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Our Mission

To connect individuals and families with vetted financial advisors that are both capable and trustworthy.

About WealthGuideIQ

WealthGuideIQ is an online resource that provides complimentary educational materials covering important financial topics such as financial planning, investment management, estate planning, tax strategies, insurance, and charitable giving. We believe in the value of comprehensive financial planning and its role in improving people's lives.


We do not allow advertising on our site, which allows us to write opinionated content that upholds our core values.

Our Core Values

  • We believe comprehensive financial planning is valuable.

  • We believe in investment strategies that are low-cost and highly diversified.

  • We do not believe in timing the market.

  • We believe advisors should be financial fiduciaries and never receive commissions based on their advice.

  • We believe in transparency in all dealings, striving for clear communication between individuals, families, our team, and our advisors.


The content we write and the advisors we endorse strive to uphold these core values. The advisors we recommend to individuals and families seeking to connect with an advisor through WealthGuideIQ align with these values as well.

Editorial Standards

Creating financial content online carriers significant responsibility. Every content piece we create is carefully reviewed by our editorial team according the following standards:

  • Maintain objectivity and fairness for all topics​

  • Include diverse view points on topics with a wide variety of opinion

  • When writing opinionated content it should adhere to our core values

  • Strive for 100% accurate representation of all facts

  • Accept no outside compensation in the form of advertising or commissions for content created

Every editorial team member holds a professional designation in finance as either a CERTIFIED FINANCIAL PLANNER Professional, Charter Financial Analyst (CFA), or Certified Public Accountant (CPA).

For each article, the credentials of the editorial team member is clearly displayed next to their name at the beginning of the article. Due to the importance of timeliness with respect to financial information, the date an article was last updated is clearly displayed at the start of each article. We strive to keep all content relevant and up to date and remove content that is no longer applicable.

Advisors We Recommend

Advisors we recommend through our matching process adhere to our core values, hold a professional designation as a CERTIFIED FINANCIAL PLANNER Professional, Charter Financial Analyst (CFA), or Certified Public Accountant (CPA), and have at least five years experience.

Advisors are knowledgeable in financial planning, investment management, tax strategies, estate planning, insurance, and charitable giving. They have completed our internal vetting process, which reviews their competence through a robust financial planning examination and comprehensive wealth management competency exam. These exams are intended to ensure the advisors we recommend are exceptionally capable.

All advisors are financial fiduciaries and do not receive commissions based on the advice they give. 

We are currently only accepting individuals and families with investable assets of at least $1 million for our matching service. We are working to expand this service to more people soon.

Are you an advisor?

Financial advisors interested in submitting an application to join our Advisor Network must meet the following criteria:

  • Adhere to our core values

  • Hold a professional designation as a CERTIFIED FINANCIAL PLANNER Professional, Charter Financial Analyst (CFA), or Certified Public Accountant (CPA)

  • Have at least five years experience

Our Affiliations

WealthGuideIQ is 100% wholly owned by Selective Wealth Management, a registered SEC advisor. Selective Wealth Management is an independent Registered Investment Advisor (RIA) that set the standard for WealthGuideIQ's core principles. Selective Wealth Management owns and operates WealthGuideIQ to generate leads for the financial advisors that work for Selective. Individuals and families with more than $1 million in investable assets are eligible to be matched with an advisor from Selective Wealth Management.

(704) 323-8566

Have questions or want to learn more? Drop us a line or give us a call and we'll be happy to answer any questions you may have.

Get in touch

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