Fiduciary Financial Advisors For Teachers

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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 Teachers


  • Financial Advisor Close to Teachers

  • 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 Teachers


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 Teachers

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 Teachers

The biggest benefit to a financial advisor is that they free up an enormous amount of your time. As a teacher, this can be especially valuable; between classes, grading work, and creating lesson plans, you may not have much time or energy to manage your finances. A financial advisor understands how valuable their clients’ time is, so they work to provide you a convenient experience. As experts, you can also be confident in the wisdom of their advice and oversight.

Furthermore, as a teacher, you may not have a traditional retirement in mind. Many teachers, especially those in higher education, continue to work at their position well into their advanced years. A financial advisor can help you set up a retirement account that serves you if this is your choice. Alternatively, you may be adamant about retiring at 65, or earlier. A financial advisor can also make this a reality. No matter the uniqueness of your financial situation, an advisor will have tips and ideas about how to improve it.



 

 


Teachers Financial Advisor FAQs

The cost of an advisor depends mostly on your assets under management and the service you use from them. More services and a greater AUM generally translate to a higher cost; however, proportional to your total asset base, the cost tends to decrease as your assets grow.

A financial advisor can give you the guidance you need to make smarter financial decisions. They are useful because, unlike books or other resources, they are cognizant of your specific financial situation and goals, and so can provide personal and well-informed advice.

Are you a fiduciary? How long do you think it will take to start seeing returns? Do you have experience working with other teachers?

Financial advisors can accommodate many different pay structures. For teachers, a flat fee or hourly rate may be your best bet. This ensures that your bill is as predictable as possible. As your AUM grows, you may wish to switch to a percentage fee. Talk to your advisor about your options.


Other Nearby Financial Advisors





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.