A holistic financial plan goes beyond—here’s how to approach it.

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Some financial planners also provide investment management. Many, or all, of the products ...

Take a Financial Relief Quiz. Get matched with an Authorized Partner. Whether you inherited a large lump sum, landed your dream job with a significant pay bump or are getting married or divorced, you ...

Fiduciary financial advisors must choose investments that best align with their clients. These advisors generally take a more holistic and hands-on approach. Fiduciary financial advisors may charge ...

Learn how independent financial advisors operate.

Financial management involves planning, organizing and controlling an organization’s financial activities. Effective financial management helps businesses achieve their goals, optimize profits and ...

Many people think that a financial adviser and financial planner are the same thing, and speak of them as such — and indeed both do help individuals manage their money in the broadest sense. That said ...

Financial consultants are often hired by high-net-worth clients. These consultants typically work with complex financial situations. They may advise on investments, property holdings and long-term ...

Many professionals offer financial advice, but how do you know which one to turn to? Browse Investopedia’s expert-written library to find the right financial advisor for you. Do I Need a Financial ...

When looking for a financial advisor, you’ll encounter various compensation arrangements, including fee-only advisors and fee ...

This article details how to pick the best financial advisor for you to prepare for retirement or handle other financial planning needs.