MoneyMatters.Advisor Connect
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.
We ask a few questions about your situation, then match you with a vetted advisor who actually specializes in it — not just whoever's next in line.
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.
After you request a connection
You share a bit more context
The short intake form on your results page — what you need help with, and how specific to be about your location.
Our team reviews and matches
We pair your situation with an advisor who actually specializes in it.
The advisor shares their background first
You see who they are and how they work before anything else happens.
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.
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.
Ready to get matched?
No cost. No obligation. Stop at any point.