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Accountant

The Difference Between a Financial Advisor and an Accountant

Submitted by Paul B. Miller, CFP on July 7th, 2015

If you don't work in the financial services industry, you probably don't see much of a difference between your accountant and your financial advisor. Both individuals have extensive financial training and work with people's money on a daily basis. However, assuming that the two are one in the same can lead you down an unstable path financially.

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Paul B. Miller, as a Certified Financial Planner (CFP®) and an Investment Advisor Representative (IAR) started Indian River Financial Group, Inc to act as a financial planner for clients from Boca Raton, Florida, as well as the surrounding communities, and to offer you services such as asset management, wealth management, investment planning and risk management.

 

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