Find Local Financial Advisors Near Me

Working with a local financial advisor can change the game for your finances. They know the financial scene in your area well and offer advice just for you. Whether you need help with investments, retirement plans, or managing your wealth, the right advisor can be a big help.

Meeting in person with a financial advisor is a big plus. It helps you share your financial goals clearly and work together on your financial plan1. Plus, they often have strong connections in your community. These connections can give you access to resources and help you reach your financial goals.

Key Takeaways

  • Working with a local financial advisor gives you advice that fits your area’s financial scene.
  • 1 The National Association of Personal Financial Advisors (NAPFA) has over 4,400 members across the country, making it easy to find a fee-only fiduciary advisor in your area.
  • 2 The Financial Planning Association (FPA) is the largest membership organization for Certified Financial Planner (CFP) professionals in the U.S.
  • Local financial advisors often have strong professional networks within your community, which can be beneficial for your financial planning needs.
  • Verifying the credentials and certifications of a financial advisor is crucial when selecting the right professional to manage your finances.

Why Work with a Local Financial Advisor?

Even with more online services now, many still like to meet their financial advisors in person. Dan Moisand, the 2023 chair of the CFP Board, says most people feel more secure making big financial decisions when they talk face-to-face with their advisor3.

Benefits of In-Person Meetings

Meeting with a local financial advisor has many perks. You can judge their professionalism and personality better when you meet in person4. Plus, you help your community by keeping your financial planning local.

Local Professional Network

Working with a local advisor means you get to tap into their network. This includes estate planning lawyers, CPAs, and mortgage lenders4. This network helps you keep your financial goals on track and use experts in different areas.

Choosing a local financial advisor brings many benefits, like personal care and local expertise.

How to Find Financial Advisors in Your Area

Looking for the right financial advisor? Start by asking your family, friends, or coworkers for advice. They might know a financial expert who has helped them well5. People often keep in touch with their financial advisors for years, so they might give you good tips.

Also, don’t forget to use your financial networks. Talk to your tax preparer or CPA. They might know financial advisors they work with or have talked to6.

Ask for Recommendations

  • Reach out to family, friends, and colleagues for referrals to financial advisors they trust.
  • Ask your tax preparer or CPA if they can recommend any financial advisors they work with or consult.
  • Utilize online resources like the Financial Planning Association (FPA) and National Association of Personal Financial Advisors (NAPFA) to find advisors in your local area6.

Leverage Existing Financial Networks

Your current financial contacts, like your accountant or tax preparer, can help you find a financial advisor. They often work with or talk to financial advisors and can suggest good ones6.

finding local financial advisors

“A major life transition such as the birth of a child, the purchase of a home, a second marriage, or the death of a parent may prompt individuals to seek advice from a financial advisor.”7

By using your personal and professional networks, and online tools, you can find a financial advisor who fits your needs and goals6. Doing your homework and interviewing potential advisors will help you pick the right one for your financial path.

Get Matched with a Financial Advisor

Finding the right financial advisor can seem hard, but online services make it easier. These financial advisor matching services and online advisor matching tools connect you with experts in your area. They help manage your money8.

You just need to take a short quiz to start. You’ll tell them about your money goals, budget, and what you want to achieve. Then, they’ll match you with advisors who fit your needs8.

  • Bankrate offers a financial advisor matching tool to pair clients with local advisors in minutes8.
  • Zoe Financial matches clients with financial advisors who have CFP, CFA, or CPA certifications8.
  • Wealthramp connects clients with fee-only financial planners after a short quiz8.
  • Harness Wealth connects individuals with financial firms based on assets and financial complexity8.

These services check the advisors to make sure they’re good choices. You get a list of pros you can talk to. Some sites, like the CFP Board’s Let’s Make a Plan website and the XY Planning Network, help you find advisors by what they specialize in8.

“Finding the right financial advisor who meets your needs is crucial, even more important than proximity, especially for clients with complex financial situations.”9

Always check out a financial advisor before you decide. Look at their background, licenses, and if they have any issues. Make sure you know what they offer, how much they charge, and if they work for you810.

financial advisor matching

Using an online service makes finding a financial advisor easier. You can meet with pros who can help you reach your financial dreams810.

Check Professional Financial Advisor Organizations

Looking for a good financial advisor? Check out professional groups that back and certify them. The Certified Financial Planner (CFP) Board and the Financial Planning Association (FPA) are key players in the field.

The CFP Board

The CFP Board sets the bar for becoming a Certified Financial Planner (CFP)11. Use their “Find a CFP® Professional” tool to find certified planners near you12. This tool shows each planner’s background, what they specialize in, and their past disciplinary actions.

The CFP Board makes sure a listed person is certified, but it doesn’t back or suggest certain professionals12. Always talk to several CFPs to find the best one for you.

The Financial Planning Association (FPA)

The FPA is a group for financial planners that helps you find certified ones by location. Its members follow a strict ethics code and offer many financial planning services.

Both the CFP Board and FPA are great tools in finding a financial advisor who meets your needs and goals.

Professional Financial Advisor Organizations

Tap into Financial Planning Networks

Looking for a local financial advisor? Professional financial planning networks can be a big help. They have strict rules for joining and give you access to many qualified advisors nearby13.

The Garrett Planning Network

The Garrett Planning Network offers affordable financial planning by the hour. To join, advisors must work for a fee only, plan finances by the hour, and have a CFP, CPA, or PFS certification. They also promise to act as a fiduciary. Prices for their services are between $150 and $350 an hour13.

XY Planning Network

The XY Planning Network helps Generation X and millennials with their finances. All its advisors need a CFP and work without commissions. They use a subscription model, making their services more affordable for everyone13.

These networks are a good place to start finding an advisor who fits your financial needs. Whether you want a fee-only or subscription-based service, you’ll find options138.

Financial Planning Networks

“Working with a financial advisor can potentially boost investment returns by up to 3% in a given year according to Vanguard.”13

Other groups like the National Association of Personal Financial Advisors (NAPFA) and the Foundation for Financial Planning (FFP) also help connect you with affordable, skilled financial advisors in your area138.

Consider Robo-Advisors

In today’s digital age, robo-advisors are a great choice for those looking for a simple and affordable way to invest. These services use algorithms to manage your money, giving you a hands-off approach to investing14.

Using a robo-advisor can save you a lot of money on fees. These fees are usually between 0.25% and 0.50% of your investment, making it easier for people with smaller investments to get into the market14.

Robo-advisors might not offer the personal advice of a human advisor, but they have other perks. You can get help from human advisors when you need it, use banking services, and even get tools to help you save on taxes14.

When looking at robo-advisors, it’s smart to check out what different ones offer. Some top names include Wealthfront, Betterment, and Vanguard’s Digital Advisor1415.

Robo-advisors are perfect for investors who want automated investment management, low fees, and a simple way to invest. But, make sure to look at each service closely. Make sure it fits your investment goals and how much risk you’re okay with1415.

robo-advisors

“Robo-advisors offer a convenient and cost-effective way for investors to manage their portfolios, making professional investment management more accessible than ever before.”

How to Find a Virtual Financial Advisor

Finding a qualified financial advisor is easier now than ever before. If you can’t find one near you, think about virtual financial advisors. They offer investment advice, financial planning, and personalized help, often at good prices16.

Virtual financial advisors can cost as little as 0.30% or 0.40% of your assets. This makes them cheaper than face-to-face advisors16. You get to work with a team of experts, not just one person. This means you get more advice and views.

They don’t just help with investments. They also plan for retirement, college, buying a home, and estate planning16. This full-service approach helps you reach your financial goals from home.

To find a virtual advisor, check out online directories. Look at the Garrett Planning Network or the XY Planning Network. These sites match people with financial pros who work online17.

When picking a virtual advisor, do your homework. Talk to at least three people to make sure you click with them. Look for someone you trust, who talks your language, and gets your financial goals and values16.

Using virtual financial advisors can really change the game. It lets you get top-notch financial advice from anywhere, anytime.

virtual financial advisors

Tips for Finding the Right Local Advisor

Finding the right local financial advisor can greatly improve your financial health. Start by checking their certifications and credentials before meeting them. Make sure to work with a Certified Financial Planner (CFP) for overall financial planning and a Certified Public Accountant (CPA) for taxes18.

Know Which Services You Need

Before looking for advisors, know what you need. Do you need help with estate planning, tax management, or managing beneficiaries? Asking these questions can lead you to the right advisor for your financial needs18.

Verify Certifications and Credentials

Certifications show an advisor’s skill and dedication. Look for CFPs, as they promise to act in your best interest19. Also, check their credentials on the licensing board’s website to make sure they’re legitimate.

By carefully choosing a local financial advisor and checking their qualifications, you can trust you’re getting the right help for your financial goals.

financial advisors near me

The internet is full of ways to find financial advisors close to you. When you search for “financial advisors near me” or “local financial advisors,” you’ll find many options. But, there are ways to sort through them and find a trusted professional20.

One way is to use online advisor matching services. These services connect you with financial planners that fit your needs and likes. You can check their qualifications, expertise, and reviews before making a choice20.

Another choice is to look for fee-only financial advisors. They work only for their clients’ best interests. The Garrett Planning Network is a group of independent, fee-only planners across the country20. They offer advice on an hourly basis, giving you expert guidance without sales pressure or long-term ties20.

Groups like the CFP Board and the Financial Planning Association (FPA) also have directories of their members. This makes it easier to find skilled financial experts nearby20. Using these resources, you can find the right financial advisor for you.

Service OfferingsPercentage of Advisors
Comprehensive Financial Planning100%
Retirement Income Planning90%
Investment Management85%
College Education Planning65%
Tax Planning70%
Employee Benefits Planning20%
Military Pensions and Benefits5%
Real Estate Investment10%

The table shows different services and how many fee-only advisors offer them21. Think about what you need and want when picking a financial advisor.

By using online tools, professional groups, and focusing on fee-only advisors, you can find the right one near you. This will help secure your financial future.

Online Advisor Matching Services

Looking for the right financial advisor can be tough. But, online services are making it easier. They use detailed questionnaires and algorithms to match investors with advisors who fit their needs and likes.

Datalign Advisory

Datalign Advisory uses a deep financial check to find the perfect advisor match. They look at investment style, risk level, and financial goals22. With a big group of skilled advisors, Datalign can find the right one for each client.

Wealthramp

Wealthramp connects investors with independent, fee-only advisors who put clients first23. They check advisors carefully to make sure they’re experts and ethical. This gives clients trust that their money is safe.

Harness Wealth

Harness Wealth does more than just financial advice. It links clients with experts in law, taxes, and wealth management23. This is great for startup founders and employees with complex financial needs.

Zoe Financial

Zoe Financial pairs investors with advisors who are certified and have lots of experience24. The site is easy to use and makes starting your financial plan simple.

“Merrill Advisor Match won the ThinkAdvisor Luminaries award in 2023 for ‘Financial & Investment Innovation’22.

Whether you want a local advisor or a virtual wealth manager, online services can make finding one easier. They help you find the right person to guide your finances.

Referrals from Friends, Family or Colleagues

Looking for a financial advisor? Ask people you know for advice25. Getting referrals is key for financial advisors, helping them grow their business25. Your friends, family, or coworkers might know a reliable advisor, giving you peace of mind.

Referrals are a strong way to expand your client base26. Happy clients often share your name, leading to more clients and a steady business2625. Advisors might find it hard to ask for referrals, fearing they seem too pushy25. But, building real connections with clients makes asking for referrals easier and more effective.

25 About 40% of financial advisors get clients through social media, with many planning to boost online marketing25. While digital marketing is key26, referrals from current clients are a strong way to grow2625. Offering deals can encourage clients to share your name25. But, remember to follow the rules when giving gifts for referrals25.

25 Word-of-mouth shows you’re doing a great job2526. A happy client might tell their circle about you, building trust2625. Networking, making real connections, and being online are key to getting referrals25. Finding the right balance between serving clients and finding new ones is tough for advisors25.

26 Asking for referrals nicely at the right time can boost your chances of getting new clients26. You can ask in person, via email, or mail26. Tailoring your ask can increase the likelihood of getting a yes from clients26. Keeping an eye on referrals and their results helps you know who’s likely to share your name26.

Don’t hesitate to ask your network for a financial advisor recommendation. Referrals from those close to you can offer valuable insights and help you find a trustworthy advisor.

Robo-Advisors with Advisor Access

If you want financial advice but like to take charge, robo-advisors with advisor access might be right for you. These services mix digital investment tools with expert financial advice. Robo-advisors with advisor access let you manage your money on your own but also offer personalized advice when you need it.

Top robo-advisor platforms now have teams of certified financial planners (CFPs) or other financial experts. For example, SoFi Automated Investing gives all clients free access to CFPs, no matter the account size27. Betterment lets you pay a flat fee for advice or upgrade to a Premium plan for ongoing advisor support27.

For a deeper financial plan, look at robo-advisors like Vanguard Personal Advisor. This service needs a $50,000 investment but offers access to seasoned financial advisors2728. These advisors can guide you through tough financial choices, improve your investment plan, and make sure your robo-advisor financial planning services match your future goals.

These hybrid solutions suit many investors. Whether you like to manage your finances yourself or need more guidance, robo-advisors with advisor access give you the best of both. You get the ease of automated investing and the know-how of financial experts.

Online Financial Advisors

Finding a local financial advisor can be tough, especially in small communities. But, you can work with online financial planning services instead. These services let you get professional advice from home.

Companies like Facet Wealth and Range offer online advice for a yearly fee29. You can also find advisors who meet with you online, even if they’re far away29.

When looking for an online financial advisor, check their qualifications, what they know about, and how much they charge. Many services connect you with experts all over the U.S11.. They often give free first meetings to help you find the right advisor.

Fee StructureCost Range
Hourly Fees$250 per hour29
Flat Fees$2,500 one-time or $4,000 annual retainer29
Percentage Fees1-2% of assets under management29

Virtual financial advisors offer many services, like planning for retirement, taxes, college, and managing debt29. With online tools and networks, you can find a virtual financial advisor that fits your financial goals.

“Finding the right financial advisor, whether online or local, is key to reaching your financial goals. It’s important to research and choose someone who offers personalized advice and support.”

Conclusion

The internet has changed how we find and work with financial advisors. You can choose between meeting in person or online. There are many resources to help you find the right advisor for you30. About 74% of people are searching for financial advisors to help with their money decisions30.

Online services like Datalign Advisory, Wealthramp, Harness Wealth, and Zoe Financial connect you with qualified advisors nearby31. These services introduce you to advisors at no cost, but advisors might pay to join31. Asking friends, family, or coworkers for recommendations can also lead you to a successful financial advisor30.

For those who like online help, robo-advisors and online planning tools offer easy access to expert advice without face-to-face meetings32. Fee-only advisors charge a flat fee, hourly, or a percentage of your investments32. By doing your homework, you can find an advisor who matches your financial goals, near or far.

FAQ

How can I find financial advisors in my local area?

Start by searching “financial advisors near me” on Google. This gives you a list of professionals or firms nearby. But, don’t stop there. Check their credentials and fees before choosing one.

What are the benefits of working with a local financial advisor?

Local financial advisors offer many perks. You can meet them in person to gauge their style and professionalism. They also have a network of experts like estate planners and CPAs to help you achieve your financial goals.

How can I get recommendations for a local financial advisor?

Ask people you trust like family, friends, or coworkers for advice. They might have a financial advisor they’ve worked with for years. You can also ask your tax preparer or CPA for suggestions.

What online services can help me find a financial advisor?

Websites like Datalign Advisory, Wealthramp, Harness Wealth, and Zoe Financial can match you with a financial advisor. They consider your financial needs and preferences.

How can professional financial advisor organizations help me find an advisor?

Groups like the CFP Board and the Financial Planning Association offer online tools to find certified financial planners in your area. They help you find advisors that fit your needs.

What financial planning networks can I use to find an advisor?

The Garrett Planning Network and the XY Planning Network connect you with fee-only advisors. They have CFPs and CPA/PFS designations and follow a fiduciary standard.

Are there alternatives to working with a local financial advisor?

Yes, you can look into robo-advisors or online financial advisors. They offer automated investment services or virtual advice at lower costs.

What should I look for when vetting a potential financial advisor?

Check their certifications like CFP or CPA. Know what services they offer and their fees. It’s smart to interview them and ask about your specific financial needs.

  1. How To Find a Financial Advisor Near You
  2. Find a CERTIFIED FINANCIAL PLANNER™ Professional or Advisor | PlannerSearch
  3. Financial Advisor Career: Pros and Cons
  4. Council Post: Why Go Local With Your Financial Advisor (And Tips For Choosing Yours)
  5. How to Know if your Financial Adviser is a Fiduciary – Find a Fiduciary Financial Advisor Near You – Modera Wealth Management
  6. How to Choose a Financial Advisor: Find the Right Fit for Your Financial Goals
  7. What Does a Financial Advisor Do and Should I Get One?
  8. How To Find A Financial Advisor Near You | Bankrate
  9. How to Find and Choose a Financial Advisor
  10. Where To Find A Fiduciary Financial Advisor – Zoe Financial
  11. How to Find a Financial Advisor Near You – NerdWallet
  12. Find a CFP® Professional
  13. How to Find a Financial Advisor if You’re Not Rich – Experian
  14. Best Robo-Advisors for September 2024
  15. 6 Best Financial Advisors of September 2024 | Bankrate
  16. How to find a financial advisor or financial planner | Fidelity
  17. Get to Know Virtual Financial Advisors & Find the Right Advisor for You
  18. How To Choose A Financial Advisor
  19. How to Choose a Financial Advisor – NerdWallet
  20. Home – Garrett Planning Network
  21. City / State Directory – Find a Fee-Only Financial Planner – FeeOnlyNetwork.com
  22. Merrill Advisor Match: Find a Financial Advisor in 3 Steps
  23. SmartAdvisor Match | Find a Financial Advisor Near You Today
  24. Financial Advisors Nationwide – Zoe Financial
  25. Top Referral Tips for Financial Advisors
  26. How Financial Advisors Can Ask Clients for Referrals
  27. Top Financial Advisors: Best Firms for 2024 – NerdWallet
  28. Personal Advisor | Vanguard
  29. How Do I Find a Financial Advisor?
  30. How to Find a Financial Adviser
  31. Looking for a Financial Advisor?
  32. Fee-Only Financial Advisor
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