Inside Information
JULY 25, 2024
I can tell you that when I was editor of Financial Planning magazine, I discovered that there is a whole public relations ecosystem churning out favorable press releases and miscellaneous announcements that they would position as ‘news.’ My subscription service is paid for by the user, just like fee-only advisors are paid by their clients.
Your Richest Life
JULY 15, 2022
Listed as a D Magazine Best Financial Planner for the seventh year in a row. As a fee-only financial planner, I am committed to helping my clients achieve overall financial well-being. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Your Richest Life
JULY 2, 2024
Receiving the InvestmentNews’ 40 Under 40 award, the Investopedia Top 100 Financial Planner distinction for three years in a row, and the D Magazine Best Financial Planners in Dallas award for 9 years in a row. I never could have gotten to where I am today without the clients who trusted me along the way. Here’s to the next ten years!
Your Richest Life
AUGUST 4, 2023
I love the work I do because I get to work with my awesome clients while still having the freedom to give back to the community and spend time with my family.
Inside Information
APRIL 26, 2024
The broker-dealers would tell their reps (and some still do) that if they were to venture outside of the BD’s compliance umbrella and go fee-only, the SEC would come after them with a vengeance. Or that FINRA is going to take over the regulation of all advice-givers, and bring the hammer down on those fee-only ‘rogue brokers.’
Indigo Marketing Agency
APRIL 28, 2023
Similar to a newspaper or magazine headline, yours should be catchy, interesting, and easy to read. Examples of Effective LinkedIn Headlines for Advisors: Fee-only Financial Advisor Serving Widows and Divorcees at Haven Financial Solutions, Inc.
Yardley Wealth Management
OCTOBER 26, 2020
I had the opportunity to share my thoughts on Social Security with Tracey Longo at Financial Advisor Magazine for her article Advisors Concerned As Covid Speeds Projected Social Security Shortfall. We are a fiduciary, fee-only financial planning, and wealth management firm in Yardley, Pennsylvania (that’s in Bucks County).
Expert insights. Personalized for you.
40 
Let's personalize your content