When Your Advisor Doesn't Fit Your Life Stage | Durham News

Durham News Today | 2 Min News | The Daily News Now! · Jul 3, 2026 · 2m

Outgrowing your financial advisor? It’s totally normal — especially as you shift from building wealth to spending it in retirement. The advisor who nailed your accumulation phase might not cut it during decumulation. It’s not just about vibes; it’s about specialized expertise that matches your current life stage. And if you’re under the asset minimums (often $500K+), don’t feel stuck — you deserve professional help too. Seek advisors who work with clients like you, not just those who bring in the biggest fees. Communication matters — if it’s off, say so. A great advisor will want you to…