Wealthramp for Employees

Personalized Financial Advice for Your Start Up Stock Rewards & More

Every day you make decisions that affect your financial life - some small, others more complex. Analyzing your stock rewards, consolidating 401Ks you’ve ported over from past employers, allocating savings among multiple investments, strategizing on the financial impact of life events. Wealthramp is your trusted resource for finding your own vetted personal financial advisor and learning how to get the most from this important relationship.

Find Your Fiduciary Advisor
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An Easy Way to Find the Independent Financial Advisor That’s Right for Your Needs and Situation

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1

Rigorous Vetting

Wealthramp network advisors meet strict standards, including regulatory background, professional designations, experience, and fees models.

2

Fiduciary Commitment

All fiduciary and fee-only network. No salespeople earning commissions on investment products.

3

Stock Rewards and Tax Planning Expertise

Deep knowledge of stock options, RSUs, employee benefits, and tax optimization strategies.

Your Financial Future Starts Today

You don’t have to wait for a significant life event – the earlier you start the process of understanding and planning for important financial priorities, the more successful you’ll be in achieving your financial objectives.
Get Started

How It Works

Take a Quick Survey

Answer brief questions about your financial goals and preferences. Wealthramp searches its network for advisors who can help you get there.

Review Your Advisor Recommendations

Review up to three advisor profiles selected for you. See their professional qualifications, SEC records, experience, fee models, and more.

Start a Conversation

Schedule a meeting or request a call from any or all of your recommendations. No advisor will contact you until you indicate you'd like to meet. And the initial consultation with every advisor is always free.

Learn More About Fiduciary
Advisors and How they Add Value

Protecting Your Interests: Why Fiduciary Matters

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What’s in it for me? Five things you’ll need to know when choosing a financial advisor

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While IPO Markets Are Quiet, Why Not Look at Your ISO/Stock Option Strategy

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