Category: Advisors

What to Consider When Selecting a Financial Advisor

Selecting a financial advisor can be a complicated task with so many factors to take into consideration. Whether you’ve had a longstanding relationship with an...

Why Independent Financial Planners are Better than Advisors Who Work at a Big Firm

Myth: Working with a financial planner from a big, well-known firm is always best. Truth: Small, independent financial planners offer huge benefits for an investor....

What Are Those Letters After Your Name? Credentials for Financial Advisors Explained

Alphabet soup. It’s a real thing. And it’s a problem. Alphabet soup refers to the abundance of acronyms typically found after a professional’s title. Doctors,...

New Codes and Standards Redefine Certified Financial Planner

With the introduction of an updated code of conduct, holders of the Certified Financial Planner (CFP) designation will now have to adhere to stricter rules...

Compile a List of Financial Advisors in Just Minutes

Your friend recommended a financial advisor. You saw an ad for another financial advisor. You recognized the name of the firm of an older financial...

4 Tips from Google That Will Help You Find the Best Financial Advisor

What do you type into a Google search bar to find the best financial advisor? Is it your city and state? The service you want?...

Currently seeking a top quality financial advisor

Our FREE match service finds the best advisors for you. Start your search today.