Advice for 403(b) Participants
Learn how to work with an advisor. Learn questions to ask. Learn how advisors are compensated. Learn about the fiduciary standard.
If you choose to work with a financial advisor, be sure you understand how he or she is compensated. It is also important to ensure that he or she is working in your best financial interest.
403(b)wise Advisor Directory
Launching February 1, 2018! Our advisor directory will be a listing of fiduciary advisors who have earned the CFP designation. According to the CFP Board, which grants the designation, "individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients."
Are you an advisor?
Fiduciary advisors who have earned the CFP® certification may apply to be considered for inclusion in the 403(b)wise Advisor Directory. Please note that this is a 3-step process and that there will be a fee for inclusion.