Schedule a free intro call today.

MEET YOUR ADVISOR

Browse our in-house CFP® professionals. Pick the one that’s feels right for you. Book a free 30 minute intro call to learn how WealthMore works and see which advisor is right for you.

No pressure · No sales person
Exclusive: First 2 Months Free when you meet with an advisor. That's up to $250 in value.

  • A woman with curly hair smiling, wearing a black blazer, white top, and a large chain necklace against a black background.

    TANYA FRIAS

    HEAD OF WEALTH PLANNING

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    I’m a first generation college graduate. I became a CERTIFIED FINANCIAL PLANNER™ to help millions like me.

    Communities: #womenwhowealth #retirementplanning

    Meet with Tanya

  • KEVIN MATTHEWS, II

    WEALTH ADVISOR

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    I’m a bestselling author and former math teacher who believes everyone deserves financial freedom.

    I make investing simple so that everyday people can build wealth and break generational barriers. 

    Communities: #buildingbread

    Meet with Kevin
  • Smiling man with a beard in a checkered shirt and blazer on a dark background.

    JACOB STEWART

    WEALTH ADVISOR

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    I’m one of 12 kids. I grew up in a low income household. I became a CERTIFIED FINANCIAL PLANNER™ because where you start doesn’t determine where you end.

    Communities: #estateplanning #vetsandwealth #insureandprotect

    Meet with Jacob
  • Person smiling with natural curly hair, wearing a dark dress and gold accessories.

    DESIREE FISHER

    WEALTH ADVISOR

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    I became a CERTIFIED FINANCIAL PLANNER™ because I fundamentally believe people should have a clear understanding of money and how it can be used as a tool to build generational wealth.

    Communities: #cashflow #estateplanning #blkwomenwealth

    Meet with Desiree
  • Man with glasses smiling, wearing a suit and shirt, dark background.

    RICK TARBODA

    WEALTH ADVISOR

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    My father came to America and worked 2 jobs to save enough to start his own business. I became a CERTIFIED FINANCIAL PLANNER ™ to help hard working folks build wealth.

    Communities: #taxoptimization #menwhowealth

    Meet with Rick
  • Smiling man with a beard and bald head wearing a coat and a black shirt on a black background.

    CORY FALADE

    WEALTH ADVISOR

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    My journey to becoming a financial planner started with wanting more for my own finances. Once I got better financially, I decided to get the knowledge help others. I’m also a proud pride planner.

    Communities: #homeownership #newinvestors

    Meet with Cory
  • Smiling man in a blue suit and light blue shirt against a dark background.

    JORDAN ZACKERY

    WEALTH ADVISOR

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    I’m a first generation All American college football athlete. I became a CERTIFIED FINANCIAL PLANNER ™ because I believe everyone deserves financial success.

    Communities: #collegeplanning #menwhowealth #firstgenwealth

    Meet with Jordan

QUESTIONS

Frequently Asked Questions

  • A free Intro Call is a brief 30 minute conversation designed to welcome you, answer basic questions, and introduce you to WealthMore.

  • Many firms offer a free intro call to see if your qualify. We Do Not.

    Other firms have high account minimums and high fees. They want to know your income and investable assets to see if you qualify. We Do Not.

    Our intro call is designed to share how WealthMore works and see how we can help you meet your financial goals.

    There is no account minimum to qualify.

    All are welcome.

  • All WealthMore advisors are in house fiduciaries. We do not match you to third parties. And, as fiduciaries, they act in your best interest.

    They have experience across retirement, cash flow management, tax strategies, and more.

    View their profiles and bios so you can choose the right advisor for your goals.