THE LEDGER

Choosing the right financial advisor is essential for reaching long-term goals, protecting assets, and managing risk. This guide outlines how to compare advisor types, fees, and fiduciary standards, while showcasing how Aaron Parthemer’s personalized approach—covering investment management, retirement planning, and wealth preservation—reflects a true commitment to trust, transparency, and client success.

The best answer I can give is that there is no such thing as a typical answer. You need to throw out all rules of thumb and simple formulas and understand that only by reviewing your personal situation will you discover the right answer. In my 16 years of advising clients, I have seen nearly every situation imaginable and have learned that no magical number or rule can be applied.