Blog
Welcome to our FinancialAdvisors.com Blog! Take a minute to scroll through the various topics and gather insights from our financial advisors on numerous subjects such as investment management, personal finance, tax advisory, ESG investing, and much more...
Health Savings Accounts: A Triple-Tax-Free Retirement Benefit
Author: Philip Weiss | June 07, 2021
Note: This is an updated version of this blog: Health Savings Accounts:...
What is ESG investing?
Author: William Bevins | July 20, 2021
There are several different options to build your portfolio through...
How Long to Keep Financial Documents -- Some Guidelines
Author: Philip Weiss | July 05, 2021
Note: This is an updated version of this blog: How Long Should You Keep...
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Our purpose is simple. We are making financial advisory services readily available to the middle class to produce long term benefits for all Americans.
We believe that significant change is coming to the financial advisory industry, and consumers will reap the benefits.
Financial advisors are becoming independent at a faster rate than at any time in recent memory, and with good reason. Consumers are seeking an independent voice to assist them with their financial planning needs and not someone from a bank, brokerage, or insurance company who may not recognize the difference between financial advice and a product sale.
The advisors on our platform are independent, meaning that their only customers are you, the client. Period.
Independent advisors have more latitude in the products and services they offer their clients and are not beholden to quotas and other types of questionable sales practices.
They are in the business because they enjoy helping people just like you better understand their options, which usually results in a better overall experience for all parties.
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Two Categories of Advisors
There are two categories of advisors: Investment Advisors and Tax & Accounting Advisors. These categories complement one another and are the basis to proper financial planning.
Investment Advisor
An investment advisor helps guide your investments in “Wall Street” related instruments such as stocks, bonds, mutual funds, and exchange-traded funds (ETF’s). They may also assist you with your financial, college, and retirement planning needs. Knowing you have the right financial plan makes life a little less uncertain and equally, a little more pleasurable to live.
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Tax & Accounting Advisor
Many investors depend on the valuable services provided by a tax and accounting advisor. Making sure you don’t pay any more taxes than necessary keeps more money in your investment account, where it will continue to grow. Because it’s not just what you earn…it’s what you keep that counts, and.the right tax and accounting professional can be a true asset in so many ways.
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Meet Our Featured Advisors
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