FINANCIAL ADVISOR
Hari V Thavaraj

You've probably heard the expression, "Don't put all your eggs in one basket." I've seen people, with the best of intentions, take that too literally – with 10 different investment accounts, six different cash accounts and three different advisors. That feels complicated and stressful. Here's a better idea: Just like you have a family physician to oversee your various health resources, I can serve as your financial advisor to review the full scope of your financial situation and make sure everything works in tandem toward the life you define.

Here's another advantage of a family financial advisor. I may spot...