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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.
Find my match

As seen in

Collage of lifestyle photography and floating cards with common financial milestones
Loan Home Improvement
Saving for a home
Navigate one of life’s biggest expenses with expert support.
Savings Rate
Life and family planning
Manage your finances proactively to keep up with every family milestone.
Calendar X
Tax management
Optimize your filing to find tax breaks suited for your income.
Invest Portfolio
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.
Find my match

Get matched in minutes

How it works
Take our 3-minute quiz
Tell us about your current financial situation and goals.
Find your match
Get matched to a CFP® professional who fits your budget and needs.
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.

say it’s worth the money
The majority of Americans with a financial advisor think it’s worth the cost.*
feel confident their savings will last
After working with a professional, most people feel reassured their retirement savings will last their lifetime.**
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