• Find pre-screened advisors
  • Review matched profiles
  • Receive free consultation
LIFE EVENTS

BUSINESS VS PERSONAL WEALTH

RETIREMENT DREAMS

FINANCIAL FUTURE
Financial Aid Guide for Families

Financial Aid Guide for Families

Financial Aid Guide for Families By Paula Pant   College is a big expense. According to the College Board, the average annual cost of tuition and other expenses for the 2013-14 academic year... more

How to Plan for Risk in Your Portfolio by Knowing Your Tolerance and Capacity

How to Plan for Risk in Your Portfolio by Knowing Your Tolerance and Capacity

Summary: Tolerance and capacity are two ingredients of risk when it comes to investments and retirement planning. We look at what they are, and what kind of critical impacts they can create when... more

Retirement and Risk: The Difference Between Tolerance and Capacity (and Why You Need to Know It)

Retirement and Risk: The Difference Between Tolerance and Capacity (and Why You Need to Know It)

When we think about recipes for well-funded retirement plans we often start with some basic concepts. One of them is that investments are at the root of preparing for our post-work years. Packed into... 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

  • Top Financial Concerns
  • Featured Financial Advisors
  • Advisor Compensation
  • Advisor Credentials

Investor Case Studies

Profile

Susan is in her mid 60s, retired school teacher, married, has grandkids and loves gardening and is involved in her church community.

Portfolio Size:

$200K in 403(b) and $35K cash to invest.

Former Advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
... WiserAdvisor helped us connect with Brian who had clients similar to our situation.

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.

top button