Trust Is Hard to Earn - And Even Harder to Find
That’s why we teamed up with MIT’s Laboratory of Financial Engineering to create a groundbreaking advisor matching program that taps into your emotional responses to market scenarios.
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Here’s the hard truth: your neighbors with an advisor? They’re building wealth 3x faster than you.
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Take five minutes. No strings attached. See if one of our rigorously vetted advisors is the right fit. Waiting could be costing you more than you think.
Our Mission
Our organization was founded by individuals who are financial planners/advisors themselves. We learned from individuals themselves, or from fellow financial planners related to conversations they had with prospective clients, that many people assume or believe they don’t qualify, or deserve to, work with a financial planner, for a variety of reasons including income level.​
Common Questions
How can I invest in the
S & P 500?
How Can I Invest In Stocks?
Can I Get Financial Planning Advice Even If I'm Struggling Financially?
Will a Financial Planner work with me if I don't have a lot of money to invest?
How do I invest money if I'm a worrier or am not comfortable taking risk?
What's the best means for me to obtain savings advice?
We Believe
We believe everyone should have access to Financial Planning experts. We work directly with individuals, as well as their employers and professional service providers, such as lawyers and CPAs, to provide a means for everyone – regardless of their income level – to identify a right-fit, trustworthy financial planner who can help them achieve their financial goals and improve their financial wellbeing.
How It Works
Personality
Looking to identify the best financial advisor for you? Fill out our confidential questionnaire to share your current financial situation, short- and long-term financial goals, and your behavioral finance inclinations, i.e., your thoughts and emotions around spending money, saving money, planning for your financial future, etc.
Search
Using our Proprietary Algorithm, we connect you with the leading financial advisory firm in our selective network of financial planners/financial advisors that best fits your needs.
Our financial planner network is made up of a large and diverse set of U.S. top-ranked independent financial advisory firms who have been vetted by us. Our financial advisors work for different investment advisory firms of all shapes and sizes vs. being employed by the same entity. This means they bring different perspectives and skills to any client relationship, and allows us to identify someone who will be a great fit to advise you related to your particular financial situation and needs.
Connect
Your matched financial advisor will reach out using your preferred method of contact to arrange a free, no-obligation conversation. You'll then decide if they're the right fit for you, with no pressure or commitment.
We believe that everyone should have access to quality financial advice. Research in Behavioral Finance shows that a Financial Advisor's ability to take into consideration a client’s emotions related to money and finances has a greater impact on a client’s financial wellbeing and financial goal achievement than just managing their client’s portfolio. This insight inspired us to create our financial advisor matching system, designed around human response to investment/financial market scenarios.
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Identify A Best-Fit, Top-Rated Financial Advisor Who Understands You And Your Financial Needs
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In just a few minutes, you can fill out the confidential form, and AssetAlign’s algorithmically-powered platform will sift through our database of trustworthy and proven financial advisory firms, aligning them with your financial goals and preferences. We, then, match you with a vetted financial advisory firm in our network that is best equipped to meet your unique financial needs, Choosing the right financial advisor is a deeply personal decision, and you shouldn’t have to wade through countless websites and phone calls to find the perfect match.
Science Meets Art
Schedule a Consultation
Not sure our confidential questionnaire is right for you? This means you can schedule a free consultation with us today, instead of using our find-a-financial-advisor tool, based on what day and time works best for you. You can schedule a no commitment, no-pressure, no-cost consultation regarding your particular financial situation and goals, based on your schedule During your consultation, we can help prepare you for your first meeting with your scheduled financial advisor and advise you what to expect.