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Why Meet With a Financial Advisor?

It’s more important now than ever to review your retirement plan with an unbiased, fiduciary financial advisorHere’s why: Economic growth won't approach "normal" until as late as 2025, according to Bank of America’s Chief Investment Office. This could mean your current financial plan might leave you without enough money to last your retirement.

Additionally, emotionally-charged decisions to sell off large quantities of stocks or other investments now lock in your losses, removing any chance for future growth. Research suggests people who work with a financial advisor feel more at ease about their finances and could end up with about 15% more money to spend in retirement.

Consider this example: A recent Vanguard study found that, on average, a $500K investment would grow to over $3.4 million under the care of an advisor over 25 years, whereas the expected value from self-management would be $1.69 million, or 50% less. In other words, an advisor-managed portfolio would average 8% annualized growth over a 25-year period, compared to 5% from a self-managed portfolio.7

A 2020 Northwestern Mutual study found that 71% of U.S. adults admit their financial planning needs improvement. However, only 29% of Americans work with a financial advisor.1

Click Your State to Get Matched With Financial Advisors Near You

After you choose your state and answer a few questions about your financial situation you can compare up to three advisors local to you, and decide which to work with.

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© 2020 SmartAsset

SmartAsset Advisors, LLC (“SmartAsset”), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAdvisor acts as an adviser for clients with respect to their introduction to and, if retained by the client, servicing by third-party investment managers, tax planning and legal professionals who are unaffiliated with SmartAdvisor.


We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors.

Before this groundbreaking, easy-to-use tool, there was no simple way to quickly compare financial advisors. Hundreds of thousands of smart investors and retirees have already used SmartAsset’s simple, no-cost service to compare their financial advisor matches.

SmartAsset works with a robust network of financial advisors all across the U.S., including individual advisors and large investment firms to cater to anyone's financial situation. CEO Michael Carvin says he expects the number of advisors to grow into the tens of thousands soon.

How to Compare Financial Advisors at No Cost to You

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

Assuming 5% annualized growth of $500k portfolio vs 8% annualized growth of advisor managed portfolio over 25 years. Source: Vanguard Research

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Investing involves risk and no situation is the same. This is in no way intended as a personal recommendation and investment decisions are solely those of the reader.

Sources:
1. Northwestern Mutual study
2. Value of a Gamma-Efficient Portfolio (2017), Morningstar Investment Management.
3. The Return on Advice (2016), Envestnet, Capital Sigma.
4. Value of a Financial Advisor Study (2017), Russell Investments.
5. 
Advisor Value (2014), Voya Retirement Research Institute.
6. Journal of Retirement Study
7. Vanguard (2019), Putting a Value on Your Value

With over 110 million Americans over age 50, it’s no wonder this Princeton alum’s $1 billion startup is helping people plan for a comfortable retirement.

Are you aware that you could boost your retirement outlook by using this new startup's no-cost service? 

SmartAsset’s free, five-minute tool makes it easy to find qualified financial advisors in your area or who serve your area. Our exclusive tool matches you with up to three fiduciary financial advisors who have passed a rigorous vetting process. 

Unlike broker-dealers, stockbrokers and insurance agents, fiduciary advisors are legally bound to work in your best financial interest.

Advisors are rigorously screened through our proprietary due diligence process.

Our no-cost tool makes it easy to find a reliable, reputable advisor so you can make an informed decision and choose the right one for you. Now you can get matched with up to three local fiduciary investment advisors that are vetted and subject to our due diligence criteria. The entire matching process takes just a few minutes.

Answer SmartAsset
advisor match quiz

Answer a few questions to help us get to know you and your financial planning needs

Review your matches

We help you stay in control of the advisor search by giving you up to three pre-screened choices for you to review at your leisure

Connect with advisors

We’ll help facilitate introductions in the format that makes sense for you

Answer a few questions to help us get to know you and your financial planning needs

Answer SmartAsset
advisor match quiz

We help you stay in control of the advisor search by giving you up to three pre-screened choices for you to review at your leisure

Review your matches

Connect with advisors

We’ll help facilitate introductions in the format that makes sense for you

Find Your Advisor Match