What Is a Financial Advisor?
Financial advisors are professionals who provide highly specific, often guided investment decisions to meet your specific financial planning needs and goals.
Navigating the world of financial advisors doesn’t have to be overwhelming. Explore our resources to learn how to choose an advisor who truly understands your goals, empowers your decisions, and guides you towards the financial future you desire.
Learn the essentials about financial advisors – how they work, how they charge, and the different types available.
Financial advisors are professionals who provide highly specific, often guided investment decisions to meet your specific financial planning needs and goals.
Financial advisors can provide a lot of value by helping you achieve your financial goals. Like any professional who’s knowledgeable in their field, advisors are paid for their services.
Before you can choose anyone to work with, it helps to have some understanding of the types of financial advisors out there and all of the abbreviations after their names.
The financial advisor services range widely to provide custom investment, personal finance, and retirement planning objectives.
Don’t settle for just any advisor. Learn how to identify and select a financial professional who truly understands your goals and values. Our guides will help you ask the right questions, evaluate key factors, and make an informed choice to help achieve your financial future.
[Select an option below]
Working with a financial advisor? Learn what to expect from a quality advisor during your meetings, understand the hallmarks of effective advisor-client collaboration, and identify both positive indicators and potential red flags in your financial advisory relationship.
Learn how a financial advisor can give you advice and empower you to make informed decisions, achieve your financial goals with confidence, and enjoy greater peace of mind about your future.
Navigate the world of financial advising with our easy-to-understand glossary of essential terms and concepts.
Like doctors, financial advisors can be generalists or specialists. While some offer broad financial guidance, others focus on specific areas like retirement planning or navigating life transitions such as divorce. Finding a specialist can provide you with in-depth expertise tailored to your unique financial needs.
Small business owners may have complex financial needs regarding personal and business finances, which require specific knowledge a general financial…
Many people are nervous about retirement planning. Some become so anxious they put off addressing the need for planning. It’s…
A financial advisor is a professional with specific skills in managing the financial goals of clients. Those goals differ based…
As an entrepreneur, you undoubtedly understand the importance of proper financial planning. It’s essential in business, where there are investments,…
While medical professionals often earn lucrative salaries, careful planning and management of these funds are critical. A financial advisor can…
Estate planning involves more than drafting wills and trusts. Those certainly are important steps, but so too is deciding how…
Divorce impacts nearly every area of life, and one of the most impacted is finances. If you have assets of…
Entrepreneurs are no strangers to challenges, and certainly not to financial challenges. Many have stories of great sacrifice on the…
A retirement financial advisor is one of the most important professionals to have at your disposal. Financial planning allows you…
Small business owners may have complex financial needs regarding personal and business finances, which require specific knowledge a general financial…
Many people are nervous about retirement planning. Some become so anxious they put off addressing the need for planning. It’s…
A financial advisor is a professional with specific skills in managing the financial goals of clients. Those goals differ based…
As an entrepreneur, you undoubtedly understand the importance of proper financial planning. It’s essential in business, where there are investments,…
While medical professionals often earn lucrative salaries, careful planning and management of these funds are critical. A financial advisor can…
Estate planning involves more than drafting wills and trusts. Those certainly are important steps, but so too is deciding how…
Divorce impacts nearly every area of life, and one of the most impacted is finances. If you have assets of…
Entrepreneurs are no strangers to challenges, and certainly not to financial challenges. Many have stories of great sacrifice on the…
A retirement financial advisor is one of the most important professionals to have at your disposal. Financial planning allows you…
Helpful Links
Invested Better, LLC (“Invested Better”) provides a matching service whereby users are connected with third-party financial advisors (“Advisors”) who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
