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.
9 min read
18 Sep 2025
By the time you reach the midpoint of your career, the financial landscape changes. Instead of starting to save, the urgency is more about making your money work harder, faster, and more predictably. Retirement is now a visible point on the horizon, and thus, every decision now carries more weight...
10 min read
17 Sep 2025
Financial planning is not a singular decision; it’s a series of well-timed, interconnected moves. Each move serves a different purpose, yet all must align with one overarching objective: securing your future on your terms. Short, medium, and long-term financial goals are the scaffolding for that future. They dictate how you...
11 min read
16 Sep 2025
In your 30s and 40s, the financial conversation often revolves around maximizing returns, growing your portfolio, and building momentum. But by the time you reach your 50s and early 60s, a different question takes center stage: How do I protect what I’ve built? That’s where the distinction between wealth creation...
One premise I tell my clients up front is, "Don't believe anyone who tells you they are totally objective...
Aiming for a high rate of return on your investments is natural, but the reality is that your actual returns will vary...
What do you do before you visit a doctor? Understand your condition, prepare for all the questions that...
Planning for retirement and growing your wealth is critical to achieving your financial aspirations...
Financial advisors who are part of the free "Advisor Match Service" are screened based on their years of experience, their SEC/FINRA registration and records, and their compensation criteria. All advisors are fee-only or fee-based.
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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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This guide helps you decide between managing your own investments or hiring a professional — weighing knowledge, cost, objectivity, and a hybrid approach.
Download NowPlanning 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...
Learn MoreGood 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...
Learn MoreFee-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...
Learn MoreFee-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.
Learn MoreFinding 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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