In the News
How to Find a Financial Advisor If You’re Not Rich
Many people hesitate to work with a financial adviser because they assume their savings aren’t large enough, but the industry has shifted and more advisers now offer models that serve clients with smaller portfolios. A good starting point is the CFP Board’s online search tool, which lists CFP® professionals nationwide who may offer low cost or sliding scale services.
Read More at U.S. News & World Report
Investors HangoutJulie Pinkerton
March 22, 2026