Anonymous wrote:I've had no luck finding one that is smart and savvy. All have been mediocre at best, basically doing what I have been doing with our investments for years on my own. Where are the good ones? Please suggest some names -- location is not an issue. One that is a value add. Thanks!

Most are. It's the 80-20 rule but in high-end professions like finance, medicine, law, etc. it's more like 90-10 or 95-5. It's the 5% (or 10%) that are exceptional (think brain surgeons, folks that only touch $25M+ portfolios, etc.). These are the guys that will actually manage your money out of a downturn and maximize your risk-adjusted return. The rest of them just outsource their "advice" to one of the 10%s and sell that to you as theirs. For the most part, you can learn what your advisor does and do it yourself.

Anonymous wrote:I've had no luck finding one that is smart and savvy. All have been mediocre at best, basically doing what I have been doing with our investments for years on my own. Where are the good ones? Please suggest some names -- location is not an issue. One that is a value add. Thanks!

I know a great one but minimum is 30m initial investment. That your ballpark?

Napfa.org

For some reason I have a feeling you have a very high bar ...

If you are looking for individualized attention, investments and a financial advisor, friend recently switched to Sandbox Financial Partners (www.sandboxfp.com) in Bethesda and is very happy. I do not know with which advisor she is working and I do nor know their minimum, but I do know they are fee only which is a plus in my mind!

Good luck!

Try Facet, it gets great reviews.

I've had no luck finding one that is smart and savvy. All have been mediocre at best, basically doing what I have been doing with our investments for years on my own. Where are the good ones? Please suggest some names -- location is not an issue. One that is a value add. Thanks!