Enjoy life more with less money stress
You deserve a trusted guide who can help you reach your money goals with a personalized plan.
Where would you like to begin?
While other sites start by asking for your zip code, we believe you deserve to work with the financial professionals and educators 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. Or do it yourself with the help of blogs and podcasts. It’s up to you.
Our guides and articles will help you get to know top financial advisors, coaches and educators who share your interests, life priorities, and who specialize in the services you need today. Ready to get started?
Hiring a Financial Advisor?
Make smarter hiring decisions when choosing a financial advisor with Certified Advisor Reviews™ from Wealthtender.
View Press ReleaseIs a Financial Advisor Right for You?
Good financial advisors listen to learn your investment goals, how comfortable you are with risk and take your personal circumstances into account to then advise you on the best investment options, products and services offered by their firm based on your financial resources, needs and requirements.
Featured Financial Advisors on Wealthtender
Scott Cadieux, CFP®, AIF®
Echelon Private Wealth Management, LLC
Scottsdale, Arizona
We Take Your Financial Wellness Personally
Stephanie McCullough
Sofia Financial
Berwyn, Pennsylvania
Dedicated to women on their own who want a true partner in $$ decision-making.
Ryan Firth
Mercer Street Company
Bellaire, Texas
Think of us as your personal financial Sherpa on your life’s journey.
Deb Meyer, CFP®, CPA/PFS, CEPA
WorthyNest
Punta Gorda, Florida
Smart money strategies for faith-driven parents.
Jay W. Rishel, CFP®️
Overman Capital Management
New Bern, North Carolina
Providing independent, balanced, and tailored solutions on your terms
Eric Nelson
Independence Wealth
Voorhees Township, New Jersey
Financial Advisor to Business Owners, Near-Retirees, and Busy Professionals
Jeremy Keil, CFP®, CFA, CIMA®
Keil Financial Partners
New Berlin, Wisconsin
Find your ideal retirement strategy with our 5 step retirement income process.
Adell, Harriman & Carpenter, Inc.
Houston, Texas
Your financial home for every season of life.
The Goff Financial Group
Houston, Texas
Fee-Only | Fully Independent | Fiduciary
Tom McAuliffe
Heritage Family Offices, LLP
San Rafael, California
Strategic tax planning services to help you build and preserve life-long wealth
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.
Featured Financial Coaches and Counselors on Wealthtender
YOUR CAREER
Your job comes with unique financial planning challenges.
Are you making the right money moves?
HEALTH SAVINGS
Have an HSA? Should You Max it Out?
ENTREPRENEUR
Own a Business? What’s Your Exit Plan?
WOMEN & MONEY
No matter your age or life stage, your money goals are within reach.
APRIL 15
Tax Day is coming soon. Are You Ready?
VIRTUAL FINANCE
Your financial advisor lives 500 miles away. And that’s ok.
AUTOMOBILE
Buying a new car is cheaper than buying used.
Get Money Smart.
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Common Questions
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.
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.