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Advisor 3
Craig Thompson
ChFC®
Financial Advisor from Assets Solutions, LA

Asset Solutions Advisory Services, Inc. is a fee-based registered investment advisor specializing in helping the needs of retirees, those nearing retirement (within 15 years of retirement), and other...

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Advisor 3
Geoffrey Hemenway
Financial Advisor from Hemenway Financial Services, NE

Here at Hemenway Financial Services, we hope to help you and your family find a path towards achieving your goals. We do this by working with you to build a comprehensive financial plan or, if...

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Advisor 3
Nancy Listiawan
CFP®
Financial Advisor from Vera Wealth, CA

Vera Wealth is here for Main Street investors. We work with individuals who are committed to transforming their financial future and building lasting wealth. We will educate clients and get them to ...

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View more qualified advisors in Pasadena, CA Right Arrow
Advisor 3
Brian Bisdorf
CRPC®
Financial Advisor from Cedarwood Financial Partners, TX

Cedarwood was launched with the goal of creating a firm that felt like family to both clients and partners. We trace our roots back to 1996, when our senior partner and founder began serving...

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Advisor 3
Joseph Skees
CFP®, ChFC®
Financial Advisor from Granite Bay Wealth Management, LLC, NH

To combine the strength and heritage of our practice with the insight, concern, and experience of our associates to give clients objective, individualized advice and service that will help them...

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View more qualified advisors in Portsmouth, NH Right Arrow
Advisor 3
Gary Hannah
CFP®
Financial Advisor from Stratos Wealth Partners, OH

We believe Stratos Wealth Partners offers our clients a clear advantage. By bringing the resources of a national firm to the local level, we enable our advisors to take full advantage of our...

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View more qualified advisors in Akron, OH Right Arrow

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Latest Blog

Financial Advisor Guide

9 Min Read

02 Jul 2025

The Role of Financial Advisors in Managing Healthcare Expenses

Healthcare costs are rising at a pace that demands attention, particularly for...

By: WiserAdvisor Insights
Estate Planning

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01 Jul 2025

Essential Steps to Creating a Comprehensive Estate Plan

Estate planning is not just for the wealthy; it is essential for...

By: WiserAdvisor Insights

14 Min Read

27 Jun 2025

Start Planning Your Retirement Early to Save Enough and Plan Better

Let’s be honest, retirement isn’t what it used to be. The traditional blueprint of working until 65, collecting a pension,...

By: Jonathan Dash

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It is said that a goal without a plan is just a...

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The decision to hire a financial advisor is a prudent move. Seeking...

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Investment and risk are two closely related concepts. Risk refers to the...

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Top Financial Concerns

Retirement

Planning for retirement is crucial for a comfortable future. Start early to manage finances, find investments, and stay updated on financial trends. Seek advice to ensure a worry-free retirement filled with hobbies and time with loved ones...

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Investing

Good financial management means saving and investing wisely. Save for short-term needs, but also invest in assets like real estate and stocks for long-term growth. Your budget depends on your situation. If unsure, learn about investing for a secure financial fut...

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Advisor Compensation

Fee-Only Financial Advisors

Fee-only advisors offer unbiased guidance, charging solely for advice without earning commissions. This ensures recommendations are solely based on client needs. Services include comprehensive financial solutions with fees based on assets managed, flat rates...

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Fee-Based Financial Advisors

Fee-based advisors charge a set fee for their services, like a retainer or hourly rate, with additional income from commissions. Despite commissions, they prioritize clients' interests.

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Advisor Designations

Understanding Your Advisor's Designations

Finding the right financial professional amidst numerous options can be daunting. Advisors distinguish themselves through their qualifications, experiences, and education, including specialized designations. Look for respected designations like CFPs, CFAs, and ChFCs, indicating adherence to strict criteria regulated by State and local agencies.

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