Build Wealth With Expert Financial Guidance
Get matched with a trusted financial advisor to protect and grow what you’ve built from market volatility and uncertainty.
CFP® Licensed Advisors | 100% Free Match | Secure & Confidential
Get Your Free Match — It Only Takes a Minute
Answer a few simple questions and get matched with a licensed financial advisor tailored to your needs.
Why Trusted Advisor Connect?
At Trusted Advisor Connect, we believe finding the right financial advisor should be simple, transparent, and worry-free.
We take the guesswork out of the process by hand-selecting and thoroughly vetting every advisor in our network.
✔️ Licensed and Registered Advisors Only
All selected advisors must hold proper licenses, registrations, and verifiable credentials.
✔️ Fiduciary Standard Commitment
Our network prioritizes advisors who act in your best interests.
✔️ Rigorous Vetting Process
We carefully hand-select each advisor, screening for experience, client-first practices, clean regulatory records, and a proven track record of trust and integrity.
✔️ Secure and Confidential Matching
Our match is 100% free, secure, and confidential.
Our mission is simple:
Connect you with an advisor you can trust — and who can help you achieve your financial goals.
Frequently Asked Questions
1. What is Trusted Advisor Connect?
Trusted Advisor Connect is a free service that matches individuals with vetted, licensed financial advisors based on their goals and needs. We simplify the search process by connecting you with advisors who meet our strict standards for trustworthiness and expertise.
2. How much does it cost to use your service?
Our matching service is completely free for individuals. There are no hidden fees or obligations.
3. How do you vet your advisors?
Each advisor must pass a rigorous vetting process, which includes verifying licenses and registrations, reviewing regulatory records, and ensuring they follow fiduciary, client-first standards.
4. Are your advisors fiduciaries?
Yes. We prioritize working with advisors who act as fiduciaries, meaning they are legally and ethically obligated to act in your best financial interest.
5. What types of financial advisors do you match with?
We match clients with Registered Investment Advisors (RIAs), Certified Financial Planners (CFPs), and other licensed professionals who offer comprehensive financial planning and investment management services.
6. Will I be obligated to work with the advisor you recommend?
No. Our goal is to connect you with a vetted professional, but it is entirely your decision whether or not to move forward with them.
7. How quickly will I be matched with an advisor?
Typically, you will receive an introduction within 24-48 hours after submitting your form.
8. What information do you collect from me?
We ask for basic information about your financial goals, approximate investable assets, and preferred communication method to ensure the best match. Your information is kept strictly confidential.
9. Can I work with my advisor remotely?
Yes. The advisors we match clients with offer flexible meeting options, including phone calls, video conferencing, and secure online portals. Whether you prefer to meet in person or work with your advisor remotely, we will match you with a professional who can accommodate your preferences.
10. Do you work with advisors nationwide?
Yes, we have a broad network of vetted advisors across the United States.
10. How can I get started?
Simply complete the form by clicking the button below, and our team will begin matching you with the right advisor for your needs.