Fiduciary Financial Advisors For Engineers

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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 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 Engineers

  • Financial Advisor Close to Engineers

  • 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 Engineers

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 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.
  • This field is for validation purposes and should be left unchanged.


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.


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Engineers Financial Advisor FAQs

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.


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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.