Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the accounting, audit, and tax profession for more than 13 years, working with individuals and a ...

High-Net-Worth Families Seeking Meaningful Legacy Need Strategic Vision, Not Just Wealth Management Traditional ...

Several years ago, I was retained by an affluent family to help them with their long-term planning. We started the engagement with a day-long “discovery” session for the extended family at the ...

Financial advisors can help clients "give themselves permission to place proper importance on their wealth accumulation," planner Preston Cherry said. "When it's attached to a purpose, then it has a ...

We analyzed everything from advisor credentials to portfolio options to fees and customer support at some of the larger and more well-known registered investment advisor firms to help connect you with ...