Wealthramp is a winner of  NAPFA’s 2021 Special Achievement Award for advocacy for fee-only financial planning

Find a financial advisor with your best interest in mind.

Get help planning your financial future today, and start building wealth for tomorrow.

MEET YOUR ADVISOR

Our Promise:

Your first meeting is always free, and there is zero obligation to hire any financial professional that you are matched with. We respect your privacy and will never share your personal information with third parties without your permission.  You decide who you want to hear from, and when.

Find your perfect advisor without  headaches, hassles, or hesitation.

Handpicked and vetted

Work with fee-only fiduciary advisors with the right professional experience and designations, including CFP and CFA  that are legally required to be unbiased, transparent, and act in your best interest.

You are in control

Advisors won’t make contact until you request an introduction. You will never receive cold-calls from pushy salespeople.

No hidden fees or surprises

Advisors work on a fee-only pricing model, not on commissions. Get the advisor you need at a price you understand upfront and are comfortable with.

Meet Pam Krueger, your investment advocate

Empowering you to make better financial decisions

Pam Krueger, founder of Wealthramp, is the Executive Producer and Co-Host of the MoneyTrack series on public television. She is also the author of The MoneyTrack Method: A Real Person’s Guide to Successful Investing (Wiley, 2018).

During her 20+ year career in finance, Pam has earned recognition and admiration as both an investor and educator. Early on, Pam realized that many of her clients lacked a basic understanding of financial planning. This realization reshaped her view of the finance profession and sparked a commitment to improve financial literacy for as many people as possible.

Wealthramp is an extension of this initiative. It matches consumers with rigorously vetted, qualified, and trustworthy financial advisors so that they can make better financial decisions.

Advisors vs. Brokers

Our goal is to save you time and frustration in your search by weeding out the thousands of brokers who call themselves financial advisors but don’t meet fiduciary qualifications.

Fee-only Fiduciary Advisors:

Are legally obligated to put your best interests first

Do not sell you insurance or investment products and earn sales commissions

Are not registered as a broker-dealer

Are required by law to be transparent about their fees, and usually are paid based on assets under management or financial planning fees

Investment Brokers / Insurance Sales Reps

Have a suitability requirement, but are not legally required to put your interests ahead of their own

Have sales quotas and make money by selling you products

Follow the rules of the firms they work for

May charge you fees and also collect sales commissions when you purchase a product they recommned, or even when you sell that investment

Tell us about your financial needs & goals

Answer brief questions on your goals and timeline; WealthRamp will find the advisors that can help you get there.

Match with a fiduciary advisor in three easy steps:

Review and vet your matches

See up to three complete advisor profiles containing professional qualifications, SEC records, and pricing models to inform your decisions.

Start conversation on your terms

Schedule a meeting or request a call from your chosen advisor. You will never receive unsolicited contact from anyone.

MEET YOUR ADVISOR

Transparency, Integrity, and Expertise

“Financial Advisors don’t all play by the same rules. The truly competent, qualified, fiduciary financial advisors are out there, hiding in plain sight. But they’re hard to find in a sea of salespeople.”

Pam Krueger, Founder of Wealthramp

Meet some advisors before you say hello:

Dan Herron CPA/PFS CFP®

Elemental Wealth Advisors
San Luis Obispo, CA

Professional credentials:

Certified Financial Planner (CFP)
Certified Public Accountant (CPA)

My pricing model:

Hourly or flat fee per plan

Meet some advisors before you say hello:

Gregory Hart, CFP®

Haddon Wealth Management
Haddonfield, NJ

Professional credentials:

Certified Financial Planner (CFP)

My pricing model:

Fee based on percentage of asset

Meet some advisors before you say hello:

Renee Kwok CFP®

TFC Financial Management Inc
Boston, MA

Professional credentials:

Certified Financial Planner (CFP)
Certified Public Accountant (CPA)

My pricing model:

Hourly or flat fee per plan

Financial growth starts today

Match with the advisor that will take you there. 

MEET YOUR ADVISOR

©2022 Wealthramp.  Wealthramp is an SEC-registered advisor matching platform that connects consumers with rigorously vetted and highly qualified fee-only fiduciary financial advisors in all 50 states. 

Terms -Privacy Policy 

Wealthramp is a winner of  NAPFA’s 2021 Special Achievement Award for advocacy for fee-only financial planning

Our Promise:

Your first meeting is always free, and there is zero obligation to hire any financial professional that you are matched with. We respect your privacy and will never share your personal information with third parties without your permission.  You decide who you want to hear from, and when.

Meet Pam Krueger, your investment advocate

Empowering you to make better financial decisions

“Financial Advisors don’t all play by the same rules. The truly competent, qualified, fiduciary financial advisors are out there, hiding in plain sight. But they’re hard to find in a sea of salespeople.”

Pam Krueger, Founder of Wealthramp

Transparency, Integrity, and Expertise

Financial growth starts today

Match with the advisor that will take you there. 

MEET YOUR ADVISOR

©2022 Wealthramp.  Wealthramp is an SEC-registered advisor matching platform that connects consumers with rigorously vetted and highly qualified fee-only fiduciary financial advisors in all 50 states. 

Terms -Privacy Policy 

Transparency, Integrity, and Expertise

“Financial Advisors don’t all play by the same rules. The truly competent, qualified, fiduciary financial advisors are out there, hiding in plain sight. But they’re hard to find in a sea of salespeople.”

Pam Krueger, Founder of Wealthramp

Find your perfect advisor without  headaches, hassles, or hesitation.