WiserAdvisor of Fairfax is a wealth management service in Fairfax, VA. It operates as a platform for connecting individuals with FINRA and SEC registered financial advisors specializing in retirement, investing, and wealth management. The service matches clients with screened advisors for personalized advice without a match fee or obligation to hire. The company has been operating since 1998 and provides tools for consumers to gain financial knowledge and find qualified professionals. It holds a rating of 4.30 based on available reviews.
The organization was founded to ensure a high-quality fit between consumers and financial advisors. It offers free financial calculators to assess retirement expenses, investment returns, and purchasing power. The team publishes weekly articles, blog posts, and infographics to help individuals navigate their financial lives. The service emphasizes that financial well-being is a critical component of overall health and aims to empower people to choose an advisor who is the best fit for their specific goals.
The office is located at 12150 Monument Dr, Suite 700. It sits on Monument Drive, a short distance from Fair Lakes Parkway and West Ox Road. The location is near the Penderlan neighborhood and Ragan Oaks Apartments.
WiserAdvisor of Fairfax serves the local area by providing a structured process for finding fiduciary advisors. It focuses on helping clients create financial plans that cater to their individual needs and situations. The business connects residents of Fairfax with professionals who can assist with major life transitions, tax planning, and long-term security.