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How it works
Tell us about yourself
Our questionnaire helps us understand your financial situation, preferences, and long-term goals
Find your match
We search our network for an advisor with expertise to match your unique situation
Explore your options
After we confirm your contact information, your matched advisor will reach out for a free, no-obligation call
What makes us different
Most advisor matching services make introductions purely based on your net worth and location. Finding the right advisor is a big decision that should be about so much more than just the size of your portfolio. We ask a lot of questions because it helps us find the right advisor for you.
Access to thousands of advisors
We partner with advisors nationwide. Advisors in our network have expertise ranging from retirement planning to tax harvesting to estate planning
Pre-screened Advisors and matched to your needs
With hundreds of thousands of financial advisors, it can be difficult to find the right one for you.
We review advisors’ disclosures and disciplinary history. If they make the cut, we conduct interviews to understand their specialties and areas of expertise.
You remain in control
We provide a curated recommendation and protect your privacy. We’ll provide you with a match and give you the option to have them reach out to set up a call. We won’t share your information with any other advisors or companies.
Free for you
Our network of advisors is competing for your business. There are no fees to you for using our platform, regardless of whether you end up choosing the advisor we recommend.
The importance of finding the right financial advisor:
While results will vary based on your financial situation, research from Vanguard and Envestnet suggests that financial advisor can add an average of 3% annually to net returns (meaning a 3% improvement in net returns after factoring in fees).
This improvement in performance translates to more peace of mind; investors with a financial advisor report being more than twice as likely as those without one to be very confident in their investment strategy.
About the advisors on our platform
We are selective about the advisors with whom we work. All the advisors on our platform are fiduciaries, meaning they are obligated to put your financial interests above their own. Before partnering with them, we evaluate their disclosures and disciplinary history. We then conduct an interview to understand their areas of expertise.
Our advisors offer a broad spectrum of services. Whether you’re just looking for a review of your current plan, or would prefer to find a team to manage your full portfolio, we can help you find the right fit.
Our full-spectrum financial planning means more than just thinking about retirement. We have advisors with expertise in estate planning, ESG (Environmental, Social and Governance) investing, tax planning, and even insurance.
We have national coverages, with advisors who specialize in providing both in-person and remote financial planning services.