Connect with
a financial advisor
who puts you first

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How it works

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Tell us about yourself

Our questionnaire helps us understand your financial situation, preferences, and long-term goals

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Find your match

We search our network for an advisor with expertise to match your unique situation

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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.

Why choose

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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

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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.

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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.

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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

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