Find Financial Advisor Help Near You

Financial advisers help manage your assets, investments and cash. Read a guide on how to find financial adviser help near you today.

The job of a financial adviser is to help manage your assets, investments and cash. Some people are hesitant to hire a financial adviser. Giving access to personal and account-based information to another person is an understandable concern for some U.S. consumers. There is a difference between financial independence and regular independence and a qualified financial adviser is capable of making the most of your money for you. 

What services does a financial adviser provide? How much money/assets do I need to hire a financial adviser? Financial advisers are available for clients possessing a wide amount of wealth in 2021. Read this informative guide on how to find the best financial adviser help near you.


Financial Advisers 101

Most U.S. consumers understand the importance of maximizing their assets and money. Understanding how to accomplish this is a different concept to grasp. Qualified professional financial advisers help navigate the details of your finances in ways you are likely incapable of doing as well on your own. DIY projects are enjoyable, prideful experiences for many Americans, but this is not always the case when it comes to managing personal money at a professional level.

It is not necessary to be rich to hire a financial adviser. In fact, part of what financial advisers do is set the foundation upon which you are able to build your wealth. Certified financial advisers help make the most of your money. They make your finances work for you as oppose to against. Financial advisers also guide you by providing advice on how to handle your financial decisions.

How do financial advisers get paid? How much do financial advisers cost? All top-quality financial advisors are educated, trained professionals with the skills to build your wealth in the best ways possible. Some financial advisers get paid a percentage of your increased earnings. Some charge hourly or flat rate fees. Others charge for their services in a varied combination of compensation methods.               

Financial Advisers - Topics Discussed with Clients

Financial advisers discuss a wide variety of finance-related topics with clients. Are you experiencing a high level of debt and/or another type of financial hardship? A financial advisor discusses debt management strategies with his or her client. Debt management is a duplex topic involving both the repayment of money owed and proper planning of all future debt to avoid extenuating financial hardships. Planning for college tuition, buying homes, debt analyzation, debt/account restructuring and more are all discussed between financial advisers and their clients. 

What are some other topics financial advisers discuss with clients today? Financial advisers discuss money-managing guidance and strategies. Clients are taught to be objective and to persevere through hard times to get the results they need in the end. Current portfolios are evaluated and altered as necessary to make the most amount of profit possible. Retirement portfolios are managed, created or both. Financial advisers also discuss goal-setting strategies and the potential attainability of everything their clients are pursuing financially.

Main Benefits of Hiring a Financial Adviser

Financial advisers possess certified skill sets and are therefore trained to move and manage money for a living. While the possession of these skill sets is one obvious benefit of hiring a financial adviser, numerous other benefits also exist.

Logic applied by most U.S. consumers to the completion non-financial activities is not always applied to managing their own money. When you fly in an airplane you do not expect to operate the aircraft yourself or give advice to the pilot. You book a ticket from one destination to another and expect the airline service to handle the rest. You are part of the booking decisions. It is your money used to purchase the ticket(s). Getting from Point-A to Point-B in an airplane, however, is the job of a highly skilled, certified professional.

How important to you is the proper managing of your money, financial future and the financial future of your family? A financial adviser is a fiduciary trained to act in your best interest. Laws even bind them to act in this way. One of the biggest benefits of hiring a financial adviser is his or her ability to remove emotion from decisions affecting your money and do what is best regardless of feelings. What are some other main benefits of hiring a financial adviser in 2021?

  • Regaining control over your money after COVID-19-related hardships.

  • Finding the best way to put your stimulus money to work for you.

  • Navigating tax laws & avoiding costly mistakes.

  • Locating financial opportunities you might not find on your own without professional assistance.

  • Staying the course with your goals.

  • Increased wealth, comfort & overall stability.

Tips to Find a Financial Adviser Near you

Quality resources for finding a top financial adviser near you are available today. Google is the world’s most popular search engine. Enter the term, “financial adviser,” and your zip code into Google and scan the results. Are you uncertain which financial adviser in your area is best for you? How do you know a financial adviser treats his or her clients well? Yelp is a customer review and search engine website where current and former financial adviser clients leave detailed word-of-mouth reviews about their financial adviser experiences. It is also possible to ask friends, family members, people from church and even your own attorney (if applicable) for recommendations on financial advisers in your area. 

The National Association of Personal Financial Advisors (NAPFA) is a highly credible resource for finding a financial adviser near you. This resource helps locate both Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP) financial advisers today. Additional sources to help find a financial adviser near you today include: