Fiduciary Financial Advisors 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.

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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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Meet With An

Independent Financial Advisor For Biotech Employees

Step 1:
Fill Out The Form

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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Step 2:
A Trusted Advisor Will Reach Out To You

Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:
Get A Custom Financial Plan

After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.

The Value Of A Retirement Financial Advisor For Biotech Employees

$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.

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

Vanguard

How Can a Financial Advisor Help Biotech Employees?

Personal financial advisors are financial professionals whose job it is to provide their clients with advice, guidance, and planning about their financial lives. Their primary goal is to help you secure, multiply, and diversify your wealth in order to ultimately achieve your financial goals. Financial advisors can be a beneficial resource for anyone, all the more so for those with more difficult or time-consuming financial needs.

As a biotech employee, a financial advisor can help you secure a productive retirement account, manage an investment portfolio to bring in additional funds, help you plan out your taxes, estate, and life transitions, manage your assets, and more. They can also provide more hands-off help, such as simple advice and general planning, which can come as a one-time conference.

Questions Biotech Employees Should Ask Their Financial Advisor

What are my options for retirement?

Most advisors are qualified to handle a variety of different retirement vehicles, such as a 401(k), IRA, or their Roth variants.

Are you a fiduciary?

This is an essential question to ask any financial professional. “Fiduciary” is a specific qualification where the professional is regulated by an overseeing body that holds them to a high ethical and professional standard. You should only ever trust your money to a fiduciary.

How can you help me save time?

For many people, the biggest advantage of a financial advisor is that they save time that would otherwise be spent pouring over financial paperwork. The more complicated your finances are, the more time an advisor can potentially save you.

Find A Fee-Only Financial Advisor For Biotech Employees

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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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When Do You Want To Retire?

How far away is your dream life?

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Other Resources On
How To Choose a Financial Advisor For Biotech Employees

What is the Value of Partnering with a Financial Advisor?

How to Choose a Financial Advisor

Questions to Ask Your Financial Advisor

FAQs About Certified Financial Advisors For Biotech Employees

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.