Looking for input to help me find a finacial advisor who understands REI

[Mike Terry]

Greetings BP Community,

I'm an avid Real Estate investor alongside my role as a W2 employee, and I'm currently seeking a financial advisor, preferably one who operates on a fee-only basis. My aim is to develop a comprehensive financial plan as I transition away from my W2 employment over the next few years. Finding the right professional for this task has proven challenging due to the prevalent compensation structure in the industry, which heavily emphasizes investment management. Frankly, I'm skeptical about the value proposition of advisors solely focused on investment management; their performance often fails to justify the associated costs. What I truly need is an advisor capable of fleshing out my skeletal plan, critically reviewing my assumptions, and providing expert insights on portfolio management, tax implications, and potential pitfalls. If such a person exists, I'd greatly appreciate any recommendations.

Additionally, I'm open to considering non-professionals who excel in specific areas where professional advice may be lacking. I'm aware that there are individuals who think strategically and possess a deep understanding of these complex issues. Figures like Paula Pant, Joe Saul-Sehy, Scott Trench, and Mindy/Carl Jensen come to mind; they possess broad knowledge and excel at simplifying intricate concepts into easily digestible points.

I look forward to any recommendations or insights the Bigger Pockets' community may have.

Warm regards,

Mike 

[Jonathan Bock]

@Mike Terry

Could not agree more my practice is dedicated to real estate investors because I shared the same frustration you have now when I was seeking comprehensive planning.  We do exist let me know if you have any questions? 

Jonathan Bock, CPA