Find & Compare Financial Consultants in Your Area!

Financial consultants help business owners and individuals with money decisions that go beyond bookkeeping: cash-flow forecasting, budgeting, pricing, loan and financing applications, preparing a business for sale, or acting as a part-time finance lead for a company too small for a full-time one. Visitors here usually face a decision with real money attached and want an outside view first.

The title “financial consultant” is not regulated on its own, so ask what credentials sit behind it — a CPA license, a CFA charter or a planning designation — and check them with the issuing body. Ask exactly how they are paid: a flat fee, an hourly rate, or commissions on products they sell. Anyone paid for personal investment advice generally has to be registered as an investment adviser, which you can look up on the SEC’s public adviser search. For tax returns and books, an accountant may be the better fit.

Every consultant in this category submitted their own profile, and it was reviewed by a person before publication. If you advise clients on money matters, apply to get listed — free and done in a few minutes.