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Featured Financial Advisors
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Allen L. Frederick
Farther Finance, LLC
Farther is the intelligent wealth management firm, combining powerful technology with premier advisors to accelerate financial freedom. The fastest-growing financial services firm in the country,...
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Mark Stancato
CFP®, EA, ECA, CRPS®
VIP Wealth Advisors
VIP Wealth Advisors is a boutique, fee-only Registered Investment Advisor based in Atlanta, serving clients nationwide. Founded by Mark Stancato, CFP®, EA, ECA, CRPS®, the firm was built to provide...
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Brent Rupnow
CEPA®, CFP®, APMA®, CLU®, ChFC®
Via Luce Capital Corporation
At Via Luce Capital, we believe clarity and confidence should define your financial future. That's why we take a different approach-one that blends cutting-edge data analysis with personalized,...
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David Conley
CFP®
Masters Financial Group
MFG has been helping Upstate individuals & families pursue their financial goals since 1998. Our mission is to help you reach your financial goals and experience financial peace. Our Certified...
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Marcus Luckeneder
CFP®, AAMS®
Validus Financial Associates
Here at Validus Financial Associates, we are a team of financial planners that have been working together since 2011, and some of us together much longer. We have over 100 years of collective...
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Joseph Skees
CFP®, ChFC®
Granite Bay Wealth Management, LLC
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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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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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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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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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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