Not everyone feels ready to bring in a financial adviser. In fact, a lot of people assume they don't need one until they're ...

“When do I need to hire a financial advisor?” An advisor or planner is like a financial navigator, someone who helps you ...

To find a financial advisor near you or online, ask for recommendations, use matching, check advisor groups, tap a planning network or consider robo-advisors.

Finding a good independent financial advisor involves evaluating their qualifications, understanding what services they offer and determining their compatibility with your financial goals.

When it comes to retirement, you deserve a financial advisor who specializes in this unique phase of your life.

Suze Orman reveals the one type of financial advisor you need—and what they should be doing with your money to secure your ...

Once you have a good idea of what you want from a financial advisor, consider the following steps to actually find and hire one: 1. Search for financial advisor options in your area ...

Knowing what services you need from a financial advisor is an important first step in finding the right one. Remember that an advisor who’s the best fit today might not be the best fit in a ...

Chartered Financial Analyst (CFA) is used for advisors who often work in financial analysis for institutions rather than personal finance. To earn the CFA designation, an individual must show 4,000 ...

How to Find a Financial Adviser for Retirement ... “Your first meeting can help determine if the financial advisor is a good match for you professionally and personally,” Cherny wrote in a ...

Investment philosophy. Find an advisor whose investment philosophy aligns with yours. Your ideal financial advisor will take the time to learn about your objectives, stage of life, risk tolerance ...

If you're ready to find an advisor who can help you achieve your financial goals, get started now. If you want to diversify your portfolio, here's a roundup of 13 investments to consider .