Ready to Find a Financial Advisor?

You deserve a trusted guide who can help you reach your money goals with a personalized plan.

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. Find the right financial advisor for you with Wealthtender who can help design a personalized financial plan and investment portfolio to help you achieve your money goals. Read reviews and book an introductory call with a nearby or specialist advisor.

You’ll also discover financial coaches who offer education to help their clients get out of debt, create a budget and improve their financial health.

Prefer a do-it-yourself to manage your money? We can help with that, too. Just because you choose DIY doesn’t mean you’re on your own. You’ll find hundreds of articles on Wealthtender, plus directories of personal finance blogs and podcasts that offer the information and you need to make smarter money moves.

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. Need help? We’re here for you! Simply email and we’ll follow up right away.

I’m a financial advisor. How do I join Wealthtender?

Wealthtender helps financial advisors and wealth management firms get more clients online with done-for-you digital marketing services for a low monthly cost. Learn more and get started in less than 5 minutes by clicking the big red button.

Quick Links & Popular Resources for Advisors and Wealth Managers:

💬 See What Advisors Say About Joining Wealthtender

Learn About Certified Advisor Reviews™

Intro to Wealthtender – Benefits for Financial Advisors