Fiduciary Financial Advisors For Business Owners

 

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 Business Owners


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 Business Owners


$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 Business Owners?


Personal financial advisors can help business owners and anyone else with business-related finances organize and optimize their financial strategy. Whether they are helping manage your business finances only, your personal finances, or both, they are an invaluable resource for freeing up your time and energy while still making sure your money is being expertly managed.

Financial advisors, as well as their higher-level counterparts, wealth managers, are often used by corporations, small business, and nonprofit organizations with complex financial needs. These institutions have advisors manage employee and employer retirement accounts, company taxes, accounting and administrative tasks, investments, and much more. Financial advisors can also be an enormous benefit to the self-employed, freelancers, and those preparing to buy a business, whose personal financial needs may at present be intertwined with their business needs. Financial advisors can help keep these areas of your financial life separate, while ensuring that they both grow steadily.

Questions Business Owners Should Ask Their Financial Advisor


How can you help save me time?

As a business owner or professional, your time is among your most valuable assets. Business finances especially can be time consuming, so financial advisors can be an invaluable resource that frees you up to continue working on your business and branching into new areas.

Can you help with both my business finances and personal finances?

As a business owner, you have to think about not only your business finances, but also your own, and those of your employees. Ask your advisors if they can help set up employee retirement accounts, manage taxes and income, and anything else you might need.

What is your pay structure?

Depending on your initial asset base, you may be better off paying a standard percentage, an hourly rate, a flat fee, or even something else. Many advisors can accommodate different pay structures. Sometimes different pay structures also entail different services, so it pays to ask ahead.

Find A Fee-Only Financial Advisor For Business Owners

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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Top Financial Advisors Serving Business Owners

As a business owner, your business is your primary source of income. Our financial advisors have years of experience working with businesses and their owners to create dynamic and powerful strategies for multiplying and securing your businesses profits. Our advisors know how best to diversify your assets and how to meet your businesses needs to ensure long-term financial success.

Our advisors are also qualified to help you directly with your business activities, if you so desire. With their years of experience, they can help you objectively analyze contracts, business deals, offers, and more to make sure you are getting the most out of your money.

Besides business owners, our financial advisors can also help all of the following manage and improve their finances:

  • The self-employed
  • Women professionals
  • Freelancers
  • Corporations
  • Non-profit organizations, such as 501(c)(3)s
  • Those buying a business

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors For Business Owners

Financial advisors typically charge 0.25% to 1% of your total assets under management, which may depend on the services you are using. Some advisors use a flat fee or hourly rate, which is usually independent of AUM.
Financial advisors are experts in money management and finance strategy that can help you keep your business finances organized, invest your salary into vehicles that will promote growth, and much more. They are primarily guidance based, but most can also offer specific services, like investment management.
How can you help reduce my taxes? Are you a fiduciary? If I use your services, what is my projected return on investment / rate of return? What is your pay structure?
Although technically the work done by a financial advisor can be done by anyone, financial advisors are genuine experts that can provide a quantifiable advantage. If you aren’t sure, ask an advisor you are considering to give you a quantification; many can tell you that on average they can provide an X% greater return over Y number of years.