As former financial advisors, 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, saving, and planning for their financial future has a greater impact on a client’s financial wellbeing and financial goal achievement than just managing their 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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Want To Identify The Best Financial Advisor For Your Special Needs and Goals?

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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 knowledgeable advisory firms, aligning them with your financial goals and preferences. We then match you with a vetted 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.