100% Independent & 100% Objective

May 1, 2023

Motorola – Picture Looking Perfect

When we first wrote about Motorola, its stock was at $270 and we said it was not cheap but.....
May 1, 2023

1-800-FLOWERS – A Blooming Stock?

We first recommended 1800 Flowers as a promising investment opportunity .....
April 28, 2023

Medical Properties Trust – A Case of the Giggles?

The New Year has started out healthy for those that bought stock. Medical Property Trust (MPW) was trading at around $11.00 per share when.....
February 11, 2023

Disney – The ball is in ESPN’s court.

We continue to urge caution for those invested in Disney. The stock is.....

October 16, 2023 is the IRS Extension Filing Deadline

Whether it is a simple IRS Form 1040 or a more complicated individual or business return, find out the advantages of using a FEE-ONLY accountant and how they can save you thousands of dollars. Or you can use TurboTax.

Get TheAdviser.com's Trusted Buy-Side Stock Research Newsletter for Free!


100% Independent & 100% Objective

Established in 1998, we have helped literally thousands of individuals, families businesses. As a Fee-Only organization, we offer unbiased, transparent financial planning, do not charge commissions or sell proprietary investment products. Our advice can be trusted.

Fee-Only Financial Planning Services

Our team of Fee-Only experts can provide a holistic view of your situation as they specialize in portfolio management, retirement planning, college savings advice, Social Security and Medicare planning, tax planning and legal services.

The 1800ADVISER.COM Network

Our 1800ADVISER.COM Fee-Only nationwide network features highly specialized and experienced professionals, each with their own independent practice. This allows for personalized service tailored to your unique needs and goals.

Free Private Consulations

Whether you're planning for retirement, saving for college, changing jobs, moving, getting divorced, or facing other issues, we have the expertise to guide you through. And the best part? Our consultations are completely FREE, giving you the opportunity to get to know our Fee-Only professionals without any pressure.