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Giving to Charity for the First Time? Read This First

It's that time of year where many people's thoughts turn to those in need. The holidays can inspire people to adopt a generous mood. You're thankful for the blessings youve received and want to... more

What Do Lower Gas Prices Mean for Your Portfolio?

The U.S

The U.S. government predicts average gas prices could dip below $3 per gallon in 2015 (the lowest they've been since 2010), according to recent reports. This is great news for motorists, but what... more

Don't Forget These Year-End Retirement Planning Tips

There are a lot of things that get missed when going over taxes. However, taking a good look at your retirement accounts might be able to get you a bigger deduction this year. If you haven't done... 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.