Find the right financial advisor for you

Start saving in 3 easy steps

Take our quiz

Answer a few questions to get a personalized advisor matches.

Evaluate your matches

Meet with certified professionals who fit your budget and needs.

Hire your ideal advisor

Start planning with peace of mind with a trusted advisor.

Find support on key matters to your retirement

Financial planning

Advisors can help you build enough assets before retirement as well as develop a budgeting plan.

Social security

Make the right decision with expert guidance on a pivotal choice in your retirement journey.

Estate planning

Receive help in deciding how your assets will be distributed and safeguarded for the future.

Investment management

Get help finding the best investments, given your time horizon and other needs.

401k and IRA assistance

A good advisor can help you get the most our of a 401k and IRA while minimizing taxes.

Long-term care planning

Advisors can guide you the benefits and drawbacks of long-term healthcare plans.

Take our retirement quiz

Increase your savings with an advisor

Working with an advisor can boost your return by up to 3% or more on average

With An Advisor

$3,424,236

Without An Advisor

$1,693,177

25-Year Investment

Why is a financial advisor right for you?

25%

Of people say they don't know

how much they need to save to retire comfortably.**

39%

feel their mental health is affected negatively

by unpreparedness for retirement.***

62%

of people say that being able to retire

is part of the American dream.****

Professional advisors across the map

Find fiduciary financial advisors in your area. Take our quiz to connect with a vetted professional tailored to your needs.

Frequently asked questions

Financial decisions can be hard, and costly. There is often not a one size fits all solution. By working with a financial advisor, individuals can get the help and guidance they need to make informed financial decisions and achieve their financial goals. There are many reasons and milestones in which individuals turn to financial advisors for support, including but not limited to:
- Planning for retirement
- Managing investments
- Creating a financial plan
- Navigating major life events
- Starting a business
- Reducing financial stress
- Estate planning
AdvisorMatch is completely free and always will be.
Advisors are typically paid for their services in one of these four ways.
- Fee-only: Financial advisors charge a fee for their services, but do not receive commissions or other forms of compensation.
- Commission-based: Financial advisors receive a commission for each financial product they sell.
- Fee-based: Financial advisors charge a fee and also receive a commission for each financial product they sell.
- Asset-based: Financial advisors charge a percentage of the assets they manage for their clients.
By asking the following questions, you can get a great sense of the advisor's qualifications, services, compensation plan, and approach to working with clients. This will help you make an informed decision about whether you will be satisfied with them working for you.
- How are you compensated?
- What are your qualifications and experience?
- What services do you offer?
- How do you communicate with clients?
- How do you manage risk?
- How do you stay up to date on industry changes?
- Can you provide references or client testimonials?

Navigate retirement planning with expert guidance