Mimi Drake Featured in Barron’s: How New Investors Can Get Started

In Barron’s latest “The Big Q” feature, Cerity Partners’ Mimi Drake shares insights on how new investors can overcome hesitation and begin building a long-term financial plan. Her advice? Start with your values.

“It may seem counterintuitive, but we believe the first conversation about investing shouldn’t involve numbers,” Mimi says. “Focus first on what the money means to you, what your goals are, and how to protect and build on what you have.”