fbpx

Find a Financial Advisor Near You

🏡 Hiring a financial advisor who lives nearby and understands the local economy, cost of living and regional employers can be valuable, especially if your personal circumstances are deeply tied to such factors.

🤝 A local advisor can work with you to develop a personalized financial plan and build an investment portfolio to meet your longer-term goals, as well as help you plan appropriately to enjoy a comfortable retirement.

📍 Simply click a pin on the map below to learn more about financial advisors near you. Can’t find a financial advisor nearby? Learn if a virtual financial advisor may be right for you.

All Locations

Alabama
Mobile

Arizona
Phoenix

California
San Francisco
San Rafael

Colorado
Denver

District of Columbia
Washington, D.C.

Florida
Fort Myers

Massachusetts
Boston

Missouri
Columbia

North Carolina
New Bern

Ohio
Columbus

Pennsylvania
Philadelphia

Texas
Austin
Houston
The Woodlands

Washington
Seattle

Wisconsin
Milwaukee

.


🌟 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 they don’t live nearby.

🌎 In today’s world, you can choose to hire 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 financial advisors, coaches and educators who share your interests, life priorities and who specialize in the services you need today.

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…

Virtual Meeting with Financial Advisor

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…

Illustration showing a zipper with blue skies when unzipped.

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

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.

🛑 What we won’t do is collect your personal information, sell it to 3 financial advisors and leave you to fend for yourself.

We believe you deserve better. 

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. If you don’t find your perfect financial advisor on Wealthtender today, check back soon or send us a note and let us know what you’re looking for. We’re happy to offer suggestions where you may want to look next based on your particular needs.

And if you know a financial advisor who is a good fit to be featured on Wealthtender, we’ll pay you $75 if they sign up.

Are you a financial advisor interested in joining Wealthtender?

Hi there! 👋 Click here to learn more or email yourfriends@wealthtender.com. We look forward to getting to know you and helping you grow your business if we’re a good fit to work together.