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Personalized advice for
Portfolio Size of 100K and
above
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Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
WiserAdvisor's network of vetted financial advisors are from large
Fortune 500 companies to small independent financial firms to suit
each individual's comfort levels. Each and every advisor is
pre-screened for industry experience, disclosures, and registrations
with SEC and FINRA. Collectively, our pre-screened advisors serve
thousands of happy clients, manage billions of dollars and provide
financial freedom and security for families and individuals like
you.
Please note that the list of financial
advisors mentioned below do not include all the financial advisors
in our network, as some have not been listed online as per their
corporate compliance restrictions. More vetted fiduciary financial
advisors near you may be available when you use our free
advisor match tool to compare 2 to 3 financial advisors around you.
The financial advisors below offer several financial
services such as wealth management, retirement planning, portfolio
management, estate planning and much more.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 23 Years | Not Specified | $250,000 | Not Specified | |
|
Joe Schwarz
CFA® SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 50 South Sixth Street, #1405, Minneapolis, MN 55402 |
27 Years | $99,000,000 | $1,000,000 | Fee-Based |
|
Vector Wealth Management
CFP® VECTOR WEALTH MANAGEMENT 43 Main Street SE, Suite 236, Minneapolis, MN 55414 |
Not Disclosed | $0 | Not Specified | Fee-Based |
Qualifications
CRD# 4189147
Firm CRD# 140393
Series 7, 63, 66
Office Location
1995 E Rum River Drive S.,
Burnsville,
MN
55306
Phone Number
612-940-3587
Josh Decker has been in the financial services industry since 1995 and has developed a core set of specialized skills in financial and retirement planning, asset allocation, and investment advice. He has also been recognized for his dedication to exceptional client service and sound financial advice tailored to each client. Most often, Josh finds himself counseling members within five years of retirement, helping them make the financial transition from working life to retired life.
EFS Advisors® was founded on a belief that there is a better way to help families navigate the complex financial options they face in order to put them on a path toward their goals. We are dedicated to providing financial education, a clear plan, and a disciplined approach to help you improve your financial wellbeing. We are a family business that has grown into a full-service wealth management firm. With EFS Advisors, you have all the resources of a big company with the personal service of a small-town firm. We know our clients by name and care about them like family.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 2633754
Firm CRD# 147384
Series 63
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
50 South Sixth Street,
#1405,
Minneapolis,
MN
55402
Phone Number
612-355-4365
Joe Schwarz is a CFA® charterholder and a founding principal of SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC. With more than 20 years of financial planning and investment experience, Joe is in a perfect position to help his clients achieve their financial goals. He has experience from the two major market corrections in the past 15 years, yet is early enough in his career that he'll still be helping his clients 20 years from now. Joe understands that your wealth is more than just a number. It's what will help you achieve the important things to you in life. It's your freedom, your family's future, your security. He specializes in what it takes to build and preserve your hard-earned wealth. In 2013, Joe and his wife, Andrea, became the proud parents of twins, Emily and Eric. They are amazing! In their personal time, they enjoy all sorts of traveling, whether it be a road trip to Duluth, a weekend in Boston, or visiting family in Austria. Joe has a passion for exploring the world of wine, with his favorites being the sub-regions within Spain, Italy and France. Joe received his Economics degree from the University of Minnesota and holds the Chartered Financial Analyst® designation. He is also an active with Kaposia, an amazing Minnesota non-profit organization that helps people with disabilities find meaningful employment.
Fee-Only, independent Registered Investment Advisory firm [RIA] providing comprehensive Wealth Management services that include portfolio management and financial advice.
Qualifications
Firm CRD# 152667
Compensation/Fee Fee-Based
Office Location
43 Main Street SE,
Suite 236,
Minneapolis,
MN
55414
Phone Number
612-378-7560
Wealth management has gotten complex. We have a unique process to make it simple. Vector Wealth Management was established in 1993 as a nationally Registered Investment Advisory firm. Today we manage over one billion dollars of client assets, providing personal guidance and a long-term, collaborative approach that reflects our clients' unique needs. We have authored and developed multiple financial software applications, including the proprietary SOJOURN® retirement income program. Our clients include those retired, approaching retirement, corporate executives with complex stock plans, professionals with high earning potential, and perhaps most uniquely-individuals with investment real estate. Clients of Vector Wealth Management can benefit from the following defining characteristics: - Fiduciary approach acting only and solely in the clients' interest - Proprietary wealth planning software application, SOJOURN® - Strategic, customized, tax efficient financial planning - Collaborative team approach with strong client relationships as a centerpiece - Disciplined investment process focusing on providing long-term liquidity, stability, and growth while managing volatility - Nearly three decades of guiding clients through life events with understanding knowledge and importantly the collective wisdom gained from its clients Ultimately, the firm seeks, through its proprietary application SOJOURN®, to help clients have an understanding and confidence around their financial lives that they have not experienced before.
Advisory Services Provided:
Retirement Planning, Education Funding and Planning, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
