Get matched with a vetted fiduciary advisor that you can trust
You could spend weeks researching financial advisors, and still end up with someone who’s not obligated to work in your best interest. We’ve done the research for you.
Handpicked, rigorously vetted
Every advisor network meets our strict vetting standards, including an extensive interview with our founder. All are fiduciaries, legally required to be unbiased, transparent, and to act in your best interest. And we’ll never let advisors pay for elevated search results.
Financial Advisors don’t all play by the same rules. The truly competent, qualified, fiduciary financial advisors are out there, hiding in plain sight. But they’re hard to find in a sea of salespeople.
Founder of Wealthramp
Let's match you
Meet your fiduciary advisor in three easy steps:
Take a quick survey
Answer some brief questions about your goals and timeline. We’ll search our network for the advisors that can help you get there.
Start a conversation–on your terms
Schedule a meeting or request a call from your chosen advisor. No advisor will contact you until you indicate you’re ready to chat.
Your privacy is respected
You won’t receive cold calls from advisors you’re not ready to meet with, and we’ll never sell or share any of your personal information without your permission.
Review your matches
Review up to three advisor profiles that include their professional qualifications, SEC records, and pricing models.
No hidden fees, no surprises
Every advisor in the Wealthramp network works on a fee-only pricing model, never on commission. That means you’ll find an advisor whose recommendations are based on your best interests, not on quotas and sales incentives.
The next move is always yours
You’ll never be contacted by an advisor we recommend until you request a meeting.
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