Ask ten people whether hiring a financial advisor is “worth it,” and you’ll likely hear ten different answers. Some will point to the cost, others to the potential for better returns—but ultimately, it’s a decision that feels as personal as your money itself.

By 2030, U.S. women are expected to control much of what the baby boomer generation will pass to heirs, roughly 30 trillion in assets.

High-net-worth individuals (HNWIs) often face a complex financial landscape characterized by diverse investments and financial concerns.