Fiduciary Financial Advisors For Biotech Employees

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Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Biotech Employees

  • Financial Advisor Close to Biotech Employees

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value Of A Retirement Financial Advisor For Biotech Employees

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find A Fee-Only Financial Advisor For Biotech Employees

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
  • This field is for validation purposes and should be left unchanged.


Top Financial Advisors Serving Biotech Employees

As a biotech employee, a financial advisor can be an invaluable resource for keeping your finances under control. They can help with everything from advice around organization to direct management, according to your needs or wishes. Financial advisors typically do their work over an extended number of years, so the longer you work with your advisor, the more benefit they will be able to provide you.

Financial advisors can help take the stress out of managing your finances. They possess an expert’s intuition about the market and other financial factors and have the know-how to make smart and productive financial decisions on your behalf.


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Biotech Employees Financial Advisor FAQs

The most common pay structure adopted by financial advisors is a percentage of your total assets as a recurring fee. Usually this is between 0.25% and 1%. Many advisors also lower the percentage you pay as your AUM grows.

Financial advisors can help you improve nearly any area of your finances. If you have having trouble with or are looking for extra assistance with a retirement account, investment portfolio, your taxes, management of your assets, paying off debts, or anything else, a financial advisor can help.

If you know anyone else in the biotech industry who uses a financial advisor, asking them for a recommendation is one of the best places to start. Otherwise, the internet has become an increasingly good place to look for financial professionals.

Eventually, your advisor will be earning you more in returns than their services cost. This likely won't be immediate, however, so ask your advisor how they want to be paid. Typically they will ask you to pay by check, wire transfer, or another direct method.


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