Retirement Login HSA Login

Not sure?   Contact Us

Opinion: Finding A Good Financial Adviser Without Paying Too Much



Amanda wants to live in a world where retirement security is no longer a dream. When she’s not nerding out on social media, you can find her exploring life through her motto, “live life like a curious child with a meticulous attention to details.” Her retirement goals are to travel and own a French vineyard. Happy saving #SaverNation


October 26, 2015 at 8:15 am


Kent Smetters, an economics professor at the University of Pennsylvania’s Wharton School, recommends Ubiquity Retirement + Savings in this opinion piece that ran as part of NPR’s “Your Money and Your Life” series.

According to Smetters, finding a good involves two key steps, choose a “fee-only adviser” and you want an adviser who believes in “low-cost passive-indexed diversification.”

Read More