Where can I find a professional financial planner?

If you prefer to explore other options, you can DIY your search at such resources as the CFP [Certified Financial Planner] Board, Fidelity, the Financial Planning Association, and the National Association of Personal Financial Advisors. Some allow you to filter by gender, ethnicity, language, specialty, and family structure.

How do I choose a financial advisor?

Financial advisors offer more than just investment management. Consider what kind of help you need before you start your search. Not all financial advisors are created equal, look for advisors with professional memberships and certifications. Understand how your advisor is being paid.

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?