Here are answers to the most common questions people have about
WiserAdvisor.com. We hope that this page helps you to get the most
out of our service.
What is WiserAdvisor.com?
WiserAdvisor.com is an independent and unbiased matching service
thatís designed to help individuals find the best financial
advisors for their unique needs. Services we cover include portfolio
management, retirement planning, educational planning,
estate planning, insurance, taxes, and business finances. We pride
ourselves on our systemís simplicity, objectivity, and the high
quality of our advisors. Within five minutes you can be on your way
toward finding your ideal financial advisor, at no cost or obligation
How does it work?
We offer two great ways to find an advisor. In each case, the system
has been designed to cut through the complexity of searching and to
point you directly to the best advisors for you. We have spent over
two years developing and enhancing the service to make sure that
WiserAdvisor.com is the only tool you need to use to find your
ideal advisor. The easiest way to get started is directly from the
How can I tell if I would benefit from a financial professional?
In order for a person to take control of their financial future,
three things are required: interest, skill, and time. Some people
are not interested in managing their money, planning for retirement,
doing their taxes or preparing for the education of their children
themselves. Other people donít feel that they have the necessary
skills to navigate the complexities of finances and investing. And
some other people simply donít have the time. If you fall into one
or more of these categories, a financial professional can help you
to prepare for retirement or other life changes, avoid costly
mistakes, and sleep soundly at night. For a more detailed description
of how to determine if you would benefit from a financial
professional, please click here.
I am new to investing and do not have a lot of money saved up?
Will a financial professional want to work with me?
Professional financial help is no longer considered a service for
the wealthy. Help is available for individuals at every income
level. While some companies have a minimum portfolio size or net
worth requirements, there are many opportunities for those who
are just getting started. Advisors are looking to build long-lasting
relationships that may start out small but eventually grow with
How does WiserAdvisor.com compare with other ways to find a
There are other ways that you could find a financial professional,
such as the yellow pages or asking a friend. But the best advisor for
your friend is not necessarily the best advisor for you, because
everyoneís situation is unique and itís important to find the
financial professional best suited to your individual circumstances.
WiserAdvisor.com helps you to do this. Unlike financial service
companies that encourage you to use just their advisors, our system
includes thousands of advisors from hundreds of different companies,
so you donít have to worry about any conflicts of interest. And most
importantly, the service is free, unbiased and confidential, and
thereís no obligation at all. For more information about the benefits
of using WiserAdvisor, please click here.
How can I be sure that an advisor that I find through WiserAdvisor
will be of high quality?
Unlike a simple directory or the yellow pages, financial advisors
cannot just pay money and be listed with us. Every advisor has to be
an experienced and highly skilled professional who meets our strict
qualification standards. These are the only advisors that we work with
and these are the only professionals that you will find listed on our
Does WiserAdvisor require detailed information from me?
No, all we need is basic information to find the best possible
financial advisors for you and your contact information so that
the advisors can get in touch with you. Make sure to provide accurate
contact information as this is the only way for your advisor to
contact you. We will never ask for your credit card or any other
billing information since the service is completely free.
What happens after I submit my information?
If you choose to use the search assistant method, then after you
submit your information, one of our experienced consultants
will be assigned to find the best financial advisors for you and
they will send you an e-mail with their names and information about
their background, certifications, experience etc. Then, the
financial professionals selected will get in touch with you.
Alternatively, if you choose to use the advisor directory or the
matching service, then you will receive an e-mail with the names
of the professionals you selected and they will contact you shortly
What should I do after an advisor contacts me?
We recommend that you take time to meet every advisor and review
their credentials. The first meeting should be more like a mutual
interview, so that both parties get to know each other better.
For more information on how to interview an advisor, please
Will WiserAdvisor ensure that my personal information is
WiserAdvisor.com has the utmost respect for every individual's right
to privacy. We understand the importance that each visitor, member,
affiliate or client places on his or her security and the privacy of
the information that is given to us. Further, the success of our
business depends upon our ability to maintain your trust. For these
reasons, the privacy and security of your personal information is our
highest priority. We will never disclose your information to any
third party, except the appropriate financial advisors. For the
Matching Service and the Advisor Directory this means the advisors
that you specifically select, and for the Search Assistant this means
the advisors we select for you (typically two or three), based on
I have other questions or comments about the service. What should
Whether you are having difficulty using our site, have a suggestion
for how we can make it better, or just want to tell us how weíre
doing, by all means, please feel free to contact us. We can be
reached by phone at (703)259-4457 or by email at
Alternatively, you can contact us by