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?


Business owners—whether in a full- or part-time venture—must balance a wide array of demands on their time. A personal financial advisor can be a huge asset to these busy professionals by setting up financial planning strategies for retirement accounts, personal and business taxes, accounting, investments, and other concerns that align with their personal and professional financial goals. A competent financial advisor will then regularly follow up to realign the financial plan with a business owner’s evolving needs.

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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Business man owner of the company in the office


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.

Professional farmer with a modern combine at field in sunlight at work. Confident, bright summer colors. Agriculture, exhibition, machinery, plant production. Senior man near his tractor with investor.
Business concept. Business people discussing the charts and graphs showing the results of their successful teamwork. Selective focus.

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.