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.