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Tackle These 5 Financial Resolutions in 15 Minutes or Less

Get the New Year started on the right foot by tackling these five common financial planning issues. The best part? None of them will take you more than 15 minutes to accomplish.   The New Year... more

3 Investing Lessons We Learned Last Year

3 Investing Lessons We Learned Last Year

It’s time for a look back on 2014. No, we’re not going to discuss Taylor Swift’s latest breakup or Kate Middleton’s newest baby bump. Instead, let’s take a look at this... more

5 Retirement Planning Steps Most People Overlook

5 Retirement Planning Steps Most People Overlook

Your retirement date is rapidly approaching. You’re in good financial health and you feel well-positioned for a secure retirement. But you’re still worried you might be overlooking... 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

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Investor Case Studies

Profile

Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.

Portfolio Size:

$450K

I am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.

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 Pre-Screened 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.