Fiduciary Financial Advisors For Seniors

 

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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 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 Seniors

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 Seniors

$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 Seniors?

Financial advisors can help seniors manage their savings and investing strategies to maximize their income during their retirement years and leave a financial legacy for their children and grandchildren. Or, if you have more non-traditional ideas of how you’d like to spend your money and your time in retirement, your advisor can help you explore those ideas, as well. Whatever your plans, their goal is to provide the guidance and money management expertise you need to achieve the retirement outcomes that are important to you.

Questions Seniors Should Ask Their Financial Advisor

Are you a fiduciary?

This is a crucial question whether you are a senior or not. Fiduciaries are a class of professionals that have a specific ethical obligation to their clients. Non-fiduciaries sometimes abuse their unregulated status to take advantage of unwary clients. Make sure your advisor doesn’t just seem trustworthy, but that they have the certification to prove it.

How can you make sure I have income later in life?

If you are retired or nearing retirement, you want to make sure that you have new money coming to you steadily, ideally for the remainder of your life. A retirement account is the most common way to achieve this, but your advisor should have other ideas as well.

How much will using your services cost?

Be sure to have a thorough understanding of the monetary sacrifice required to use your advisor. They will require an initial investment, as well as fees. You will also likely not see returns right away, at least not enough to exceed the costs. Talk to your advisor about the realistic cost.

Find A Fee-Only Financial Advisor For Seniors

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Happy senior couple enjoying a breathtaking view


Top Financial Advisors Serving Seniors

Financial advisors are money management professionals that can help you secure, multiply, and diversify your finances. They come with many advantages; they provide advice, guidance, and management of unparalleled quality, keeping your money safe; they have deep intuition into market trends and a sensitivity to your needs as a client; and chiefly, they free up your time so that you can enjoy life without the unnecessary stress of managing money.

If you are a senior, a financial advisor can be an especially good idea. They can ensure that you have a steady stream of reliable income, even long after your retirement. Financial advisors are even able to secure a fund that can be passed down to future generations. If you have financial goals that you haven’t yet met on your own, an advisor can help you get there.

Happy Asian senior couple laughing and smiling while holding each other outdoor in the park.
Joyful spouses having fun in cafe at leisure

Besides seniors, our financial advisors are also qualified to help the following with their finances:

  • Retirees
  • Working seniors

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 Seniors

What is the Value of Partnering with a Financial Advisor?

How to Choose a Financial Advisor

Questions to Ask Your Financial Advisor

FAQs About Certified Financial Advisors For Seniors

Financial advisors typically charge a percentage of your assets under management as a fee, usually between 0.25% and 1%. You can also ask your advisor if they can accommodate a flare rate or hourly fee structure.
A financial advisor qualified to help seniors can help you boost your retirement account or prepare for retirement, plan your estate, prepare for upcoming life transitions, and more. Their job is to make sure that your life after work is as financially stable as possible.
Financial advisors are a fantastic resource to double-down on your financial security. As a senior, especially if you are retired, an advisor can make sure that your money stays secure and continues to provide a stable source of income.
If you know any fellow seniors that use an advisor, asking for recommendations is a good place to start. Besides that, the internet is the next best place to see all your options and make quick comparisons.