Advisors by financial services
- Financial Advice & Consulting
- Financial Planning for Individual
- Financial Planning for Business
- Portfolio Management
- Risk Management
- Retirement Planning
- 401K-Rollover
- Estate Planning
- Education Planning
- Budgeting and Saving
- Wealth Manager
- Money Managers
- Tax Planning
- Insurance Planning
- Annuity
- Real Estate
- Government and Economics
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Credentials & Designations
- Accredited Financial Counselor (AFC)
- Certified Divorce Planner (CDP)
- Certified Estate Advisor (CEA)
- Certified Financial Planner (CFP)
- Certified Retirement Financial Advisor (CRFA)
- Certified Trust & Financial Advisor (CTFA)
- Chartered Financial Analyst (CFA)
- Chartered Financial Consultant (ChFC)
- Registered Financial Consultant (RFC)
- Registered Financial Planner (RFP)
- Registered Financial Specialist (RFS) more.
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
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, ......
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......
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 ......
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
Phillip Christenson Financial Advisor from Plymouth,MN
We are an Independent, Fee-Only, Fiduciary, Registered Investment
Advisor.
We will never be paid a commission. An advisor compensated through
commissions inherently faces a con......
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......
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......
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......
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.
Fid......
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......
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 ......
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......
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......
John Howard Financial Advisor from Saint Simons Island,GA
Good plans make dreams come true—whatever those dreams may be.
Resource Planning Group has been providing Fee-Only® wealth management and retirement planning solutions to families, entrepreneurs ......
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 ......
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 ......
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 ......
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
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.
Are you a
Financial Advisor?
- Minimum 5 years of Experience
- 5 Year clear FINRA/SEC record
- Must be Fee Based or Fee Only
