Investment advisor, financial planner, financial advisor, wealth planner, financial consultant – what’s the difference? Investment Advisor is a term generally adopted for those dealing in the investment industry. While some of the titles above work with portions of a financial plan, investment advisors tend to be full service, and are able to offer a broad range of products and services, meaning they can work with stocks, mutual funds and bonds. A good investment advisor should help you understand what makes sense for you, help you find your investment style to take advantage of the markets and the best investments for those markets, and as much as possible, take the emotion out of investing.