Advisors by financial services
- Financial Advice & Consulting
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- Money Managers
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Credentials & Designations
- Accredited Financial Counselor (AFC)
- Certified Divorce Planner (CDP)
- Certified Estate Advisor (CEA)
- Certified Financial Planner (CFP)
- Certified Retirement Financial Advisor (CRFA)
- Certified Trust & Financial Advisor (CTFA)
- Chartered Financial Analyst (CFA)
- Chartered Financial Consultant (ChFC)
- Registered Financial Consultant (RFC)
- Registered Financial Planner (RFP)
- Registered Financial Specialist (RFS) more.
Your choice of a financial advisor should be the result of sound research. You must locate appropriate candidates, understand their credentials, check references, and conduct interviews in which you ask the right questions.
The first step in choosing a financial advisor is to identify your needs -- most importantly, a professional must be able to provide the specific information and unique advice that you require. You must find a professional that can perform the services you desire given your personal constraints such as location, net worth, portfolio size, etc.
We have sought to ease the initial search challenge by providing WiserAdvisor;
a sophisticated matching service that helps you quickly and easily identify financial professionals ideally suited to serve you.
This service is free and there is no obligation -- it merely puts you in contact with a select group of financial professionals who can provide the help that you need.
You can be confident in the results WiserAdvisor determines because we have an extensive database of financial professionals
offering a wide variety of services across the country. We have also done our best to ensure high quality as every professional in our system has met strict qualification standards.
In short, we believe using WiserAdvisor can quickly and efficiently help you identify the advisors best qualified to
meet your unique needs and start you on your path to a more secure financial future.
We also publish in depth articles for different topics of interests in financial services, read them & prepare well for interviewing advisors.
Articles on Financial Advisors
Featured Financial Advisors...
James E. Adams CFP® Financial Advisor from Bloomington,IL
My business
I help individuals and business owners manage their financial affairs so they can devote more time and attention to their families, businesses, or other interests. I serve as their pri......
Cory Summers Financial Advisor from Corpus Christi,TX
Corpus Christi Financial Group is a fee-based financial planning and wealth management firm dedicated to providing personalized guidance to individuals, families, and businesses. We offer comprehe......
Carlos Sava Financial Advisor from Arlington,VA
Clarendon Capital Management LLC (CCM) is an investment advisory firm offering clients focused and flexible investment advice around a core equity strategy using separately managed accounts. The f......
Sara C. Gibbs Financial Advisor from Akron,OH
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide......
Tom Manning Financial Advisor from East Greenwich,RI
When you work with me, you are working with someone who is not conflicted by pressure to market proprietary products (my broker dealer,Cambridge has none). I have access to a vast array of informat......
Ronald Lottridge, CFP® Financial Advisor from Denver,CO
Much like building a home - the first step is to create the blueprint. Catalyst Financial Strategies starts with understanding you and your goals and then designing a plan to assist you in accomplishi......
George Kiraly, CFP®, MBA Financial Advisor from Short Hills,NJ
LodeStar Advisory Group, LLC is an independent, "Fee-Only" Wealth Management firm committed to helping individuals and business owners achieve their long-term financial goals, using a comprehensive,......
Don Calcagni Financial Advisor from Chesterbrook,PA
Established in 1985, Mercer Advisors is a fee-only total wealth management firm that provides comprehensive financial planning and investment management services. Our Strategic Advisory teams use a sy......
Kevin Mahoney CFP®, RFC, LUTCF Financial Advisor from East Concord,NY
We have been helping individuals and businesses with their Retirement Planning for 28 years. We start with a Free Financial Plan, then help the clients implement the plan and review it at least on......
Jeremy Jones, CFP® Financial Advisor from Southport,NC
Managing your financial affairs has become more complex than ever. Tax and estate law change, interest rates fluctuate, and new investment products are introduced periodically. Nowadays, efforts to en......
Kevin Kennedy, CPA Financial Advisor from Southbury,CT
Kennedy & Company specializes by providing Wealth and Tax Management services to families with complex planning needs and significant assets, typically in excess of $500,000. We help our clients answ......
Riyad M Said Financial Advisor from Washington,DC
Wells Fargo Advisors, LLC is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest, strongest, and most respected financial institutions. In business since 1852 and named on Fortu......
Dale Terwedo Financial Advisor from Edmonds,WA
Those who join the Terwedo Financial Services client family can expect mutual respect, open communication and a collaborative approach in Dale’s professional relationships. His investment approach tak......
Richard C. Osman CFP®, CLU®, ChFC®, CASL® Financial Advisor from Severna Park,MD
I help individuals and small business owners by providing unique solutions that help you build, preserve and protect your wealth. When you retain Richard Osman and his team at Integrated Financial Pa......
Belleair Wealth Financial Advisor from Belleair Bluffs,FL
Belleair Wealth Management, LLC has been a Registered Investment Advisor since May of 2000. We offer a wide range of financial management services designed to assist you, our client, create the finan......
Jim Jarvis Financial Advisor from Grand Rapids,MI
Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services. The firm has continually broken new ground in advising our clients on strategic transa......
Richard J. Paganelli Financial Advisor from Alpharetta,GA
Today's investment climate offers unprecedented opportunities. Our mission is to help clients take advantage of those opportunities by providing them with three key tools: 1.A clear understanding of......
Mathew Coyle Financial Advisor from Eden Prairie,MN
We are an independent CFP® Practitioner and Registered Investment Advisor (RIA). Because we are an independent firm with no captive sales agreements, we align our clients' interests with our own. ......
Chad Fletcher, ChFC®, LUTCF Financial Advisor from Gilbert,AZ
We are here to help you find focus, clarity and confidence in your financial program. We are dedicated to informing and educating the public regarding the follies of traditional financial thinking. U......
Michael Brunelli Financial Advisor from Waltham,MA
As an independent Financial Advisor, Michael is committed to providing clients with the highest level of service and solutions for all of their financial needs. His clients can expect trust, honesty, ......
Ryan Gunn CFP® Financial Advisor from Westlake Village,CA
Our services include: Retirement planning, Tax planning, Estate planning and investment management. We are your first call. GFA advisors quarterback your team of professionals and coordinates ......
Are you a
Financial Advisor?
- Minimum 5 years of Experience
- 5 Year clear FINRA/SEC record
- Must be Fee Based or Fee Only
