Introducing AdvisorMatch
Get matched with a financial advisor
A financial advisor can help with more than just your investing questions. We’ve teamed up with Datalign to match you with a registered professional for your financial situation.
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Saving for a home
Navigate one of life’s biggest expenses with expert support.
Life and family planning
Manage your finances proactively to keep up with every family milestone.
Tax management
Optimize your filing to find tax breaks suited for your income.
Managing investments
Plan a portfolio that meets your desired goals and risk tolerance.
Retirement planning
Come up with a retirement plan you can stick to that grows with time.
Navigating a windfall
Plan out your next steps if you find yourself with newly acquired capital.
Find expert support in all financial matters
Investing, planning for retirement and saving for a home are just a few areas a financial advisor can specialize in. Whatever your financial challenge is, there's a registered professional ready to help.
Get matched in minutes
How it works
1
Take our 3-minute quiz
Tell us about your current financial situation and goals.
2
Find your match
Get matched to a CFP® professional who fits your budget and needs.
3
Connect with your advisor
Schedule the first session and decide how you want to move forward.
Plan a future you can feel confident in
Is a financial advisor worth it? Read how people felt after working with one.
95%
say it’s worth the money
The majority of Americans with a financial advisor think it’s worth the cost.*
73%
feel confident their savings will last
After working with a professional, most people feel reassured their retirement savings will last their lifetime.**
50%
overestimate the cost of an advisor
Financial advisors use a wide range of pricing models like fee-for-assets and hourly rates.*
Frequently asked questions