Get Money Smart.
Find top financial advisors, money coaches, personal finance blogs, financial podcasts and more to help you reach your money goals.
It all starts with what’s most important to you.
Your Guide to Hiring Financial Professionals
We prepared this guide to help you learn more about your options for choosing a financial professional.
Learn about the services they provide, when you might need one, how much they cost and how to find the right financial professionals for your individual needs. (Read or Listen)
How Much Does a Financial Advisor Cost?
Hiring a financial advisor can be a great move to help you build a long-term investing strategy.
But how much does a financial advisor cost? And how do you make sure you are not paying too much? (Read or Listen)
Should You Hire a Financial Coach?
Much like a sports coach, a financial coach (sometimes referred to as a money coach) works with you to increase your money skills and master them to win your own financial game.
Gain insights to help you decide if you should hire a financial coach and how to find the best coach for your individual needs. (Read or Listen)
PERSONAL FINANCE BLOGS
Discover the best personal finance blogs for you.
Find your favorites and subscribe.
Before you hire an advisor or coach, what are those letters after their name?
Your financial advisor lives 500 miles away. And that’s ok!
Is an Accredited Financial Counselor right for you?
Financial Therapy? Sounds interesting.
Should you hire a Certified Financial Planner?
NOW HEAR THIS
Which financial podcasts should you download next?
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
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.
Scott Cadieux, CFP®, AIF®
Echelon Private Wealth Management, LLC
We Take Your Financial Wellness Personally
Rob Lloyd, CFA
Lloyds Intrepid Wealth Management
The Woodlands, Texas
Explainer of markets, plans and portfolios.
Mindy McCubbin, ChFC
Truman Wealth Advisors
Sharing the secrets to building TruWealth
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
Money in Matrimony
Teaching couples how to get rid of debt, earn more income, and save for future
Carreira Finance Coaching
I’m specialized in helping people get out of debt and reach financial freedom.
Even Steven Money Financial Coaching
Create an Action Plan to spend more time energy & money on what YOU truly value.
Christine Luken Financial Coaching
Financial Coach & Certified Divorce 💔Specialist
Financially Thriving LLC
New York, New York
I help women design a life they enjoy today without sacrificing their future.
ENRY Financial Coaching, LLC
For people that are wanting to take control of their personal finances.
TwentyFree Money Coaching
, New Jersey
Become financially independent and create the freedom lifestyle of your dreams!
Grace Pomroy Coaching
Helping couples transform their relationship by talking about money together.
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Have a money
Helpful answers from the Wealthtender Financial Network are just a click away!
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.
Not sure where to start? Here’s a great place to begin.