How do I get financial advice?

There are lots of ways to get financial advice. The option that's right for you will likely depend on your personal preferences, the services you need and your budget. Here's an overview of service types, ranging from inexpensive automated robo-advisors to high-touch, traditional financial advisors:

Where can I find a good financial advisor?

Online advisor marketplaces such as Harness Wealth and Zoe Financial, and many online advisors themselves, do the work of vetting a financial advisor for you. Look elsewhere if: You'd prefer to work with an advisor in person. » Ready to compare? Read our full roundup of the best financial advisors Feeling overwhelmed?

Why should you choose a financial advisor?

Because of the ambiguity in the industry, you have to exercise caution to make sure you get the right financial advisor who meets your fiduciary and financial needs. That said, when you choose the right financial advisor for you, they can help you achieve your financial goals and financially protect your loved ones and their futures.