Business Owners
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The Value of a Financial Advisor for Your Small Business
No matter what stage your business is in, a financial advisor can help you with a lot of things that are complicated, confusing, and out of your comfort zone. it makes sense to surround yourself with professionals who are experts in areas you’re not. (Read)
Should You Hire a Certified Exit Planning Advisor?
The Certified Exit Planning Advisor (CEPA) is a unique designation for financial professionals who advise business owners on how to successfully sell or transition their business, a strategy referred to as ‘exit planning’. (Read or Listen)
Financial Advisors for Business Owners
As a business owner, you may decide the best financial advisor for you is one who specializes in understanding the unique financial planning challenges and opportunities commonly faced by entrepreneurs. (Read)
Is a Financial Advisor Right for You and Your Business?
As a business owner, you may decide the best financial advisor for you is one who specializes in understanding the unique financial planning challenges and opportunities commonly faced by entrepreneurs. These specialist financial advisors may hold credentials that demonstrate their expertise along with considerable experience working with business owners that could benefit your own financial planning needs.
Featured Financial Advisors for Business Owners on Wealthtender
📍 Click on a pin in the map view below for a preview of financial advisors who specialize in working with small business owners. Or choose the grid view to search our directory of financial advisors with additional filtering options.
📍Double-click or pinch pins to view more.
Trending Articles for Business Owners & Aspiring Entrepreneurs
Common Questions
What is a wealthtender?
We coined the term wealthtender to describe financial professionals and educators passionate about helping others reduce financial stress and increase their wealth.
How do I find the right wealthtender for me?
While other sites start by asking for your zip code, we believe you deserve to work with the financial professionals who are best for you, even if that means they don’t live nearby.
In today’s world, you can choose to work with a financial advisor or coach hundreds of miles away or a few blocks down the street. It’s up to you.
Our growing library of articles and guides will help you get to know financial professionals who specialize in working with people like you who share your interests, occupation or are experts in the services you need today.
You deserve a trusted guide who can help you reach your money goals with a personalized plan. Let’s find the right wealthtender for you.
Not sure where to start? Here’s a great place to begin.