Blog

Welcome to our FinancialAdvisors.com Blog! Take a minute to scroll through the various topics and gather insights from our directory of financial advisors on numerous subjects such as investment management, personal finance, tax advisory, ESG investing, and much more...

The Insurmountable Sin in an IRS Audit: A True and Sad Story

Author: Candice Gerlach | October 30, 2020
The Insurmountable Sin in an I

Here we are going to tell you a true story of how keeping the mileage record in ...

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Top Ten Digital Tools to Transform Your IFA Practice

Author: Dennis Eckel | October 30, 2020
Top Ten Digital Tools to Trans

Use these top digital tools to stay organized and ahead of the competition....

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Why it is Time for IFAs to go Digital

Author: Jim Eckel | October 28, 2020
Why it is Time for IFAs to go

Now is the time for Financial Advisors to upgrade their digital signature to att...

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whyus

Why You Should Use FinancialAdvisors.com

Our mission statement states - Making Financial Advisory services readily available to the middle class to produce long term benefits for all Americans.

We believe that there is change coming to the Financial Advisory Industry and that it will be good for consumers.

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 needs and not someone from a bank, brokerage, or insurance company that makes it hard to differentiate 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 services/products they offer their clients and 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 happy outcome for all parties.

So, let’s get started and see what an independent and trusted advisor can do for you!
 

Two Categories of Advisors

There are two categories of advisors: Investment Advisors and Tax and Accounting Advisors. These categories complement one another and are the basis to proper financial planning.

Investment Advisor

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

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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Highlighted Videos from the Founder

Seeking to understand the differences between Fee Only Advisors and Fee Based Advisors? Click a video below to find the answers!

Keep Updated with News

Keep up on the latest in financial services trends. The financial services industry is changing rapidly and knowing about these changes will help you become a more knowledgeable and informative consumer. Subscribe to our FinancialAdvisors.com blog today!

Meet Our Featured Advisors

FinancialAdvisors.com profiles financial advisors from the investment and tax and accounting professions and provides you the ability to perform a detailed search to locate the best advisor for your financial needs. Begin your journey by checking out these featured advisors, then select the “Search for Advisors” button below to get started.

Chad W. Schiel

Investment

San Juan Capistrano, CA

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Scott Harmon

Tax & Accounting

South Pasadena, California

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Easy For Consumers

If you’re wondering where you can find a competent financial advisor to answer a few questions or assist you with your financial planning needs, welcome to a fast, free, effective solution.
 

FinancialAdvisors.com simplifies the process of identifying experienced, knowledgeable financial professionals. How? By putting everything you need to know in one convenient place. Find out how easy the process can be. Ready to get started?

Search for advisors

Perfect For Advisors

As a professional financial advisor, you're probably in this business to help your clients achieve their financial goals. Our professional looking profiles are some of the most robust in the industry and will allow consumers seeking your specific expertise to locate you in a short period of time. 

For a limited time, our basic profiles are complimentary and our full fledged premium profiles with over 50 data points of your information is specially priced at $9.95 per month. Please click the Get Started link below to join the platform! 

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