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WiserAdvisor University  >  Subject: Finding An Advisor
About WiserAdvisor University

WiserAdvisor University is designed to provide you with high-quality information about investing and finance straight from those who know best: financial professionals. The University includes hundreds of informative articles on dozens of topics of interest to individual investors like you.
If you find an article informative and would like to be contacted by a financial advisor, we encourage you to fill out our simple form. The WiserAdvisor service is free, objective, accurate, and confidential, and will match you to qualified financial advisors who can help you reach your investment goals.


About WiserAdvisor.com

WiserAdvisor.com is an independent and unbiased matching service designed to help individuals find the best financial advisors for their unique needs. This easy-to-use system prides itself on its simplicity and accuracy. After you fill out a simple form, our algorithms search through the thousands of advisors in our system and provide you with up to three advisors who are best able to help you accomplish your goals.

List of Subjects
Finding An Advisor
Portfolio Management
Retirement Planning
Estate Planning
Insurance
Educational Planning
Budgeting and Saving
Taxes
Real Estate
Business Finances
Government and Economics
Miscellaneous
 
Finding An Advisor

With so many options available for investment and retirement, effectively choosing and managing which ones will help you and your family realize financial stability can be a daunting task. A financial professional helps you create a sound financial strategy, giving you time to relax and enjoy life. Learn what the role of the financial advisor is, how to choose and evaluate a financial advisor, and how best to evaluate your advisor’s ongoing performance.

What is a Financial Advisor?


Fee-Based Advisory Programs: A Different Approach! >
Stock Broker, Banker, or Money Manager? >
The Private Family Office: Coming Soon to an Advisor Near You >
You And Your Financial Advisor: The Perfect Team >
How to Choose a Financial Advisor


Hiring Professional Money Managers >
Selecting a Financial Consultant? Choose Wisely. >
Before Picking a Financial Advisor, Ask the Right Questions >
Financial Experts: What Should I Look For? >
Financial Experts: Where Do I Start? >
Selecting Your Next Financial Advisor >
Choosing a Planning & Investment Professional >
Is Your Investment Advice "Best" For You >
Independent Collaborative Advice >
Whom Should You Turn to for Independent Investment Advice? >
Advisors to Seniors: Do You Need One? >
Investment Advisor or Financial Consultant? >
New Approach to Selecting a Financial Planner >
Measuring the Cost of a Financial Advisory Relationship >
Choose A Financial Advisor Who Puts Your Interests First >
Shopping For An Advisor? >
10 Things Financial Advisors Don't Want You to Know >
How to Check Out and Secure a Qualified Financial Advisor >
Does Your Advisor Scare You? >
Ruminations on Selecting an Advisor >
Why Consider Financial Planning? >
Create Your Vision Of The Future >
The Team Approach To Planning For The Future >
Will the Real Financial Advisor Please Stand Up? >
Why Do I Need an Advisor?


You're Not Alone >
Long Term Buy and Hold or Day Trade? >
“Do It Yourself” Or Not? Why Hire An Advisor >
Do You Need a Financial Planner? >
To Hire or Not to Hire: The Power of Advising >
Know Yourself: Deciding Whether or Not You Need Help >
How to Manage your True Wealth >
Seperate Accounts: The Next Frontier >
Why Professional Investment Management May Be Right For You >
Why Not Skip Using an Advisor? >
Why Do I Need a Financial Planner? >
Important Concerns


Potential Conflicts Within the Investment Industry >
Breaking The Inertia: Switching Advisors >
Buying the Bull: How Wall Street Exploits the Ignorance of Investors >
Test the Trustworthiness and Competence of a Financial Professional >
Not Created Equal: Putting the Interests of Clients First >
Wall Street Is Broken >
Fiduciary: What is it, and who should care? >
Understanding Asset-Based Advisory Fees >
Evaluating Investment Skill: Important Lessons >
Fees Based on Assets >
Are You Paying Too Much For Your Investments? >
Can Name Recognition Be A Bad Thing? >
Should You Use More Than One Financial Advisor? >
Military Pensions and Special Needs Financial Planning >