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Drew Leisure
BSG Advisers
At BSG Advisers, we believe in simplifying the complexities of financial planning. With over 90 years of combined expertise, we offer transparent, relationship-driven solutions tailored to your goals...
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Michael DeSantis
CFP®
Farther Finance LLC
Farther is a new kind of financial institution, combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by Lightspeed Venture...
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Mark Tepper
CFP®
Strategic Wealth Partners
We provide professional and objective financial advice, all under one roof. Strategic Wealth Partners helps you get more from your investment portfolio, fund your children's education, plan for...
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Manuel Gonzalez Teran
Prime Capital Financial
Prime Capital Financial is a people-first organization. We thrive on collaboration, community and culture. Like any true team, we know that we achieve great things by working together. Prime Capital...
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Brian Bisdorf
CRPC®
Cedarwood Financial Partners
Cedarwood was launched with the goal of creating a firm that felt like family to both clients and partners. We trace our roots back to 1996, when our senior partner and founder began serving...
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Chad Lea
Strategic Wealth Group
Welcome to your team at Strategic Wealth Group. Our specially qualified advisors work closely together to provide long-term financial planning for you. We are united in our commitment to help you...
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Latest Blog
9 Min Read
14 Aug 2025
The benefits of working with a Financial Advisor
The role of a financial advisor is clear. A financial advisor is someone who helps you manage your money, including how to grow and protect it. They offer services such as tax planning, retirement strategies, estate planning, budgeting, saving, investing, and debt management. However, you have probably encountered this textbook...
12 Min Read
13 Aug 2025
The Complete Guide on Financial Planning for Couples
According to a recent survey of Certified Divorce Financial Analysts (CDFA) professionals, the top three reasons couples split up are basic incompatibility, infidelity, and, not surprisingly, money issues. In fact, financial disagreements account for around 22% of all divorces. Financial planning as a couple is a whole different ball game...
13 Min Read
05 Aug 2025
Deciding What to Do with Your 401(k) Plan When You Change Jobs
Changing jobs is often a moment of optimism and renewed purpose. New responsibilities. Better compensation. Maybe even a new city. But amid the excitement of offer letters and onboarding checklists, there’s one often-overlooked question that can quietly shape your retirement future: What happens to your 401(k) when you change jobs?...
Popular Articles
Best Retirement Calculators to plan Retirement
It is said that a goal without a plan is just a wish. This holds true even for retirement planning. You dream of a peaceful retired life. To achieve that you must plan for your golden years well in time. Various retirement tools make your task easier. For example, a...
How to Diversify Your Portfolio the Right Way
The world of investment is complicated. Whether you are a novice or seasoned investor, the financial world can be intimidating. However, the ultimate key to successful investing is diversification. Diversification is an effective portfolio management strategy where your funds are invested across different securities to minimize risk and maximize profits...
How to Determine If Your Financial Advisor Is Doing a Good Job Each Year
The decision to hire a financial advisor is a prudent move. Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. But the world of financial advice is crowded. While some advisors bring qualifications, expertise, and a commitment to your financial well-being,...
How to Determine Your Investment Risk Tolerance Level
Investment and risk are two closely related concepts. Risk refers to the potential for loss or negative returns when you invest your money in a market-linked security. There are different types of risks, including market, credit, inflation, and liquidity risk, among others. While no investment is entirely devoid of risk,...
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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-Only Financial
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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 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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