Find Financial Advisor Help Near You

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

The job of a financial advisor is to help manage your assets, investments and cash. Some people are hesitant to hire a financial advisor. 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 advisor is capable of making the most of your money for you. 

What services does a financial advisor provide? How much money/assets do I need to hire a financial advisor? Financial advisors are available for clients possessing a wide amount of wealth in 2022. Read this informative guide on how to find the best financial advisor help near you.


Financial Advisors 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 advisors 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 advisor. In fact, part of what financial advisors do is set the foundation upon which you are able to build your wealth. Certified financial advisors help make the most of your money. They make your finances work for you as oppose to against. Financial advisors also guide you by providing advice on how to handle your financial decisions.

How do financial advisors get paid? How much do financial advisors cost? All top-quality financial advisors are educated, trained professionals with the skills to build your wealth in the best ways possible. Some financial advisors 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 Advisors - Topics Discussed with Clients

Financial advisors 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 advisors and their clients. 

What are some other topics financial advisors discuss with clients today? Financial advisors 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 advisors also discuss goal-setting strategies and the potential attainability of everything their clients are pursuing financially.

Main Benefits of Hiring a Financial Advisor

Financial advisors 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 advisor, 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 advisor 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 advisor 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 advisor in 2022?

  • 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 Advisor Near you

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

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

How To Make Personal Savings Plans

Personal savings plans are important budgeting tools to use to make sure you're saving for your distinct financial goals. Every individual's personal savings plan is going to be different depending on the priority of and type of savings accounts for savings. It can be overwhelming trying to create a personal savings plan. While there are many free and printable personal savings plan templates to use for creating a budget that meets your savings goals. Some free personal savings plan templates that financial advisors suggest are ones provided by the government (,, Google Drive and QuickBooks). While some of these templates require creating the custom columns on your own, these free template plans are a great start for creating a personal savings plan. If you would prefer professional advice, you can find plenty of financial advisors near you for creating your personal savings plan. Some great tools for finding local financial advisors are seeking out services from Financial services firms such as Fidelity, Lending Tree, and Edward Jones.

Best Savings Accounts - Which Bank To Choose

Another facet of personal savings and getting investment advice is knowing what types of savings accounts are best to use. A financial advisor can provide information on how best to invest your money to help it grow the most successfully for you. Some of the best types of savings account recommended by financial advisors include Citibank (1.01% min APY), Capital One (APY 1.00%), Ally Bank (1.00% APY), Discover Bank (1.10% APY) and Barclay Bank (1.10% APY). Make sure when comparing the different types of savings accounts that you take into consideration the minimum % APY, the minimum opening balance, and whether or not the bank is a member of the FDIC.