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Credentials & Designations
- Accredited Financial Counselor (AFC)
- Certified Divorce Planner (CDP)
- Certified Estate Advisor (CEA)
- Certified Financial Planner (CFP)
- Certified Retirement Financial Advisor (CRFA)
- Certified Trust & Financial Advisor (CTFA)
- Chartered Financial Analyst (CFA)
- Chartered Financial Consultant (ChFC)
- Registered Financial Consultant (RFC)
- Registered Financial Planner (RFP)
- Registered Financial Specialist (RFS) more.
Your choice of a financial advisor should be the result of sound research. You must locate appropriate candidates, understand their credentials, check references, and conduct interviews in which you ask the right questions.
The first step in choosing a financial advisor is to identify your needs -- most importantly, a professional must be able to provide the specific information and unique advice that you require. You must find a professional that can perform the services you desire given your personal constraints such as location, net worth, portfolio size, etc.
We have sought to ease the initial search challenge by providing WiserAdvisor; a sophisticated matching service that helps you quickly and easily identify financial professionals ideally suited to serve you. This service is free and there is no obligation -- it merely puts you in contact with a select group of financial professionals who can provide the help that you need. You can be confident in the results WiserAdvisor determines because we have an extensive database of financial professionals offering a wide variety of services across the country. We have also done our best to ensure high quality as every professional in our system has met strict qualification standards.
In short, we believe using WiserAdvisor can quickly and efficiently help you identify the advisors best qualified to meet your unique needs and start you on your path to a more secure financial future.
We also publish in depth articles for different topics of interests in financial services, read them & prepare well for interviewing advisors.
Articles on Financial Advisors
Featured Financial Advisors...
We are an independent CFP® Practitioner and Registered Investment Advisor (RIA). Because we are an independent firm with no captive sales agreements, we align our clients' interests with our own. ......
When you work with me, you are working with someone who is not conflicted by pressure to market proprietary products (my broker dealer,Cambridge has none). I have access to a vast array of informat......
Corpus Christi Financial Group is a fee-based financial planning and wealth management firm dedicated to providing personalized guidance to individuals, families, and businesses. We offer comprehe......
Miller Wealth Management is an independent wealth management firm dedicated to helping our clients pursue important milestones throughout their financial life. Our experience and knowledge allows us t......
Today's investment climate offers unprecedented opportunities. Our mission is to help clients take advantage of those opportunities by providing them with three key tools: 1.A clear understanding of......
At BMH Investment Group our goal is to help you, our
client, achieve financial freedom first by seeking to
understand your circumstances and your aspirations –
the goals you have for......
I help individuals and business owners manage their financial affairs so they can devote more time and attention to their families, businesses, or other interests. I serve as their pri......
We have been helping individuals and businesses with their Retirement Planning for 28 years. We start with a Free Financial Plan, then help the clients implement the plan and review it at least on......
As an independent Financial Advisor, Michael is committed to providing clients with the highest level of service and solutions for all of their financial needs. His clients can expect trust, honesty, ......
We are here to help you find focus, clarity and confidence in your financial program. We are dedicated to informing and educating the public regarding the follies of traditional financial thinking. U......
Kennedy & Company specializes by providing Wealth and Tax Management services to families with complex planning needs and significant assets, typically in excess of $500,000. We help our clients answ......
Much like building a home - the first step is to create the blueprint. Catalyst Financial Strategies starts with understanding you and your goals and then designing a plan to assist you in accomplishi......
I help individuals and small business owners by providing unique solutions that help you build, preserve and protect your wealth. When you retain Richard Osman and his team at Integrated Financial Pa......
Established in 1985, Mercer Advisors is a fee-only total wealth management firm that provides comprehensive financial planning and investment management services. Our Strategic Advisory teams use a sy......