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.

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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

Scott Cadieux, CFP®, AIF®

Echelon Private Wealth Management, LLC

Scottsdale, Arizona

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We Take Your Financial Wellness Personally

Stephanie McCullough

Sofia Financial

Berwyn, Pennsylvania

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Dedicated to women on their own who want a true partner in $$ decision-making.

Ryan Firth

Mercer Street Company

Bellaire, Texas

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Think of us as your personal financial Sherpa on your life’s journey.

Deb Meyer, CFP®, CPA/PFS, CEPA

WorthyNest

Punta Gorda, Florida

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Smart money strategies for faith-driven parents.

Jay W. Rishel, CFP®️

Overman Capital Management

New Bern, North Carolina

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Providing independent, balanced, and tailored solutions on your terms

Eric Nelson

Independence Wealth

Voorhees Township, New Jersey

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Financial Advisor to Business Owners, Near-Retirees, and Busy Professionals

Jeremy Keil, CFP®, CFA, CIMA®

Keil Financial Partners

New Berlin, Wisconsin

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Find your ideal retirement strategy with our 5 step retirement income process.

Adell, Harriman & Carpenter, Inc.

Houston, Texas

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Your financial home for every season of life.

The Goff Financial Group

Houston, Texas

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Fee-Only | Fully Independent | Fiduciary

Tom McAuliffe

Heritage Family Offices, LLP

San Rafael, California

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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

HEALTH SAVINGS

Have an HSA? Should You Max it Out?

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ENTREPRENEUR

Own a Business? What’s Your Exit Plan?

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WOMEN & MONEY

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

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APRIL 15

Tax Day is coming soon. Are You Ready?

Are You?
VIRTUAL FINANCE

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

Reach Out
AUTOMOBILE

Buying a new car is cheaper than buying used.

Oh, Really?

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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.