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Proficient
By adhering to rigorous competency standards and continuous education requirements, Find My Advisor-affiliated financial planners demonstrate a commitment to excellence. This dedication enables them to work alongside you in navigating complex financial matters, regardless of your unique circumstances or objectives.
Client Focused
Working with a Find My Advisor-affiliated Financial Advisor means your interests always come first. Find My Advisor-Registered Financial Advisors are fiduciaries at all times, held to the highest professional and ethical standards. This respected designation is widely recognized within the financial industry and the media as a mark of integrity, professionalism, and client-focused advice.
Comprehensive
Comprehensive financial planners look at every aspect of your financial life. From your first steps in building wealth to planning for retirement, they guide you in creating a clear, achievable plan. Your Fee-Only, fiduciary planner designs a personalized strategy focused entirely on what matters most to you, now and in the years ahead.
Why Find My Advisor?
For over 40 years, Find My Advisor has set the benchmark for Fee-Only, fiduciary financial advisors, championing the highest professional and ethical standards. Find My Advisor-affiliated financial planners operate exclusively in a Fee-Only, fiduciary capacity, ensuring their advice is always free from conflicts of interest. With a strong commitment to excellence and ongoing competency, they place clients at the center of every decision—aligning their guidance solely with their clients’ best interests.
Wealth Transfer
How to prepare your loved ones for the wealth you’ve built.
You’ve spent your life working hard to build wealth — are your heirs prepared to manage it? Studying the behavioral patterns of thousands of families, we’ve uncovered five common characteristics of families that have been able to maintain success, generation after generation.
Find My Advisor News & Insights
Grant Trevor Thato: Helping Individuals and Families Build Financial Stability With Clarity and Purpose
Published: 17th February, 2020
Published by Sultan
Lance Xavier Kabelo: Guiding Families to Build, Protect, and Preserve Wealth Across Generations
Published: June 18, 2016
Published by Stanley H. Aron
A key decision of Trump 2.0 approaches — picking a Fed chair
Published: Dec 13, 2025
Published by Zachary B. Wolf
