Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

There are quite a few misconceptions when it comes to working with a financial planner. For one, you might think that financial planners only work with the rich. Or, you may expect that they're just ...

Navigating complex financial situations, from major life events to business ownership, may require extra support. Even investing can seem overwhelming for many people. Financial advisors are ...

Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.

Take a Financial Relief Quiz. Get matched with an Authorized Partner. Whether you inherited a large lump sum, landed your dream job with a significant pay bump or are getting married or divorced, you ...

Learn how independent financial advisors operate.

A holistic financial plan goes beyond—here’s how to approach it.

When looking for a financial advisor, you’ll encounter various compensation arrangements, including fee-only advisors and fee ...

Need help with a comprehensive plan for your financial life? Or are you just looking for someone to manage your investments and other assets? This article covers the professionals who can help with ...