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Advisor 3
Michael Fiammetta
Financial Advisor from Lpl, MO

4 Generations Wealth Management is an Investment Strategies team formed by Michael J. Blomberg, founded and grown with the underlying principle that this is a relationship business, and these are...

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Advisor 3
Travis Cullman
CFP®, CPFA
Financial Advisor from SageSpring Wealth Partners, TN

SageSpring Wealth Partners operates as a family. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future....

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Advisor 3
Michael Loftus
Financial Advisor from Loftus Wealth Strategies, DE

From the beginning, Loftus Wealth Strategies has committed to staying small, so that we can provide personalized service and custom portfolio management for our clients. We're good listeners,...

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Advisor 3
Mitch Simkins
Financial Advisor from Farther Finance, LLC, UT

Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer...

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Advisor 3
Zachary Bohannon
AWMA®
Financial Advisor from Prudential Advisors, KY

Nestled in the heart of Paducah, Prudential Advisors is a full-service advisory and planning firm dedicated to helping individuals, families, and businesses pursue financial freedom and well-being. ...

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Advisor 3
Thomas "Casey" Loper
Financial Advisor from Cornerstone Wealth Management, OK

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite...

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Financial Advisor Guide

11 Min Read

10 Jul 2025

Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea

If you are someone who loves a good Do It Yourself (DIY)...

By: WiserAdvisor Insights
Retirement Planning

11 Min Read

08 Jul 2025

Things to Know If You Are Planning an Early Withdrawal from Your Roth IRA

Are you thinking about cashing in on your Roth Individual Retirement Account...

By: Jonathan Dash

10 Min Read

04 Jul 2025

What are the Tax Brackets and Federal Income Tax Rates for the 2025-2026 Tax Year?

Did you know that the Internal Revenue Service (IRS) adjusts 2025 tax brackets to account for inflation? Yes! The numbers...

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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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