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Ready to enjoy life more with less money stress?
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Certified Advisor Reviews™ help you make smarter hiring decisions when choosing a financial advisor.
How Wealthtender Makes Choosing a Financial Advisor Better
🌟Wealthtender helps you make a more informed hiring decision by publishing online reviews written about financial advisors who are featured on our website. Wealthtender is the industry’s first find-an-advisor reviews website designed for SEC (Securities and Exchange Commission) compliance.
🌎Other sites start by asking for your zip code. We believe your zip code should be one factor when looking for an advisor, but not necessarily the primary factor. We help you find advisors based on what’s most important to you first, then filter to a local advisor if that’s important to you.
🤝 Our guides and articles will help you get to know financial professionals who share your interests, life priorities and who specialize in the services you need today.
Wealthtender is the #1 find-an-advisor website not sponsored by a national wealth management firm, credentialing organization, or industry association. Our independence lets us feature financial advisors with a greater diversity of backgrounds and experience than you will typically find on other sites.
To make Wealthtender free for you, we earn money from advertisers, including financial professionals and firms that pay to be featured. This creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these financial services providers.
Is a Virtual Financial Advisor Right for You?
Most financial advisors began meeting with their clients online when the global pandemic kept most people at home.
Even before COVID-19, many financial advisors offered their services virtually to clients by Zoom or phone no matter where they live.
Today, as financial advisors and their clients alike have grown accustomed to meeting face to face on Zoom calls, you may find it’s easier and more convenient to work with a financial advisor online from the comfort of your own home (or wherever life takes you).
Of course, location is still a factor to consider when hiring a financial advisor. And you may find a great financial advisor who lives near you. But now that location is no longer the primary factor, you’re free to explore hiring a financial advisor who specializes in serving clients just like you, even if they live hundreds of miles away.
What is a Specialist Financial Advisor?
An increasing trend among financial advisors is to focus their services around a particular area of specialization, or niche, to stand apart from advisors offering general investment advice and planning services.
Many financial advisors now specialize in working only with clients in a particular occupation (e.g. technology workers, business owners, educators), or whose family priorities require specialized attention (e.g. special needs children, college funding). You’ll also find advisors who specialize in working with immigrants, others with a religious focus or emphasis on lifestyle interests that require unique financial planning needs like retiring early or traveling the world.
Wealthtender is dedicated to helping you find the best financial advisor for your individual needs based on what’s most important to you, no matter where you or your advisor chooses to live.
What are the Benefits of Hiring a Specialist Advisor?
By choosing to work with a financial advisor dedicated to a particular niche, you’re gaining access to a specialist committed to understanding the unique financial planning challenges and opportunities of people just like you.
Many financial advisors choose to specialize in areas that affect their own lives personally or that they’re passionate about based on their interests and life experience.
And by working with a financial advisor who specializes in an area important to you, you’re likely joining a community of other people who choose to work with the same financial advisor for similar reasons to your own. Your financial advisor may find opportunities to bring you together if connecting you with other people who share your interests is valuable to you.
Learn More About Financial Advisors
If you have questions about hiring a financial advisor, we think you’ll enjoy these articles. Need more help? Email yourfriends@wealthtender.com and we’ll follow up right away.
How Much Does a Financial Advisor Cost?
How much does a financial advisor cost? What are different ways you can pay? And how do you make sure you aren’t paying too much? Read more…
Is a Virtual Financial Advisor Right For You?
A virtual financial advisor offers financial planning services to their clients primarily or entirely online and by phone. Read more…
Hiring a Financial Advisor? It’s Time to Unzip.
The US Postal Service invented zip codes in 1963 to more efficiently route your mail, not to help you choose a financial advisor. Read more…
How We Make Choosing a Financial Advisor Better
Are you a financial advisor interested in joining Wealthtender?
Wealthtender helps financial advisors succeed with digital marketing for a very affordable monthly cost. Visit this page to learn more and get started.
Wealthtender is dedicated to helping you find the best financial advisor for your individual needs, even if they live hundreds of miles away. And we make it as easy as finding your favorite movie on Netflix. Simply find categories on this page you’re interested in and swipe left or right to learn about financial advisors who specialize in serving people just like you.
Our goal is to empower you with the information you need to make more informed and educated hiring decisions.
Wealthtender does not provide investment or legal advice through this website – we leave that to the pros.
When you find financial advisors on Wealthtender you think may be right for you, simply contact them through their Wealthtender profile page and say hi.
You’ll find most financial advisors are friendly and happy to get to know you so both of you can decide if you’re a good fit to work together.
To make Wealthtender free for you, we earn money from advertisers, including financial professionals and firms that pay to be featured. This creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these financial services providers.
Could a Financial Coach or Counselor Help You Get Your Finances Back on Track?
You may want to hire a financial coach or counselor if you feel you need to get your finances in order and learn to manage your money better. You’re not looking for specific investment advice, but rather to develop a skill set that will let you excel in the area of personal finance and money management. You may also feel you need the accountability that comes with hiring a financial coach or counselor, or that you need to change your mindset when it comes to money and wealth.
Are you a financial coach?
Wealthtender helps financial coaches and counselors get more clients online. Visit this page to learn more.
Looking for the Best Personal Finance Blogs?
With more than 2,000 personal finance blogs dedicated to money and investing that reach millions of readers each week, how do you find the perfect finance blogs for you? It’s easy! Check out our guides to the best personal finance blogs and you’re sure to discover new favorites.
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Your Questions Answered
How do I find the right wealthtender for me?
While other sites start by asking for your zip code, we believe you deserve to work with the financial professionals who are best for you, even if that means they don’t live nearby.
In today’s world, you can choose to work with a financial advisor or coach hundreds of miles away or a few blocks down the street. It’s up to you.
Our growing library of articles and guides will help you get to know financial professionals who specialize in working with people like you who share your interests, occupation or are experts in the services you need today.
You deserve a trusted guide who can help you reach your money goals with a personalized plan. Let’s find the right wealthtender for you. Need help? We’re here for you! Simply email yourfriends@wealthtender.com and we’ll follow up right away.
I’m a financial advisor. How do I join Wealthtender?
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What is a wealthtender?
We coined the term wealthtender to describe financial professionals and educators passionate about helping others reduce financial stress and increase their wealth. Find the right financial advisor for you with Wealthtender who can help design a personalized financial plan and investment portfolio to help you achieve your money goals. Read reviews and book an introductory call with a nearby or specialist advisor.
You’ll also discover financial coaches who offer education to help their clients get out of debt, create a budget and improve their financial health.
Prefer a do-it-yourself to manage your money? We can help with that, too. Just because you choose DIY doesn’t mean you’re on your own. You’ll find hundreds of articles on Wealthtender, plus directories of personal finance blogs and podcasts that offer the information and you need to make smarter money moves.