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Find Top Financial Advisors in Bothell, Washington

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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 Bothell, Washington. 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 Bothell

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 Bothell, Washington
Financial Advisor Office Location Phone Number
Pete Moormeier
Creative Planning
---,
Kirkland, WA  98034
(425) 365-3611
Anya Berezow
Creative Planning
---,
Sammamish, WA  98072
(253) 514-0291
Cathie Arthurs
Edelman Financial Engines, LLC
20700 44th Ave. W,
Lynnwood, WA  98036
(425) 247-2964
John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, AIF®
Aspire Capital Advisors LLC
1815 N 45th St,
Seattle, WA  98103
(206) 228-9671
Maria Hare
Creative Planning
---,
Sammamish, WA  98117
(425) 941-3457
Jim Falcone
Fulcrum Wealth Advisors, LLC
10940 NE 33rd Place,
Bellevue, WA  98004
(877) 400-0260
Donald Bertrand
Edelman Financial Engines, LLC
500 108th Avenue NE,
Bellevue, WA  98004
(425) 247-2961
Eric Chaney
Spectrum Financial Partners
11911 NE 1st Street, Suite 103A Bellevue , WA 98005,
Bellevue, WA  98005
(425) 598-2919
Peter Boyack
Creative Planning
---,
Sammamish, WA  98074
(425) 417-5777
Dimas Lizardo
Edelman Financial Engines, LLC
800 5th Avenue,
Seattle, WA  98104
(253) 733-7131
Carlos Lopez
Creative Planning
---,
Sammamish, WA  98075
(425) 247-6474
Joe Maas, CFA, CFP®, CLU, ChFC, MSFS, CCIM, CWPP
Synergy Financial Management, LLC
13231 SE 36th St,
Bellevue, WA  98006
(206) 228-9671
Dimas Lizardo
Edelman Financial Engines, LLC
2505 S. 320th Street, Suite 220,
Federal Way, WA  98003
(253) 733-7131
Nick Bedlan
Creative Planning
---,
Tacoma, WA  98332
(253) 495-8802

Information on Qualified Financial Advisors in Bothell

Qualifications CRD# 5115360
FirmCRD# 105348


Office Location ---,
Kirkland,
WA 
98034
Phone Number (425) 3653611

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 6059201
FirmCRD# 105348


Office Location ---,
Sammamish,
WA 
98072
Phone Number (253) 5140291

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 5073528
FirmCRD# 104510
Series 66


Office Location 20700 44th Ave. W,
Suite 240,
Lynnwood,
WA 
98036
Phone Number (425) 2472964

I have always had a passion for helping people. Watching the families I work with go through the many financial stages of life, knowing I have the experience and background to help play a part in their journey, warms my heart. We all face challenges in life personally, professionally, and financially. The challenges my clients face and choose to share with me are challenges that we work to overcome together.

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# 2800392
FirmCRD# 298366
Series 65

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


Office Location 1815 N 45th St,
Suite 105,
Seattle,
WA 
98103
Phone Number (206) 2289671

As a Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Commercial Investment Member (CCIM), and an Accredited Investment Fiduciary (AIF), John has extensive experience and practical education in all aspects of financial planning and financial services. John has been awarded outstanding achievement awards from the Cascade Association of Life Underwriters and as Broker of the Year at a previous firm. John enjoys sharing his knowledge at industry conferences on topics ranging from client relations to 401(k) and 403(b) planning techniques. He has been quoted in several national publications, including Investment News and the Wall Street Journal. John graduated with a BS from Boston College where he earned both academic and athletic scholarships, and completed postgraduate work in Baltimore, Maryland. John volunteers with several local organizations, and he and his family have helped build schools, health care centers, and homes for the poor in Nicaragua since 1989. John is an accomplished classical violinist and active in jiu jitsu. But his true passions are alligator wrestling, singing off key, and laughing with his three young children, and creating a future with his wife, Shannon.

About Aspire Capital Advisors LLC

At Aspire Capital Advisors, we're honored to help businesses, non-profits and individuals plan, manage and work toward their financial goals. We believe in a personalized, attentive approach to financial planning. We value lifelong relationships with our clients. And we love to see people achieve their dreams. Ready when you are.



Qualifications CRD# 5301343
FirmCRD# 105348


Office Location ---,
Sammamish,
WA 
98117
Phone Number (425) 9413457

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 2536341
Series 7, 31, 63, 65

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


Office Location 10940 NE 33rd Place,
Suite #210,
Bellevue,
WA 
98004
Phone Number (877) 4000260

Our Mission is to help protect, preserve and grow family wealth as it pertains to our clients individual goals, dreams, and legacy. Our priority is the preservation of capital. We seek appreciation only when it is consistent with prudent risk, using portfolio diversification as the cornerstone of our clients wealth growth strategy. We seek to minimize risk by utilizing our multi-dimensional approach to money management: global equity, global fixed income, alternative investments, and cash. We recognize the value of long-term planning, by seamlessly integrating cutting edge investment strategy, modern portfolio theory and nontraditional systems modeling into a complete plan.

About Fulcrum Wealth Advisors, LLC

Fulcrum Wealth Advisors was founded on integrity and trust, in order to meet the needs of sophisticated individuals, families, business owners, and organizations who seek more from their financial advisor than what conventional financial services firms offer. We began this business in 2013 as a commitment to protect our clients from unnecessary fees, costs, and conflicts of interest, which are the mainstay of traditional "Big-Box" financial institutions. Fulcrum Wealth Advisors is owned by the partners and has no outside shareholders or corporate parent. Thus, we strive to be free from the conflicts of interest that arise when a traditional firm needs to service the interests of its shareholders ahead of the interests of its clients. Our combined 60+ years of experience within such enterprises compelled us to offer a different kind of experience, one that puts people before profits, and planning before product.



Qualifications CRD# 2290470
FirmCRD# 104510
Series 65, 66


Office Location 500 108th Avenue NE,
Suite 1840,
Bellevue,
WA 
98004
Phone Number (425) 2472961

I have always felt that the medical profession's Hippocratic oath also applies in the financial industry. I am a fierce advocate for my clients, and more than anything else, I want to do no harm to the individuals and families who have entrusted their life savings to Edelman Financial Engines. Beyond work, I love spending time with my wife Jenn and sons Ryan and Ethan. When I have the time, I enjoy hiking and taking long walks in western Washington.

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# 3016480
FirmCRD# 8032
Series 7, 63, 65

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


Office Location 11911 NE 1st Street, Suite 103A Bellevue , WA 98005,
3715 S Hudson Street, Suite 104 Seattle, WA 98118,
Bellevue,
WA 
98005
Phone Number (425) 5982919

Eric wants to live in a world filled with people who are at financial peace, unburdened by the anxiety that comes with trying to figure out how to never go broke. He also wants to live in a world where markets only go up, people never become chronically ill, and emergencies never occur. Unfortunately, that world doesn't exist. As a financial advisor and planner with more than 20 years of experience, he's worked with clients as young as 1 and as old as 93. He's seen clients' toddlers graduate from college, attended many retirement parties, and managed to navigate through some of the most tumultuous markets years in the history of our nation. That look in his eye is the look of someone who's seen it all but is always looking to learn more and pass that knowledge on. When he's not helping families of special needs children and adults figure out how to make their money last two lifetimes, you'll find him spending time with his patient and big-hearted wife, Heather, and their two wonderful children. His oldest is autistic (and amazing) and that has been a driving force behind his goal to be a significant long-term resource for other families that want to know that (a) its going to be okay, (b) they aren't alone, and (c) people are here to help. Eric knows first-hand how hard it is to plan for two lifetimes, let alone one.

About Spectrum Financial Partners

Our Advisors provide independent, local, and full-service personal wealth management through our SEC-Registered Investment Adviser. Providing this service that allows you to focus on the most important things in your life. We look to build long-term relationships built on trust. Keeping your best interests front and center, we break down your sometimes complex and confusing financial lives into manageable and actionable parts. Then, year after year, we help keep you on track within your unique vision for the future. Local - Based in Bellevue and Seattle, we live and work in your community, the Pacific Northwest. Our business is built on decades' worth of local relationships. When you need something that is beyond our capacity, we probably know someone local who can help. Straight talk - We will tell you what you need to know, not what we think you want to hear. Meet you where you are at - Whether you are an engineer who takes great comfort in spreadsheets and sophisticated analytical illustrations or a person for whom "graph" is a dirty word, our job is to explain findings and recommendations in the way that works best for you. We will not use jargon to impress or confuse you. We want to help you achieve financial independence. Our twin obsessions: Make sure - to the best of our ability - you don't run out of money. Help you achieve the life you want to live.



Qualifications CRD# 2321225
FirmCRD# 105348


Office Location ---,
Sammamish,
WA 
98074
Phone Number (425) 4175777

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 2059619
FirmCRD# 104510
Series 66


Office Location 800 5th Avenue,
Suite 4100,
Seattle,
WA 
98104
Phone Number (253) 7337131

I'm a planner with more than 30 years of financial services experience. My sole focus is helping my clients ensure that they can live their lives free of financial worry by making a plan and helping them stay on track. When Im not helping my clients, you can find me Travel the world and running my next half or full marathon. Im also an outdoor enthusiast and speak fluent Spanish.

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# 2386699
FirmCRD# 105348


Office Location ---,
Sammamish,
WA 
98075
Phone Number (425) 2476474

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 2170891
FirmCRD# 117201
Series 7, 24, 65

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


Office Location 13231 SE 36th St,
Suite 215,
Bellevue,
WA 
98006
Phone Number (206) 2289671

Joseph M. Maas, CFA, AVA, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, CWPP has over 19 years of experience serving the financial needs of private wealth clients, businesses and trusts. Joe's expertise leads the Synergetic Finance Company's Financial Management, Business Valuation and Consulting, and Mergers and Acquisitions processes along with the firm's core financial foundation strategies. Before founding The Synergetic Finance Companies, Joe founded and operated a securities broker/dealer and an insurance company. He holds a Bachelor of Arts in Finance, a Master of Science in Financial Services, and has studied finance abroad in Japan, Hong Kong, China and Thailand. To complement his studies, Joe has earned the professional designations of Chartered Financial Analyst (CFA), Accredited Valuation Analyst (AVA), CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Financial Consultant (ChFC), Certified Commercial Investment Member (CCIM), Certified Wealth Protection Planner (CWPP), and Chartered Life Underwriter (CLU®). Additionally, Joe is a current expert in his field by serving as a member of the CFA Institute, the National Association of Certified Valuation Analysts, the CCIM Institute, the Seattle Estate Planning Council, The Asset Protection Society, The Wealth Preservation Institute, The Society of Financial Services Professional's Estate Planning Section and their Business and Compensation Section. Joe is also a member of the Financial Planning Association, The American Finance Association, The Rental Housing Association of Puget Sound, The Northwest Multiple Listing Service, The Commercial Brokers Association and has participated as a guest lecturer for the Elder Law Section of the Washington State Bar Association.

About Synergy Financial Management, LLC

Synergy Financial Management, LLC (SFM) is a financial planning and Registered Investment Advisory firm headquartered in Bellevue, WA. The firm specializes in providing fee-based comprehensive financial planning services and investment advice to individuals and businesses. Since Synergy Financial Management, LLC is a fee-based advisor; potential conflicts of interest regarding compensation are removed.



Qualifications CRD# 2059619
FirmCRD# 104510
Series 66


Office Location 2505 S. 320th Street, Suite 220,
Federal Way,
WA 
98003
Phone Number (253) 7337131

I'm a planner with more than 30 years of financial services experience. My sole focus is helping my clients ensure that they can live their lives free of financial worry by making a plan and helping them stay on track. When Im not helping my clients, you can find me Travel the world and running my next half or full marathon. Im also an outdoor enthusiast and speak fluent Spanish.

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# 4143700
FirmCRD# 105348


Office Location ---,
Tacoma,
WA 
98332
Phone Number (253) 4958802

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



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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.

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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?