Learn how independent financial advisors operate.

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

Flat‑fee financial advisors offer transparent pricing and predictable costs.

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

Use this guide to select a financial advisor who not only understands your unique financial needs but also has the expertise, experience and connections to support your business and personal goals ...

Use our search tool to generate a list of financial advisors near you. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain ...

Certifications are not just decorative letters after someone’s name. They represent rigorous coursework, real-world experience, and signal a commitment to ethical standards. They also reveal where the ...