What We Do

We provide a unique combination of FREE services, tools, and information to consumers (individual investors) who rely on advisors to help them achieve their financial goals.

We provide five general categories of services:

  • Find Financial Advisors
  • Research Financial Advisors
  • Match Service
  • What You Know
  • Make Better Decisions

Find Financial Advisors

We find financial advisors for you and profile them in our Registry. All of the advisors must be:  

  • Financial fiduciaries (highest ethical standard)
  • Compensated with fees (all or in part)
  • Financial experts based on education, experience, and certifications
  • Trustworthy professionals based on fiduciary status and records of compliance

Research Financial Advisors

We research financial advisor credentials, ethics, business practices and services for you.

  • We ask the right questions
  • We validate advisor responses using public data
  • We document advisor responses for you
  • You have a written record

Match Service

Our most popular service determines your requirements and matches you to advisors who meet those requirements. The service is free and we produce same day results or no later than the next business day.

What You Know

The more you know about financial advisors, the higher the probability you will select the right advisor for the right reasons.

Conversely, the less you know about advisors, the greater the risk you will select the wrong advisor for the wrong reasons.

The consequences for selecting the wrong advisor can be catastrophic - for example, you have to delay your retirement or reduce your standard of living during retirement.

Go to "About Advisors" to find the information you need to make the right decisions.

Make Better Decisions

In addition to information we also provide tools that help you make better decisions when you select financial advisors.

For example, use our Check a Credential service to verify the quality of an advisor's certifications. Why bother to check? 35% of advisor credentials are fake - purchased by unscrupulous advisors to look like real financial experts. 

How about a FREE eBook that will help you obtain the information you need to select the best financial advisor.

Go to "Investor Tools" to view how we help you make better decisions when you select financial advisors.

Book-tips

Need help finding the right financial advisor?

Read our tips.

Download your free copy!