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Results (10000)
Nikunj Merchant Financial Planner / Advisor With Real Estate Experience?
16 August 2022 | 6 replies

Hi BP Community, 
I'm at a point in life where I'm considering getting a financial advisor to advise me on the science behind portfolio construction. I very much enjoy managing my own money, and I'm above average whe...

25 August, 2023
Financial Advisor Fees, LLCs, and Stock Investing 101 | Ask Mindy and Scott

Financial advisors are supposed to look after your money, but sometimes, their profits come first. We’ve had many questions about which type of financial advisors to use, which aren’t worth the fee, and whether you ev...

18 November, 2024
Financial Freedom in 8 Years by Investing for Equity (NOT Cash Flow)

What if, within ten years, you could reach financial freedom? Imagine it. You may have a high-stress job where you’re working long hours and making good money but feeling burnout creeping in. You NEED an exit strategy...

Nick Elg Another Reason I Want Financial Freedom
25 January 2019 | 10 replies

I was inspired today about WHY I want financial freedom."Whatever causes us to be dependent on someone else for decisions or resources we could provide for ourselves weakens us spiritually and retards our growth towar...

Scott Scharl Does Your Financial Planner Recommend Real Estate?
2 February 2019 | 10 replies

I am considering a career change into the financial and retirement planning profession for my day job. From what I understand so far, I think that being a CFP who understands and recommends real estate would be a good...

Mike Terry Looking for input to help me find a finacial advisor who understands REI
1 February 2024 | 12 replies

Greetings BP Community,

I'm an avid Real Estate investor alongside my role as a W2 employee, and I'm currently seeking a financial advisor, preferably one who operates on a fee-only basis. My aim is to develop a ...

Jordan Erlewine Creative Aggressive CPA WANTED
25 April 2019 | 5 replies

Hi,I am currently in the market for an expert tax planner and preparer that focuses on small business and real estate. Just started real estate investing thanks to the growth of our small business. Looking for someone...

Jeremy Porter Mastering Rental Property Finances: A Property Manager's Guide to Expense Tracking
26 January 2024 | 1 reply

Effective financial management is absolutely crucial for achieving success in the competitive and dynamic rental property business. Property managers hold a key position in the process, as they are responsible for ens...

Troy Burgett Tax Strategies and Planning
28 November 2023 | 1 reply

Hey fellow real estate investors!!I'm new to BiggerPockets. I've been listening to the podcast for a few years but just now joining the community. Disappointed I didn't get online and get active earlier!! I love how m...

Zachary R. Financial Planners w/ Real Estate Saavy in Denver?
1 November 2018 | 10 replies

Hey guys - I've come to realize over the past 18 months that my financial advisor is a great guy, good at his job, but simply not specialized in what my goals are.  It seems like each time I promote a financial strate...