The Wealthramp Process

Finding a financial advisor you truly feel comfortable with — who has the expertise you need and is committed to working in your best interests —can be overwhelming. If you’ve had a negative experience with an advisor in the past, it can be even more difficult.

That’s why 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 Wealthramp puts you in control.

You decide what you want and -- perhaps more importantly -- what you don't want. In each step of the Wealthramp process, we provide you with tailored information and insights that empower you to effectively evaluate and compare your matches.

Feel confident you’ve chosen the right trusted financial partner you can collaborate with for the long term.

Find the right financial advisor in 3 easy steps

Here’s how the Wealthramp process works:

Answer some quick questions

When it comes to finding the right financial advisor for your unique needs, there’s a lot more to consider than a ZIP code. That’s why our survey includes questions about your priorities, your goals, and what you’re looking for in a financial advisor.

Our matching technology then compares the information you provide against all the potential advisor matches on our network.


Review your advisor matches

We’ll show you up to three expert advisors from the Wealthramp network right after you answer some questions. Each match is a rigorously vetted independent fiduciary advisor whose expertise and approach are aligned with your needs and priorities.

Review their profiles and qualifications, and decide how you’d like to move forward.


Start the conversation on your terms

Because you’re 100% in control of the process, the first move is always yours. After reviewing your matches, you can schedule a meeting with any or all of your matched advisors. Your first meeting is always free, and you’re never obligated to hire any professional.

Plus, we’ll never share your information with any advisor – or anyone else – unless you tell us to. You’ll never receive unsolicited sales calls or emails from using Wealthramp. 

Interested in growing your portfolio?

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

Meet with a vetted advisor to get started

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