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Find Top Financial Advisors in Hawthorne, New Jersey

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Hawthorne, New Jersey. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Hawthorne

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.

Qualified Financial Advisors in Hawthorne, New Jersey
Financial Advisor Office Location Phone Number
Rick Mueller
Edelman Financial Engines, LLC
650 From Road,
Paramus, NJ  07652
(201) 575-4878
Eric Mancini, CFA, CFP, CAIA
Traphagen Financial Group
234 Kinderkamack Rd,
Oradell, NJ  07649
(201) 262-1040
Scott Pollack
Pollack Financial Group, llc
546 Valley Road Suite 105,
Upper Montclair, NJ  07043
(973) 783-2555
Daniel R. Martin, CFP®
D.R. Martin And Associates
1 University Plaza Drive,
Hackensack, NJ  07601
(201) 479-0759
Jon Betlow
Bleakley Financial Group
100 Passaic Ave,
Fairfield, NJ  07004
(973) 244-4238
Frank Lepore
Bleakley Financial Group
100 Passaic Avenue,
Fairfield, NJ  07004
(973) 244-4237
Gregory Manto
Iron Birch Advisors
767 Third Avenue, 38th Floor,
New York, NY  10017
(212) 759-2022
Kevin Shea
Edelman Financial Engines, LLC
51 JFK Parkway,
Short Hills, NJ  07078
(862) 206-7431
Chris Sosa
Edelman Financial Engines, LLC
340 Madison Avenue,
New York, NY  10173
(646) 779-2102
Personal Capital
Personal Capital Advisors Corporation
---,
Prince, NY  10012
(650) 556-1310
Nick Friedman
Edelman Financial Engines, LLC
10 Bank Street,
White Plains, NY  10606
(914) 618-3002
Stephen Sassi
Edelman Financial Engines, LLC
406 Forest Ave.,
Staten Island, NY  10301
(718) 313-0303

Information on Qualified Financial Advisors in Hawthorne

Qualifications CRD# 1141204
FirmCRD# 104510
Series 6, 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 650 From Road,
Paramus,
NJ 
07652
Phone Number (201) 5754878

Joined Edelman Financial Engines in 2013. Began his career in the financial services industry in 1992. Earned the Registered Financial Consultant and Certified Financial Planner certification(s). Bachelor's degree in Business from Farleigh Dickinson University.

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# 5231486
FirmCRD# 107764
Series 65


Office Location 234 Kinderkamack Rd,
Oradell,
NJ 
07649
Phone Number (201) 2621040

Eric Mancini is a CFA Charterholder, a Certified Financial Planner (CFP®), a Chartered Alternative Investment Analyst (CAIA®), and the director of investment research at Traphagen. Eric graduated Penn State University with a BS in Economics. He specializes in portfolio management and personal financial planning while also working with clients on insurance and tax planning. Eric has obtained the Certified Financial Planner CFP® designation, the NASD Series 65 license, the NJ Life and Health Insurance license, the CAIA® (Chartered Alternative Investment Analyst) designation. Prior to joining TFG, Eric worked as a wealth advisor for high net worth individuals at Brinton Eaton Advisors (now Mariner). Previously, Eric was a financial advisor and investment analyst at BLS Advisors, LLC, where he worked on elder care estate and investment planning. He is also a NAPFA (National Association of Personal Financial Advisors) registered advisor. Eric is currently teaching a series of investment and retirement planning courses at Bergen County Community College. Eric is a staff writer for Benzinga, where he regularly writes articles on portfolio management, economic analysis, and stocks. His work has appeared on other financial websites such as Yahoo! Finance, Fox Business News, among others. He has recently been interviewed by the Wall street Journal and US News & World Report. Over the past 3 years, Eric has been a regular guest host on the 'Your Money' radio show which airs on SiriusXM.

About Traphagen Financial Group

Our Mission To achieve financial success by building wealth, limiting risk & attaining financial security for our clients & their families through a life cycle of services. Overview Traphagen Financial Group is a comprehensive financial services firm comprised of accounting and wealth management departments located in , Oradell, NJ. Our Accounting department specializes in taxation, financial reporting & advisory services, including financing and M&A. Our wealth management department manages client investment assets and provides comprehensive estate, tax, and financial planning services. The Traphagen experience is based on a tradition of trust and integrity. We are uniquely positioned to be your trusted financial advisor. TFG professionals combine the value of their individual credentials to achieve a comprehensive view of both your business and personal goals and objectives. We are continuously commended for our excellent client service and depth of service provided. We know you are our most valuable asset and we always put your needs first. Traphagen Financial Group is personally dedicated to the success of our clients and their business. We are compassionate and we treat our clients like family. While many of our clients are located in Northern New Jersey and the Metropolitan area, we service clients throughout the United States.



Qualifications CRD# 1200572
FirmCRD# 6413
Series 6, 7, 24, 63, 65, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee, Hourly


Office Location 546 Valley Road Suite 105,
Upper Montclair,
NJ 
07043
Phone Number (973) 7832555

It was the late 1980's, and I was on call at a financial firm, working at TIAA-CREF. A mature, well-to- do couple walked in. They were educated people-- the husband, a professor at NYU; the wife, a professor at CUNY. The man poured the contents of a shopping bag onto my desk. A plethora of unopened mail lie before me: bank statements, savings account, insurance policies, etc. I looked up at the couple quizzically? The woman replied, What can we do about retirement? This is where we come in. We help our clients to simplify their lives, by getting their finances in order and aggregating everything, then we can begin the planning process To learn more about our firm, feel free to call us at (973) 783-2555. Sincerely, Scott Pollack

About Pollack Financial Group, llc

Pollack Financial Group, LLC is a financial consulting and investment management firm that serves individuals, corporations, foundations and non-profit organizations. Founder and Managing Partner Scott Pollack is a registered principal and branch office manager of LPL Financial, ranked the #1 independent broker/dealer in the nation* for the 21st consecutive year. Mr. Pollack has worked in financial services specializing in higher education since 1989. He opened his firm in 2005.



Qualifications CRD# 4594651
FirmCRD# 39543
Series 7, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 1 University Plaza Drive,
Suite 412,
Hackensack,
NJ 
07601
Phone Number (201) 4790759

I began my career with Morgan Stanley in 2002. In 2013 I left Wall Street and in 2016 I started this company to better serve my clients as a fiduciary. I am a proud CERTIFIED FINANCIAL PLANNER" which is considered to be the highest standard of ethics and competency. I am also an Accredited Investment Fiduciary®. I am a lifelong investor and have been a member of Mensa International since 1988.

About D.R. Martin And Associates

This firm was started to give people a practical way to know exactly what had to be done at key points over time to succeed financially. Our flexible approach ensures there is nothing standing between you and a clear plan of action well executed over time. We give you the versatility to choose how we work together and stay in control of your total financial picture with access to fiduciary advice. We created a way for you to easily understand more about your situation and stay on track to success for the long term. We simplify the abstract concepts of planning into simple concrete steps that summarize how acting now will improve financial outcomes tomorrow. With us, you can access top tier planning and experienced fiduciary guidance without pressure to move your accounts or say "yes".



Qualifications CRD# 2490394
FirmCRD# 155216
Series 6, 7, 63


Office Location 100 Passaic Ave,
Suite 300,
Fairfield,
NJ 
07004
Phone Number (973) 2444238

Jon P. Betlow, Partner, CFP®, CLU®, ChFC®, CLTC®, states, "I am fortunate to be surrounded by a fantastic team here at Bleakley. Together, we are able to deliver a comprehensive, professional financial planning experience for our loyal clients." Jon, who has 25+ years of experience, holds CERTIFIED FINANCIAL PLANNER" (CFP®), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and Certified Long-Term Care (CLTC®) designations. He also holds his Series 6, Series 7 and Series 63 licenses through LPL Financial. He received a Bachelor of Business Administration from the Ross School of Business @ The University of Michigan. Jon enjoys playing golf and traveling with his wife and their two sons. He supports New Jersey SEEDS and is actively involved in supporting junior golf through the MGA Foundation as well as The First Tee organization.

About Bleakley Financial Group

WE LOOK FOR WAYS TO LEAVE LASTING IMPRESSIONS. We look for ways to make a positive impact on the lives of our family, friends, clients and our community. We seek to provide exceptional service to our clients by: Listening and discovering their needs, concerns, goals & dreams Educating them on their options and providing advice in their best interest Respecting their assets and risk tolerance Providing thoughtful insight and solutions to their challenges Monitoring their progress Proactively communicating regularly with them Helping our clients bring their personal and financial goals into focus is our mission. Helping them create and execute a plan to achieve those goals is our reward.



Qualifications CRD# 4695659
Series 6, 7, 65, 66

Compensation/Fee Fee Only, Flat Fee


Office Location 100 Passaic Avenue,
Suite 300,
Fairfield,
NJ 
07004
Phone Number (973) 2444237

Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve. Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank holds a series 7, 66, through LPL Financial, and is also certified in Long-Term Care.

About Bleakley Financial Group

Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a small team environment. Our advisory model is based on a disciplined financial planning process that addresses the full complexity of your financial situation. Specialized Teams and Individual Attention We built our advisory team from the ground up to provide you with an independent option for your financial planning and wealth management needs. The strength and size of our infrastructure gives us the bandwidth to solve sophisticated financial situations while keeping our advisor to client ratio low. Comprehensive Financial Planning and Wealth Management We want to help protect what is important to you, improve your life and secure your family's future. Our method as your financial partner is to provide a truly comprehensive solution, working in close collaboration with your legal and accounting advisors to make recommendations within the infrastructure of a financial plan. Culture of Client Service Excellence Our firm's culture is rooted in service. Every member of our experienced team is committed to providing you with an unmatched client experience. Dedicated, accessible and responsive to your needs, we work together to bring you the strategies, products and guidance we believe serve your best interest.



Qualifications CRD# 2724748
FirmCRD# 6363
Series 7, 24, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 767 Third Avenue, 38th Floor,
New York,
NY 
10017
Phone Number (212) 7592022

About Iron Birch Advisors

Iron Birch Advisors is a subsidiary of Ameriprise. We run this organization as a boutique practice with personalized care and attention. We attempt to meet with every client at least quarterly and a much larger in depth meeting, annually. Prior to becoming a client, several meetings are generally necessary to asses ones needs, appetite for risk and the goals of the individual and/or family.



Qualifications CRD# 5692654
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 51 JFK Parkway,
Short Hills,
NJ 
07078
Phone Number (862) 2067431

Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 2012. Earned the Chartered Financial Analyst and Certified Financial Planner certification(s). Bachelor's degree in Political Science from University of Rochester, Masters in Public Policy Analysis from University of Rochester and Master of Business Administration from George Washington University.

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# 5130180
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 340 Madison Avenue,
New York,
NY 
10173
Phone Number (646) 7792102

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2006. Earned the Certified Financial Planner certification(s). Bachelor's degree in Economics and Business from Randolph Macon College and Master of Business Administration in Finance from Fordham University.

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 FirmCRD# 155172

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location ---,
Prince,
NY 
10012
Phone Number (650) 5561310

Key Differentiators: • See all your financial accounts with all your financial institutions, all in one place: You can link your checking, savings, 401k, IRA, mortgage, investments, credit cards, and more. • Personalization on a whole new level: Personal Capital offers personalized financial planning, for qualified clients. • Dynamic, Diversified Portfolios: Proprietary SmartWeighting™ technology helps minimize the risk of market drops by automatically rebalancing portfolios. • Access to Experts and Specialists: Clients also enjoy access to a wide range of experts in tax, income, retirement, estate planning, insurance, college savings, stock options, real estate, socially responsible investing and charitable giving. • Transparent fees: Clients pay one flat fee for all of our wealth management services. • We'll always act in your best interest: Personal Capital is a fiduciary, which means their advisors are legally obligated to act in your best interest.

About Personal Capital Advisors Corporation

Personal Capital is an industry-leading digital wealth management company. We do the right thing by the everyday investor by taking a holistic, 360ý approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our financial advisors are fiduciaries, legally bound to act in your best interest to provide expert guidance, and logical strategies, based on a personal understanding of an investorýs financial picture and goals. We currently manage more than $10+ billion in assets, work with investors in each state and have offices across the U.S.



Qualifications CRD# 5465081
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 10 Bank Street,
White Plains,
NY 
10606
Phone Number (914) 6183002

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2009. Earned the Certified Financial Planner certification(s). Bachelor's degree in Finance from University of Delaware.

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# 4873236
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 406 Forest Ave.,
Staten Island,
NY 
10301
Phone Number (718) 3130303

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2013. Earned the Chartered Retirement Planning Counselor certification. Bachelor's degree in Communications from Rutgers University.

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.



List of Additional Financial Advisors in or around Hawthorne, New Jersey
Financial Advisor Office Location Phone Number
Timothy Watters
Watters Financial Services, LLC
16 Arcadian Avenue,
Paramus, NJ  07652
(201) 843-0044
Andrew Aran
Regency Wealth Management
500 North Franklin Turnpike,
Ramsey, NJ  07446
(201) 447-5850
Michael Rosenberg, RFC, CSA
Michael L. Rosenberg, RFC
293 Eisenhower Pkwy, Suite 255,
Livingston, NJ  07039
(973) 533-1919
Anil Bhandari
Aren Asset Management, LLC
757 3rd Avenue, 20th Floor,
New York, NY  10017
(646) 787-0652
Barbara Doran
BD8 Capital Partners, LLC
150 E. 52nd Street,
New York, NY  10022
(917) 733-7644
John Halasz
Marche' Wealth
370 Lexington Ave,
New York, NY  10017
(212) 697-3757
Matthew Ludmer
Aligned Wealth
757 Third Ave,
New York, NY  10017
(212) 286-9146
Victoria Feuer
Marche' Wealth
370 Lexington Ave,
New York, NY  10017
(212) 697-3757
Christopher Spencer
Neoni Wealth Strategies
210 Park Ave,
Florham Park, NJ  07932
(973) 805-6972
D. Chris Tucker
Greenwich Advisors, LLC
640 W. Putnam Ave 3F,
Greenwich, CT  06830
(203) 489-0707

Information on Additional Financial Advisors in or around Hawthorne, New Jersey

Timothy Watters

Watters Financial Services, LLC

Qualifications CRD# 1454057
FirmCRD# 126339

Tel: (201) 8430044
16 Arcadian Avenue,
Suite C4,
Paramus,
NJ 
07652


Andrew Aran

Regency Wealth Management

Qualifications CRD# 2025715
FirmCRD# 131208

Tel: (201) 4475850
500 North Franklin Turnpike,
Suite 212,
Ramsey,
NJ 
07446


Michael Rosenberg, RFC, CSA

Michael L. Rosenberg, RFC

Qualifications CRD# 1051221
FirmCRD# 6413
Series 6, 63, 65, 66 Life & Health

Tel: (973) 5331919
293 Eisenhower Pkwy, Suite 255,
Livingston,
NJ 
07039


Anil Bhandari

Aren Asset Management, LLC

Qualifications CRD# 702330

Tel: (646) 7870652
757 3rd Avenue, 20th Floor,
New York,
NY 
10017


Barbara Doran

BD8 Capital Partners, LLC

Qualifications CRD# 1308785

Tel: (917) 7337644
150 E. 52nd Street,
New York,
NY 
10022


John Halasz

Marche' Wealth

Qualifications CRD# 2942363

Tel: (212) 6973757
370 Lexington Ave,
New York,
NY 
10017


Matthew Ludmer

Aligned Wealth

Qualifications CRD# 1179469

Tel: (212) 2869146
757 Third Ave,
New York,
NY 
10017


Victoria Feuer

Marche' Wealth

Qualifications CRD# 1889264

Tel: (212) 6973757
370 Lexington Ave,
New York,
NY 
10017


Christopher Spencer

Neoni Wealth Strategies

Tel: (973) 8056972
210 Park Ave,
Suite 101,
Florham Park,
NJ 
07932


D. Chris Tucker

Greenwich Advisors, LLC

Qualifications CRD# 2452025
FirmCRD# 165892

Tel: (203) 4890707
640 W. Putnam Ave 3F,
Greenwich,
CT 
06830


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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?