior to acting on the information set forth herein. In accordance with certain Treasury Regulations, we inform you that any federal tax conclusions set forth in this communication, were not intended or written to be used, and cannot be used by any taxpayer, for the purposes of avoiding penalties that may be imposed by the Internal Revenue Service.
