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Certified Financial Planner Board of Standards Inc.

01/07/2026 | Press release | Archived content

Why Small Business Owners Need a Financial Adviser

Business owners often have more complex personal finances, with fluctuating income, assets tied to their company and special tax and retirement planning considerations. This makes long-term planning difficult without professional support, and those searching for advisors should verify credentials such as CFP® certification, which requires extensive experience.

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Ainsley Wilson January 7, 2026
Certified Financial Planner Board of Standards Inc. published this content on January 07, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on January 15, 2026 at 15:35 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]