About us

What is Wealthramp?

Wealthramp is an innovative online tool that makes the process of finding your best-fit advisor simple. Our proprietary matching algorithm will help you connect with a fiduciary financial advisor who understands your specific priorities and will collaborate in a way you expect.

Wealthramp flips the power dynamics and puts consumers in control, equipping you with the knowledge to understand the type of advisor that’s right for you and empowering you to make the first move with a vetted advisor or planner who has been matched with you based on your unique preferences. Whether you’re buying or selling a home or a business, receiving an inheritance, dealing with a divorce, or trying to figure out how to make your retirement income last, it’s about helping you find the right advisor at the right time. And we understand how challenging it can be to know where to go to find a trusted advisor who isn’t a salesperson. The industry is riddled with confusing lingo, varying titles and credentials, and opaque fee transparency.

Wealthramp eliminates this confusion and frustration and provides you the assurance that the advisors with whom you’re matched are truly experienced, qualified and, most importantly, focused solely on your financial needs and best interests. We are the only network of independent, fiduciary, fee-only financial advisors expertly vetted by television investor advocate Pam Krueger, creator and host of the award-winning MoneyTrack television series on PBS.

Read what people are saying about Wealthramp

Our vetting process

The label, 'financial advisor' is confusing for good reason. Consider that there are at least a half million people in the U.S. who call themselves 'financial advisors'. But 90% of them are really salespeople at brokerage firms or insurance companies. They get paid by their firms, not you. That leaves the 10% who operate as registered independent fiduciary financial advisors, and that's a good start. But having the title or designation isn’t an automatic stamp of approval. Many CFPs are still brokers who don’t work only and directly for you. This is where the real vetting has to come in.

 

 

How does Wealthramp make money?

Wealthramp is a registered investment advisor and as such, we are set up to receive fees from the advisors in our network. After you hire an advisor referred by Wealthramp, the advisor shares a portion of the fee he or she has received from you. Advisors are prohibited by the SEC from increasing your fee to compensate Wealthramp. Advisors in our network do not pay Wealthramp for making introductions, they only pay Wealthramp after a prospective client decides to hire them. This way, we feel our interests are aligned with both you, the client and the advisors in our community.

More from Wealthramp

 

Wealthramp's history

Wealthramp was born from viewer questions from my show MoneyTrack on PBS. After the credit crisis and financial meltdown in 2012, viewers began asking me where they could go for qualified financial advice, and many wanted an introduction to a trusted financial advisor. Wealthramp is my answer to those questions.

I spent the last four years personally hand-selecting and vetting thousands of advisors to find those who are truly independent, experienced and fee-only. Our very first beta user from New Hampshire was matched in 2016 to an investment advisor in Boston. Ever since, we've been quietly expanding beyond New England and Northern California. In 2019, we officially rolled out as a national platform and referral service.

Our process is unique. We guide our users to answer questions that help us learn their priorities and preferences, such as how they want to interact and communicate with an advisor. After completing our questionnaire, results are immediate, allowing our users to instantly learn more about each of their matched advisors and access their industry experience, credentials and regulatory records. It is entirely up to the individual to initiate a conversation with any of their referred advisors.

The biggest surprise so far has been our users telling us how much they enjoy answering our questionnaire. They say that when they see their own personal priorities organized in this way, it becomes clear what they really want and need from an advisor. This is what helps us make the best match for you.

Since 2019, we've made over 7,000 matches and counting. I’ve heard from dozens of users who have reached out to me personally to say they are pleasantly surprised at the advisor’s expertise and level of care, and every client’s story is unique. Remember, working with a fiduciary is a whole new experience for most people, because most advisors are not fiduciaries. I love hearing your feedback, and am here to answer any questions and help you on this journey to finding the right financial advisor for you.
- Pam Krueger