Taking control of your finances starts with the right guidance. WiserAdvisor's financial advisor directory connects you to a vetted network of financial advisors specializing in financial planning, retirement planning, investment strategies, wealth management, education planning, and estate planning. Whether searching for a financial advisor near you or seeking a certified financial planner nationwide, our vetted advisor directory makes finding your match simple and confidential.
WiserAdvisor helps ease the daunting task of trying to find the best financial advisor or financial planner. The right advisor can assist you in navigating through the complex world of personal finance and help you gain peace of mind. WiserAdvisor has been helping individuals like you find their financial advisors since 1998 and the process has always been completely private and confidential.
With our financial advisor directory, you can filter by location, fee-only financial advisor status, or areas of expertise, such as investment advisor and retirement planner near me. Compare trusted personal financial advisors using clear ratings and profiles. You can utilize this directory tool to locate the best financial advisor by state or the top wealth advisor nearby, ensuring your search is always personalized.
To facilitate a fair and unbiased comparison, we provide you with a list of our vetted financial advisors organised by state and popular cities. Get one step closer to connecting with the best financial advisor near you to consult regarding any of your financial requirements.
Thinking of retiring comfortably in Virginia Beach? Want to secure your future while building a legacy for your grandchildren? Connect with a local, qualified financial advisor today and take the first step toward confident retirement and wealth planning.
Managing finances alone is not easy, especially without prior experience. Finding a fiduciary financial advisor or independent financial advisor near your city or state ensures you receive professional guidance and regular investment reviews without any hassle. You benefit from up-to-date reports, allowing your financial advisor to help you decide when to stay invested and when to adjust strategies. With verified privacy and unbiased advisor vetting, WiserAdvisor's match service has been helping users find experienced financial advisors since 1998.
The above methodology will guide you in selecting the right advisor based on your portfolio and needs. For more detailed insights, explore how to find a financial advisor blog.
Use our free advisor match tool to search for WiserAdvisors' vetted financial planners in your area.
A financial advisor is a qualified professional who helps with money management, including investments, and retirement. On the other hand, a financial planner is a type of advisor who creates comprehensive financial plans for long-term goals like saving for college, retirement, or estate planning. In essence, all financial planners are financial advisors, but not all advisors are financial planners. Uncover, more details on this topic in our financial advisor vs financial planner article.
WiserAdvisor protects your privacy by keeping your personal information secure and confidential. Your details are only shared with eligible, vetted financial advisors who match your needs. Rest assured, your data is never sold to third parties, and we take utmost care to ensure your data is handled responsibly, so you stay in control of who contacts you.
There are multiple compensation structures that financial advisors use to provide advice and manage your investments. Fees may be flat, commission-based, or percentage of assets - ask your financial planner up front for specifics.
WiserAdvisor Reviews
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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3 Advisors were referred. All three contacted me. One
required a minimum investment level greater than what I
qualified for. The other two advisors were very appropriate
referrals.
-- Bev