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InvestorGuide's WiserAdvisor Service

Our aim at InvestorGuide is to empower you, the individual investor, with the tools and the information that you need to make your own financial decisions. However, we realize that due to time constraints and the wealth of information out there, you may need a financial advisor who can guide you in the correct direction. That is why we designed our WiserAdvisor service to help you find your ideal financial advisor. Plus, our service is free, simple, fast, objective, confidential and there's no obligation.

Fill Out This Form To Receive Offers From Top-Notch Advisors in Your Area!

Tell us About Yourself
1. What advisory services are you looking for?
(Select up to 5)
Portfolio Management
Retirement Planning
Estate Planning
Educational Planning
Insurance
Taxes
Business Finances
2. What fee structures are you comfortable with?
Hourly Fee
Commissions
Based on Assets
Flat Fee
3. What is your portfolio size?
4. What is your net worth?
Contact Information
First Name
Last Name
Your State
Your Zip Code
Phone    
Email
Best time to
contact you
Additional information you wish to provide to your advisors (Optional)



Frequently Asked Questions

Why do I need an advisor?
How do I choose the best advisor for me?
What should I ask an advisor who contacts me?
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The market in:
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How Does It Work?

1 Complete the form to the right (it takes less than a minute) and click “Match Me To Advisors”.
2 Our experienced consultants match your profile to the advisors that best suit your unique needs.
3 Your information is sent out to these select advisors, who contact you within a few days.

Privacy

Your privacy is very important to us, so we will only give your information to advisors that are qualified and willing to help. If you have questions, please read our Privacy Policy.