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Find Best Financial Advisors in Maryland

Advisor Match

A densely populated state like Maryland has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Maryland and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Qualifications of Top Financial Advisors & Certified Financial Planners in Maryland

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

List of Qualified Financial Advisors in Maryland
Financial Advisor Office Location Phone Number
Geoffrey Burroughs
Harbor Investment Advisory
2330 W. Joppa Rd,
Lutherville, MD  21093
(410) 659-8905
Nilos T. Sakellariou, CFM
NTS Bearing-Total Wealth Management.
61 Cornhill Street,
Annapolis, MD  21401
(410) 263-1313
Nasser Ali
Heritage Financial Consultants
307 International Circle,
Hunt Valley, MD  21030
(410) 771-5429
Justin Gradolf
Sandbox Financial Partners
6903 Rockledge Dr,
Bethesda, MD  20817
(301) 214-4190
Jonathan Saxon
Edelman Financial Engines, LLC
901 Dulaney Valley Road,,
Towson, MD  21204
(410) 823-0614
Surendra Dave
Edelman Financial Engines, LLC
1 Research Court Suite 450,
Rockville, MD  20850
(301) 547-3166
Seth Gusman
Edelman Financial Engines, LLC
900 Bestgate Road, Suite 407,
Annapolis, MD  21401
(410) 505-8466
Erich Imphong, CFP®
Plotkin Financial Advisors, LLC
8401 Connecticut Ave,
Chevy Chase, MD  20815
(301) 907-9790
David Middleton
Middleton Advisory
3 Bethesda Metro Center,
Bethesda, MD  20814
(202) 503-4015
Nick Ibello
Williams Asset Management
8850 Columbia 100 Parkway,
Columbia, MD  21045
(410) 740-0220
Kevin Colleran
Edelman Financial Engines, LLC
6550 Rock Spring Drive,
Bethesda, MD  20817
(301) 547-8195
Michelle Muhammed
Edelman Financial Engines, LLC
12510 Prosperity Drive,
Silver Spring, MD  20904
(301) 563-9015
Adam Schreiber, RICP
Mid-Atlantic Financial Group
303 International Dr,
Hunt Valley, MD  21030
(443) 886-2260

Information on Qualified Financial Advisors in Maryland

Qualifications CRD# 5379858
Series 7, 31, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 2330 W. Joppa Rd,
Lutherville,
MD 
21093
Phone Number (410) 6598905

About Harbor Investment Advisory

I take a client-first approach focused on helping my clients navigate through the complex and emotional financial decisions that surround their lives. I concentrate on doing three things for my clients and ask one in return. I help them: - Simplify their financial lives - Generate the necessary returns and income to sustain the lifestyle they desire now and in retirement - Build a legacy for the ones they love and the things they care about. What I ask in return: should my clients have a question on anything financial, I expect to be the first phone call.



Qualifications CRD# 2108146
FirmCRD# 124504
Series 7, 10, 31, 63, 65, 66

Compensation/Fee Fee Only, Based on Assets


Office Location 61 Cornhill Street,
Annapolis,
MD 
21401
Phone Number (410) 2631313

please email me for a current biography. Or visit my firm's website for additional information www.NTSBEARING.com

About NTS Bearing-Total Wealth Management.

NTS Bearing is a registered branch of Arete Wealth Management LLC., member FINRA, SIPC & NFA. NTS Bearing offers the professional experience and investment knowledge of Mr. Nilos T. Sakellariou, CFM, who for over 27 years has helped high net-worth individuals and prominent families achieve their financial goals, grow & preserve their wealth and build lasting legacies for their future generations and loved ones. Using a private family office model, Mr. Sakellariou manages his firm within the parameters of his core principles: trust, knowledge, integrity, discretion and an unwavering focus on overall investment results. The firm's emphasis on the private family office model ensures a level of service which distinguishes and sets NTS Bearing apart from the standard cookie-cutter mentality prevalent at the big-name investment houses. The firm is uniquely positioned to offer customized investment strategies tailored to each client's unique circumstance. Mr. Sakellariou's proprietary CORE Equity Strategies and Defensive Capital Appreciation Methodology provide unique opportunities for those clients who desire more breadth from their investment portfolios. I sincerely invite you to contact us to fully appreciate how my firm can enhance your family's financial future.



Qualifications CRD# 2637987
FirmCRD# 3978
Series 7, 24, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee


Office Location 307 International Circle,
Suite 390,
Hunt Valley,
MD 
21030
Phone Number (410) 7715429

NASSER ALI, CFA, CAIA, CFP®, AAMS®, CMFC®, CRPC® is the Director of Investment Management at Heritage Financial Consultants. Nasser is tasked with delivering and managing Heritage's investment management process. Nasser has been involved with investment management for over 25 years. Nasser's experience consists of most aspects of investment management including portfolio design and management, econometric modeling, capital market research, security analysis, manager and product due diligence as well as trading. Nasser comes to Heritage Financial Consultants by way of Lincoln Financial Advisors (LFA) most recently holding the title of Director of Financial Advisory Services where he was responsible for overseeing the delivery of investment planning. While at LFA, Nasser was a member of LFA's Investment Policy Committee, Steering List Committee and Product Review Committee. Previously, Nasser held portfolio manager and analyst positions at Legg Mason as well as various investment related positions at Calvert Funds and Calvert Funds' affiliated companies.

About Heritage Financial Consultants

We approach the financial marketplace with a fresh perspective, identifying opportunities and solutions that are innovative and effective. Youll see from the start that our priority is you, and that our approach reflects that. Heres what sets us apart. 1) We start by getting to know you and what you want to accomplish. We meet throughout the year to ensure that your financial plan is aligned with your current lifestyle, as well as any relevant changes to legislation. 2) We work closely with you to develop a customized plan designed to protect and grow your wealth in line with your personal values and goals. We provide personalized, one-on-one attention, backed by a robust team and access to a range of resources and experience to help you achieve your financial goals. 3) Your finances affect every aspect of your life. We look beyond our relationship with you to consider a wider perspective, proactively engaging with your team of trusted advisors  lawyers, accountants, and more  to enhance our strategies and strengthen our plans for your unique situation. 4) Our team is an integral part of your success. Our highly educated professionals possess key licenses that speak to their ability to provide guidance, and they are continually learning about new strategies and resources to share with you.



Qualifications CRD# 5171313
FirmCRD# 297858
Series 65

Compensation/Fee Fee Only


Office Location 6903 Rockledge Dr,
Suite 300,
Bethesda,
MD 
20817
Phone Number (301) 2144190

It's Justin's goal, as a CERTIFIED FINANCIAL PLANNER", to build meaningful relationships on a foundation of trust and transparency. He believes in establishing clear and achievable financial targets for his clients. This process includes developing personalized strategies that help navigate risks and identify opportunities. Having been in the financial services industry since 2005, Justin's well prepared to assist in all aspects of investment management, retirement planning and insurance. Justin was born and raised in the Cincinnati, Ohio area and went on to graduate from Bowling Green State University. He now lives in Bethesda, Maryland with his wife (Gabby), their two sons (Maxwell and William) and beloved bulldog (Porterhouse). Justin enjoys exercising, traveling, food and wine, almost all sports and spending time with his friends and family.

About Sandbox Financial Partners

As an independent Registered Investment Advisor, we place your interests above all else. We are stewards of your wealth and are held to a fiduciary standard by the Securities and Exchange Commission. We are required to act solely in your best interest. Our measure of success is working with you and your family to protect and grow your wealth and achieve the goals you set out to accomplish. Sandbox Financial Partners LLC is a registered investment advisor. Please visit our website https://www.sandboxfp.com for important disclosures.



Qualifications CRD# 4789005
FirmCRD# 104510
Series 66


Office Location 901 Dulaney Valley Road,,
Suite 901,
Towson,
MD 
21204
Phone Number (410) 8230614

I've been a financial planner since 2004. I enjoy using my experience to assist my clients in making smart decisions that can help them achieve their financial goals, no matter how large or small. One of my favorite things to do outside of work is spend time and travel with my family. Im also an avid reader of fiction and non-fiction.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2264155
FirmCRD# 104510
Series 65


Office Location 1 Research Court Suite 450,
Rockville,
MD 
20850
Phone Number (301) 5473166

I'm passionate about working with families and developing strategies that can help them accomplish their financial and retirement goals. In my spare time, I enjoy spending time with my family and staying active by working out, playing tennis and walking.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2977429
FirmCRD# 104510
Series 65


Office Location 900 Bestgate Road, Suite 407,
Suite 250,
Annapolis,
MD 
21401
Phone Number (410) 5058466

I'm a veteran of the United States Coast Guard. Since completing my military service, I have spent my career focused on helping as many people as possible to plan their financial lives and retire with dignity.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5083311
FirmCRD# 127635
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 8401 Connecticut Ave,
Suite 400,
Chevy Chase,
MD 
20815
Phone Number (301) 9079790

Erich is a CERTIFIED FINANCIAL PLANNER" who has been in the financial service industry for over a decade. He received his Bachelors of Science from The Catholic University of America and his Master degree in Finance from The Sellinger School of Business at Loyola University Maryland. Prior to joining Plotkin, Erich was both a client manager and the associate portfolio manager at Geier Asset Management, Inc. in Marriottsville, MD. At Geier, Erich worked with professional athletes, business owners, retirees, and families to implement their financial goals. In conjunction with these responsibilities he gained tremendous experience analyzing, identifying and executing strategies in client investment portfolios that aligned with their unique income and growth objectives. The diverse clientele that Erich has served over the years has allowed him to recognize that there is not a standardized approach when it comes to crafting the right financial plan or investment allocation for clients and their families. This is why Erich believes in holistic financial planning in order to develop a plan and investment strategy that meets the clients needs. Truly passionate about this approach, Erich also conducts retirement income planning seminars on how to accumulate and align assets with ones retirement goals. Erich is a sports enthusiast having played team sports all his life and enjoys staying active by acquiring new hobbies. He and his wife, Kelly, have two young children.

About Plotkin Financial Advisors, LLC

As a Certified Financial Planner (TM) at Plotkin Financial Advisors, LLC I am in the business of making a difference in the lives of clients and their families. I am guided by the core values of honesty, integrity, independence, innovation, objectivity and as a fiduciary of clients' interests. As an independent firm, we are free to craft financial plans and make recommendations that fit our clients best. The services and investments we recommend are based on what is in the best interest for our clients and their families. My firm's comprehensive wealth management service is a refined process that helps to define and clarify the financial landscape for the clients we serve. Together, we help you and your family work towards your financial goals. What - Provide clients with sound advice regarding every aspect of their financial lives. How - I utilize our proprietary Legacy Program method to design a customized wealth management plan. Why - I believe comprehensive financial planning is the foundation of achieving your desired lifestyle.



Qualifications CRD# 5398638
FirmCRD# 155334
Series 65

Compensation/Fee Fee Only, Based on Assets


Office Location 3 Bethesda Metro Center,
Suite 700,
Bethesda,
MD 
20814
Phone Number (202) 5034015

David has seven years of experience in the financial services industry. He grew up in Ellicott City, Maryland and traveled south to The Georgia Institute of Technology to earn a degree in engineering. As many STEM graduates do, David decided to apply his technical education to the field of finance and joined T. Rowe Price Group, Inc. in Baltimore to start his career in 2007. In 2011, he launched Middleton Advisory LLC and offered financial advisory services to the public. David has earned the CERTIFIED FINANCIAL PLANNER (TM) designation by taking coursework through New York University and passing a two day, ten hour exam. David also earned the Accredited Investment Fiduciary® designation by taking coursework though Stetson University and passing an exam. David is passionate about offering investment education to the public and providing holistic financial planning and investment management to qualified clients. He lives in Burtonsville, Maryland with his wife and son.

About Middleton Advisory

Middleton Advisory is a fee-only Registered Investment Adviser in Bethesda, MD, founded by David Middleton to begin his private practice. Services are offered in the entire state and surrounding areas, with the ability to take on clients across the country. David's mission is to help clients implement the best possible investment strategies based on their unique needs. After several years of experience at T. Rowe Price, David founded a completely independent firm, with no obligation to any broker-dealer or investment company. This allows Middleton Advisory to completely avoid investments that carry sales loads or commissions. Instead, a variety of low-cost investment funds are used to implement prudent strategies, following the principles of diversification and asset allocation.



Qualifications CRD# 2470323
FirmCRD# 2470323
Series 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 8850 Columbia 100 Parkway,
Suite 204,
Columbia,
MD 
21045
Phone Number (410) 7400220

Born and raised in Baltimore, Nick graduated cum laude with a BA in economics and a concentration in finance from St. Mary's College of Maryland. After cutting his teeth at T. Rowe Price, Nick began looking for a firm that more closely matched his philosophy, investment process, and passion for helping people reach their financial goals joining Williams Asset Management as a full-time wealth manager. Nick has earned prestigious designations, including CERTIFIED FINANCIAL PLANNER" and Accredited Investment Fiduciary® credentials. Nick is married to his beautiful wife, Jami, and after living in Baltimore City for almost 10 years, and first-hand witnessing the polarizing income levels and economic conditions, Nick decided to volunteer through the CASH Campaign of Maryland's Pro-Bono Financial Planning Program. A program that has been specifically designed to provide free access to quality financial planning guidance and coaching for low-to-moderate-income individuals and families in Baltimore and across Maryland.

About Williams Asset Management

Wealth management is about much more than crafting investment portfolios. It's about translating your financial goals into a comprehensive plan with specific strategies and actions that carefully balance your short-term needs with your long-term aspirations. It's about planning for the unexpected and putting protections in place to ensure the well-being of your loved ones. And it?s about preparing the next generation for the challenges of wealth. In the words of Henry David Thoreau,"Wealth is the ability to fully experience life."



Qualifications CRD# 3195675
FirmCRD# 104510
Series 66


Office Location 6550 Rock Spring Drive,
Suite 510,
Bethesda,
MD 
20817
Phone Number (301) 5478195

Being a financial planner for over 20 years has given me the opportunity to help many people plan and reach their financial goals. Everybody has a dream for their future and I feel privileged to help my clients fulfill theirs. In my spare time, I enjoy hanging out with my kids, playing a little golf and following University of Maryland athletics.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 4290958
FirmCRD# 104510
Series 66


Office Location 12510 Prosperity Drive,
Suite 350,
Silver Spring,
MD 
20904
Phone Number (301) 5639015

As a financial planner for over 19 years, Ive had the privilege of helping my clients and their families achieve their financial, retirement, and investing goals. Outside of the office, I enjoy yoga, swimming, traveling, and reading and watching mysteries. My favorite thing to do is to spend time with my family.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 6800232
Series 7, 63, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee


Office Location 303 International Dr,
Suite 105,
Hunt Valley,
MD 
21030
Phone Number (443) 8862260

Adam is a Financial Planner who specializes in Retirement readiness. He is originally from Pennsylvania and studied Business Management at Penn State University where he met his wife. They both live in Baltimore county with their son Maxwell. Adam began working in the financial services industry to provide sound advice that can help people avoid the mistakes that his family made as he was a youth. He firmly believes that every financial decision that you make should be based on the outlook of your overall financial picture and not on just the benefits or drawbacks of a specific product. He is a Presidents Council member and is currently studying for his CFP.

About Mid-Atlantic Financial Group

We work with individuals and businesses to help them protect and growth their wealth.



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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 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.

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?