Build Your Dream
Financial Team

We’re here to help you build your dream financial team. Just tell us a bit about your goals, and we’ll match you with advisors who truly get your story. No pressure, no jargon—just clarity and connection.

Click here to see how our matching process works!

It is. Our matching service, resources, and discovery calls are all free. We believe financial clarity should be accessible to everyone.

Absolutely. If you’re unsure or just want a fresh perspective, we offer independent reviews. It’s free, confidential, and designed to help you get the most out of your current advisor relationship.

Schedule your free review today!

Interviewing your financial team is HARD!  Who you choose makes a huge difference.  Our directory uses an automated AI Agent named Riley.  Riley interviews YOU to help match your needs to the right advisors.  If you just want to see our advisors on our platform, you can filter by specialty, location, experience, and fee structure. Read through their profiles, client reviews, and credentials to get a feel for their approach.  Search for directory tools. examples include: 

• https://smartasset.com 
• https://brokercheck.finra.org/  
• https://www.avvo.com
• https://network.advisornearme.com/

Our directory of financial planners, investment advisors, insurance agents, attorneys and coaches are located all over the globe.  Your perfect financial team may not live close to you.  If you prefer convenience, flexibility, and access to top advisors regardless of location, a virtual advisor may be perfect for you. Meetings take place via phone or video call, allowing you to work with the best fit for your needs without being limited to your local area.  Start here ANM Search - Advisor Near Me

We do! Many of our advisors work virtually, so you can connect from anywhere. It’s a great option if you want flexibility without sacrificing personal connection.

Fee-only advisors are paid directly by you—no commissions, no hidden agendas. Commission-based advisors may earn money from selling products. We’ll help you understand both so you can choose what feels right.

Yes, we match you with fiduciary advisors who are legally committed to putting your interests first. Whether you prefer local or virtual support, we’ll help you find someone who fits your values. Fiduciaries are legally and ethically bound to put your best interests first. When using our directory, always be aware of how your advisory team is compensated.  Do not be afraid is ask about commissions your advisor may receive.  Some of the best advisors are not fiduciaries, so know what you want and be clear on how to achieve your goals. Browse fiduciary financial advisors here. 

Yes. Many advisors on our platform are fee-only, meaning they earn their income solely from the fees you pay for their advice, not from commissions on products they recommend. This can give you extra confidence that their recommendations are aligned with your best interests.  We recommend you visit our resources on advisor pay  Guide to the Financial Universe

Advisors can be paid in different ways—hourly, flat fee, or commission. We break it down for you so you know exactly how your financial team earns and what that means for you. Explore how advisors get paid--without the jargon. 

Think of it like this: A financial planner helps you build your roadmap—budgeting, saving, planning for retirement, and navigating life’s big decisions. They’re great for anyone who wants a clear, personalized plan.

A wealth manager steps in when things get more complex—like managing large investments, planning your estate, or optimizing taxes. They often work with higher-net-worth clients and offer more specialized services.

This is your financial future—you deserve to feel confident and informed. Here are a few questions we recommend asking during your discovery call:

• Are you a fiduciary?

• How do you get paid?

• What kind of clients do you usually work with?

• What’s your approach to planning and investing?

• How often will we communicate?

Think of it like a first date for your finances. Ask about their approach, how they get paid, and what kind of clients they usually work with. We’ll guide you through it so you feel confident and prepared.

If you’re a values-driven advisor who wants to grow your reach and serve clients better, we’d love to meet you. Join our network and get access to tools, resources, and qualified leads. Join Our Network - Advisor Near Me

It’s not too late—and it’s definitely not too early. Whether you’re catching up or fine-tuning, we’ll match you with advisors who specialize in mid-life planning. They’ll help you balance saving, investing, and lifestyle goals so your retirement feels less like a deadline and more like a launchpad.

Retirement should be about freedom, not frustration. Our advisors help you explore smart strategies like Roth conversions, tax-efficient withdrawals, and income timing—so you keep more of what you’ve worked hard for. It’s about planning ahead, not scrambling later.

They sure do. Many of our advisors love helping clients build budgets that actually work—ones that reflect your values, not just your spreadsheets. Whether you’re saving for a big goal or just want more breathing room, we’ll help you find someone who makes the numbers feel doable.

Yes—and it’s not just for the ultra-wealthy. Estate planning is about protecting what matters most: your family, your legacy, your wishes. Our advisors often collaborate with estate attorneys to help you organize wills, trusts, and long-term plans with clarity and care.