• Find pre-screened advisors
  • Review matched profiles
  • Receive free consultation
LIFE EVENTS

BUSINESS VS PERSONAL WEALTH

RETIREMENT DREAMS

FINANCIAL FUTURE

Believe it or not, Twitter can help you save money - here's how

Everyone knows that Twitter is a popular social media tool to connect with others and access real-time information. What many don't know is that it can also prove valuable when it comes to saving... more

You And Your Financial Advisor: The Perfect Team

Many investors rely upon Financial Advisors to help them manage their investment portfolio. Ideally the Financial Advisor and investor should work together, as a team, to find the right investments... more

The Cat Food Dilemma

When I left the Army in 1973, it was to go to work for the Dupont Walston brokerage firm. Our training center was in Los Angeles about three blocks down Wilshire from the Ambassador Hotel when Sen.... more

Finance and investments : Do It Yourself or Hire a Pro?

The Definitive Guide to selecting the right financial advisor for your needs.

I want to take charge.
HELP ME FIND MY ADVISOR

Additional Resources

Investor Case Studies

Profile

Gary is in his early 50s, married, corporate hardware and software manager in Minneapolis, MN. He enjoys personal investing and model airplanes / trains.

Portfolio Size:

$800K

Want to evaluate other investment strategies and compensation methods...
...Thankyou WiserAdvisor. We were getting tired of the fees that we were being charged. We don't want to get "nickel & dimed" to death with transaction and management fees

Benefits of Using WiserAdvisor

Advisor Pre-Screening

All advisors have to meet strict screening criteria to be part of our network.

No Conflict of Interest

WiserAdvisor is NOT a financial services company and does NOT offer any financial advice or products.

No Cost

Our Advisor Match service is FREE to consumers. Advisors do pay a fee to be part of our network.

Confidential

We will not share your information with anyone but the advisors who are matched to your financial preferences.

No Obligation

You are not obligated to hire any advisor that you are matched with.

Hundreds of High Quality Advisors

We have advisors from independent RIAs to large broker dealers.

Saves You Time

You will only talk to advisors whose profile matches your financial needs.