Financial Adviser

Business, Legal & Accounting Glossary

Definition: Financial Adviser

Quick Summary of Financial Adviser

A Financial Adviser is any individual who provides financial services to other individuals, businesses, or governments. He/she services clients in planning and arranging their financial affairs by way of savings, taxes, retirement conditions, and wills. Financial planning for a client can involve investment advice, pension planning, and/or insurance advice. The goal of the financial advisor is to use asset allocation to achieve the desired equilibrium of capital gains, investment income, and a satisfactory level of risk. He/she utilizes many products to meet the needs of the client including stock, bonds, mutual funds, REITs, options, futures, notes, and insurance products.

Cite Term

To help you cite our definitions in your bibliography, here is the proper citation layout for the three major formatting styles, with all of the relevant information filled in.

Page URL
Modern Language Association (MLA):
Financial Adviser. Payroll & Accounting Heaven Ltd. September 22, 2021
Chicago Manual of Style (CMS):
Financial Adviser. Payroll & Accounting Heaven Ltd. (accessed: September 22, 2021).
American Psychological Association (APA):
Financial Adviser. Retrieved September 22, 2021, from website:

Definition Sources

Definitions for Financial Adviser are sourced/syndicated and enhanced from:

  • A Dictionary of Economics (Oxford Quick Reference)
  • Oxford Dictionary Of Accounting
  • Oxford Dictionary Of Business & Management

This glossary post was last updated: 26th April, 2020 | 2 Views.