When Do You Need a Financial Advisor? Experts Explain

One of the best investments you can make toward reaching your financial goals is working with a financial advisor. While financial planners can help you with your short- and long-term financial goals—like budgeting, investing and retirement planning—a financial advisor will zero in on your investing game. They can recommend, or even buy and sell, stocks, bonds, and mutual funds for you so you don’t have to spend your days glued to Bloomberg or CNBC to track every swing of the markets. 

“Whether you’re buying a house on your own, getting married, starting to think about kids, planning for retirement, or just want to build a strong financial roadmap, a financial advisor can help you invest strategically and plan thoroughly for the future you really want,” says Emily Green (opens in new tab), the director of private wealth management at the female-focused investment platform Ellevest

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