We take your financial future seriously
We built this platform to help you get the right financial advisor
Let us help you find an advisor that has the right skills, time, and focus for your needs
We pair you with advisors that have a track record, a clean disciplinary record, and a record of outperforming on customer service – see how we evaluate them
What are their Skill sets?
AUM/Fee Based, or Agents selling products? these are important distinctions. Furthermore, you need to know what the advisor is actually capable of. It’s why we exist.
What is their performance record?
Are they performant? Do they charge large fees simply for recommending ETF’s and passive index-aligned strategies? We help you understand their style and history.
What type of client do they serve?
Are you a big fish to the advisor? Are you right at their lower level? No matter where you shake out from an asset perspective, proper customer service and experience matters more than most concepts.
SEC/FINRA
We have a strong grasp on the disciplinary actions that may exist – for those advisors that may have a staff member on the list – we ensure that you know how and where to find insights. We can even offer additional insights. Disciplinary records are public – but understanding how they impact capabilities is a whole different process.
Our internal Process
We utilize a comprehensive and sophisticated set of criteria to determine whether a financial advisor is suitable for our users. We are extremely tough on advisors, and we are constantly fine-tuning our algorithm, and our rankings based on feedback. We give a lot of insights to our automated and manual processes throughout the website.
Geography
In an increasingly global world, with improvements in tech, innovations in communications, and a growing comfort level with transacting online – it’s important that we define the actual geographical locations, and servicing capabilities of the advisors we recommend. If you need a face-to-face firm – we can help you.
Staff and Support
A great advisor isn’t enough. A great track record isn’t enough. A strong performance in the market is not enough. Support and staff capabilities matter. We determine whether an advisor is capable of servicing you properly, and whether they are building their advisory to improve service capabilities.
We help you make an informed decision about one of the most important decisions you may ever make
Why this matters
Whether it’s your first time looking at a financial advisory firm, or whether you need to ramp up the capabilities – we help you understand what to actually expect and help you avoid months or years of subpar performance – whether it’s in the market outcomes, or in the customer experience arena. We are positioned to help you get in touch and work with the right advisor for your needs, without an agenda. We are transparent, we are clear, and we have a bulletproof strategy for vetting advisors, from CPA’s to insurance professionals, to Financial advisors, to legal and estate planning professionals.
We are in touch with professionals in the financial markets every day, and our experience and vetting process helps uncover the synergies everyone is looking for as they consider new advisors. Lean on our experience and network to improve your experience and increase your opportunities for success.
Experience You Can Trust
We have a excellent grasp on what a professional financial advisor should be able to offer, and what is realistic when it comes to their actual customer experience. We also continuously vet and reevaluate our advisor list, which is already curated using sophisticated criterion and a bulletproof vetting process. We can help you save time and money while positioning yourself for financial growth and on your journey to prosperity.
Real-time updates to our platform
Rankings and recommendations are not based on compensation or financial relationships
Our criteria is much stricter than normal market standards
We save you time & Money
Picking the wrong financial advisor is a major concern. Not only are you potentially setting yourself up for negative impacts in real-time, and at risk of not having good synergy on a needs basis, but you are also at risk of losing time value of money. Additionally, not knowing what to expect can mean fees and service charges cost you. Some advisors have clever marketing, but no real substance, or utilize the wrong characteristics to get ranking or exposure, when what you really need, is active, actionable intelligence – not hype.
Some important notes:
We evaluate a significant amount of advisors, in many different facets of the financial industry, from estate planning professionals, to the tax side, to the investment advisory arena. Here are some important items for your consideration. We will NEVER make a recommendation that is knowingly inaccurate. Our rating and evaluation system attempts to find the right advisor on dozens of pre-defined criteria, that helps us to determine whether an advisor is still a suitable inclusion to our specific network.
Additionally, we rely on our users to help us determine the suitability of advisors AFTER the recommendation. Your input, experience and communication with us helps us to ensure that only the best possible advisors are included on our list of advisors.
We use a proprietary vetting process, which utilizes A.I., a hand selected team or analysts, and ongoing data points to improve our ability to make a proper advisor recommendation. Regardless of our use of A.I., our tech platform, or any automated aspects of the platform we operate, we are still a company that bases a majority of the process in determining suitability on the human capital we have curated and honed. Our system is based on proper, hands on collaboration and understanding of the real world processes we observe and experience.
We can remove the advisors on our platform if we believe there is a material change in their suitability for any client. We may also receive compensation, in accordance with legal and regulated industry standards for placing clients with a specific advisor. We may provide services to advisors on this platform in the form of advertising – but we guarantee that no recommendation will be made solely on a financial incentive to our company.
We take our position as a trusted platform seriously and we intend to only make recommendations that help the users of this website, regardless of impact to our existing advisor relationships.
Our process is overseen and audited by a committee of professionals to determine the suitability on an ongoing and frequent basis. This process relies on communication with the users of this website – and we rely on your contributions and experiences to help us vet these advisors and make future recommendations. You can see all our disclaimers and important pieces of information which may help you decide if we are the right service provider for you as you look for financial advisors.
Our process is not intended to be instant or fast – the most important part of this process is getting the initial recommendation accurate, and helping you move forward on your journey towards building and maintaining generational wealth. We do not charge a fee from the user for this basic service, and we do not make recommendations based on compensation of potential for compensation – only on apparently suitability.
You may view our extensive terms and conditions information here to help you make a determination.