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Silhouette of a family of four, including two adults and two children, standing under a tree against a vibrant sunset sky. One child is playfully lifted high, suggesting joy and playfulness. The scene is peaceful and conveys a sense of unity and hope. The phrase 'saving for my family's future' in bold white font overlays the image, emphasizing the importance of financial planning and security for the well-being of family members over time.

A whimsical illustration of a white stork in flight, carrying a classic cloth bundle with its beak, set against a warm beige background. The bundle, suggestive of a baby wrapped in a patterned blue cloth, is a traditional metaphor for the arrival of a new child. Below the image, the phrase 'starting my family' is written in a large black font, evoking the beginning of parenthood and the expansion of a family unit.

A dynamic stock market chart with fluctuating bars and lines in shades of blue, symbolizing financial growth and investment strategies. The bright white dots indicate stock prices over time, reflecting the concept of tracking market performance. Below the chart, the phrase 'investing and growing my wealth' in bold white font on a dark background encapsulates the focus on financial prosperity through strategic investments.

A smiling couple carrying cardboard moving boxes inside a well-lit home with a staircase in the background. The man is looking joyfully at the woman, who is also smiling back at him, symbolizing a happy moment of transition. The caption 'combining family finances' in bold black font at the bottom suggests the merger of financial responsibilities, likely coinciding with moving in together or marriage.

A person's hand holding a key with a wooden house-shaped keychain in front of a modern two-story house, with the phrase 'making a major purchase' in bold black font at the bottom. The image conveys the concept of buying a new home, which is considered a significant financial decision.

A surreal, collage-style image of a person in a business suit against a vibrant purple background. The individual's head is replaced by a money bag with the word 'TAX' printed on a white label covering it, symbolizing the financial burden of taxes. The person's hands are gesturing as if explaining a concept, which, paired with the caption 'optimizing tax liabilities' in bold white font below, conveys the idea of strategic financial planning to manage and reduce tax obligations effectively.

An assortment of estate planning documents spread out on a wooden table, including 'Last Will & Testament,' 'Advance Medical Directive,' 'Life Insurance,' and a '401(k) Statement,' along with a cup of black coffee and reading glasses. Visible in the foreground is a document titled 'ESTATE PLAN' and the caption 'receiving an inheritance' in bold black font, emphasizing the process of inheriting assets after a loved one has passed away.

Three joyful graduates embracing and celebrating their achievement, wearing traditional black gowns and mortarboards with tassels. They are standing outside, with the background softly blurred, putting the focus on their happy expressions and the academic success they represent. The phrase 'planning for my child's education' in bold black font at the bottom suggests the importance of preparing financially for a child's academic future, reflecting a significant milestone for many families.

Two professionals at a wooden desk are analyzing and discussing complex code on a computer monitor, which displays lines of software code in a development environment. One individual is pointing at the screen while the other is gesturing, suggesting a collaborative effort in managing equity compensation plans. Various work devices, such as a laptop, a smartphone, and a notepad, are arranged around them, implying a tech-driven workplace. The caption 'managing equity comp' in bold white font at the bottom highlights the focus on administering equity-based compensation.

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Search for financial professionals based on what you need and want. Whether it’s a local financial advisor or a virtual financial planner, we have you covered.

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Each advisor has a profile page that makes it easy to understand what they do. From details on what services are provided to the pricing model, you can independently research a professional before choosing to meet with them.

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Book an intro call with the advisor(s) you choose via their profile. AdvisorFinder gives you confidence, resources, and tools needed to make an informed decision about who you trust with your money.

Review from someone just like you
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Through AdvisorFinder we were able to connect with a fee-based, fiduciary Financial Advisor who had the rare mix of real estate expertise we were looking for...

AdvisorFinder saved us many hours of time hunting, and rapidly narrowed our search to a short list for vetting for free to unblock us to move to this next phase of our life.

Michael S.

Director of Digital Marketing, Tech Industry

Note: This is from Google Reviews.

Find advisors based on who they work with

Some financial advisors may specialize in working with clients who are in specific industries. Now, you can find an advisor who truly gets you.

Military & Veterans

Advisors who focus on serving clients in the military and veteran community. Whether you're an active-duty service member, a reservist, or a veteran, navigating the unique financial landscape of military life can be complex. From understanding the nuances of military benefits to planning for civilian transition, these advisors have the expertise to guide you through your specific financial challenges.

A vivid 3D rendering of an abstract biological structure resembling the branching of neurons or blood vessels, with a dynamic splash of orange and pink particulate matter, against a soft grey background with white connecting lines. The structure's intricate details and explosive design suggest cellular activity, possibly representing innovation, growth, and the complex nature of biological research within the healthcare industry. The image, while abstract, communicates the vitality and interconnectedness inherent in medical science and patient care.A vivid 3D rendering of an abstract biological structure resembling the branching of neurons or blood vessels, with a dynamic splash of orange and pink particulate matter, against a soft grey background with white connecting lines. The structure's intricate details and explosive design suggest cellular activity, possibly representing innovation, growth, and the complex nature of biological research within the healthcare industry. The image, while abstract, communicates the vitality and interconnectedness inherent in medical science and patient care.

Healthcare

Advisors who specialize in working with clients in the healthcare industry. Whether you're a physician, nurse, or healthcare administrator, you may face unique financial challenges such as malpractice insurance, complex compensation structures, and student loan management. Advisors in this category are well-versed in the financial intricacies specific to healthcare professionals.

Close-up image of a circuit board with a glowing blue and purple hue, showcasing the intricate pathways of an electronic circuit. The neon lights trace the connections between various nodes and paths, highlighting the complexity and precision of modern technology. This image symbolically represents data processing, connectivity, and the inner workings of computer hardware, reflecting the advanced engineering behind today's digital and information technology industry.

Technology

Advisors who specialize in working with clients in the technology industry. Whether you're a software engineer, a tech sales professional, or a startup founder, the financial landscape of the tech world is often complex and rapidly evolving. You may encounter unique compensation structures such as stock options, RSUs, or even cryptocurrencies, which require specialized financial planning.

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How to choose a financial advisor

Figuring out what you need help with is an important first step in choosing a financial advisor. Different advisors have different areas of expertise.