Many of you may know me from my role as co-host on the MoneyTrack series on PBS. Investor education has always been at the core of my mission, and viewers were always asking me for referrals to qualified financial advisors who could help them stay on track financially and reduce some of the financial stress that comes with managing your own investments.
I’ve been in and around the wealth management business since I was 24 and I know that finding a truly fiduciary and trustworthy advisor can be an overly-complicated and frustrating experience. I created Wealthramp to help people find vetted fiduciary financial advisors who align with their personal financial needs.
I am thrilled to let you know that we are now partnering with Jean Chatzky and HerMoney to help women find trusted financial advisors. Jean has been a nationally known advocate for financial literacy for years, as a bestselling author, popular speaker and podcast host, and the financial editor of NBC’s Today Show. She is also the CEO of HerMoney, a digital media company that has become the go-to resource for women to learn about personal finances and improve their relationship with money. Jean and I both share the same mission to help women of all ages, backgrounds and incomes become more confident investors. This important collaboration offers HerMoney readers and all investors access to conflict-free financial advice through Wealthramp’s network of over 230 independent Registered Investment Advisors.
By partnering, we can bring Wealthramp to more women who may be looking for a professional who can help them build and protect their wealth. It has taken me four years to thoughtfully hand select Wealthramp’s diverse network of advisors, and I’m excited to introduce you to them. Knowledge really is power when it comes to money, and the Wealthramp advisors want to help you acquire the knowledge that can change the course of your life. It’s more than just comfort, it’s about taking your finances to the next level in a safe environment where you can truly thrive.
You have my promise that the financial advisors you’ll meet on Wealthramp will put your and your family’s best interests first. We take your advisor search and your privacy seriously. That’s why we won’t share your personal information with anyone until and unless you are ready to initiate the conversation with an advisor.
If you have questions about how independent fiduciary advisors work or how Wealthramp matches you with advisors -- or how to start the conversation -- we are here to help.