NAPFA’s 2021 Special Achievement Award Winner
Find a financial advisor with your best interest in mind.
Get help planning your financial future today, and start building wealth for tomorrow.
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.
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
Elemental Wealth Advisors
San Luis Obispo, CA
Certified Financial Planner (CFP)
Certified Public Accountant (CPA)
Hourly or flat fee per plan
Elemental Wealth Advisors
San Luis Obispo, CA
Certified Financial Planner (CFP)
Certified Public Accountant (CPA)
Hourly or flat fee per plan
I founded Elemental Wealth Advisors because I believe everyone should have access to solid financial planning, period. No one should be turned away just because they don't have a million dollar portfolio or aren't a higher income earner. Everyone, regardless of income or assets, has financial matters that they need to address. Our clients are those who are just starting to get their financial plans in order and who are eager to learn each step of the way!
We take an educational approach to the financial planning process and provide a means for everyone to construct and implement processes to achieve their financial goals. Together, we walk through and implement each aspect of YOUR financial plan. The financial services industry has made it difficult to see all investment costs and expenses. As a fee-only advisory firm, we believe in transparency. There are no hidden fees or surprises. We collaborate so that you will know what is going on every step of the way. This is how financial planning should be.
We work as fiduciaries, offering our clients support in every area of their personal financial lives. I'm also a CPA who looks at your whole picture including comprehensive tax planning. I earned my degree in Economics, and a Masters in Business and Portfolio Management. You'll find me to be responsive, collaborative and down-to-earth.
When I'm not at the office, you'll likely find me out running. I'm a Dad to two amazing kids, and sometimes I even enjoy a real movie.
I look forward to connecting!
Haddon Wealth Management
Haddonfield, NJ
Certified Financial Planner (CFP)
Fee based on percentage of asset
Haddon Wealth Management
Haddonfield, NJ
Certified Financial Planner (CFP)
Fee based on percentage of asset
We eschew the typical Wall Street firms or big banks with their ever-increasing fees and promises of a comprehensive financial advisory experience. The big firms are missing what we deliver - a personalized, all-encompassing deeply vetted financial-advice experience customized for your unique situation. We are not on commission. We have no products to sell. We are not limited to a narrow investment platform. When you work with us, our loyalty is to you, and what's in your best interest. This might sound simple but it's really profound. Our clients, while being unique and each having their own personas, seem to fit in one of a few categories: Established Wealth, Sudden Wealth, or Emerging Wealth.
I'm an experienced money manager with over 20 years of experience working for major asset and wealth management firms, including First Union (now Wells Fargo), BNY Mellon, and PNC Wealth Management. I became frustrated with the big firms fractured method of delivering advice to clients and the ever-increasing fees that went along with it. When my clients began sharing the same frustration, I began to formulate a vision of starting a private wealth advisory firm, and in 2015, Haddon Wealth Management, LLC was born.
I've been married for 25 years, and we have three children. I enjoy serving my community. My hobbies include sailing my 30+ year old sailboat out of Worton Creek on the Chesapeake - unfortunately not often enough! I'm an outdoorsman at heart, and I've climbed three 14,000 peaks in Colorado, as well as made an attempt to climb Mt. Rainier in Washington - ask me about that trip!
TFC Financial Management Inc
Boston, MA
Certified Financial Planner (CFP)
Certified Public Accountant (CPA)
Hourly or flat fee per plan
TFC Financial Management Inc
Boston, MA
Certified Financial Planner (CFP)
Certified Public Accountant (CPA)
Hourly or flat fee per plan
At TFC Financial, we start with a personal relationship, focused on you. Our motto is Advising Beyond Investing. Our advice addresses your whole financial picture, alongside investing your hard-earned wealth. We are fee-based, and we are compensated on a percentage of the assets we invest for you. Our costs are transparent, and our interests are aligned. Our goal is to become lifelong financial counselors to our clients and their multi-generational families. We work best with clients that have complicated financial lives. Our advice is not defined by your age or career. It's about helping you to:
I've been the CEO of TFC Financial since 2005. I'm a CFP, and have nearly 30 years of professional experience in personal wealth management, portfolio management and comprehensive financial planning for high net worth clients. My focus and expertise is advising clients through challenging personal, life cycle, business and professional transitions.
Financial growth starts today
Match with the advisor that will take you there.
©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.
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.
©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.
Your first meeting is always free, and your data privacy is protected.
Honored to be reviewed by Nerdwallet with a 5-Star rating!
NAPFA’s 2021 Specia Achievement Award Winner
Honored to be reviewed by Nerdwallet with a 5-Star rating!
