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.
At Riverstone Wealth Planners, our mission is to provide personalized, white-glove financial services that empower our clients to confidently pursue their financial goals. We work closely with...
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No needs are more important than your own. We take pride in aligning our goals with yours, ensuring that we don't just work for you, but with you. We work with you to understand who you are as an...
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If you're just now starting to save, thinking about retirement, or have had many years of investment experience, you may quickly get overwhelmed with the amount of planning required to do things...
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We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and...
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Farther is the intelligent wealth management firm, combining powerful technology with premier advisors to accelerate financial freedom. The fastest-growing financial services firm in the country,...
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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 More11 min read
05 Feb 2026
Bonds are a type of investment, just like stocks, but they work very differently. Stocks are traded in the equity market, while bonds are traded in the bond market. So, what exactly are bonds? In simple terms, a bond is a loan. But instead of you borrowing money, you are...
12 min read
03 Feb 2026
You may have probably heard phrases like “timing the market” or even that “market timing does not work, and what matters is time in the market.” These ideas are often thrown around in conversations, sometimes as advice and sometimes as caution. The truth is, market timing is simply an investing...
12 min read
28 Jan 2026
Say you want to invest in equity. Now, that is a great start. Investing is a good way to build wealth and achieve your long-term goals. But before you invest, you need to get down and do some research. Putting your hard-earned money just anywhere does not make sense now,...
One premise I tell my clients up front is, "Don't believe anyone who tells you they are totally objective...
Aiming for a high rate of return on your investments is natural, but the reality is that your actual returns will vary...
What do you do before you visit a doctor? Understand your condition, prepare for all the questions that...
Planning for retirement and growing your wealth is critical to achieving your financial aspirations...
When it comes to building and handling a portfolio, it often feels like a two-person job...
Financial advisors who are part of the free "Advisor Match Service" are screened based on their years of experience, their SEC/FINRA registration and records, and their compensation criteria. All advisors are fee-only or fee-based.
Get StartedAll financial advisors have to meet WiserAdvisor's strict screening criteria to be part of the our vetted advisor network.
Our Advisor Match Service is free to consumers. Advisors do pay a fee, once they qualify, to be a part of our network.
We do not share your information with anyone other than the financial advisors you are matched with, based on your requirements.
You will only talk to pre-screened financial advisors whose profile matches your financial needs.
You are not obligated to hire any matched financial advisor. You should however, interview all the advisors to assess the best advisor that meets your requirements.
FINRA/SEC Registered Advisors
A quick guide to choosing a financial advisor by assessing goals, reviewing credentials, comparing fees, and ensuring the advisor aligns with your needs.
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This guide helps you decide between managing your own investments or hiring a professional — weighing knowledge, cost, objectivity, and a hybrid approach.
Download NowPlanning for retirement is crucial for a comfortable future. Start early to manage finances, find investments, and stay updated on financial trends. Seek advice to ensure a worry-free retirement filled with hobbies and time with loved ones...
Learn MoreGood financial management means saving and investing wisely. Save for short-term needs, but also invest in assets like real estate and stocks for long-term growth. Your budget depends on your situation. If unsure, learn about investing for a secure financial fut...
Learn MoreFee-only advisors offer unbiased guidance, charging solely for advice without earning commissions. This ensures recommendations are solely based on client needs. Services include comprehensive financial solutions with fees based on assets managed, flat rates...
Learn MoreFee-based advisors charge a set fee for their services, like a retainer or hourly rate, with additional income from commissions. Despite commissions, they prioritize clients' interests.
Learn MoreFinding the right financial professional amidst numerous options can be daunting. Advisors distinguish themselves through their qualifications, experiences, and education, including specialized designations. Look for respected designations like CFPs, CFAs, and ChFCs, indicating adherence to strict criteria regulated by State and local agencies.
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