Choosing a financial advisor that best meets your needs will have a lasting impact on your family's financial health and well being. The following consumer organizations and government agencies have developed guidelines on choosing a financial advisor, from understanding the various services and compensation methods to checking on an advisor's background and licensing:

NAPFA Guidelines for How to Find Your Financial Advisor

CFP Board Guidelines on Choosing a CFP® Professional

Securities and Exchange Commission (SEC) Protect Your Money: Check Out Brokers and Investment Advisers