Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
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.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
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 |
|---|---|---|---|---|
| 9 Years | $37,000,000 | $250,000 | Fee-Based | |
| Not Disclosed | Not Specified | $100,000 | Fee-Based | |
| 17 Years | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 6382170
Firm CRD# 6413
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Hourly, Based on Assets
Office Location
5310 S 139th Plz Ste 301,
Omaha,
NE
68137
Phone Number
402-204-4201
Geoffrey J. Hemenway is a Financial Advisor and Financial Planner, in Kaneohe. He joined Hemenway Financial Services, a group of independent advisors registered with LPL Financial, in 2014. In 2020, Geoff purchased Hemenway Financial Services from his late grandfather, Joseph Hemenway. Geoff is passionate about helping individuals and families to plan and work toward their unique goals as they approach and enjoy retirement (or as he likes to call it - Financial Independence). Geoff proudly has a Bachelor of Science degree from Creighton University. He enjoys spending time with his wife, Shannon, and son, Joseph, along with friends and family. He is also a big sports fan and enjoys traveling
Here at Hemenway Financial Services, we hope to help you and your family find a path towards achieving your goals. We do this by working with you to build a comprehensive financial plan or, if needed, individual topic planning. In doing this, we hope to align what's important to you (family, travel, financial independence, charity/community etc.) with how you utilize and how you invest your money. We work mostly with people that are approaching (5-10 years before) and in retirement. We feel that we have a strong history of helping families to plan for this stage in life. We've also helped several of our client's adult children with planning in the different stages of their life. We'd love an opportunity to see if we are a good fit for you and your situation.
Advisory Services Provided:
Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
Qualifications
Firm CRD# 155344
Compensation/Fee Fee-Based, Based on Assets
Office Location
14600 Branch Street,
Omaha,
NE
68154
Phone Number
888-829-1791
Get wealth management and financial advice from Carson Partner's award-winning network of fiduciary advisors. Let us help you define your why and create a financial plan designed to let you live out your unique vision of freedom. Ranked by Barron's as one of the Top RIA Firms in the nation, Carson currently manages $21 billion in assets, serving over 45,000 families through its network of more than 460 financial advisors in 190+ offices throughout the country.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 5575697
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
18881 West Dodge Road, Suite 240W,
Omaha,
NE
68022
Phone Number
402-506-9241
When my mother was ill in 2008, instead of discussing finances, insurance and estate issues, I was able to spend quality time with her before she passed because she had done the appropriate planning - before getting sick. And it's her memory that inspires me to help my clients be proactive with their financial planning.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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.
