Adult children of wealthy clients may jump if an advisor closer to their age shows them attention and good ideas.

SOLIC Capital Advisors ("SOLIC") is a leading financial advisory firm providing investment banking, restructuring, and distressed asset support services. SOLIC provides creative solutions to ...

Miranda Marquit, MBA, is a freelance contributor to Newsweek’s personal finance team. She has an M.A. in journalism from Syracuse University and has been writing and podcasting about money since ...

SmartAsset’s free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests.

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

A note about location: Maybe you’ve already tried searching for “financial advisor near me” or something similar. Many advisors now provide services virtually, so you don’t necessarily ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. A financial planner can help you chart a course for your ...

A check mark. It indicates that the relevant content has been reviewed and verified by an expert This story has been reviewed by a professional to ensure you get the most accurate and useful ...