Fiduciary Financial Advisors For Lottery Winners

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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 Lottery Winners


  • Financial Advisor Close to Lottery Winners

  • 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 Lottery Winners


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 Lottery Winners

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 Lottery Winners

If you have recently won the lottery, congratulations. You are probably now wondering what the best use of your newfound wealth may be. If you want to make sure that your winnings are safe and will continue to be a steady source of income, then you may want to consider using a financial advisor.

Financial advisors can help you invest your money strategically so that it continues to provide steady returns whose value will, over time, far exceed that of your initial winnings.



 

 


Lottery Winners Financial Advisor FAQs

Generally, financial advisors charge a fee of 0.25% to 1% of your total assets under management. Many will also accommodate a flare rate or hourly fee structure, which may be preferable for lottery winners.

Financial advisors are professionals with expertise in money management. They can help you plan your finances for the future, advise you on investing, retirement, estate planning, and even manage an investment portfolio or retirement account.

If you happen to have any friends or family who have financial advisors, the easiest way to find someone trustworthy is to ask them for recommendations. If you don’t know anyone who can guide you, the internet is the next best and most common place to look.

A financial advisor is definitely a good resource to have if you are a lottery winner. Statistics have shown that the majority of lotto winners quickly return to their original financial status because they spend money in a way that depletes rather than multiplies it. A financial advisor can help you get the most from your money.


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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.