WiserAdvisor is the oldest and the largest independent network of financial advisors.
We will match you with 2 to 3 financial advisors who meet your specific needs
- We pre-screen advisors for:
- Experience (minimum five years required)
- Advisor Compensation (fee-based or fee-only)
- Licensing and disclosures with SEC/FINRA
- We do a custom match and send you profiles of 2 to 3 advisors that match your specified needs
- Financial advisors contact you to set up your FREE 1-on-1 consultation. No obligation