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.
WiserAdvisor.com, founded in 1998, is an independent and unbiased matching service that is designed to help match individuals to vetted financial advisors who are aligned with their specific needs. Financial services covered by the advisors include financial planning, portfolio management, wealth management, retirement planning, educational planning, estate planning, and business finances. We pride ourselves on our system's simplicity, objectivity, and our network of pre-screened advisors. Within five minutes you can be on your way toward finding an advisor who can work towards your goals, at no cost or obligation to you.
We offer two great ways to find an advisor. In each case, the system has been designed to cut through the complexity of searching for a financial advisor and to point you directly to vetted advisors suited to your financial needs. We have spent over twenty years developing and enhancing the service to make sure that WiserAdvisor.com is the only tool you will need to use to find a suitable advisor. The easiest way to get started is directly from the home page.
In order for a person to take control of their financial future, three things are required: interest, skill, and time. Some individuals are not interested in managing their money, planning for retirement, doing their taxes or preparing for the education of their children themselves. Others may feel that they don't have the necessary skills to navigate the complexities of finances and investing, or simply don't 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.
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 time.
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 everyone's situation is unique and it's important to find a financial professional 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 don't have to worry about any conflicts of interest. And most importantly, the service is free, unbiased and confidential, and there is no obligation at all.
Unlike a simple directory or the yellow pages, financial advisors cannot just pay money and be on our network listing. Every advisor has to be an experienced and highly skilled professional who meets our strict screening criteria. These are the only advisors that we work with and these are the only professionals that you will be matched to.
No, all we need is (a) basic information to be able to match financial advisors for you, and (b) 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.
If you choose to use the free search assistant/matching method,
then, after you submit your information, one of our experienced
consultants will be assigned to find financial advisors for
you. Once your information has been verified, they will send
you an email/text with the names and information of the
advisors or advisory firms and more information about their
background, certifications, experience etc. You may also check
the status of your request and match information online. The
selected financial professionals will then get in touch with
you to set up an appointment for a free consultation. Remember,
there is no obligation to hire.
Alternatively, if you choose to use the online advisor directory to call the advisors directly, kindly inform the advisors that you received their information from the WiserAdvisor website and they will provide you with a free initial consultation as well.
We recommend that you take time to talk to 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 click here.
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 we're doing, by all means, please feel free to contact
us. We can be reached by phone at 703-651-2060 or by email at
Alternatively, you can contact us by clicking here.