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ACA members are not your typical financial planners.

ACA - fee-only financial planners

They are pioneers of holistic financial planning.

Achieving your life goals is easier when your financial planner focuses on all areas of your financial life and is accessible when your circumstances change. After all, financial planning is a process, not an event.  

They work on a strict fee-only basis.

You can feel confident that you are receiving unbiased advice tailored to your needs because your financial planner's compensation is not dependent on any investment product purchases. 

They are highly skilled and credentialed.

Your financial planner is required to maintain the CFP® or CPA/PFS (or equivalent) designation, complete ACA’s rigorous training program, and meet some of the highest continuing education requirements in the industry. 

They put their clients' needs first.

Your financial planner upholds the fiduciary standard of care, which means that he or she is required by law to put your best interests first. 

Think this sounds too good to be true? Explore our site to see why ACA members are the best in the business.

Looking for an advisor who works with widows? 

Click here for a list of advisors with this specialty.

  • Make some cash and make a difference

    February 01, 2012

    It's so easy to become overwhelmed by the bombardment of bad news we see every day, and feel as if the little we can do can't possibly make a difference. Socially responsible investing, or SRI for short, is all about making money while making a difference.

    Erin Baehr

When do you file your tax return?

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