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Wealthtender is the #1 find-an-advisor website not sponsored by a national wealth management firm, credentialing organization, or industry association. Our independence lets us feature financial advisors with a greater diversity of backgrounds and experience than you will typically find on other sites. To make Wealthtender free for you, we earn money from advertisers, including financial professionals and firms that pay to be featured. This creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these financial services providers. Financial Advisors in Major Metro Areas View More Advisor City Guides TX Looking for a Financial Advisor in Austin, Texas? CA Looking for a Financial Advisor in Los Angeles, California? TX Looking for a Financial Advisor in Houston, Texas? CO Looking for a Financial Advisor in Denver, Colorado? NY Looking for a Financial Advisor in New York City, New York? 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Financial Planning Looking for a Financial Advisor for Women over 50? Financial Planning Financial Advice for New Parents Follow Wealthtender on Google News Follow Wealthtender on MSN Is a Virtual Financial Advisor Right for You? Most financial advisors began meeting with their clients online when the global pandemic kept most people at home. Even before COVID-19, many financial advisors offered their services virtually to clients by Zoom or phone no matter where they live. Today, as financial advisors and their clients alike have grown accustomed to meeting face to face on Zoom calls, you may find it’s easier and more convenient to work with a financial advisor online from the comfort of your own home (or wherever life takes you). Of course, location is still a factor to consider when hiring a financial advisor. And you may find a great financial advisor who lives near you. But now that location is no longer the primary factor, you’re free to explore hiring a financial advisor who specializes in serving clients just like you, even if they live hundreds of miles away. What is a Specialist Financial Advisor? An increasing trend among financial advisors is to focus their services around a particular area of specialization, or niche, to stand apart from advisors offering general investment advice and planning services. Many financial advisors now specialize in working only with clients in a particular occupation (e.g. technology workers, business owners, educators), or whose family priorities require specialized attention (e.g. special needs children, college funding). You’ll also find advisors who specialize in working with immigrants, others with a religious focus or emphasis on lifestyle interests that require unique financial planning needs like retiring early or traveling the world. Wealthtender is dedicated to helping you find the best financial advisor for your individual needs based on what’s most important to you, no matter where you or your advisor chooses to live. What are the Benefits of Hiring a Specialist Advisor? By choosing to work with a financial advisor dedicated to a particular niche, you’re gaining access to a specialist committed to understanding the unique financial planning challenges and opportunities of people just like you. Many financial advisors choose to specialize in areas that affect their own lives personally or that they’re passionate about based on their interests and life experience. And by working with a financial advisor who specializes in an area important to you, you’re likely joining a community of other people who choose to work with the same financial advisor for similar reasons to your own. Your financial advisor may find opportunities to bring you together if connecting you with other people who share your interests is valuable to you. Financial Advisors who Specialize in Types of Investing View More Specialist Financial Advisors Financial Planning Looking for a Financial Advisor Who Specializes in Personal Indexing? Financial Planning Looking for a Financial Advisor Who Specializes in ESG Investing? Financial Planning Looking for a Real Estate Financial Advisor? Financial Planning Looking for a Financial Advisor Cryptocurrency Specialist? Financial Advisors Who Identify with Your Culture, Religion & Ethnicity Financial Planning Looking for a Catholic Financial Advisor? Financial Planning Financial Advisors for Immigrants & Foreign Nationals Financial Planning Looking for a Christian Financial Advisor? Professional Designations What is a Certified Kingdom Advisor (CKA)? Different Ways You Can Pay a Financial Advisor View More Ways to Pay Financial Advisors Financial Planning Looking for a Fee-Only Financial Advisor? Financial Planning Looking for an Hourly Financial Advisor? Financial Planning Looking for a Flat Fee Financial Advisor? Find Advisors Near You View the Advisor Directory LEARN MORE ABOUT FINANCIAL ADVISORS If you have questions about hiring a financial advisor, we think you’ll enjoy these articles. Need more help? Email yourfriends@wealthtender.com and we’ll follow up right away. HOW MUCH DOES A FINANCIAL ADVISOR COST? How much does a financial advisor cost? What are different ways you can pay? And how do you make sure you aren’t paying too much? Read more… IS A VIRTUAL FINANCIAL ADVISOR RIGHT FOR YOU? A virtual financial advisor offers financial planning services to their clients primarily or entirely online and by phone. Read more… 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. Read more… HOW WE MAKE CHOOSING A FINANCIAL ADVISOR BETTER Are you a financial advisor interested in joining Wealthtender? Wealthtender helps financial advisors succeed with digital marketing for a very affordable monthly cost. Visit this page to learn more and get started. 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. 🛑 What we won’t do is collect your personal information, sell it to 3 financial advisors and leave you to fend for yourself. We believe you deserve better. Our goal is to empower you with the information you need to make more informed and educated hiring decisions. Wealthtender does not provide investment or legal advice through this website – we leave that to the pros. 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. To make Wealthtender free for you, we earn money from advertisers, including financial professionals and firms that pay to be featured. This creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these financial services providers. Find Advisors Near You View the Advisor Directory -------------------------------------------------------------------------------- HEALTH SAVINGS Have an HSA? Should You Max it Out? Let’s See ENTREPRENEUR Own a Business? What’s Your Exit Plan? This Way WOMEN & MONEY No matter your age or life stage, your money goals are within reach. Show Me TAXES When it comes to your taxes, you don’t have to go it alone. Woohoo! VIRTUAL FINANCE Your financial advisor lives 500 miles away. And that’s ok. Reach Out I HAVE QUESTIONS Hiring a financial advisor? Ask these questions first. Get Answers Earn a $50 Gift Card Refer a Financial Advisor to Wealthtender Learn More COULD A FINANCIAL COACH OR COUNSELOR HELP YOU GET YOUR FINANCES BACK ON TRACK? You may want to hire a financial coach or counselor if you feel you need to get your finances in order and learn to manage your money better. You’re not looking for specific investment advice, but rather to develop a skill set that will let you excel in the area of personal finance and money management. You may also feel you need the accountability that comes with hiring a financial coach or counselor, or that you need to change your mindset when it comes to money and wealth. Are you a financial coach? Wealthtender helps financial coaches and counselors get more clients online. Visit this page to learn more. Learn More About Financial Coaching Money Management What is a Financial Coach? (and How to Find the Right One for You) Professional Designations What is an Accredited Financial Counselor (AFC)? Financial Planning Financial Coach vs Financial Advisor: The Best of Both Worlds Firms Can the Financial Gym Help You Fix Your Finances? LOOKING FOR THE BEST PERSONAL FINANCE BLOGS? With more than 2,000 personal finance blogs dedicated to money and investing that reach millions of readers each week, how do you find the perfect finance blogs for you? It’s easy! Check out our guides to the best personal finance blogs and you’re sure to discover new favorites. Discover the Best Personal Finance Blogs on Wealthtender The Wealthtender Guide to Investing Blogs The Wealthtender Guide to Blogs About Family Finances The Wealthtender Guide to Finance Blogs for Women The Wealthtender Guide to Financial Independence & FIRE Blogs GET MONEY SMART. Sign up to receive weekly insights from Wealthtender with useful money tips and fresh ideas to help you achieve your money goals. * Sign up for our newsletter* * * Name This field is for validation purposes and should be left unchanged. The Latest Guides We’ve got you covered. * 🌎 Find Advisors by City * 🏠 Saving for a House * 💸 Virtual Financial Advisors * 🤝 Top Financial Coaches * 👨👩👧👦 Family Finance Blogs YOUR QUESTIONS ANSWERED 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 yourfriends@wealthtender.com 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. Get More Clients Online 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 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. YOUR BANK ACCOUNT WILL THANK YOU We share useful money tips each week to help you enjoy life more with less money stress. * Sign up for our newsletter* * * Name This field is for validation purposes and should be left unchanged. FOLLOW US ON SOCIAL Facebook Twitter LinkedIn LinkedIn Instagram YouTube YouTube GET IN TOUCH Wealthtender, Inc. 1900 West Gray Suite 132015 Houston, Texas 77019 Tel: (512) 540-3811 Email: yourfriends@wealthtender.com FOOTER NEARBY ADVISORS: * Los Angeles, CA * Houston, TX * New York, NY * Denver, CO * Chicago, IL * Austin, TX * Philadelphia, PA * More Cities... ADVISORS FOR: * Nearing Retirement * Technology Professionals * High Net Worth Families * Business Owners * Hispanic / Latino * Google Employees * Young Adults * More Specialists... 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