Brian Thorp
As seen in:
Wealthtender,
Wiley Online Library,
MDPI,
Flipboard,
JAMA (The Journal of the American Medical Association),
Scranton Times-Tribune,
The Budget Savvy Bride,
Quick and Dirty Tips,
Wealth of Geeks,
Killeen Daily Herald,
Denton Record-Chronicle
and
Covers:
Personal finance, working with a financial advisor, investing, saving, financial planning, fintech, wealthtech, ETFs, mutual funds
🎯 Find & compare financial advisors based on fit and real client feedback. The only nationwide directory featuring 5-Star Certified Advisor Review™ recipients.
Articles by Brian Thorp
Find a Financial Advisor for Arts & Entertainment Professionals: Q&A Insights from the Experts
Are you an Arts & Entertainment Professional? Get expert insights from financial advisors who specialize in helping Arts & Entertainment Professionals navigate the unique financial planning challenges they face. Looking for a financial advisor who specializes in working with Arts & Entertainment Professionals? You’re in the right place.
Find a Financial Advisor for Pharmaceutical Executives: Q&A Insights from the Experts
Are you a Pharmaceutical Executive? Get expert insights from financial advisors who specialize in helping Pharmaceutical Executives navigate the unique financial planning challenges they face. Looking for a financial advisor who specializes in working with pharmaceutical executives? You’re in the right place.
Find a Financial Advisor for Foreign Service Officers: Q&A Insights from the Experts
Are you a Foreign Service Officer? Get expert insights from financial advisors who specialize in helping Foreign Service Officers navigate the unique financial planning challenges they face. Looking for a financial advisor who specializes in working with Foreign Service Officers? You’re in the right place.
Find a Financial Advisor for British Expats in the U.S.: Q&A Insights from the Experts
Are you a British expat living in the U.S.? Get expert insights from financial advisors who specialize in helping British expats in the U.S. navigate the unique financial planning challenges they face. Looking for a financial advisor who specializes in working with British expats in the U.S.? You’re in the right place.
Find Financial Advisors for Constellation Energy Employees & Executives: Q&A Insights from the Experts
Do you work at Constellation Energy? Get expert insights from financial advisors who specialize in helping Constellation Energy employees and executives make the most of their compensation package and benefits. Looking for a financial advisor who specializes in working with Constellation Energy employees? You’re in the right place.
Find a Financial Advisor for Boeing Employees & Executives: Expert Q&A Insights
Do you work at Boeing? Get expert insights from financial advisors who specialize in helping Boeing employees and executives make the most of their compensation package and benefits. Looking for a financial advisor who specializes in working with Boeing employees? You’re in the right place. Below, you’ll find an advisor who understands Boeing benefits and compensation — along with answers to common financial questions from Boeing employees and executives.
Find Financial Advisors for Stryker Employees & Executives: Q&A Insights from the Experts
Do you work at Stryker? Get expert insights from financial advisors who specialize in helping Stryker employees and executives make the most of their compensation package and benefits. Looking for a financial advisor who specializes in working with Stryker employees? You’re in the right place. Below, you’ll find advisors who understand Stryker benefits and compensation — along with their answers to common financial questions from Stryker employees and executives.
Find Financial Advisors for Bell Textron Employees & Executives: Q&A Insights from the Experts
Do you work at Bell Textron? Get expert insights from a financial advisor who specializes in helping Bell Textron employees and executives make the most of their compensation package and benefits. Looking for a financial advisor who specializes in working with Bell Textron employees? You’re in the right place. Below, you’ll find an advisor who understands Bell Textron benefits and compensation — along with his answers to common financial questions from Bell Textron employees and executives.
Find Financial Advisors for Central Intelligence Agency (CIA) Employees: Q&A Insights from the Experts
Do you work at Central Intelligence Agency (CIA)? Get expert insights from financial advisors who specialize in helping Central Intelligence Agency (CIA) employees make the most of their compensation package and benefits. Looking for a financial advisor who specializes in working with Central Intelligence Agency (CIA) employees? You’re in the right place.
Find Financial Advisors for Florida Retirement System Pension Plan (FRS) Members: Q&A Insights from the Experts
Are You a Member of the Florida Retirement System Pension Plan (FRS)? Get expert insights from financial advisors who specialize in helping Florida Retirement System Pension Plan (FRS) members make the most of their compensation package and benefits. Looking for a financial advisor who specializes in working with Florida Retirement System Pension Plan (FRS) members? You’re in the right place.
Find Financial Advisors for California Public Employees (CalPERS) Members: Q&A Insights from the Experts
Do you work at California Public Employees (CalPERS)? Get expert insights from financial advisors who specialize in helping California Public Employees (CalPERS) members make the most of their compensation package and benefits. Looking for a financial advisor who specializes in working with California Public Employees (CalPERS) members? You’re in the right place.
Coleman Financial Advisory Group
About Jim Coleman, Hi, I'm Jim Coleman. I'm the President and Founder of Coleman Financial Advisory Group. I am an independent Financial Advisor with more than 39 years of experience helping successful individuals, families, and business owners navigate complex financial decisions with clarity and confidence.
Find Financial Advisors for Micron Technology Employees & Executives: Q&A Insights from the Experts
Do you work at Micron Technology? Get expert insights from financial advisors who specialize in helping Micron Technology employees and executives make the most of their compensation package and benefits. Looking for a financial advisor who specializes in working with Micron Technology employees? You’re in the right place.
Find Financial Advisors for Home Depot Employees & Executives: Q&A Insights from the Experts
Do you work at Home Depot? Get expert insights from financial advisors who specialize in helping Home Depot employees and executives make the most of their compensation package and benefits. Looking for a financial advisor who specializes in working with Home Depot employees? You’re in the right place. Below, you’ll find advisors who understand Home Depot benefits and compensation — along with their answers to common financial questions from Home Depot employees and executives.
Find Financial Advisors for Johns Hopkins University Faculty & Staff: Q&A Insights from the Experts
Do you work at Johns Hopkins University? Get expert insights from financial advisors who specialize in helping Johns Hopkins University faculty and staff make the most of their compensation package and benefits. Looking for a financial advisor who specializes in working with Johns Hopkins University employees? You’re in the right place.
Find Financial Advisors for Aberdeen Proving Ground Federal Employees & Contractors: Q&A Insights from the Experts
Do you work at Aberdeen Proving Ground? Get expert insights from financial advisors who specialize in helping Aberdeen Proving Ground federal employees and contractors make the most of their compensation package and benefits. Looking for a financial advisor who specializes in working with Aberdeen Proving Ground employees? You’re in the right place.
Find Financial Advisors for Oracle Employees & Executives: Q&A Insights from the Experts
Do you work at Oracle? Get expert insights from financial advisors who specialize in helping Oracle employees and executives make the most of their compensation package and benefits. Looking for a financial advisor who specializes in working with Oracle employees? You’re in the right place. Below, you’ll find advisors who understand Oracle benefits and compensation — along with their answers to common financial questions from Oracle employees and executives.
Find a Financial Advisor for Cross-Border Canadians: Q&A Insights from the Experts
QWhat are the most important financial steps a Canadian should take before moving to the United States? Moving to the U.S. from Canada is exciting, but if you don’t get ahead of the financial side, it can get messy fast. I’ve helped many Canadians (including myself) navigate this transition, and the ones who plan early come out significantly better off. Here are the top five steps I walk clients through before they cross the border from Canada to the U.S.: Streamline your Canadian accounts.
Looking for a Financial Advisor who Who Specializes in DSTs and 721 Exchanges?
What this article covers For real estate investors who are tired of active property management, Delaware Statutory Trusts, 721 exchanges, and 1031 strategies offer a path to passive ownership — without surrendering a large share of your gains to taxes.
Your Verizon Benefits & Career: Financial Planning for Employees and Executives
Do you work at Verizon? Get the resources you need and expert insights from financial advisors who specialize in helping Verizon employees make the most of their compensation package and benefits. Whether you’re a new Verizon employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s important to make smart money moves with your income and employee benefits.
Your Boston Scientific Benefits & Career: Financial Planning for Employees and Executives
Do you work at Boston Scientific? Get the resources you need and expert insights from financial professionals who specialize in helping Boston Scientific employees make the most of their compensation package and benefits. Whether you’re a new Boston Scientific employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s important to make smart money moves with your income and employee benefits.
Your Public Employee Retirement Association of New Mexico (PERA) Benefits & Career: Financial Planning for Members
Employer By Brian Thorp Brian Thorp is the founder and CEO of Wealthtender and Editor-in-Chief. Prior to founding Wealthtender, Brian spent nearly 22 years in multiple leadership roles at Invesco. With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress. Are you a member of the Public Employee Retirement Association of New Mexico (PERA)?
Your EOG Resources Benefits & Career: Financial Planning for Employees and Executives
Do you work at EOG Resources? Get the resources you need and expert insights from financial professionals who specialize in helping EOG Resources employees make the most of their compensation package and benefits. Whether you’re a new EOG Resources employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s important to make smart money moves with your income and employee benefits.
Your Arizona Public Service Company Benefits & Career: Financial Planning for Employees and Executives
Do you work at Arizona Public Service Company? Get the resources you need and expert insights from financial professionals who specialize in helping Arizona Public Service Company employees make the most of their compensation package and benefits. Whether you’re a new Arizona Public Service Company employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s important to make smart money moves with your income and employee benefits.
Your Lyra Health Benefits & Career: Financial Planning for Employees and Executives
Do you work at Lyra Health? Get the resources you need and expert insights from financial professionals who specialize in helping Lyra Health employees make the most of their compensation package and benefits. Whether you’re a new Lyra Health employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s important to make smart money moves with your income and employee benefits.
Looking for a Financial Advisor for Physician Assistants?
A financial advisor who specializes in working with Physician Assistants can help you navigate student loan strategies, tax planning, and smart investing decisions throughout every stage of your PA career. Are you a Physician Assistant? Or considering a career as a PA? A financial advisor who understands the distinct financial landscape of Physician Assistants — increasingly referred to as Physician Associates — can help you make smarter money moves at every stage of your career.
How to Find, Research, and Compare Financial Advisors Using ChatGPT, Gemini and AI Tools
AI tools like ChatGPT, Gemini, Perplexity, and Claude are changing the way people search for financial advisors. If you know how to use these tools well, they can increase your confidence in finding the right advisor for your unique needs. But AI tools aren’t perfect and could steer you in the wrong direction if you treat their answers as gospel.
Your Southern California Edison Benefits & Career: Financial Planning for Employees and Executives
Employer By Brian Thorp Brian Thorp is the founder and CEO of Wealthtender and Editor-in-Chief. Prior to founding Wealthtender, Brian spent nearly 22 years in multiple leadership roles at Invesco. With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress. Do you work at Southern California Edison?
Financial Planning Guidance for Employees and Executives of Dimensional Fund Advisors
Do you work at Dimensional Fund Advisors? Get the resources you need and expert insights from financial professionals who specialize in helping Dimensional employees make the most of their compensation package and benefits. Whether you’re a new employee of Dimensional Fund Advisors or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s important to make smart money moves with your income and employee benefits.
13 Expert Advice on Smart Investing Strategies
If you’re one of the millions of people getting serious about your finances, check out 13 personal finance experts’ lessons learned. Investing Lessons Learned To Prepare For The New Year If there’s anything we learned in 2021 when it comes to investing in stocks, bonds, and real estate, it’s that yet again, the markets can prove to be unpredictable, defy logic and offer surprises around every corner. Sometimes we can correctly anticipate what’s coming based on our past investing experience.
Your Garmin Benefits & Career: Financial Planning for Employees and Executives
Do you work at Garmin? Get the resources you need and expert insights from financial professionals who specialize in helping Garmin employees make the most of their compensation package and benefits. Whether you’re a new Garmin employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s important to make smart money moves with your income and employee benefits.
Your HP Benefits & Career: Financial Planning for Employees and Executives
Do you work at HP? Get the resources you need and expert insights from financial professionals who specialize in helping HP employees make the most of their compensation package and benefits. Whether you’re a new HP employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s important to make smart money moves with your income and employee benefits.
Your University of Central Missouri Benefits & Career: Financial Planning for Faculty and Staff
Are you employed by the University of Central Missouri? Get the resources you need and expert insights from financial professionals who specialize in helping University of Central Missouri faculty and staff make the most of their compensation package and benefits. Whether you’re a University of Central Missouri faculty member or you’ve moved up the ranks in an administrative role over a multi-year career, it’s important to make smart money moves with your income and employee benefits.
Brian Thorp
WealthManagement.com is part of the Informa Connect Division of Informa PLC This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.
Third-Party Validation Matters More Than Ever for Financial Advisors
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives When it comes to building trust with prospects, many financial advisors have created valuable content, such as blogs and videos, to serve this purpose. If you’ve published resources on your website to help prospects get to know, like, and trust you faster, it’s important to recognize AI is changing the game.
How Financial Advisors Can Master Answer Engine Optimization
Have you used ChatGPT, Gemini or Google AI overviews in the last week or two? You’re not alone. Whether for work or personal use, there’s no escaping the growing influence of AI, as even a traditional Google search is now likely to produce an AI summary above all other results. In your role as a financial advisor, it's essential to know that AI is also influencing how prospective clients discover and compare advisors.
Your SpaceX Benefits & Career: Financial Planning for Employees and Executives
Do you work at SpaceX? Get the resources you need and expert insights from financial professionals who specialize in helping SpaceX employees make the most of their compensation package and benefits. Whether you’re a new SpaceX employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s important to make smart money moves with your income and employee benefits.
Looking for a Financial Advisor for Military Veterans?
Are you a military veteran? Get to know financial advisors who specialize in serving military veterans. Every veteran knows that success in service requires strategic planning, unwavering discipline, and a support team you can count on. A financial advisor who understands the unique challenges and benefits of military service can help ensure your financial mission succeeds long after you’ve completed your last deployment.
Your Applied Materials Benefits & Career: Financial Planning for Employees and Executives
Do you work at Applied Materials? Get the resources you need and expert insights from financial advisors who specialize in helping Applied Materials employees make the most of their compensation package and benefits. Whether you’re a new Applied Materials employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s important to make smart money moves with your income and employee benefits.
Your Atrium Health Benefits & Career: Financial Planning for Employees and Executives
Do you work at Atrium Health? Get the resources you need and expert insights from financial professionals who specialize in helping Atrium Health employees make the most of their compensation package and benefits. Whether you’re a new Atrium Health employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s important to make smart money moves with your income and employee benefits.
Financial Planning for Dallas/Fort Worth First Responders
Are you a Dallas/Fort Worth first responder? Get the resources you need and expert insights from financial professionals who specialize in helping Dallas/Fort Worth first responders make the most of their compensation package and benefits. Whether you’re a new to your role as a Dallas/Fort Worth first responder or you’ve moved up the ranks into a departmental management role over a multi-year career, it’s important to make smart money moves with your income and employee benefits.
Your PGA of America Benefits & Career: Financial Planning for Employees and Executives
To make Wealthtender free for readers, we earn money from advertisers, including financial professionals and firms that pay to be featured. This creates a conflict of interest when we favor their promotion over others. Read our editorial policy and terms of service to learn more. Wealthtender is not a client of these financial services providers. ➡️ Find a Local Advisor | 🎯 Find a Specialist Advisor Do you work at PGA of America?
Find Financial Advisors for Delta Air Lines Employees & Executives: Q&A Insights from the Experts
Do you work at Delta Air Lines? Get expert insights from financial advisors who specialize in helping Delta Air Lines employees and executives make the most of their compensation package and benefits. Looking for a financial advisor who specializes in working with Delta Air Lines employees? You’re in the right place.
Your Leidos Benefits & Career: Financial Planning for Employees and Executives
Do you work at Leidos? Get the resources you need and expert insights from financial professionals who specialize in helping Leidos employees make the most of their compensation package and benefits. Whether you’re a new Leidos employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s important to make smart money moves with your income and employee benefits.
Show More
loading
Actions
Is this you?
As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.Get in touch with Brian
Contact Brian, search articles and posts on X, monitor coverage, and track replies from one place.
Learn more about Muck Rack