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. 
• Where you live should be a factor when choosing a financial advisor, not necessarily the primary factor.
• You deserve to work with the best financial advisor for your individual needs, even if they live hundreds of miles away.

Are you thinking about hiring a financial advisor? If so, we think you should unzip first.

We’re not suggesting your clothes come off, but the days of finding a financial advisor based on your zip code are coming to an end.

As you begin your search for a financial advisor, you’ll find plenty of websites offering to find the best advisor for you once you enter your zip code. When you click submit, your contact information is usually sold to 3 nearby financial advisors pitted against each other to see who can contact you the quickest and convert you into a client.

Is this really the best way to find a financial advisor?  🧐

We believe you deserve 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.

Does your job come with unique financial planning challenges? You’ll find financial advisors who are experts when it comes to helping people in your occupation achieve their financial goals.

Are you nervous a financial advisor will be too expensive or won’t want to work with you because you’re just beginning to invest? We’ll introduce you to financial advisors who offer hourly services and others with no minimums who specialize in working with young professionals.

And of course, we’re happy to help you find financial advisors who live nearby if meeting in person is important to you.

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

Instead, 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.

We’re just getting started, so if you don’t find your perfect financial advisor on Wealthtender today, check back soon or email yourfriends@wealthtender.com 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.