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

6 Ways a Republican Congress Could Affect Your Portfolio

By WiserAdvisor.com

Let's look at six key GOP legislative goals and initiatives, and how those stand to affect investments.

3 Ways Almost All Investors Take on Too Much Risk

By WiserAdvisor.com

Whatever your risk tolerance, you’re probably taking on a lot more than you realize -- and that additional risk is almost certainly costing you.

5 Financial Resolutions to Tackle in 15 Minutes or Less

By WiserAdvisor.com

Get the New Year started on the right foot by tackling these five common financial planning issues, and none of them will take you more than 15 minutes to accomplish.

4 Tips for Donating to Charity This Holiday Season

By WiserAdvisor.com

The holiday season is a time when many people feel inspired to give to causes they want to support. Here are some ideas to keep in mind to make the most of your charitable giving this year.

What Do Lower Gas Prices Mean for You?

By WiserAdvisor.com

When you see gasoline drop below $3 per gallon, should you be relieved or worried? More importantly, how should you respond?

Load More