Avoid Wall Street charlatans.

Empower yourself with financial education.

Find trustworthy financial advisors.

Get better financial advice.

In today’s confusing world of financial advice, it can be difficult to separate the sheep from the wolves. Anyone can claim to be a financial advisor, even those who are motivated to sell life insurance products, unnecessary annuities, or in-house mutual funds.

Unafraid to call it like it is, personal finance expert David Bromelkamp takes on the Goliath financial industry in this empowering, informative, and easily digestible guide for the individual investor. AdvisorSmart for the Individual Investor is a step-by-step roadmap for individuals of all ages, circumstances, or portfolio sizes to better understand the often-confusing world of financial advice. This guide helps individual investors identify and avoid charlatans, and also offers concrete advice to search for and find a trustworthy financial advisor.

Whether you’re just getting started investing or taking a closer look at your current financial advisor, learn how to:

The smart investor selects a wise advisor. Are you ready for better financial advice?

  • Avoid biased financial advice and identify conflicts of interest

  • Recognize the characteristics of good advice

  • Understand the value of a fiduciary standard of care—and other industry terminology

  • Distinguish between fee-only and fee-based financial planners

  • Find and hire an independent financial advisor you can trust

 Backed by evidence-based research and dozens of expert interviews, AdvisorSmart for the Individual Investor is packed with knowledge to help you seek, find, interview, and hire a trusted advisor who fits your unique needs and keeps your best interests in mind.

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About the Illustrators

Many of the graphics in AdvisorSmart for the Individual Investor were created by Michael Boorman, founder of Wisdom Made Easy. His creative visuals help convey complex information in a straightforward, compelling way. He has built a robust online following of 150,000+ people who utilize and share his visuals.

Review the Book

Have you read AdvisorSmart for the Individual Investor? Dave welcomes and appreciates your review on Goodreads or Amazon.

Find the Book

Find AdvisorSmart for the Individual Investor on Amazon. The book will NOT be available for presale on Amazon so we recommend that you sign up for our newsletter HERE and we will plan to send you a reminder email on the very first day that the book goes on sale. For bulk orders and custom editions, contact Dave directly at david @ advisorsmart.com.

If you own a bookstore or other retail outlet, we’d love to join your bookshelves!
Contact Dave for reseller discounts.

Endorsements

“In this incredibly usable resource, I wholeheartedly applaud David’s bold and brave stance in exposing Wall Street’s deceptive tactics, and empowering people to take the search for better financial advice into their own hands. Anyone nearing retirement needs to read this book.”

—Pam Krueger, Founder and CEO,
Wealthramp, Inc.

“Whether you are already working with a financial advisory firm or trying to decide on whether to hire one, AdvisorSmart for the Individual Investor is an extremely valuable tool. I highly recommend it.”

—Larry Swedroe, Head of Financial
and Economic Research,
Buckingham Strategic Wealth

“In clear language and relatable stories, David Bromelkamp shares his personal journey from discovering that there’s a better model of financial advice to championing that vision for investors. David has committed his professional life to educating investors and advocating for a transparent, client-centric advice model that puts their interests first.”

—Dave Butler, Co-CEO, Dimensional Fund Advisors

  • “...the go-to reference guide for individual investors looking to find and select a prudent financial advisor.”

    —W. Scott Simon

  • “...an interesting read and a very practical guide.”

    —Carlos Panksep

  • “Powerful, practical, and solid advice on selecting a financial advisor…”

    —J. Richard Lynch

  • “...straightforward advice on seeking fee-only fiduciary advisors who always put their clients’ interest first.”

    —Allan Slider

  • “AdvisorSmart...breaks down the financial industry from an insider’s perspective…”

    —Linda Wedul

  • “He makes readers smarter by describing what to avoid and what to seek.”

    —Knut A. Rostad

  • “AdvisorSmart...is the sherpa that investors need to find a new trusted financial advisor.”

    —Brian Hamburger

Buy the Book!

Title Details

Pages: 368
Format: Hardcover
Trim Size: 6” x 9”
Published: TBD
ISBN: 978-1-63489-732-7
BISAC Categories:
BUSINESS & ECONOMICS / Personal Finance / Wealth Management
BUSINESS & ECONOMICS / Personal Finance / Money Management
BUSINESS & ECONOMICS / Personal Finance / Retirement Planning
Publisher: Wise Ink Creative Publishing
Distribution Partner: Itasca Books
Publicist: RMA Publicity

Resources

David Bromelkamp is committed to providing investors with the education they need to access better financial advice. In addition to writing AdvisorSmart for the Individual Investor, he also provides hundreds of pages of free resources on the AdvisorSmart website.

To access these resources, visit any of the following pages:
Research
Images
Speaking
Resources
Blog
Youtube

Learn More