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LIFE EVENTS

BUSINESS VS PERSONAL WEALTH

RETIREMENT DREAMS

FINANCIAL FUTURE

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

What is the New myRA Retirement Account? A friend chatted with me early Wednesday morning

A friend chatted with me early Wednesday morning. Can you explain this myRA thing? he asked. Myra who? I replied. You know, the new type of retirement account Obama announced in the State of... 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

Roy is in his early 70s, married, university professor and author in NY. He enjoys reading/ researching history, PLUS deep-sea fishing!.

Portfolio Size:

$960K

We needed help in getting a trust and other investment strategies setup correctly...
...WiserAdvisor service was a tremendous relief in finding an advisor. I wanted someone with TRUST, experience and someone with patience.

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.