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...

Robin Whitlock Financial Advisor from High Point,NC

Robin Whitlock ,Financial Advisor from High Point,NC

We are a financial services firm that serves North and South Carolina. Based in High
Point, North Carolina our professionals provide asset management services, retirement
income planning, ......

Other High Point,NC Financial Advisors

Kim Gardey Financial Advisor from Saginaw,MI

Kim Gardey ,Financial Advisor from Saginaw,MI

Gardey Financial Advisors, a investment management and financial planning firm, founded in 1985 by Kim Gardey, has grown into a team of 18 associates including six Certified Financial Planner profess......

Other Saginaw,MI Financial Advisors

Stephanie Herdahl Financial Advisor from Denver,CO

Stephanie Herdahl ,Financial Advisor from Denver,CO

As president and owner of Next Generation Wealth Systems, I have over 20 years of experience providing practical advice for individuals, business owners, and special needs families.

I am a ......

Other Denver,CO Financial Advisors

Michael Mezheritskiy Financial Advisor from Farmington,CT

Michael Mezheritskiy ,Financial Advisor from Farmington,CT

Visionary Private Wealth Management Group is an independent
Financial Planning Company, which means we do not have any
proprietary products to sell you or sales goals to hit, in other

Other Farmington,CT Financial Advisors

Phillip Christenson Financial Advisor from Plymouth,MN

Phillip Christenson ,Financial Advisor from Plymouth,MN

We are an Independent, Fee-Only, Fiduciary, Registered Investment

We will never be paid a commission. An advisor compensated through
commissions inherently faces a con......

Other Plymouth,MN Financial Advisors

Tom Manning Financial Advisor from East Greenwich,RI

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......

Other East Greenwich,RI Financial Advisors

Ken Tomko, CFA, CMT, CFP Financial Advisor from Naperville,IL

Ken Tomko, CFA, CMT, CFP ,Financial Advisor from Naperville,IL

T2 Asset Management was founded by two Chartered Financial Analysts with decades of experience who believe individual investors deserve the highest level of investment advice available. Our firm and p......

Other Naperville,IL Financial Advisors

Tim McIntosh CFP MBA MPH Financial Advisor from San Antonio,TX

Tim McIntosh CFP MBA MPH ,Financial Advisor from San Antonio,TX

SIPCO is a San Antonio based, independent, investment management services firm for individuals & institutions. SIPCO has shown consistent superior returns vs. the market and serves individuals, family......

Other San Antonio,TX Financial Advisors

Dan Laimon MBA Financial Advisor from San Diego,CA

Dan Laimon MBA ,Financial Advisor from San Diego,CA

At Trivant Custom Portfolio Group, we believe in our fiduciary responsibility to our clients. We are long-term investment advisors that strike a balance between conservation and growth.


Other San Diego,CA Financial Advisors

Stephen Jackson Financial Advisor from Kirkland,WA

Stephen Jackson ,Financial Advisor from Kirkland,WA

Changing constantly, the world of investing offers incredible opportunities along with an array of complex options. What if you had someone knowledgeable, experienced, and concerned, standing by your......

Other Kirkland,WA Financial Advisors

Fieldstone Financial Management Group Financial Advisor from Marblehead,MA

Fieldstone Financial Management Group ,Financial Advisor from Marblehead,MA

The Fieldstone Financial Management Group is a specialized financial planning and investment advisory firm that works with people that are serious about taking control of their financial future. With ......

Other Marblehead,MA Financial Advisors

Charles Albrecht Financial Advisor from Huntington Station,NY

Charles Albrecht ,Financial Advisor from Huntington Station,NY

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your fi......

Other Huntington Station,NY Financial Advisors

Chad Fletcher, ChFC, LUTCF Financial Advisor from Gilbert,AZ

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......

Other Gilbert,AZ Financial Advisors

John Howard Financial Advisor from Saint Simons Island,GA

John Howard ,Financial Advisor from Saint Simons Island,GA

Good plans make dreams come truewhatever those dreams may be.
Resource Planning Group has been providing Fee-Only wealth management and retirement planning solutions to families, entrepreneurs ......

Other Saint Simons Island,GA Financial Advisors

Andrew Aran Financial Advisor from Ramsey,NJ

Andrew Aran ,Financial Advisor from Ramsey,NJ

Our mission is to assist individuals, families, & institutions
with identifying, understanding, and pursuing their financial
goals and objectives. As wealth grows, it requires appropriate ......

Other Ramsey,NJ Financial Advisors

J'Neanne Theus Financial Advisor from Columbia,MD

J'Neanne Theus ,Financial Advisor from Columbia,MD

Marathon Financial is an independent advisory firm, with a fiduciary responsibility to our clients. We create confident investors. We offer ongoing investor education, designed to offer each client a ......

Other Columbia,MD Financial Advisors

Fieldstone Financial Management Group Financial Advisor from Alexandria,VA

Fieldstone Financial Management Group ,Financial Advisor from Alexandria,VA

The Fieldstone Financial Management Group is a specialized financial planning and investment advisory firm that works with people that are serious about taking control of their financial future. With ......

Other Alexandria,VA Financial Advisors

Shon P. Anderson M.B.A., CFP, CRPC Financial Advisor from Dayton,OH

Shon P. Anderson M.B.A., CFP, CRPC ,Financial Advisor from Dayton,OH

Anderson Financial Strategies, LLC is an independently owned
financial planning and investment management firm located in
Dayton, Ohio. Our mission is to provide both individual and

Other Dayton,OH Financial Advisors

Adam Wolf, CPA, PFS, CFP Financial Advisor from Jacksonville,FL

Adam Wolf, CPA, PFS, CFP ,Financial Advisor from Jacksonville,FL

My goal is to help my clients prepare for, transition to and enjoy their retirement. We
pride ourselves on listening to, understanding and helping our clients meet their
financial goals.

Other Jacksonville,FL Financial Advisors

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What other users have to say:

"My husband & I retired 15 years ago (both military) and had been using a big unnamed insurance company for managing our nest egg / investments. Now that I am a widow, I needed someone more local and more in tune with my exact needs. I searched online. I used this matching service and got connected to an independent advisor who works with a lot of retirees and widows like me. Thanks WiserAdvisor!"

-- Martha B., Sierra Vista, AZ

"I just got connected to 3 very nice advisors here in north Tampa. I did not want to drive downtown and if I had not used this service I may not have realized I could connect with a planner so close to home & work. I am a working mom and needed someone close. I plan to use one I was matched to. It really works!. "

-- Linda Prescott, Temple Terrace, FL

"If you are skeptical like me, take time to look at the profiles of the advisors in this system. I found them to be credible and having tons of experience in the area I needed help with. One is now my new money manager. Cheers! "

-- Bill Furgurson, Sunnyvale, CA

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