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Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
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Joe Roddy
CFP®, AIF®
West End Advisory Group
By planning first, we demystify the complex interactions of investments, taxes, Social Security and other concerns that create indecision. We are local and independent, with access to global...
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Tom Hagigh
EPE Wealth Advisors
No needs are more important than your own. We take pride in aligning our goals with yours, ensuring that we don't just work for you, but with you. We work with you to understand who you are as an...
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William Romero
Edelman Financial Engines, LLC - tariktest
We're committed to helping you achieve your financial goals. As a leading independent broker-dealer and registered investment adviser, we understand that quality investment products, advice, and...
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Matt Ebeling
CFP®
Edelman Financial Engines, LLC - tariktest
As an independent, fee-only Registered Investment Advisor (RIA), we offer customized financial solutions that help you maintain your lifestyle throughout life's transitions, personal and professional...
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Marcus Luckeneder
CFP®, AAMS®
Validus Financial Associates
Here at Validus Financial Associates, we are a team of financial planners that have been working together since 2011, and some of us together much longer. We have over 100 years of collective...
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Tony Montanari
CIMA®
Edelman Financial Engines, LLC - tariktest
As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and...
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Latest Blog
13 min read
16 Jan 2026
Here’s All You Need to Know About the Supplemental Executive Retirement Plan (SERP)
Benefits are always a good thing, no matter what form they take or to whom they are offered. Imagine you are buying a house and the seller throws in the furniture. That is a pleasant surprise. Or think about joining a new company. While you get the basics like health...
5 min read
12 Jan 2026
Financial Advisor Interview Tips
When meeting potential financial advisors, approach the first discussion like an interview. Ask questions that help you assess their ability to manage your finances appropriately. A good advisor will ask you about your goals, your current financial situation, future plans, and comfort with risk so they can begin shaping an...
12 min read
09 Jan 2026
What are Financial Advisor Disclosures and Why Do They Matter?
Isn’t it always better when you know what to expect? When you buy a house, you want to know whether the neighbourhood suits your vibe. When you plan a vacation, you check if the destination has good places to eat and things to do before booking your tickets. Even at...
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One premise I tell my clients up front is, "Don't believe anyone who tells you they are totally objective...
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Aiming for a high rate of return on your investments is natural, but the reality is that your actual returns will vary...
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What do you do before you visit a doctor? Understand your condition, prepare for all the questions that...
Is It Worth Paying a Financial Advisor 1%?
Planning for retirement and growing your wealth is critical to achieving your financial aspirations...
Portfolio Managers vs. Investment Advisors: How Do the Two Differ?
When it comes to building and handling a portfolio, it often feels like a two-person job...
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