WATCH: The Importance of Choosing a Financial Advisor

August 10, 2020 – Dopkins Wealth Advisors Patrick Bohen and Ryan Smith recently conducted a video discussion on the topic of registered investment advisors (RIA).  Their conversation included the importance of choosing a financial advisor and best practices to look for the right one. We’ve provided an encore video of their discussion. 

Read our related blog on this topic here.

For more information, contact Patrick Bohen at pbohen@dopkins.com or Ryan Smith at rsmith@dopkins.com.

* Dopkins Wealth Management, LLC is a registered investment advisor owned by the partners of Dopkins & Company, LLP.

 

 

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