We have developed an extensive network of fee-only advisors. They have been hand-selected, subject to our rigorous screening process. Only a small number of the advisors we assess annually meet our network acceptance criteria.
We’ve gone so far as to evaluate each and every one of them in person. We want to know: Are they warm and friendly? Are they organized? Are their staff members happy? What kind of overall feeling do you get when you meet with them?
These are the things we believe you can only really establish in person. Because we do this level of due diligence, we hope to spare you from meeting advisor after advisor, looking for someone you feel you can trust with your financial well-being.
Don’t wait to take care of something as important as your financial security.
Call Us: 1-800-811-1780
We select only Registered Investment Advisory firms (RIAs) with up-front, competitive fee-only structures. They receive no commission from selling investment products, they don’t “double-dip” and they aren’t conflicted by their association with any investment products. Rather, their sole basis for evaluating among different financial planning investments and strategies available in the marketplace is what is in YOUR best interest. We vet our advisors by evaluating more than 25 different criteria – the kind of information that allows us to recommend, in our opinion, the right advisor for most situations. These determining factors include:
Only financial advisors who meet our exacting standards are included in our network. Then we match you with the one whom we believe is the right one for you.
It’s easy, it’s free and there’s no obligation.
Let us connect you with a hand-chosen financial advisor right away. And if they aren’t the perfect fit, we’ll offer you options, no hassle.