Often, when people think of financial advisers, they think “investments.” If your adviser is managing only your investments, you might be missing opportunities and leaving money on the table.

Committing to your financial agency, conducting your search like a series of job interviews, and recognizing that it will ...

Perhaps, they dislike the hours required to do the job properly ... National Association of Personal Financial Advisors (NAPFA). and the CFP Board lets you search for local fee-only advisors ...