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Financial advisors, in the simplest terms, are people who help businesses and individuals manage their money correctly. Whether you are seeking assistance with budgeting, investing, creating a financial plan, or creating an estate plan. Financial advisors are a great resource and investment to reach your financial goals whether you are an individual, self-employed, or a business owner.

There are many benefits to hiring a financial advisor as a business owner or an individual. Having a professional guide you in the right direction will not only help you become financially secure in order for you to grow your business but help you be financially stable long term.

To ensure your finances are in good standing, it doesn't hurt to have a second pair of eyes review them. Selecting the right advisor is crucial to your success. Your advisor will evaluate the state of your finances now and identify areas for improvement based on the financial objectives you have discussed.
Looking for qualified financial advisors can be difficult. Since 2012, Ageras has helped business owners and individuals find qualified financial advisors for their specific needs. Fill out our quick form and let us know how we can help you and your business. Compare 3 quotes from a financial advisor near you - easy, fast, and 100% free.

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Certified Financial Planner - CFP

Certified financial planners are not licensed or regulated, unlike investment advisors and brokers. This means anyone can call himself a financial planner. In order to bring credibility and accountability to the profession, a number of industry organizations have formed a formal certification for financial planners known as the Certified Financial Planner Board of Standards.

Financial Consultants & Wealth Managers

A wealth manager is a financial advisor who caters to high-net-worth individuals. Financial planners and wealth managers provide similar services. These services include retirement planning, life insurance, and portfolio management. Their expertise also extends to philanthropic planning and estate planning, areas of interest to wealthy people who have a lot of assets. To ensure that your wealth manager is a fiduciary, you need to ask. As with financial planners, anyone can call themselves a wealth manager, so not all wealth managers are fiduciary.

Investment Advisor

An investment advisor offers advice and manages investments for clients. An investment advisor can help you choose the right securities and then manage them for you, whether you're just starting out or have built up an extensive portfolio. You will receive personalized advice based on your goals and risk tolerance. An investment advisor can help you choose investments, rebalance your portfolio, or manage your entire portfolio.

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Brokers are essentially the middle man between a buyer and seller. The term broker also refers to individuals who sell mutual funds or life insurance rather than trading securities. They are usually not paid directly by clients and instead earn a commission for trading stocks and bonds and selling mutual funds.


Robo-advisors are brokerage firms that will automatically create investment portfolios based on your specific financial goals. Robo-advisors watch for changes in the markets and rebalance your portfolio as necessary. Although it is not always the case, some Robo-advisors are able to assign a financial professional to help create a plan for your investments and finances. There is no trading fee associated with Robo-advisors, only an advisory fee of generally around 0.25%, making their costs compared to other brokerage firms and financial advisors.

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