How do I find a fiduciary near me?
There are several places to look for a financial advisor near you:
- Use an online advisor search. ...
- Ask friends, family or colleagues for recommendations. ...
- The Garrett Planning Network. ...
- The National Association of Personal Financial Advisors. ...
- XY Planning Network. ...
- The CFP Board. ...
- Robo advisors. ...
- Search engines.
What's the difference between a financial planner and advisor?
A financial planner is a professional who helps individuals and organizations create a strategy to meet long-term financial goals. Financial advisor is a broader term for those who help manage your money, including investments and other accounts.