MoneyMatters.Connect with an Advisor
Every advisor in our network is fee-only, fiduciary, and vetted before they ever see your name. Matching is free — it unlocks once you've taken your Financial Health Score.
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 — inheritance, a business sale, 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.
What "vetted" actually means
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.
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 & equity 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.