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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.
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Thomas "Casey" Loper
Cornerstone Wealth Management
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite...
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Ken Gulliver
UGRU Financial
UGRU Financial Coaching has a Mission: Empower Americans to financially prosper. We achieve this through our professionally trained financial coaches who help you find money you didn't think you had...
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Marcus Luckeneder
CFP®, AAMS®
Validus Financial Associates
Here at Validus Financial Associates, we are a team of financial planners that have been working together since 2011, and some of us together much longer. We have over 100 years of collective...
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Alexander Mills
Casco Bay Wealth Advisors
Objective Financial Planning for the Future You Envision Our commitment to every relationship is why we believe our clients entrust us to guide their financial lives and recommend us to their...
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Ryan Veldhuizen
CFP®
Catalyze Wealth Management
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...
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Tom Hagigh
EPE Wealth Advisors
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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Latest Blog
11 min read
27 Nov 2025
Ten Retirement Investment Strategies You Need to Know
Are you looking for the best retirement investment strategy? Who isn’t right? Retirement can truly become one of the greatest phases of your life if you plan for it wisely. And choosing the right retirement investment strategies can help you get there. Retirement investment strategies may sound like a broad...
11 min read
14 Nov 2025
Education Planning Tips for Self-Employed Parents
According to the Bureau of Labor Statistics, as of 2024, 16.75 million workers in the U.S. were self-employed. This makes up approximately 10% of the country’s total workforce. Self-employment can be a real boon. It gives you freedom, flexibility, and control over your work hours. You get to be your...
10 min read
12 Nov 2025
Fee vs. Commission-Based Financial Advisors: What’s the Difference?
Just as there are endless types of food, clothing, and travel destinations, there are also different types of financial advisors. And just like you would never pick a restaurant, a pair of jeans, or a vacation spot without checking things out first, choosing the right advisor also deserves a bit...
Popular Articles
Best Retirement Calculators to plan Retirement
It is said that a goal without a plan is just a wish. This holds true even for retirement planning. You dream of a peaceful retired life. To achieve that you must plan for your golden years well in time. Various retirement tools make your task easier. For example, a...
How to Diversify Your Portfolio the Right Way
The world of investment is complicated. Whether you are a novice or seasoned investor, the financial world can be intimidating. However, the ultimate key to successful investing is diversification. Diversification is an effective portfolio management strategy where your funds are invested across different securities to minimize risk and maximize profits...
How to Determine If Your Financial Advisor Is Doing a Good Job Each Year
The decision to hire a financial advisor is a prudent move. Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. But the world of financial advice is crowded. While some advisors bring qualifications, expertise, and a commitment to your financial well-being,...
How to Determine Your Investment Risk Tolerance Level
Investment and risk are two closely related concepts. Risk refers to the potential for loss or negative returns when you invest your money in a market-linked security. There are different types of risks, including market, credit, inflation, and liquidity risk, among others. While no investment is entirely devoid of risk,...
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How to select the right financial advisor guide
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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Finance & Investment: Do it Yourself or Hire a Pro
This guide helps you decide between managing your own investments or hiring a professional — weighing knowledge, cost, objectivity, and a hybrid approach.
Download NowTop Financial Concerns
Retirement
Planning 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...
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Good 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...
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Fee-Only Financial
Advisors
Fee-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...
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Advisors
Fee-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.
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Designations
Understanding Your Advisor's Designations
Finding 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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