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.
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. A pure business model was the...
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At Cerrito & Stanfill Wealth Management, we build portfolios with a Purpose In Mind. That Purpose is the one you outline to us in our planning process. Once we thoroughly understand what you are...
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4 Generations Wealth Management is an Investment Strategies team formed by Michael J. Blomberg, founded and grown with the underlying principle that this is a relationship business, and these are...
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Parallel Financial was co-founded by Anthony Mahfood and Brian Boughner in 2013. After experiencing the financial collapse of 2008 and seeing firsthand how the financial industry put their interests...
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At Pinnacle Investments, we have the knowledge, education, and credentials youd expect from an investment firm. Our suite of products and services includes everything from traditional stocks, bonds,...
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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 More11 min read
10 Aug 2026
Imagine you are 62 and planning to retire in three years. Then your employer offers an attractive early retirement package. At first glance, the decision seems straightforward. Accept the offer or continue working. But underneath that single choice lies a web of financial consequences. Retire now and you may need...
11 min read
04 Aug 2026
If retirement is on your mind, you need to start investing. Retirement planning is an important task. You need to start planning early and invest in the right options. The stakes are simply too high when it comes to retirement. If you do not plan well, you risk losing your...
11 min read
24 Jul 2026
Impulse spending may seem harmless, but it can impact your finances if it becomes a habit. While it is important to enjoy your money and reward yourself every now and then, making impulse purchases can set you back in your financial planning. Impulse spending refers to spending money on an...
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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