To speak with a Financial Advisor call

888-682-4709

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

BUSINESS VS PERSONAL WEALTH

RETIREMENT DREAMS

FINANCIAL FUTURE

THREE Critical Steps
to Select the Right Advisor

  • Find qualified financial advisors

    Use our free service to GET MATCHED with pre-screened financial advisors

  • Review & evaluate advisors

    WiserAdvisor will send you profiles of 2 to 3 financial advisors

  • Interview & select advisors

    WiserAdvisor will provide you a list of interview questions to help you make the right decision

Selecting the Right Advisor

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 qualification standards to be part of our service.

No Conflict of Interest

WiserAdvisor is NOT a financial services company and does NOT offer any financial advice or products.

No Cost

Using our site to find your ideal financial advisor is completely FREE.

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.