MoneyMatters.
Advisor Connect
Vetted, fee-only, fiduciary advisors who pay to talk to YOU, before they even see your name. Matching is free and begins with one click below.
Connect with an Advisor →How it works
Take your Financial Health Score
Free, under 2 minutes. This is what unlocks advisor matching. We don't ask for it separately.
Opt in and share your situation
Choose whether to connect, and optionally flag anything relevant: debt concerns, a life change, or anything else worth knowing.
Our team makes the match
We review your results and connect you with a vetted advisor suited to your situation. No cold calls, no sales pressure.
No surprises, no sales pressure.
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The advisor shares their background first
You see who they are and how they work before anything else happens.
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You decide, no pressure either way
Take the meeting or don't. There's no cost and no obligation, and you can stop at any point.
What "vetted" actually means
CFP®-certified, fee-only, fiduciary. Every advisor, no exceptions.
CFP® certified.
Every advisor in our network holds a CERTIFIED FINANCIAL PLANNER™ certification, the industry's standard for competency and ethics.
Fee-only.
No commissions, no product kickbacks. Advisors are paid directly by their clients, not by which products they recommend.
Fiduciary duty.
Legally required to act in your best interest, full stop. Not just "suitable" for you.
What a match looks like
J. Martinez, CFP®
Retirement & income planning
Fee-only · Fiduciary · 14 years
R. Kapoor, CFP®
Business Owners & Liquidity Events
Fee-only · Fiduciary · 11 years
S. Chen, CFP®
Getting started & new investors
Fee-only · Fiduciary · 8 years
T. Okafor, CFP®
Tax-aware investing
Fee-only · Fiduciary · 17 years
A. Bergström, CFP®
Debt payoff & cash flow
Fee-only · Fiduciary · 9 years
Browse advisors directly
Right now, our team matches you manually after your diagnostic. A searchable directory, by specialty, so you can see who's the right fit before you ever talk to anyone, is next.
Retirement & income planning
Advisors who specialize in the transition from saving to spending down a portfolio.
Business Owners & Liquidity Events
Advisors experienced with business sales, equity compensation, and liquidity events.
Getting started
Advisors who work well with people new to investing or early in building a financial plan.