WiserAdvisor.com

WiserAdvisor.com is an independent and unbiased matching service designed to help introduce individuals to financial advisors who are screened to align with their specified needs, and to provide advisors with their ideal clients.

WiserAdvisor.com is designed to ensure a high-quality fit for both clients and advisors. This easy-to-use system prides itself on its simplicity and accuracy. Responses to our questionnaire from potential clients are fed into our algorithms and compared with the advisors’ profile information and client preferences, enabling users to initiate contact with a choice of qualified, pre-screened Financial Advisors.

Recent Articles

Are We Already in a Bear Market?

By WiserAdvisor.com

The ability to see the bigger picture amid the market's woes is critical. Here's where to look as we struggle with "bear market" fears

How Many Stocks Do You Need for a Diversified Portfolio?

By WiserAdvisor.com

If you’re building a portfolio of individual stocks, you’ve probably considered the question of how many you actually need. Unfortunately, there seem to be as…

The Markets are a Mess — So Can I Retire?

By WiserAdvisor.com

In a world of low yields and topsy-turvy markets, here are 3 critical moves to make to make your retirement years less stressful

4 Tips to Start Your Investment Portfolio

By WiserAdvisor.com

Before new investors jump into the market, it's best to decide if individual stocks or ETFs are the best way to get started

Get Started Today: The Basics of Fundamental Analysis

By WiserAdvisor.com

Are you looking to invest in stocks but don’t know where to start? This guide to fundamental analysis will help you to get started.

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