On the record—Every fact sourced to a primary record·The standard—Advisors never pay for placement·Independent—A publication of AdvisorWorld.com Inc·Verification—Credentials checked with the issuing body·Sourcing—The IRS, state departments of revenue, and the courts·Corrections—When we're wrong, we fix the record and say so·On the record—Every fact sourced to a primary record·The standard—Advisors never pay for placement·Independent—A publication of AdvisorWorld.com Inc·Verification—Credentials checked with the issuing body·Sourcing—The IRS, state departments of revenue, and the courts·Corrections—When we're wrong, we fix the record and say so·
Est. MMXXVI · Advertiser-freeAdvisors never pay for placement
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The Trusted Advisor
Retirement & estate planning, on the record❦Every fact sourced · Every advisor verified
About

About The Trusted Advisor

An independent resource for retirement and estate planning — where the facts are sourced and the advisors are chosen on merit, never money.

The Trusted Advisor is an independent educational publisher and a publication of AdvisorWorld.com Inc. We write for the people who suddenly need to understand this material and have no good place to turn: executors and heirs settling an estate, families planning ahead, and anyone trying to find a financial advisor they can actually trust.

What we publish

Two things, kept deliberately separate. First, plain-English guidance on retirement and estate planning — the kind of material a good attorney or planner would explain to you, written down and sourced. Second, a directory of credentialed financial advisors who join free and are listed on merit. The guidance carries no lead-generation of any kind; that is a rule, not a preference.

How we stay independent

We take no advertising and run no sponsored placements. No advisor can pay to appear, to rank higher, or to be recommended — there is nothing to buy. That is the opposite of the pay-for-placement model most “find an advisor” sites run on, and it is the point.

Our lane

We cover retirement planning, advisor selection, and everything estate — wills, trusts, probate, inheritance, and the state and federal taxes that touch them. We do not sell financial products of any kind, and product-level coverage of specific insurance contracts belongs to a specialist sibling publication, not here. When we describe how a financial tool works, we do it to inform a decision, never to sell one.

The standard

Every factual claim is tied to a primary source — the IRS, a state department of revenue, a statute, or a court — and dated. We do not publish figures we cannot cite. Our full editorial standards set out our sourcing, verification, update, review, and corrections policies.

What we are not

The Trusted Advisor is not a law firm, a broker-dealer, or a registered investment adviser. Nothing here is legal, tax, or investment advice, and reading it does not create any professional relationship. For advice about your own situation, speak with a licensed professional — the kind our directory is built to help you find.

Corrections & contact

If you believe something here is wrong, tell us and we will check it against the source. Corrections and press enquiries go to our press room; if you want to quote or cite our work, the cite-us page has ready-made formats.