Answering
some basic questions will enable us to find a more suitable
financial advisor match for your specific needs. Your
information will remain private and confidential.
Sometimes
a pre-screened local advisor may not be the most suitable
match and may limit the options for your specific needs.
Your information will remain private and confidential.
Our
advisors specialize at handling different asset levels. Your
portfolio size is required for a successful match. Your
information will remain private and confidential.
Double
checking that we got the location right. Your Information
will be sent to 1-3 matched advisors only. Your privacy is
important to us.
Required
for advisor match and connect. By submitting personal
information through the Site, you agree to our "Terms of
Service" and consent to receiving emails, phone calls,
and/or text messages from WiserAdvisor and up to 3 financial
advisors related to your request. Your privacy is important
to us.
Financial
advisors specialize at providing specific financial
services. Your information helps us find you the right
advisor to suit your needs.
Based on
the information you provided, in addition to independent advisors,
we have identified the following fiduciary firms who are likely
to also fit your criteria. Your additional selections will help
us choose the best suited 2 to 3 advisors as your final match.
Who We Are
WiserAdvisor.com is an independent matching service
that helps individuals find the best financial advisor for their unique
needs. We have successfully helped over 100,000+ individuals like you
find their ideal financial advisor since 1998.
In order to join our network, each and every advisor must pass
our three-step qualification process. We screen advisors based on their
years of experience, their SEC/FINRA registration and records, and
their compensation criterion. All advisors on our network are fee only
or fee based.
What We Do
We make it easy and convenient for consumers to find
and connect with pre-screened financial advisors in their
area.
Why Use Us
No Cost: Our Advisor Match Service is free
to consumers.
No Obligation: You are not obligated to
hire any financial advisor that is matched to you.
Confidential: Your information is not
shared with anyone other than the advisors.
Saves You Time: You only talk to
pre-screened advisors that match your financial needs.
