HerMoney partners with Wealthramp to connect audience with the highest quality financial advisors
In 2020, Wealthramp partnered with HerMoney to launch the “Find an Advisor” tool. The collaboration connected thousands of women with trusted fee-only fiduciary advisors. These two leading personal finance brands are teaming up again to bring back the highest level of advisor care to HerMoney listeners and readers.
“Deciding to re-engage with Pam Krueger and her team at Wealthramp was an easy decision. Pam’s curated a truly one-of-a-kind network of fee-only financial advisors dedicated to prioritizing their clients wealth,” said Jean Chatzky, CEO of HerMoney.com and host of the popular HerMoney podcast. “I trust Wealthramp to provide the highest level of care, quality and expertise for our community.”
The partnership offers HerMoney access to Wealthramp’s network of rigorously vetted, fee-only financial advisors. The platform features nearly 250 advisors with a wide range of specialties, from tax planning and retirement income strategies to stock-based compensation and international finance, and more. Whether consumers are looking for a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Chartered Financial Analyst (CFA), or a CPA, they can trust that every advisor on Wealthramp’s platform is experienced, knowledgeable, and fully committed to acting in their best interest.
Additionally, unlike any other advisor directory or matching service, Wealthramp is the only platform where advisors can only reach out after consumers have given permission. This unique approach puts consumer privacy first and ensures that individuals are entirely in control of their advisor search.
“I built Wealthramp on a foundation of trust, transparency, and consumer protection. It’s not about introducing people to any advisor who meets the bare minimum, but rather connecting people with a trusted partner who can advise them for the long term and guide them throughout their lives,” said Pam Krueger, founder of Wealthramp.
The partnership will also focus on delivering impactful content and education that will help people understand the ins and outs of a financial advisor search, and how to get their money’s worth working with a financial professional. As award-winning journalists and personal finance experts, Jean and Pam share a mission to help people make smarter, more informed financial decisions. Listen to the latest episode of the HerMoney podcast where Pam joins Jean for an unfiltered and candid conversation about all things financial advisors – what they do, what they don’t, and what to ask to vet them.
The HerMoney community as well as the general public can learn more and get matched with their right-fit, fee-only advisor by visiting www.hermoney.com/findanadvisor.
