Fiduciary Financial Advisors For Engineers

 

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 Engineers


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 Engineers


$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 Engineers?


Personal financial advisors are financial experts that can help you secure, multiply, and diversify your finances. They can help you organize and optimize your taxes, plan for retirement, set up and manage an investment portfolio, plan your estate, assets, and life transitions, and much more. Their ultimate goal is to help you reach your financial goals.

Financial advisors for engineers have a working understanding of the specific and unique needs shared by those in this field. They are equipped to provide an unparalleled level of service that caters specifically to your financial circumstances to plan realistic goals and improvements. Our advisors also have an understanding of the different niches within the engineering field, and know how to adjust their services accordingly.

Questions Engineers Should Ask Their Financial Advisor


How can I find out about the status of my investment portfolio?

Financial advisors have transparent reporting on the performance of your portfolios, meaning you only have to ask to find out. You should also be receiving an update every month or so, as well as scheduling annual or semi-annual meetings to discuss major changes.

What do your typical clients look like?

Depending on what kind of engineer you are, your needs may be different. If you work in oil and gas, for example, you have different needs than a software engineer; an executive also has different needs than a non-executive. Our advisors are qualified to help engineers from nearly any niche.

Are you a fiduciary?

Fiduciaries have a specific, regulated ethical responsibility to their clients. You should only trust your money to a fiduciary. Even if your advisor has other qualifications, none of them are an acceptable replacement for that certification.

Find A Fee-Only Financial Advisor For Engineers

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 Engineers

As an engineer, our advisors are aware of and sensitive to your time constraints and financial needs. Their job is to help create a financial plan that will reach your financial goals through making realistic improvements, without sacrificing your lifestyle too drastically.

Our advisors are transparent and detail-oriented, allowing you to be more or less involved in the process as you see necessary. We use mathematically-based and statistically proven methods, such as Monte Carlo analyses, to make objective assessments and projections of your finances.

Besides engineers, our advisors are also qualified to serve those in the following fields:

  • Chemical engineers
  • Electrical engineers
  • Software engineers
  • Civil engineers
  • City planners
  • Architects
  • Construction workers and builders
  • Aeronautic and aerospace engineers

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors For Engineers

Financial advisors generally charge a fee structure that is based on a small percentage of your assets under management, typically between 0.25% and 1%. Many also accommodate a flare rate or hourly structure, but that may come at the cost of some services.
Financial advisors can help engineers secure and diversify their wealth. They can help manage and build a transparent investment portfolio, work to optimize your retirement account, organize your taxes, insurance, and estate, and much more.
Financial advisors can be a fantastic resource for engineers. They can save you huge amounts of time while ensuring that your finances are being done properly and productively. They take the stress out of financial management.
If you have any friends, family, or close colleagues who are engineers and use a financial advisor, asking them for a recommendation is a great place to start. Otherwise, looking online is a good way to easily find and compare many different firms and individuals.