Wealthramp

The Story

Why I created wealthramp

Wealthramp takes the guesswork out of finding a fiduciary financial advisor.

In my work as an investor educator and advocate, I was asked so often by my MoneyTrack audience and many others “can you refer me to a financial advisor I can trust”? It’s why I had to create Wealthramp. Let us help you find the right unbiased fiduciary from our network of rigorously vetted experts – all handpicked and interviewed by me.

You don’t have to be a millionaire to start a collaborative relationship with your own financial advisor. Nearly 30,000 people have come to Wealthramp since we launched nationally, and not everyone has a seven figure net worth. Many are still working on their financial future – some are even just getting started!

Wealthramp is for anyone – any age, any income, any asset level – looking to collaborate one-on-one with a trusted, experienced advisor. Want personalized, unbiased advice on budgeting, saving, investing, tax, or retirement cash flow strategies? Would you like to feel more confident that you’re averting expensive mistakes? Wealthramp brings together truly excellent fiduciary advisors and investors like you.

I work hard every single day to make sure that everyone who comes to Wealthramp gets best-fit advisor recommendations that I feel good about. I’m really proud of the network of fee-only advisors we’ve created. They’re experienced, educated, highly qualified, collaborative, and honest. The network is diverse geographically, by gender, and offers a variety of fee and service models. And it’s rich in expertise.

See our Wealthramp reviews on Google, NerdWallet, and more. And if you want to learn more, browse our content library which includes fantastic interviews and videos featuring John Bogle, Terry Savage, Sixty & Me and more, plus articles on all things personal finance from Kiplinger, AARP, Marketwatch, WSJ and others.

Give us just a few minutes, and we’ll match you with the right financial advisor!