Financial planner vs advisor? Is there a difference?
Trying to figure out who I should be talking to about retirement planning when most of my net worth is tied up in a business I own. I keep seeing financial planner vs advisor used interchangeably but some people tell me they're different things. I own a plumbing company and I want to retire in about five years, but I don't know if I need someone who handles investments and personal wealth or someone who helps me figure out the business side so it's worth enough to fund retirement. Or both? Do I talk to one person or two? Just confused about who does what and where to start.
Posted Apr 6, 2026, 1:12 AM UTC
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