Financial Advisor vs. Accountant: Who Do You Actually Need?

Here’s how to tell which one fits your financial goals and when you might need both.
Financial Advisor vs. Accountant: Who Do You Actually Need?
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Ever found yourself staring at a pile of financial paperwork, wondering whether you need a financial advisor, an accountant, or maybe both? You’re not alone. These two professions often get confused, and it’s not surprising why. They both deal with money, they both wear suits, and they both seem to know a lot more about numbers than the rest of us.

But here’s the thing: they’re actually quite different animals. Let’s determine which one might be the best fit for your situation.

The Quick and Dirty Difference

Think of it this way: an accountant is like a financial historian and record keeper, while a financial advisor is more like a financial fortune teller and strategist.