New Consulting Partnership with

Wiser Advisor LogoI’m happy to announce that I’ve entered into a consulting partnership with, a startup based in Fairfax, VA, that helps connect people looking to better manage their wealth with accredited, pre-screened financial advisors (FAs). is part of, which is a similar but more broad-based site that helps consumers find and hire local businesses for a number of categories such as home improvement, insurance, photography, and many more.

WiserAdvisor is building tools and processes to better engage and educate people about personal finance with the eventual goal of connecting them with FAs to help them achieve their financial objectives. My role is to help lead content strategy and marketing, which means I’ll be acquiring, creating, and reviewing this educational content and leveraging technology to deliver the right content to the targeted audience at the right time.

Murtaza Amil, the CEO of, reached out to me last September via the contact form on this blog (I knew this blog would pay off someday!). After a few meetings and phone calls, he brought me on board to help. He has put together a strong team that has a solid grasp of technology, strategy, marketing, and operations and how it all works together to acquire new clients.

For me, this is a great balance between consulting and startups. I’m looking forward to contributing to this project and helping WiserAdvisor grow.

And if you need a financial advisor, please check out!

I hope you found this interesting! If so, please connect with me on TwitterGoogle+, and LinkedIn for future updates.

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