April 2, 2024
Financial Planning, Video
Melissa Gerhardt, CFP®, CEPA®, ChFC®

How to Choose Your Financial Advisor

Video 1: Research

Researching a Financial Advisor beforehand is a very important piece when you are creating your financial plan, investments, and future. In this video, I go over one of my recommendations by starting off with research.

Video 2: How do they work?

When choosing a Financial Advisor, keep these two questions in mind:

How does the Financial Advisor work?
What am I looking for?

In this video, I go over the different ways advisors work and how to get clear on your financial goals.

Video 3: Questions to ask

Choosing a Financial Advisor can be a stressful activity if you don’t know what to ask. In this video, I go over a few questions to consider asking your financial advisor while interviewing them.

Melissa is an Advisor with Legacy Planning Partners providing comprehensive financial planning and financial services to business owners and individuals. Alongside the team of advisors and staff in the Lehigh Valley, she is committed to providing her clients with professional service and assistance in securing their financial future. Melissa provides guidance in the areas of business family succession planning, financial strategies, retirement solutions, insurance solutions, investment management, estate planning, and education funding for children.

Lehigh Valley

3440 Hamilton Blvd
Allentown, PA 18103

Plymouth Meeting

600 W Germantown Pike, Ste 261
Plymouth Meeting, PA 19462

West Chester

228 W Gay Street
West Chester, PA 19380

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

2023 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022.
22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance.
Your experience may vary. Click here for more award information.

2023 Philadelphia Book of Lists Money Managers, created by Philadelphia Business Journal. Presented 3/2022.
Advisors were ranked by local assets under management/advisement as of 2/2022. An unknown number of Advisors were invited to submit their assets under management or assets under
advisement figures for consideration. These numbers were not independently verified. The top 29 are listed. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s
future performance. Your experience may vary. Click here for the most recent award information.