Compare Top Financial Advisors
Matched to Your Specific Needs
Personalized Advice. No Match Fee.
No Obligation To Hire.
FINRA/SEC Registered Advisors
Your Information is Safe and Secure
As featured on
WiserAdvisor Reviews
Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
Featured Financial Advisors
Search Advisor Directory
Ryan Veldhuizen
CFP®
Catalyze Wealth Management
To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture...
Read More
Mark Stancato
CFP®, EA, ECA, CRPS®
VIP Wealth Advisors
VIP Wealth Advisors is a boutique, fee-only Registered Investment Advisor based in Atlanta, serving clients nationwide. Founded by Mark Stancato, CFP®, EA, ECA, CRPS®, the firm was built to provide...
Read More
Ken Gulliver
UGRU Financial
UGRU Financial Coaching has a Mission: Empower Americans to financially prosper. We achieve this through our professionally trained financial coaches who help you find money you didn't think you had...
Read More
Robert Stone
Bullseye Investment Management
For more than 23 years, Bullseye has guided successful individuals and families with strategies built on clarity, discipline, and fiduciary care. Founded with one purpose, to provide truly...
Read More
Beren Anderson
LUTCF®
BSA Wealth Advisors
As your financial planner, it's our fiducial responsibility to ensure the advice presented is in your best interest, and it supports decisions that protect your family, businesses, and investments. ...
Read More
Mark Starosciak
CFP®, CRPC®
Infinium Investment Advisors, LLC
Like many start-up businesses, Infinium Investment Advisors was born out of two driving forces: to build a better mouse trap to deliver personal financial services, and to fix the problems prevalent...
Read More
I Want to Take Charge.
Help me find and compare top vetted
financial advisors in my area.
FINRA/SEC Registered Advisors
Your Information is Safe and Secure
Latest Blog
12 min read
12 Dec 2025
8 Ways to Pass on an Inheritance
For many Americans approaching retirement, the task of passing wealth to the next generation goes far beyond deciding who gets what. It’s about striking a balance between fairness and practicality, safeguarding assets from unnecessary taxes or disputes, and ensuring the legacy reflects both values and financial intentions. A will alone,...
8 min read
12 Dec 2025
5 Tips on Using an IRA to Pay for Education
For many families, higher education feels like both a milestone and a minefield, a proud investment shadowed by ever-rising costs. As tuition bills stretch into six-figure territory, even disciplined savers start looking beyond 529 plans and education loans for ways to bridge the gap. That’s often when another pool of...
10 min read
09 Dec 2025
Here’s Why the Role of a Financial Advisor in Estate Planning Is Critical
Most people think of estate planning as a matter of paperwork (wills, a trust, a conversation with an attorney once in a while). The reality is far more complex. An estate plan is the mechanism by which your life’s work is transferred, protected, and carried forward. It determines not just...
Popular Articles
10 Things Financial Advisors Don't Want You to Know
One premise I tell my clients up front is, "Don't believe anyone who tells you they are totally objective...
What is a Reasonable Rate of Return After Retirement?
Aiming for a high rate of return on your investments is natural, but the reality is that your actual returns will vary...
How to prepare for a meeting with your Financial Advisor
What do you do before you visit a doctor? Understand your condition, prepare for all the questions that...
Is It Worth Paying a Financial Advisor 1%?
Planning for retirement and growing your wealth is critical to achieving your financial aspirations...
Your Information is Safe and Secure
