home Learn More about us contact us help
 
 

WiserAdvisor.com's sole mission is to help you find your ideal financial advisor. Our parent company has helped hundreds of thousands of individuals accomplish their financial goals since being founded in 1996.

6 reasons to work with us
1. Free
2. Simple
3. Objective
4. No obligation
5. Confidential
6. Quality Advisors
image
Why Use the Matching Service?

A financial advisor can help you accomplish a number of your life goals. But with thousands of advisors out there, how can you tell who is the best for you? That is where our sophisticated matching system comes in.

It is designed to objectively help individuals like you quickly and easily find the ideal advisor to meet your unique needs. You tell us a little about yourself and we find the best possible fit. Then you decide whom you want to be contacted by.

 
Find Your Ideal Financial Advisor in 5 minutes!
1
Select the services you are interested in and click “Go”. You will be asked to provide some details.
2
Our sophisticated matching system will show you the list of advisors that meet your unique needs.
3
Select which advisors you want to be contacted by and they will contact you shortly.

What advisory services are you looking for?
(Check all that apply)
Portfolio Management Education Planning
Retirement Planning 401K Rollover
Estate Planning

Have us do the work!
If you are not sure about how to go about finding your ideal financial advisor, we can help. All you have to do is fill up a simple form (it takes less than 1 minute) and we will match your profile to the advisors that meet your requirements. Click here >

Frequently Asked Questions
Why do I need an Advisor?
Why should I use WiserAdvisor?
How do I choose the best advisor for me?

Advisors
WiserAdvisor is looking for America's most successful, credentialed advisors.
See if you qualify>