According to CNBC, 77% of Americans are anxious about their financial situation, 58% feel that their lives are controlled by finances, and 52% find it challenging to control their money-related issues.
If you’re among these people, you must be looking for a solution. We did the research and found the eight best financial advisors you can find in 2024.
Each of the following advisors provides a basic suite of financial services. However, each one also provides client-specific solutions, making some of them more suitable for certain kinds of clients than others.
We’ll highlight these differences in our informational guide.
Table of Contents
Our Picks [At A Glance]
- Physicians Thrive: Our Top Pick
- Harness Wealth: Great for continuous education in managing finances
- Hillcrest Financial Group: Best for practicing physicians
- Facet Wealth: Great for affordable services
- Vanguard: Best for personal finance
- J. P. Morgan: Best for beginning investors
- Empower: Best for high net-worth individuals
- Fidelity Investments: Best for its high rewards
- Charles Schwab: Best for high-value investing
The financial advisors mentioned in this article are recommended based on third-party verified sources. While no single firm may be the perfect fit for every individual, these options are worth considering.
However, if you’re seeking personalized, expert advice tailored to your unique needs, we invite you to contact us. We believe our firm offers the best choice among the options available and are committed to helping you achieve your financial goals.
What Are the Best Financial Advisors Out There?
Here are our top 8 advisors and certified financial planners in the U.S.:
1. Physicians Thrive
Founder: Justin Nabity
Address: 2606 N Main Street, Suite 100, Elkhorn, NE 68022
Website: https://www.physiciansthrive.com
Phone number:(877) 744-9474
Contact email: info@physiciansthrive.com
Services:
- Contract review and negotiation
- Compensation review services
- Financial planning and taxes
- Retirement planning
- Private practice startup services
- Disability and life insurance
Physicians Thrive is a dynamic financial planning firm dedicated to serving doctors and surgeons.
With over 200 years of combined experience from physician families and financial experts, the firm specializes in helping medical professionals make confident financial choices.
Their services range from contract negotiation—having reviewed over 20,000 contracts across all 50 states—to comprehensive financial planning and retirement strategies.
Physicians Thrive is uniquely positioned to assist physicians in every stage of their careers, from residency through retirement.
The firm’s commitment to transparency and independence ensures that the advice provided is always in the best interest of their clients, without any third-party influence.
Whether you’re looking to start a private practice, manage student loans, or secure the right insurance coverage, Physicians Thrive offers personalized solutions tailored to the specific needs of medical professionals.
2. Harness Wealth
Founder: David Snider
Address: 32 Avenue of the Americas, Floor 13, New York, NY 10013
Website: https://www.harnesswealth.com/
Phone number: (646) 586-5427
Contact email: support@harnesswealth.com
Services:
- Financial and tax planning
- Investment allocation
- Advice on selling startup shares and IPO planning
- Milestone event planning (e.g., marriage, having a child)
Harness Wealth focuses primarily on comprehensive financial planning down to regular life goals that are typically done without financial consultations, such as marriage.
They specialize in a holistic approach for individuals with complex financial situations, including equity grants, real estate, and even crypto assets.
Additionally, they provide ongoing access to financial tools and education, including equity tax scenario planners and various resources to keep you well-informed before taking any significant steps.
Related: Financial Planning & Taxes Done Right
3. Hillcrest Financial Group
Founders: David Harrington, CFP ®, ChFC and Dean Solomon
Address: 8044 Montgomery Road, Suite 258, Cincinnati, OH 45236
Website: https://www.hillcrestfg.com/physicians-healthcare
Phone number: (513) 794-1370
Contact email: wesley@hillcrestfg.com
Services:
- Strategic tax and financial planning
- Investment management
- Estate planning
- Disability and life insurance
- Retirement planning
- Student loan strategy
Hillcrest Financial Group specializes in providing tailored financial advice to physicians and medical practitioners. They understand the unique challenges faced by medical personnel, allowing them to manage complicated benefits and compensation packages associated with the field.
The group is also especially helpful regarding student loan repayment planning, as they provide valuable insights regarding loan forgiveness and public service programs to forgive or at least pay back some of that loan.
The service also extends to various types of insurance, as they guide their clients to secure the policies required to align with their individual needs and life events.
Related: Student Loan Financial Advisor
4. Facet Wealth
Founder: Anders Jones
Address: 400 East Pratt Street, 8th Floor, Baltimore, MD 21202
Website: https://facet.com/
Phone number: (443) 376-6222
Contact email: info@facet.com
Services:
- Career, family, tax, estate, and education planning
- Equity compensation
- Financial planning and wellness
- Investing
- Insurance and retirement planning
Facet Wealth is designed to guide members through money matters that affect family, career, investments, retirement, and everything in between—all while keeping affordability in mind.
That doesn’t mean any compromise service-wise, though. Facet uses expert guidance, easy-to-use technology, and personalized planning strategies to help clients achieve their financial career goals.
The team of certified financial planner professionals uses technology and advanced software that allows clients to update their financial data at their fingertips, along with direct access to financial experts across various disciplines.
Related: The Complete Guide to Physician Retirement Planning
5. Vanguard
Founder: John C. Bogle (Deceased)
Current CEO: Tim Buckley
Address: 100 Vanguard Blvd., Malvern, PA 19355
Website: https://investor.vanguard.com/home
Phone number: (877) 662-7447
Contact email: N/A
Services:
- Personal financial advising
- Stocks and bonds
- Self-directed investing
- ETFs (Exchange Traded Funds)
- 403(b) services
- Small business retirement plans
- Money market funds
“We don’t have any other owners out there. We just have our clients. They own Vanguard —Tim Buckley, Vanguard CEO.”
Vanguard prides itself on its investor-owned structure, meaning that the company is owned by its shareholders.
It offers a broad portfolio of financial products and services, catering primarily to personal investors with options ranging from self-directed investing to a full suite of advice services.
Vanguard’s suite of advice services includes “Digital Advisor” for automated investing and “Personal Advisor” for personalized financial planning and advice.
As for high-net-wroth investors, Vanguard offers Personal Advisor Select and dedicated wealth management services.
6. J. P. Morgan Wealth Management
Founder: John Pierpont Morgan (Deceased)
Current CEO: Jamie Dimon
Address: 383 Madison Avenue, New York, NY 10179
Website: https://www.chase.com/personal/investments
Phone number: (212) 270-6000
Contact email: N/A
Services:
- Financial strategy development and investment planning
- Self-directed investing with unlimited $0 commission online trades
- Personalized advice for retirement planning, education funding, and estate planning
- Access to market research and specialist expertise
- Various digital capabilities for managing and transferring funds between investment and banking accounts
With nearly 25 years of experience in the field (after merging with Co. and Chase Manhattan Bank in 2000), J. P. Morgan offers a comprehensive suite of services for individuals looking to invest and plan for their financial future.
The firm provides multiple investment options and personalized strategies developed with the guidance of experienced financial investors.
Moreover, the advisors meet with the clients virtually, via phone, or in person at Chase branches if necessary. They personalize investment strategies to align with clients’ priorities and life goals.
J. P. Morgan is also especially useful for new investors because it provides access to a wealth of market research and the collective expertise of seasoned investment specialists.
It also offers the Chase Mobile® app, an all-in-one platform for clients to manage their investment and banking accounts seamlessly from their phones, making the process even easier.
7. Empower
Founder: Jeffry Hall Brock (Deceased)
Current CEO: Edmund F. Murphy III
Address: 8525 E. Orchard Road, 10T3 Greenwood Village, CO 80111
Website: https://www.empower.com/
Phone number: (888) 943-8967
Contact email: N/A
Services:
- Financial planning and investment advice
- Personal Dashboard™ for a complete financial view
- Consultation with Empower financial professionals
- Support for individual investors, workplace plan savers, and plan sponsors
- Providing tools for smart planning and growing wealth
Empower serves over 18 million Americans by providing comprehensive financial services and advice. The primary goal is to help individuals achieve financial freedom by focusing on their goals and simplifying their financial concerns.
Through their smart planning and meaningful conversations with financial professionals, Empower can create tailor-made plans for every individual.
The company provides a comprehensive digital experience through its Empower Personal Dashboard™, which allows customers to track and manage their financial lives from anywhere in the world with ease.
Clients are also offered various investment products and services. This includes advisory services provided by Empower Advisory Group, LLC, a registered investment advisor and subsidiary of Empower Annuity Insurance Company of America.
8. Fidelity Investments
Founder: Edward C. Johnson II (Deceased)
Current CEO: Abigail P. Johnson
Address: 900 Salem Street, Smithfield, RI 02917
Website: https://www.fidelity.com/
Phone number: (800) 343-9999
Contact email: N/A
Services:
- Brokerage accounts with $0 commission for U.S. stock and ETF trades
- The ability to purchase fractional shares of U.S. stocks and ETFs
- Advanced trading features and platforms
- Fidelity Mobile® app for trading on-the-go
- Market research and analysis tools
- Active Trader Pro® for advanced trading capabilities
- Fidelity® Basket portfolios for an innovative approach to basket investing
Fidelity Investments makes investing accessible with a range of services catering to new and experienced investors alike. They offer customers the ability to buy fractional shares, which brings investing within reach for many beginners.
As for those who prefer a hands-on approach, Fidelity provides advanced training tools through the trading dashboard and its Active Trader Pro® platform, both of which can be accessed using the Fidelity Mobile® app at any time.
The company also has an educational hub that provides the knowledge and insights needed to help investors of all levels of expertise improve their investing skills.
9. Charles Schwab
Founder: Charles R. Schwab
Address: 3000 Schwab Way, Westlake, TX 76262-8104
Website: https://www.schwab.com/
Phone number: (800) 435-4000
Contact email: N/A
Services:
- Brokerage, trading, education, and custodial accounts
- Bonds and fixed-income investment options
- Schwab Investing Themes™ and Schwab Starter Kit™
- Credit card offerings
- Professional wealth management services
Charles Schwab offers a wide range of financial products and services to deliver competitive value to its clients.
The firm leverages technology and expertise to provide a superior trading experience with award-winning programs like thinkorswim® and Schwab Intelligent Portfolios®.
Clients also have access to many trading and investment products, including mutual funds, ETFs, stocks, bonds, and even cryptocurrency offerings.
Manage Your Finances With Physicians Thrive
The eight financial advisors on this list may be the best, but countless other options exist. The fact that so many competitors in the field exist goes to prove how important it is to achieve financial stability.
The situation can get even more complicated if you’re a physician, which puts an even greater load on you through student loan debt, private practice costs, postgraduate courses, master’s, various types of insurance, etc.
Physician’s Thrive can help you go through each of those obstacles, taking care of your individual situation as a physician, through a plan constructed by other physicians themselves.
Our services include but aren’t limited to:
- Help you pay back your student loans
- Managing your finances and taxes
- Help you set the best retirement plan
- Setting up your private practice
- Negotiation of the best contract
Contact Us Today
Juggling your finances in between tiring shifts is not easy. A good financial advisor can help ease the process and ensure that your finances are protected.
Physicians Thrive is here to help you build a financially secure future. Reach out to us today to learn more about how we can help.
