What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Inverness, FL area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Inverness, FL Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
John Ceparano
CPA/PFS, CFP®, M.Tax
Modera Wealth Management
Inverness, FL
Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, Multigenerational Planning, Disability and Special Needs Planning, Education Savings, Insurance Planning, Estate & Trust Planning, Business Financial Planning and Retirement Services, Tax Planning
Modera Wealth Management has maintained a client-first philosophy since its inception in 1983 when its predecessor firm established itself as one of the country’s first fee-only financial advisory firms.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
