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Featured Advisor

Asset Preservation Advisors


State: GA

APA’s philosophy is to work closely with our clients to develop an in-depth understanding of their unique needs and objectives. We then customize a municipal bond portfolio that best meets their specific goals and needs. APA manages high quality municipal bond portfolios in four strategies: Short-Term, Intermediate-Term, High Income, and Taxable.

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September 22, 2014 Millionaire Fact of the Day




September 22, 2014 Millionaire Fact of the Day:  What is the Most Valuable Attribute of a Financial Advisor?


Personality and trust trump fees.  Millionaires tend to value characteristics like honesty, trustworthy and transparency the most.  Overwhelmingly the most important characteristic when choosing a financial advisor is trust.  If they meet someone that they don't think they can trust, they are unlikely to use that advisor.  So how do you decide to trust someone?  Referrals from family and friends, ratings like those on our Best Advisor Service and personal chemistry.