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Introducing AdvisorMatch

Get matched with a financial advisor

Finding an advisor you trust doesn’t have to be a hassle. We've teamed up with Zoe Financial to deliver a one-of-a-kind advisor matching experience. Answer a few quick questions and get matched to vetted financial advisors in minutes.
Find my match
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 1 minute quiz
Answer a few questions to get personalized advisor matches.
Evaluate your matches
Meet with the certified professionals who fit your budget and needs.
Hire your ideal advisor
Start growing your wealth with an advisor you can trust.

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