Successful Financial Future
Our research shows that successful advisors have a close personality and lifestyle match with their clients.
Fill out this short form to begin. We’ll schedule a phone call between you and one of our advisor concierges. Then, we’ll match you with an advisor that best fits your needs.
Giving investors access to the best advice
Vetting Financial Advisors
The First Step
All of our advisors go through a rigorous vetting process before they can join our platform. In addition to passing a detailed background check, advisors must be registered with their state or the SEC.
Check for Yourself.
In addition to our detailed process we encourage each individual to do their own research on their advisor. FINRA Broker Check is a great place to start your investigation.
How is your advisor paid?
It’s important that you understand how your financial professional is compensated. Does he have conflicts of interest? Do you want advice one time, and then to be on your own? Or do you want a professional who will partner with you on your financial journey?
Tell us what’s important to you, we can’t wait to help you find the right advisor.