Wealthtender

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Hi there! Thanks for visiting Wealthtender. If you’ve spent time on the most popular search engines lately, you likely share my frustration that advertisements often outnumber links to the useful resources we’re hoping to find. With millions of people searching the internet everyday looking for help with money matters from people they can trust, we want Wealthtender to end the frustration for everyone who is ready to enjoy life more with less money stress. With Wealthtender, you’ll spend less time scrolling through search results and more time getting to know trusted financial professionals and educators who are committed to helping you reduce financial stress, improve your financial health and increase your wealth. Whether you’re thinking about hiring a financial advisor or coach, or prefer to explore our directories of blogs, podcasts, online courses and nonprofit resources, there’s no pressure and we encourage you to engage on your own terms. You’ll discover financial professionals and educators whose unique perspectives and diverse life experiences offer you considerable choice when selecting those you want to connect with or follow. And with ratings and reviews provided by their clients and subscribers, you’ll learn firsthand how providers established their reputation as a trustworthy resource for help with money matters. We’re just getting started on our mission to help people enjoy life more with less money stress. If you have feedback to share or ideas on how we can improve Wealthtender, I would love to hear from you. Please drop me a line or give me a ring anytime. And if you’re a financial advisor or educator interested in joining the Wealthtender Financial Network, please give me a ring or shoot me an email. I look forward to connecting with you soon. Thank you. Source

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Language English
Country United States of America
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Samuel Resultan - Voyage Wealth Management

| Wealthtender
We Want Your Voice to be Heard Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances. Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs. The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
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Is a Financial Advisor Worth It? The Bigger Question Is What It Costs You Not to Have One

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By Opher Ganel
| Wealthtender
About the Author Opher Ganel, Ph.D. My career has had many unpredictable twists and turns. A MSc in theoretical physics, PhD in experimental high-energy physics, postdoc in particle detector R&D, research position in experimental cosmic-ray physics (including a couple of visits to Antarctica), a brief stint at a small engineering services company supporting NASA, followed by starting my own small consulting practice supporting NASA projects and programs.
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Brandon Schneider, CFP®, EA

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Connect Cancel Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts. Click Here to Learn More Thanks! Your message has been sent.
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Bud Lavery, CFP®, RICP®

| Wealthtender
We Want Your Voice to be Heard Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances. Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs. The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
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Chad Young - Young Wealth Partners

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About Chad Young Hi, I’m Chad Young, Founder, Lead Planner, and Chief “Life-Goal” Architect at Young Wealth Partners. Most financial advice feels disconnected from reality—filled with confusing jargon and impersonal benchmarks. But your life in Boulder County isn’t a neat pie chart; it’s a complex mix of business, family, and future goals. You deserve a financial advisor in Lafayette, Colorado who understands the chaos of “real life” and builds a plan that actually fits it.
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Protected: Jerod Frank, ChFC®

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Protected: Jerod Frank, ChFC® Helping you and your family protect, grow, and enjoy your wealth.
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Joe Messinger, CFP®, ChFC®, CLU®, CCFC®

| Wealthtender
About Joe Messinger, CFP®, ChFC®, CLU®, CCFC® Hi, I'm Joe Messinger. I am co-founder and Director of College Planning at Capstone Wealth Partners, as well as a Co-Founder and Strategic Advisor at College Aid Pro™. I have more than 20 years of experience in financial services and focus on helping families navigate the college funding process. I serve as a financial advisor, educator, and guide, working with families, students, and advisors to make informed decisions.
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Thao Truong, CFP®, CDFA®

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About Thao Truong, CFP®, CDFA® Hi, I’m Thao Truong. As a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™, I bring over a decade of experience in wealth management. My journey began when I moved to the U.S. alone at 16, from Saigon, Vietnam, quickly becoming financially independent and supporting my family from half the world away. Initially, I pursued a finance degree with the goal of achieving millionaire status by 20.
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Christian Amsberry - Wealthtender

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About Christian Amsberry Hi, I'm Christian Amsberry. For more than twenty years, I've helped women organize their financial lives after losing a spouse. I understand the weight you're carrying right now because I've walked through this journey with so many women who felt exactly like you do. My approach is straightforward: I take care of the financial details that overwhelm you so you can focus on healing. I chose to keep my practice small so you always work directly with me.
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The Money Date – A Simple Checklist for Couples Who Want to Get on the Same Page Financially

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By Michael Reynolds
| Wealthtender
Managing money as a couple is one of the most important things you can do for your relationship and your financial future. Yet most couples rarely sit down together to actually talk about it in a structured way. Life gets busy, conversations get avoided, and before long, financial stress starts to quietly build beneath the surface. That’s where the money date comes in. A money date is a scheduled, intentional time you set aside with your partner to review your finances together.
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Wealthtender Journalists

Haynes, Clint
Thorp, Brian