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Financial Advisor vs. Financial Planner: What’s the Real Difference?

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ThePARTNERS Wealth Management (“ThePARTNERS”) is registered with the U.S. Securities and Exchange Commission (“SEC”) as an investment adviser. Registration with the SEC does not imply a certain level of skill or training.
Advisory services are offered through Klyman Financial, a DBA of ThePARTNERS Wealth Management (“ThePARTNERS”), an SEC-registered investment adviser. Securities are offered through Simplicity Investments, Member FINRA/SIPC, 475 Springfield Ave., Summit, NJ 07901, (303) 797-9080. Klyman Financial is not affiliated with Simplicity Investments.
The information contained on this website and in any related websites, videos, podcasts, blog posts, articles, social media posts, and other publications or materials (collectively, the “Materials”) is provided for informational and educational purposes only. The Materials contain general market commentary and may express the personal opinions of the author or speaker, which do not necessarily reflect the views of Klyman Financial or ThePARTNERS.
Nothing contained in the Materials should be construed as legal, tax, accounting, or investment advice, or as an offer to sell or a solicitation to buy any security or investment product. Investors should consult their attorney, accountant, and tax advisor regarding their individual circumstances.
ThePARTNERS and its representatives provide advisory services only in jurisdictions where properly registered or otherwise exempt from registration requirements.
All investing involves risk, including the possible loss of principal. No guarantee or representation is made that any investment strategy will achieve its objectives, generate profits, or avoid losses. Past performance is not indicative of future results. Nothing contained herein should be interpreted to suggest that any investment or strategy is “safe,” “conservative,” “risk-free,” or “risk-averse.”
Certain information contained in the Materials has been obtained from third-party sources believed to be reliable. However, neither Klyman Financial nor ThePARTNERS makes any representation or warranty, express or implied, regarding the accuracy or completeness of such information.
If performance information is presented, it is provided for informational purposes only and is not intended to replace custodian-generated reports. Investors are encouraged to compare any performance reports with their official custodial statements. Minor variations may occur due to pricing sources, accrued interest calculations, or trade-date versus settlement-date conventions. Investment performance should be evaluated using time-weighted changes in market value adjusted for deposits and withdrawals. Cost basis information may not be appropriate for tax reporting.
The investment products and services discussed may have tax consequences. Neither Klyman Financial nor ThePARTNERS provides tax or legal advice. Tax laws and regulations are subject to change, and investors are responsible for consulting their own professional advisors.
Any confidential materials are intended solely for the recipient. Unauthorized reproduction, redistribution, modification, or disclosure of any Materials without prior written consent from ThePARTNERS is prohibited. If you received confidential information in error, please notify ThePARTNERS immediately and delete all copies.
The services described herein are intended only for residents of states in which ThePARTNERS or its representatives are properly registered or otherwise exempt from registration requirements.

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