An investment advisor is an individual or a firm that is in the business of giving advice about financial planning to clients. Most financial planners are investment advisors, but not all investment advisors are financial planners. Some financial planners assess every aspect of your financial life—including saving, investments, insurance, taxes, retirement, and estate planning—and help you develop a detailed strategy or financial plan for meeting all your financial goals.
Others call themselves financial planners, but they may only be able to recommend that you invest in a narrow range of products, and sometimes products that aren’t securities. We are both financial planners as well as investment advisors making us able to provide you with the most complete financial solutions and the most extensive product options.