How it works

Step one: tell us about you

Our inquiry form asks a handful of questions: roughly where you are in life, what you are trying to solve, and what matters most to you in an advisor. You do not need account statements or exact figures. A honest sketch is enough.

Everything you share is confidential. We use it for one purpose only: making the match.

Step two: we make the match

We review your inquiry personally. This is not an algorithm. We consider your situation, the complexity of your needs, your approximate asset level, and your temperament, then select the advisor in our network whose practice fits best.

Sometimes the right answer is a large registered investment advisor with deep planning staff. Sometimes it is a two-person boutique where you will always talk to a principal. The fit depends entirely on you.

Step three: meet your advisor

We arrange a complimentary introductory conversation, usually by phone or video. You interview them as much as they learn about you. Ask about fees, philosophy, who you would actually work with day to day, and what the first year looks like.

If the fit is not right, tell us and we make another introduction. There is no limit and no awkwardness. You decide everything.

What it costs

Nothing. Our matching service is free for individuals and families. If a match becomes a relationship, the advisor may pay us a referral fee, which never increases what you pay. For a full explanation of what advisors themselves charge, see what it costs.

What we do with your information

Your inquiry goes to us and, with your permission, to the one advisor we introduce you to. We do not sell data, we do not add you to marketing lists, and we do not share your details with anyone else. Ever.