Wealthramp: Find Your Fiduciary Financial Advisor

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What is Wealthramp?

Wealthramp is an advisor matching platform that connects you with rigorously vetted and qualified fee-only financial advisors. Built on the foundation of financial education and data privacy protection, we weed out the thousands of investment brokers and insurance sales reps who call themselves ‘financial advisors’ but don’t meet fiduciary standards. Our network includes independent CFPs, CFAs, and CPAs across the U.S. specializing in holistic financial planning, income strategies, stock-based compensation, special needs planning, and more.

How is Wealthramp different from other advisor referral services?

We are the only advisor referral service that protects our consumers by never selling their information or sharing it without their permission, placing you in complete control of the process. You get to take the first step, when and if you’re ready to book a free consultation with one or more of your matched advisors. Rest assured, you will never be emailed or called by any of the advisors on our network unless you specifically requested to be contacted.

The advisor search is stressful enough – you don’t want unwanted sales calls and emails on top of it. It’s a promise we stand by and why advisors want to join our network, and likely why you’re here.

How does it work?

Using Wealthramp is easy, and takes less than 2 minutes.

• Step 1: Answer some brief questions about your goals and timeline. We’ll search our network for the advisors that can help you get there.
• Step 2: Review up to three advisor profiles that include their professional qualifications, SEC records, and pricing models.
• Step 3: Start the conversation on your terms. When you’re ready, you can set up a phone call, Zoom or in-person meeting.

Only you can initiate a conversation; your advisor referrals can’t contact you first. Your initial conversation is always free, and you’re under absolutely no obligation to hire any professional.