We pair you with a Financial Advisor that’s uniquely fit to your needs
We can shield you from predatory or poorly fit financial advisors by helping you find the exact right fit for your financial needs
Finding the right advisor
Our Process
We use your specific information to match you with a pre-vetted advisor, and a series of checks and balances to ensure there is a high likelihood of a successful relationship. We also curate this list of premier advisors and update our algorithm and platform from real-time data, and user feedback.
Our process is straightforward. We have a multi-step system that starts with pre-vetting the capabilities of advisors.
You can see a very in-depth explanation about how we find and verify financial advisors HERE.
Essentially, we pre-vet some advisors, with a preference towards a pristine regulatory and disciplinary record, as well as the ability to offer specific services at levels of competence that exceeds their peers. Lastly, we group these advisors by geolocation, and client type, to ensure that they are a good match. But we don’t stop at that base-layer, instead, we have a series of checks and verifications, and ongoing processes to ensure that the advisors we recommend are truly maintaining the type of reputation and success/performance relative to peers, that keeps them in the top 3% of all financial advisors for the specific group they cater to.
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Or contact us to learn more:
info@forgenerationalwealth.com