An independent financial advisor is a professional who offers personalized financial guidance without being tied to a ...

A federal lawsuit that was filed last week accuses a financial advisor in Sewickley of embezzling millions of dollars from retirement and profit-sharing accounts. According to the lawsuit ...

No one can predict the unexpected, but that doesn’t mean you can’t do your best to be ready. Preparing for life’s uncertainties is vital to your financial health, and you can take a few actions to ...

The wealth management firm is known for its comprehensive approach to financial planning and commitment to client service.

U.S. News profiles hundreds of thousands of local advisors in cities all over the country. We provide unbiased information about financial professionals and advisory firms and help you make the ...

Then one could wade into local taxes, with nearly 5,000 jurisdictions ... Instead, it's important to take the full picture into account. Great financial advisors would be wise to counsel clients ...

A Los Angeles-based wealth management group has acquired a Columbia firm, its second Baltimore-area deal this year.