Get Matched With A Financial Advisor
Our matching tool seeks to pair you with the right fiduciary advisor to help you navigate your journey responsibly.
If you’re confused about advisor qualifications and want transparency in how much financial advisors’ cost, our free consultation can help answer questions so you can be confident in your choice.
Not sure if you need a financial advisor? Read our blog post and answer the questions on our Do I Need a Financial Advisor Quiz.
Choosing a financial advisor can be daunting, especially when your future is at stake. Let us help you pave the way to a more prosperous financial future.
How to Pick a Financial Advisor
Step 1: Fill Out Form
To find an appropriate advisor for you, we need to understand your unique financial situation, concerns, and goals. The more details you share, the better we can match you with the right advisor within our family of firms operating throughout the United States. Start here.
Step 2: Our Manual Matching Process
Unlike other tools that simply match you up with the closest advisor that has paid to be part of their system, we review your submission manually to connect you with an advisor that has the credentials and experience to help you.
Step 3: Schedule a Free Consultation
Our team will hand-pick what we believe is the appropriate financial advisor for your needs. This advisor will contact you to schedule a free consultation to review your financial situation and give you the opportunity to ask questions to see if they are the right fit.
