Finding the Right Financial Advisor It is wise act when you about asking for referrals and suggestions from your friends and family, who have successfully been managing their finances. Look for the certified financial advisor who has a good experience. They shouldn't tell you what to do with your money, but only present certain tools that will help you decide how to make the best of your investment. His charges should be transparent. Your financial advisor should advice you on every aspect of your financial life and connect you with specialists in specific areas, such as tax accountants or insurance brokers.