ADVISOR CONNECTIONS

Reimagine Your Financial Life

We understand that there are many factors that play a role in determining who you want to entrust with your financial hopes and dreams. Let us help you find your Forum advisor match!

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Chart on the Added Value of Working With a Financial Advisor With a Difference of Nearly $400,000 After 20 Years

Vanguard has quantified the additional benefits that investors can receive from working with an advisor using its Vanguard Advisor’s Alpha framework. While this is not specific to Forum advisors, it is representative of the value we add for clients.

The 2019 Vanguard report confirmed prior report findings, calculating that net returns can be as much as 3 percentage points higher for investors who work with a financial advisor employing optimal wealth management practices. For illustrative purposes only. Assumes $25,000 invested every year for 20 years. Investor-Driven Portfolio reflects a reduction of annualized return based on the Vanguard Advisor’s Alpha estimated premium.
Source: Francis M. Kinniry, Jr., Colleen M. Jaconetti, Michael A. DiJoseph, Yan Zilbering, and Donald G. Bennyhoff, “Putting a Value on Your Value: Quantifying Vanguard Advisor’s Alpha®.” Vanguard Research, February 2019.

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HELP US SHAPE THE FUTURE OF WEALTH MANAGEMENT AND THE CLIENT EXPERIENCE

We consistently recruit top-tier advisors and business leaders. To attract talented individuals, you need to have a growth-oriented firm that offers advisors and associates mentorship and career growth opportunities. Forum has no third-party investors, no private equity investors. Our belief is that taking outside capital separates the incentives of the owners from their direct client relationships. This helps us never lose sight of the fact that clients come first, period.

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Forum Financial Director of Talent and Organizational Development Laura Norek

LAURA NOREK

Director of Talent and Organizational Development

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Forum Financial Advisor Development Officer Brian Shapiro

BRIAN SHAPIRO

Advisor Development Officer

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Whether you are ready to invest for the first time or looking for a new partner who actually understands your wealth management needs, we would love to help you explore what is possible with Forum.

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