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Get Smart with Your Assets

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7 Common Situations When You Need a Financial Advisor Most

Get Smart with Your Assets

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SmartAsset is a personal finance technology company that features a financial advisor matching service. Financial Advisors who appear on SmartAsset are from companies with which SmartAsset receives compensation. SmartAsset takes into consideration wealth and location to determine how to match users with advisors. SmartAsset doesn't include the entire universe of Financial Advisors.

Do you know enough about financial management to take care of all of your investing on your own? Or do you need help from a seasoned expert?

That question comes up for millions of Americans each year and many people lose money by tackling specific scenarios alone when they could benefit from professional financial advice.

The value of working with a financial advisor varies by person and advisors are legally prohibited from promising returns, but research suggests average additional investment returns can range from 1.5% to 4% more each year

SmartAsset’s new tool makes it easy to find the right financial advisor near you in just a few minutes. This exclusive, no-cost tool matches you with up to three local fiduciary financial advisors that have passed a rigorous screening process. We confirm each is registered with the U.S. Securities and Exchange Commission (SEC) or the appropriate state regulator, possess the proper licenses and have no pending or valid regulatory disclosures within the past 10 years.

If any of these describe you, you could benefit from professional financial advice.

  1. You’re retiring soon – Maximizing retirement income requires smart decisions around complex topics such as Social Security, 401(k) and IRA withdrawals.

  2. You manage your own investments – Individual investors should check their strategies with unbiased third parties. You may be overlooking opportunities in your portfolio.

  3. You have children – Whether it’s saving for college or planning their inheritance, there are several ways to ensure your children are taken care of.

  4. You inherited money – Have you noticed lottery winners often declare bankruptcy? It can be difficult to manage sudden increases in wealth.

  5. You have a financial advisor – Depending on how you chose your advisor, there may be a better one for you. Family referrals are convenient, but don’t always produce results.

  6. You’re divorcing – Untangling finances in a divorce can be messy. Impartial advice is key.

  7. You want to build wealth – If you’re still decades from retirement, good decisions today can add thousands to your retirement accounts.

The Best Way to Find a Financial Advisor

Chances are, there are several highly qualified financial advisors in your town. However, it can seem daunting to choose one. 

Our no-cost tool makes it easy to find the right financial advisor for you. Now you can get matched with up to three local fiduciary investment advisors that have been rigorously screened for regulatory disclosures and to confirm their licenses. The entire matching process takes just a few minutes.

Follow These Steps to Get Matched With the Right Advisor for You

1. Simply enter your ZIP code below.

2. After you enter your ZIP code and answer questions about your financial goals, you can compare up to three top advisors local to you and decide which to work with.

3. Enjoy a better financial future!

Find Your Financial Advisor

Enter Your Zip Code to Find Qualified Fiduciary Advisors Near You:

"Our mission is to empower people to make smart financial decisions. The right financial advisor can help you achieve your financial goals and prepare for retirement."

Michael Carvin, CEO