Fiduciary Financial Advisors For Those With High Net Worth

 

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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

 

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Independent Financial Advisor For Those With High Net Worth


Step 1:
Fill Out The Form

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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 Those With High Net Worth


$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 Those With High Net Worth?


As an individual’s personal wealth grows, so does the complexity of managing their financial life. A good financial advisor can help a high-net-worth individual secure, multiply, and diversify their wealth, so it will last not only their lifetime, but also provide financial resources and security for their children, grandchildren, and perhaps even longer. A financial advisor who’s accustomed to working with high net worth people are also well versed in addressing financial planning needs that are common among investors, entrepreneurs, retirees, and heirs. Whatever your situation, it’s important to find someone with a demonstrated track record in a wide range of financial areas because they’ll most likely be able to make the most from the money.

Questions Those With High Net Worth Should Ask Their Financial Advisor


What services do you offer?

You should make sure that your advisor is able to provide all of the financial services you are after. Not all advisors perform every financial activity, so you may instead wish to seek a wealth manager, a professional who focuses more on providing comprehensive services.

What do your typical clients look like?

Your advisor will have a better idea of what your financial needs are and how best to meet them if they have experience with clients similar to you. Ask your advisor what kind of clients they work with, and how well that experience informs them about your needs.

How can you ensure that my wealth will survive and be multiplied for the future?

The most important thing a financial advisor can do for you is secure your wealth in various financial vehicles, such as an investment portfolio or retirement account, such that it provides steady returns whose value will, over time, exceed the value of the original investment. Make sure your advisor has a clear plan for how to make this happen.

Find A Fee-Only Financial Advisor For Those With High Net Worth

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Top Financial Advisors Serving Those With High Net Worth

If you are a high-net-worth individual or otherwise have a significant sum of money that you want to invest properly, a financial advisor can help you. Financial advisors have the know-how to help you secure, multiply, and diversify your money.

If you are fortunate enough to be in this position, then your biggest financial obstacle may be choice paralysis. With so many investments, retirement vehicles, and more available, choosing the ones that will serve to increase your wealth rather than consume it can be a challenge. Luckily, financial advisors can help you navigate this fiscal quagmire to realize well-rounded and steady returns.

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Besides high-net-worth individuals, our advisors are also qualified to serve:

  • Millionaires
  • The wealthy
  • Those with a high income
  • Those with a large estate
  • Those with significant financial goals

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 Those With High Net Worth

FAQs About Certified Financial Advisors For Those With High Net Worth

Some financial advisors accommodate a flat rate or hourly fee structure. However, you will most likely be asked to pay a percentage of your assets under management, usually between 0.25% and 1%.
Financial advisors can help you organize your finances into various investments and vehicles that will, over time, produce a steady and secure return on investment for you.
If you know any other people who are in a similar financial position as you who use financial advisors, asking them for a recommendation is a great place to start. Other than that, many people, especially young people, find their advisors online.
Typically your advisors are able to simply withhold their salary from your returns. They may not be able to do this right away however, if since returns take a while to start flowing in. Until then, they may ask you to pay directly, such as by check.