Why WiserAdvisor?

WiserAdvisor helps consumers gain fundamental financial knowledge that may enrich their lives and provide the necessary tools to easily connect with qualified financial advisors near them. We empower people to choose an advisor who is the best fit to guide them in achieving their financial goals.

How We Help Consumers

1. Stay Informed with Expert Financial Insights

Our team of writers, editors, and finance specialists shares their insights, expertise, and industry knowledge via articles, blog posts, and infographics to help you make smarter financial decisions. We believe each individual should have easy access to credible financial advice so you can plan confidently and work toward attaining your financial goals.

2025 Wealth Preservation Strategies
Retirement Planning

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 insurance, life insurance, and maybe […]
By: Jonathan Dash
2025 Wealth Preservation Strategies
Financial Advisor Guide

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 investment strategy aligned with your […]
By: WiserAdvisor Insights

2. Find Trusted, Pre-Screened Financial Advisors

We carefully prescreen financial advisors from both large firms and independent practices prior to adding them to our matching network. Each financial firm or independent advisor goes through a rigorous screening process to ensure quality and credibility.

Further, all advisors are registered with FINRA/SEC and hold clean records. You can explore detailed profiles, including credentials, experience, fee structures, and firm details in the financial advisor directory pages.

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3. Get Matched with a Suitable Financial Advisor

Finding a suitable advisor is simple. Fill out a secure form, and we’ll match you with 2 to 3 pre-screened advisors based on your needs and preferences. The service is free, private, and comes with no obligation. The match tool is intended to give consumers the opportunity to interview multiple advisors before making a decision—because choosing the right fit matters.

Compare top financial advisors matched to your specific needs

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4. Plan Smarter with Free Financial Calculators

Our free financial calculators can help you evaluate how well prepared you are and what you need to do to improve your financial situation. Whether you're planning for retirement, saving for college, or building personal savings, these tools give you clarity on where you stand and what steps to take next.

Roth 401(k) Vs Traditional 401(k) Calculator

Pay taxes now or later?

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Are my retirement saving sufficient?

Can I afford it?

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Investment Return Calculator

How will taxes and inflation affect my investment goals.

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What consumer are saying about WiserAdvisor

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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.

Frequently Asked Questions

WiserAdvisor.com is an independent and unbiased matching service designed to help individuals connect with financial advisors who are screened to align with their specific needs. We cover a wide array of services, including portfolio management, retirement planning, educational planning, estate planning, insurance, taxes, and business finances.

We pride ourselves on our system’s simplicity, objectivity, and our network of pre-screened advisors. Within a short amount of time, you can be on your way toward finding an advisor who can work towards your goals, at no cost or obligation to you.

No, all we need are (a) basic information to be able to match financial advisors for you, and (b) your contact information so that the advisors can get in touch with you. Make sure to provide accurate contact information, as this is the only way your advisor can reach you. We will never ask for your credit card or any other billing information since the service is completely free.

If you choose the search assistant method, after you submit your information, one of our pre-screened, experienced consultants will be assigned to find financial advisors for you. They will send you an email with their names and background information, including certifications and experience. The selected financial professionals will then get in touch with you.

Alternatively, if you choose to use the advisor directory or the matching service, then you will receive an email with the names of the professionals you selected, and they will contact you shortly thereafter.

WiserAdvisor is not a financial advisory firm—it doesn’t hold or manage your money. It’s a match service that connects you with licensed financial advisors who do. Do note that the advisors you’re matched with are required to register with FINRA or the SEC, depending on their practice size and structure.

WiserAdvisor’s directory listing and matching engine prioritize advisors with clean compliance records. That said, it’s always a good idea to verify an advisor’s credentials yourself through FINRA’s BrokerCheck or the SEC’s Investment Adviser Public Disclosure database.

Whether you are having difficulty using our site, have a suggestion for how we can make it better, or just want to tell us how we’re doing, please feel free to contact us. We can be reached by phone at 866-638-5323 or by email at wa.assistance@wiseradvisor.com.

Alternatively, you can contact us by clicking here.