A Different Approach to finding a financial advisor

Wealthramp was founded by CEO, Pam Krueger. Pam has spent over 20 years in financial services. During that time, she created and Co-Hosted the award-winning PBS series Moneytrack, and developed a reputation as both an investor advocate and an educator.
Through her experience on MoneyTrack, Pam discovered many individual investors feel they are essentially flying blind when it comes to finding the right advisor. So, Pam set out to solve that, and along the way, put all the control in the custumers' hands.
Pam-Krueger-headshot

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Find My Advisor

What We Do

Wealthramp is an online platform that refers you to a set of handpicked financial advisors. Getting starting is easy by taking a brief, 2-minute online survey. This provides Wealthramp with the information needed to match you with up to three advisors who represent an ideal match for your specific financial goals. The service is completely free.

  • Take a quick survey

    Answer some brief questions about your goals and timeline. We’ll search our network for the advisors that can help you get there

  • Review your advisor matches

    Review up to three advisor profiles that include their professional qualifications, SEC records, and pricing models.

  • Start the conversation on your terms

    Schedule a meeting or request a call from your chosen advisor. No advisor will contact you until you indicate you’re ready to chat.

The Wealthramp Difference

Unique Screening Process

Unique Screening Process

Most matching services merely conduct background checks to vet an advisor's SEC credentials; Wealthramp does that and more. The biggest difference is the Founder and CEO, Pam Krueger, personally interviews every advisor. All advisors in the Wealthramp network and fiduciaries are always fee-only.
Fee-Transparency

Fee Transparency

Pam takes the time to investigate whether advisors are delivering real and meaningful
results to their clients. Going beyond questions about investment strategy and
performance, Pam also asks them tough questions about the way they run their firm. And
when it comes to their fees, Wealthramp only allows advisors into the network if they are
prepared to provide 100% fee transparency to their investors.
User Empowerment

Individual Empowerment

Most advisor matching services share and sell their custumers' personal information leaving them open to spam, unsolicited phone calls and so on. Like the dating app 'Bumble', Wealthramp users get to choose how, when, or if they contact that advisor. Wealthramp doesn't sell, or share your information so that you are always in control of the process.
Customer-Testimonial

Client Testimonial

“In March 2020 my wife and I initiated a search for a fiduciary financial advisor. We'd been managing our own investments but wondered if our formula was doing the job. Knowing we were military, Wealthramp recommended two associates familiar with the military profession. We interviewed Jeff Wright, a former Army Ranger -HOOAH! He passed with flying colors! You guys are rock stars!” - Eric N. - Army Veteran

Access Wealthramp's Network of Over 240 Vetted Advisors

Get Started Now
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