MoneyMatters.

Join the MoneyMatters Advisor Roster

We connect people who've just seen their full financial picture with vetted, fee-only, fiduciary advisors. Get matched to warm leads directly, no cold outreach required.

How it works for advisors

1

Tell us about your practice

A couple minutes: your firm, licensed states, scheduling link, and what situations you specialize in.

2

We match you to relevant leads

Our team reviews new leads and matches them by specialty and situation fit, not just who responds fastest.

3

You reach out on your terms

Leads land in your inbox with real context already gathered. No bidding, no cold-calling. Toggle your capacity flag any time you're not taking new leads.

What MoneyMatters is

A free financial-clarity platform: people take a 2-minute diagnostic, use transparent budgeting, retirement, and investment tools, and get matched to a real advisor when they're ready for one. Every advisor on the roster holds the same bar: CFP®-certified, fee-only, fiduciary, no exceptions. There's no cost to join the roster — registration is currently invite-only.

Have an access code?

Enter the code from your invitation to continue to registration.

Don't have a code? If you'd like to be considered for a future outreach round, get in touch.