The Wealthramp Process

A Simple Way to Find an Advisor You Can Trust

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. 

Investor advocacy is at the heart of everything we do.
And our business model reflects that commitment

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.

Find the right financial advisor
in 3 easy steps

Here’s how the Wealthramp process works:

Take our survey

Answer some brief questions about your preferences & goals. We’ll search our network for the advisors that can help you get there.

Schedule your complimentary meeting

Review up to three advisors specifically recommended for you, and use our easy scheduler to set up a free meeting or call. No advisor will contact you until you indicate you’re ready.


Start Ramping Your Wealth

Find an unconflicted financial advisor you love, and start achieving your financial goals.

Ready to start your financial future?

We won't sell your data. You decide which advisors to talk to. And you won't receive any pushy sales calls from Wealthramp

Get matched with a vetted advisor

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