FIND YOUR ADVISOR
HerMoney has teamed up with SEC-registered referral service Wealthramp to help women invest with independence. The inspiration for this partnership? You!
For years our readers have been asking for the inside scoop on finding a financial advisor. So we’re now teaming up with Wealthramp, a female-founded company that’s democratizing access to top independent fee-only advisors.
Wealthramp takes the stress out of finding the right advisor by unlocking your access to the nation’s largest independent fiduciary advisory network, personally curated and managed by Pam Krueger, co-host of PBS’ MoneyTrack series. By expertly vetting the credentials and fee structures of all advisors on the Wealthramp network, they share in our mission of educating women about the relationships we want with money and with those who help us manage it.
Listen to Jean and Pam talk about the new partnership
WHO IS WEALTHRAMP?
Wealthramp is a referral service that connects consumers with rigorously vetted and qualified fee-only financial advisors. There are no hidden costs and no hidden agendas. Financial advisors are closely and individually vetted to meet the highest competency and ethical standards. Pricing models are independently benchmarked and are completely transparent. There are never undisclosed incentives or sales pitches for insurance or investment products. All financial advisors on the Wealthramp network are legally held to the fiduciary standard and have a binding obligation to put your financial interests first.
INVEST WITH INDEPENDENCE: FIND YOUR FINANCIAL ADVISOR NOW
All you need to do is answer a short series of questions that will identify your investing priorities and preferences. You’re then immediately matched with up to three independent financial experts that best fit your preferences.
Start the conversation on your terms. When you’re ready, use the Request a Phone Call button or Message Box to schedule a virtual or face-to-face meeting. Only you can initiate a conversation; your advisor referrals can’t contact you first. Your initial conversation is always free, and you’re under absolutely no obligation to hire any professional.
HerMoney and Wealthramp are separate and unaffiliated entities. Wealthramp is a registered investment adviser with the SEC, that connects consumers to rigorously vetted, best fit, fee-only Registered Investment Advisers based on individual goals and preferences. HerMoney produces, provides and publishes general educational and information content for its users and subscribers that is not tailored or directed to any specific person; is not intended to convey investment advice or recommendations; and is not intended as any endorsement or testimonial about any registered investment advisor or other financial services provider referenced on this website. HerMoney is not a registered broker-dealer or a registered investment adviser, and does not provide any investment advice.