financial advisors, family offices, wealth managers,... Chris Jennings is formally a writer and editor with more than seven years of experience in the personal finance and mortgage space.

As a trusted personal finance writer and mortgage specialist, Maryalene LaPonsie has interviewed hundreds of certified financial planners, CPAs and wealth advisors, and distills their expertise ...

Get personalized advice tailored to your goals. Match with an advisor for freeon Nerdwallet Advisors Match. This is a service of NerdWallet Advisory LLC. The advisor you will be matched with is ...

Some advisors charge by the hour ... Documentation of your mortgage payments if any and property taxes could be helpful if you own a home or other real estate. The lender should have provided ...

A rose by any other name may still be a rose, but is a financial advisor who calls herself a financial planner still a financial advisor? That's the real question. The difference between a ...

Many financial advisors who refer their clients to mortgage brokers do so with little thought as to how a mortgage will suit a financial plan, says Andrew Feindel, senior wealth advisor and portfolio ...

The states and districts that pay Financial Advisors the highest mean salary are Alaska ($226,650), New York ($205,870), Louisiana ($184,950), New Jersey ($178,300), and Pennsylvania ($174,890).