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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
Rian Waterman
JD, CEPA®, CFA®
Financial Advisor from Farther Finance, LLC, IA

Farther is the nations leading technology-centric wealth management firm  empowering expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience...

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View more qualified advisors in Davenport, IA Right Arrow
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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View more qualified advisors in Lees Summit, MO Right Arrow
Advisor 3
Joe Pleso
Financial Advisor from Pleso Capital Group, WY

We are a fee-only, independent firm committed to helping our clients achieve their financial goals through a personalized approach. We take the guesswork out of identifying, planning for, and...

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View more qualified advisors in Laramie, WY Right Arrow
Advisor 3
Ryan Veldhuizen
CFP®
Financial Advisor from Catalyze Wealth Management, IN

To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture...

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View more qualified advisors in Carmel, IN Right Arrow
Advisor 3
Brian Cummings
CFP®, EA, ChFC®
Financial Advisor from Cummings Wealth Management Group, SC

We provide our clients with financial security through wealth management with integrity, professionalism, and a caring touch.

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View more qualified advisors in Mount Pleasant, SC Right Arrow

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Latest Blog

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...

By: WiserAdvisor Insights

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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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