Find a Financial Advisor Who Actually Has Your Back

Not all advisors are created equal. Get matched with a vetted, fee-only fiduciary who helps you make smart money decisions. Zero sales pressure involved.

Get Matched

When it comes to your money, who you trust matters

A great financial advisor can be hard to find. Someone who’s not out to impress you with jargon or sell you products.

Great advisors help you get clear on what you want your money to do—whether that’s building a safety net, retiring in 5 years, or taking time off without stress.

Vetted & Trusted

Every advisor in our network is thoroughly vetted and verified as a fee-only fiduciary.

Clear Goals

Get matched with advisors who help you define and achieve your specific financial goals.

Zero Pressure

Take your time, ask questions, and choose the advisor that feels right for you.

Smart Money Advice
Without the Hype

We talk a lot on the show about how to DIY your money and when professional help makes sense. If you’ve moved through the money gears and face bigger questions, an advisor can provide the necessary insight.

That’s why we partnered with Wealthramp. They make it easier to find independent, fee-only fiduciary advisors that align with your needs.

These advisors are transparent about pay and never earn commissions behind the scenes. They help you think through tradeoffs and respect your DIY elements.

If you decide it is time to delegate, this is a smart, lower-pressure way to find help you can actually trust.

Get Matched

Getting Your Advisor
Recommendations Is Easy

How it works

Take a quick
survey

Answer a few simple questions about your goals and preferences. Wealthramp uses this to identify advisors in their network who genuinely fit what you’re trying to accomplish.

Start survey

How it works

Check out your
matches

Wealthramp suggests up to three advisors. They’ll show you each advisor’s qualificatio

ns, experience, fee models, and SEC records so you know exactly who you’re considering.

Check matches

How it works

Start a
conversation

Schedule a call or meeting with one or all of your recommended advisors. Advisors can’t contact you unless you invite them, and initial conversations are always free.

Start a conversation

Disclosure: How to Money has an advertising relationship with Wealthramp, and you are being referred to Wealthramp by How To Money. How To Money is not an investment advisor, and does not provide investment advice. Your response to survey questions or other information provided to Wealthramp are not seen or accessed by How To Money.