Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Deerfield
has
15
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Deerfield,
Illinois
have an average of
26
years of experience.
NOTE: The list of vetted financial
advisors in
Deerfield,
Illinois
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Deerfield, Illinois.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Steven Block
LUTCF®, RICP®, CLU®, ChFC® BLOCKWALL STRATEGIES, INC 1650 Lake Cook Rd Suite 500, Deerfield, IL 60015 |
40 Years | $25,000,000 | $100,000 | Fee-Based |
| 35 Years | $0 | Not Specified | Fee-Only | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| 11 Years | $35,000,000 | $400,000 | Fee-Only | |
| 9 Years | Not Specified | $0 | Fee-Based | |
| 35 Years | $0 | Not Specified | Fee-Only | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| 19 Years | Not Specified | $0 | Fee-Based | |
| 28 Years | Not Specified | $100,000 | Fee-Based | |
| 35 Years | $0 | Not Specified | Fee-Only | |
| Not Disclosed | Not Specified | $100,000 | Fee-Based | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
|
BKM Wealth Management
CPA, CFP®, CIMA®, CDFA® 20300 Water Tower Blvd, Suite 250, Brookfield, WI 53045 |
Not Disclosed | $600,000,000 | $250,000 | Fee-Based |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
Qualifications
CRD# 1322835
Firm CRD# 110826
Series 6, 7, 63
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
1650 Lake Cook Rd Suite 500,
Deerfield,
IL
60015
Phone Number
847-317-8787
Steven Block is proud to be a Registered Representative with NYLIFE Securities LLC and New York Life Insurance Company since 2009. He works with a wide variety of clients, including individuals, families, and business owners with accumulation and distribution strategies to maximize outcomes in a tax efficient manner. He helps customize individualized strategies by helping the client understand where they are now and where they want to be in the future. He treats all clients as if they were his own family. Prior to coming to NYL, Steve was a commodities trader on the floor of the Chicago Mercantile Exchange for 24 years. Prior to working, Steve graduated from Grinnell College in 2004 with a Bachelor of Arts. While there, Steve was a member of the nationally ranked swim team and played water polo. When not at work, Steve loves spending time with his wife, Leslie, and three daughters, Allison, Emily, and Sydney. He is a gym enthusiast and enjoys dining at his favorite restaurants.
We all have things we want to accomplish in life, and they don't just happen by accident. It takes planning and preparation to get to where you want to go, and that's why you need a financial strategist by your side who cares about your dreams and is passionate about helping you make them a reality. At BlockWall Strategies, we start by getting to know you and creating a financial snapshot of your current situation so you can see exactly where you are right now. Then we'll talk in depth about where you want to go, and help you assess the different paths you could take to get there. We know that every dollar you earn goes somewhere, and we're here to make sure the bulk of it stays with you, your family, and the organizations you care about. We are experts at helping you determine and implement the right financial solutions to accomplish everything you want in life and more. Whether you work for a company, own a small business, or you're already retired, we're here to help you build a financial wall to maximize and protect what you've worked so hard to earn. All you have to do is lay the first block and give us a call.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Firm CRD# 107271
Compensation/Fee Fee-Only, Based on Assets
Office Location
475 Half Day Road,
Lincolnshire,
IL
60069
Phone Number
847-541-6888
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
3100 Sanders Road,
Suite 125,
Northbrook,
IL
60062
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 5969705
Firm CRD# 325609
Series 65
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
1811 Hicks Rd. Suite A,
Rolling Meadows,
IL
60008
Phone Number
847-701-0400
Chris Barberini, the Director of Wealth Management at Lakeshore Capital Group, has worked with clients for over a decade to tailor financial plans that not only help maximize their money now, but also in the future. Chris has made a commitment to his clients to be transparent and to have an open line of communication at all times as he works with them to build comprehensive financial strategies that are specific to their personal situations. Chris has knowledge in wealth management, specifically, investment consultation, equity compensation, retirement planning, tax planning and mitigation, asset allocation and placement, risk management, wealth transfer to heirs, as well as social security*. He acts in the best interest of his clients, upholding the fiduciary standard. Chris currently carries a Series 65 registration as well as a life and health insurance license. Chris is a lifelong resident of suburban Chicago. When not working with clients, you can find him spending time with his family -- wife Kelly, daughter Clara, son Geo, and dog Stanley. He also enjoys time spent with friends, whether it be golfing, cooking or watching one of his favorite Chicago sports teams.
We serve as a CFO to families that want to minimize taxes, optimize investments, & plan for their loved ones. We are built with the intent to be there every step of the way. We're Lakeshore Capital Group. A group of experienced, team-oriented financial professionals invested in aligning your financial picture with your needs and your goals - not the market. By working together, we've made it our mission to ensure every facet of your finances is working in tandem to move you forward in the right direction.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 6332769
Firm CRD# 8733
Series 7, 63, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
10275 W Higgins Road, Suite 200,
Rosemont,
IL
60018
Phone Number
630-877-4534
Nothing compares to the feeling of helping a family or individual plan for their financial future. I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity. We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
Firm CRD# 107271
Compensation/Fee Fee-Only, Based on Assets
Office Location
4040 N. Lincoln Ave,
Chicago,
IL
60618
Phone Number
773-697-9528
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1 Tower Lane,
Suite 1950,
Oakbrook Terrace,
IL
60181
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 4527425
Firm CRD# 319203
Series 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
1165 N Clark St #700,
Chicago,
IL
60610
Phone Number
312-815-8335
My mission is to serve you and your family. I am committed to serve as your familys CFO (Chief Financial Officer) and guide you through both ordinary and unforeseen events of life. I develop long term relationships with my clients and their families, and strive to always provide them with the best possible service and advice. At Milestone Money, my clients are my only priority, and I invest considerable time in all of my relationships to make sure each client gets exactly what they need. I invite you to schedule some time with me to see how I might be able to help you. Prior to founding Milestone Money, I was the Owner and Managing Member of Nestegg Advisory, an independent wealth management firm that I started in 2012. Prior to that, I was a Vice President in the Private Bank at J.P.Morgan, and worked exclusively with High Net Worth and Ultra High Net Worth clients. I hold the FINRA Series 66 securities license registration, and previously held the FINRA Series 7 registration. I relinquished the Series 7 designation in 2014 to reaffirm my role as a fiduciary advisor to clients. One of my passions is continuing education. In 2023, I earned the Retirement Management Advisor designation from the Investments & Wealth Institute to provide customized retirement income plans and services to retirees and people about to retire. In the same year, I also earned the Certified Exit Planning Advisor designation from the Exit Planning Institute to help small business owners plan for financially sound future after the sell the business. In 2020, I earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning designation, which helped me focus on the needs of pre-retirees and clients who have already retired. I earned the Accredited Investment Fiduciary Certification in 2017. I also obtained a Certificate of Completion from Northwestern Universitys Certified Financial Planner Education Program in 2006. Away from work, I enjoy travel, media, sports and music. I enjoy coaching youth sports, I am actively involved in Cub Scouts, and live in Chicago with my wife and two children.
Retirement today is no longer an ending point, but rather a launching point. The reality is we are working much longer, living much longer, and gaining more sophisticated financial challenges along the way. At Milestone Money, we help clients adopt a more modern perspective to imagine a time where there is a lifecycle to retirement that includes three distinct phases, each with its own set of concerns and considerations.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
CRD# 2783392
Firm CRD# 8032
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
5404 W Elm St,
Suite J,
McHenry,
IL
60050
Phone Number
815-534-9524
Brian manages $54 million in AUM as of November 2024. As a Wealth Advisor, I make a difference in the lives of my clients every day by being available to discuss their concerns, problems and successes. I enjoy discussing what life brings us, as well as the options I can share to help. To me, the journey is as much fun as the solution. I get to know my clients and make sure they are receiving the proper guidance for their personal situation. Over the years, I have weathered market volatility and regulatory shifts with resilience, providing steadfast guidance during turbulent economic periods. This experience has not only solidified my knowledge but also cultivated a sense of trust among my clients, many of whom have relied on my counsel for decades. My commitment to upholding the highest ethical standards is evident in every client interaction. I understand the profound responsibility of managing individuals' financial well-being, and I approach each engagement with the utmost professionalism and discretion. As a testament to my dedication, I maintain an active pursuit of industry certifications and stay at the forefront of technological advancements to enhance the quality of service I deliver. With over 28 years of experience as my compass, I am excited about the opportunities to continue making a positive impact in the lives of those I serve, offering a steady hand in an ever-evolving financial landscape.
At Forward Wealth Group, we understand that each client is unique, and we tailor our solutions to address specific financial objectives and challenges. Our team of seasoned professionals brings a wealth of knowledge and a client-centric approach to every interaction. Whether you are an individual seeking personalized investment strategies, a business looking for efficient financial management solutions, or an institution requiring sophisticated financial services, we have the knowledge and resources to support your success. Embracing technological advancements from Nitrogen (formerly Riskalyze) to determine your risk score, we leverage cutting-edge tools and platforms to deliver efficient and effective financial solutions. Our commitment to innovation ensures that our clients have access to the latest financial technologies and market insights. Integrity, trust, and transparency are the cornerstones of our business. We believe in building long-lasting relationships based on mutual respect and open communication. Our commitment to ethical practices ensures that clients can rely on our services with confidence, knowing that their financial well-being is our top priority.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 107271
Compensation/Fee Fee-Only, Based on Assets
Office Location
200 W. Madison Street,
Suite 980,
Chicago,
IL
60606
Phone Number
312-526-3680
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 6879554
Firm CRD# 6413
Series 7, 24, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
2655 Warrenville Road,
Suite 110,
Downers Grove,
IL
60515
Phone Number
847-600-9626
Kate Baness knows that it takes critical thinking, persistence, and patience to uncover the path to success in the world of investment planning. In her role as Wealth Advisor at HighPoint Planning Partners, she puts her belief that people should have honest, reliable, and fair resources to tackle life's toughest challenges into practice. Kate draws on her expertise in relationship building towards the goal of HighPoint's mission - provide actually-individualized plans, white-glove service, and clear understanding in everything they do. Kate gained experience in strategizing and pulling resources together for the clients' benefit at the Walgreens Boot Alliance (corporate) as well as Northwestern Mutual and Wells Fargo Financial Network. She keeps a level head in fraught situations, has a compulsion to solve problems, and is passionate about providing the clients with comprehensible financial education. In addition to all this, she also holds a BS in Business Administration from Valparaiso University and her Series 7, 24 & 66 securities registrations. Having seen the heartbreaking effects of food insecurity, the detrimental impact of pancreatic cancer, and the hardships of insulin deficiencies, Kate supports non-profits such as Feeding America, PanCAN, and the Sansum Diabetes Research Institute. She grew up in Columbus, OH before moving to the Chicago suburbs for school, where she now is raising a very active family. They do everything together - road trips to well-hidden eateries, frequent visits to parks, family game nights, and a constant stream of seasonal activities! When she manages to get some free time, Kate is a voracious reader, likes to ski, and can often be found on a disc golf course.
As an independent firm, HighPoint Planning Partners has no ties to a corporate parent, investment banking organization or other entity that may present conflicts of interest for our clients. As a result, we have no proprietary products to sell or corporate agenda to fulfill. Our independence allows us to provide you with objective financial guidance and act in your best interests at all times.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
18927 Hickory Creek Drive,
Suite 310,
Mokena,
IL
60448
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
N16W23217 Stone Ridge Drive,
Suite 100,
Waukesha,
WI
53188
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 4725677
Firm CRD# 323928
Series 7, 31, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
20300 Water Tower Blvd,
Suite 250,
Brookfield,
WI
53045
Phone Number
262-955-7150
BKM is a locally owned, independent, fee-only financial advisory practice in Brookfield, WI. We serve a select group of individuals, families and business owners helping them build, manage, preserve, and transition their wealth.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
5215 N. Ironwood Rd,
Glendale,
WI
53217
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 64 | 3323 | $2,732,341,341 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 25 | 3081 | $1,919,058,570 | A percentage of AUM
|
|
| 7 | 641 | $1,162,779,128 | A percentage of AUM, Performance Based
|
|
| 7 | 1116 | $847,764,159 | A percentage of AUM, Fixed fees
|
|
| 4 | 126 | $537,406,698 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 13 | 404 | $208,061,003 | A percentage of AUM
|
|
| 2 | 79 | $114,126,564 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based
|
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
