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Take This Financial Advisor Matching Quiz
Answer a few questions to get matched with up to three financial advisors.
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Compare advisors based on speciality, pricing, and more, all with no obligation.
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Could a Financial Advisor Help You?
Take this financial advisor matching quiz and it’ll show you up to three financial advisors that serve your area. Because all of the vetted advisors are fiduciaries, they are required to put clients’ best interests first!
Should You Work with a Financial Advisor?
Financial advisors are professionals who specialize in understanding various aspects of personal finance, such as investments, retirement planning, tax strategies, estate planning, and more. They possess knowledge and experience that can help you navigate complex financial matters effectively. In fact, according to a 2021 Fidelity Study, financial advice can add between 1.5% and 4% to account growth over extended periods!*
A financial advisor can assess your financial situation, goals, and risk tolerance to create a customized financial plan tailored to your needs. This plan takes into account factors like saving for retirement, funding education, managing debt, and protecting assets. Having a personalized plan can provide you with a clear roadmap to achieve your financial objectives.
Could a financial advisor help you? A 2020 Northwestern Mutual study found that 71 % of US adults admit their financial planning needs improvement. However, only 29% of Americans work with a financial advisor.** Contact a financial advisor now to start working on your financial plan!
Financial advisors can assist you in making informed investment decisions. They analyze your risk tolerance, time horizon, and financial goals to recommend suitable investment options. They can help diversify your portfolio, monitor market conditions, and make adjustments as needed to optimize your investments.
When it comes to personal finances, emotions can often cloud judgment. A financial advisor provides an objective viewpoint, helping you make rational decisions based on your long-term financial goals rather than short-term market fluctuations or emotional biases.
Match With a Financial Advisor in Just a Few Minutes
The decision to work with a financial advisor depends on your comfort level, financial goals, complexity of your situation, and the time and expertise you can dedicate to managing your finances. It can be helpful to have an introductory call with an advisor to understand their services, fees, and approach before making a final decision. Your initial conversation with your matched advisors is free, so what are you waiting for? Start comparing financial advisors today!
*“Why Work With a Financial Advisor?”, Fidelity (November 2021) https://www.fidelity.com/viewpoints/investing-ideas/financial-advisor-cost
The projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of your future results. Please follow the link to see the methodologies employed in the Fidelity study. https://www.fidelity.com/viewpoints/investing-ideas/financial-advisor-cost
**“Planning and Progress Study 2020” Northwestern Mutual (2020) https://news.northwesternmutual.com/planning-and-progress-2020
SmartAsset Advisors, LLC (“SmartAsset”), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset’s services are limited to referring users to third party registered investment advisers and/or investment adviser representatives (“RIA/IARs”) that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset does not review the ongoing performance of any RIA/IAR, participate in the management of any user’s account by an RIA/IAR or provide advice regarding specific investments.
We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors.
This is not an offer to buy or sell any security or interest. All investing involves risk,including loss of principal. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.