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Investor

I'm Pam Krueger from MoneyTrack on PBS. For two decades I've been educating investors to help them find the right financial advisors.

Now let's match you to the right advisor in 3 easy steps:

  • 1. Answer our short survey - it only takes two minutes!

  • 2. Get to know your advisor matches

  • 3. Start the advisor conversation on your terms

We respect your privacy and never share your information with third parties. Your first meeting is always free, and you’re under absolutely no obligation to hire any professional.

2 MIN: START NOW
What’s the approximate value of all of your investment accounts?
(We ask since some advisors have account minimums)
Great! Does that include assets held in Employer-Sponsored Retirement Plans such as 401(K) or IRA?
Most recent annual Income
Now, more about you. What is your name?
Nice to meet you! What’s your age?
This will help us evaluate your risk/retirement profile
5 digit code only (eg. 60038)
Great! How would you describe your outlook on the future?
Hopeful: Investing some of my money in stocks fits my profileBetter safe than sorry, I'd like to minimize my exposure to risky investments
Now what's your view on stock market ups and downs?
*Check all that apply
Excellent. Before we move on would you like to share your email so you won’t lose progress if you take a break?
Now let's figure out which type of advisor will work best with you.
I prefer my financial advisor to be
*This will limit results to only the chosen gender
How do you prefer to communicate?
*Check all that apply
How often do you expect to interact with your advisor?
On a scale from 1-5, What kind of interaction are you looking for?
1: Don’t bother me with any details - My financial advisor can take care of everything5: Bother me with all details - My opinion is important with all investment/ planning decisions
How quickly do I expect my advisor to respond to my questions or inquiries?
Drag and drop these investment items into the right bins.
1-time retirement report
Investments for tax efficiencies (Index, ETF's, etc)
Managing private or alternative investments
Socially responsible investing
Manage windfall from inheritance, business sale, or other events
Drag and drop these investment items into the right bins.
General financial planning
Creating retirement spending plan
Long-term care plan
Retirement income planning
Tax estate and legacy planning
Military or Federal benefits
Drag and drop these investment items into the right bins.
Trust/Trustee services
Financial planning after divorce or loss of spouse
Planning for child for special needs
Divorce planning
Manage my stock options
Drag and drop these investment items into the right bins.
Real Estate/Mortgage
Working for startup
Tax preparation
Managing 401k/403b
How would you like to compensate your advisor?
How soon are you looking to hire a professional financial advisor?
Tell us more
WOULD YOU LIKE US TO FORWARD THIS MESSAGE TO YOUR REFERRED ADVISORS SO THEY CAN EMAIL YOU DIRECTLY?
You acknowledge receipt of Wealthramp’s ADV Part 2, Privacy Policy, Client Relationship Summary, and Solicitor’s Disclosure which sets forth the solicitor’s fee arrangement between Advisors and Wealthramp. Advisors' ADV Part 2 are provided when you View Results
Your privacy and our compliance with SEC referral rules are important to us. In order to view your matches, please check this box to acknowledge receipt of these required disclosures.