The financial advice industry is crowded, and many people that call themselves “advisors” are actually sales people that are paid commissions to build relationships and sell investment or insurance products.

Wealthramp simplifies the process of finding an independent, experienced financial advisor. We’ve rigorously vetted every advisor in the Wealthramp network, and created a simple, efficient way to help you find the right one for you.

Simply put, we’ve changed the game. Because with Wealthramp, you’re in control. We don’t need your phone number to make recommendations, and no advisors will contact you unless you decide you’d like to meet them. 

We’re paid by the financial advisors on our network – but not until you’ve established a client relationship with the advisor. That means everyone involved is committed to ensuring your needs are met, and you’re happy with your matched advisor. This type of arrangement is known as “fee-sharing.” Advisors on the Wealthramp network will never increase the fee you pay them in order to compensate us, and you’ll never pay more to work with Wealthramp to find the right advisor.

We focus on the quality, not just the quantity of advisors on our network. That’s why we regularly turn away advisors who don’t meet our high standards. And we always decline advisors who offer to pay to join our network.