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Have an HSA? Should You Max it Out?

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Own a Business? What’s Your Exit Plan?

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No matter your age or life stage, your money goals are within reach.

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Tax Day is coming soon. Are You Ready?

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Your financial advisor lives 500 miles away. And that’s ok.

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Buying a new car is cheaper than buying used.

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Is 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

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. Youโ€™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

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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 donโ€™t live nearby.

In todayโ€™s world, you can choose to work with a financial advisor or coach hundreds of miles away or a few blocks down the street. Itโ€™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. Letโ€™s find the right wealthtender for you.