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FAQFor advisors

Find your trusted
financial advisor

Secure your future and pursue your goals with a free match to financial experts

Find your advisor
Connecting you with a better financial life
Partner with certified financial advisors100% free match and consultationReceive personalized expert advice

Prosper with the right
financial guidance

Seamlessly connect with financial advisors
Seamlessly connect with financial advisors Our technology empowers you to get personalized financial advice through a fast and simple process
Develop your financial plan with confidence
Develop your financial plan with confidenceWhether you're thinking about retirement, home buying, or another financial matter, a trusted fiduciary will tailor advice to your needs
100% free - no obligation or matching fee
100% free - no obligation or matching feeOur advisors come prepared for a meaningful initial consultation with you, at no cost
Seamlessly connect with financial advisors
Seamlessly connect with financial advisors Our technology empowers you to get personalized financial advice through a fast and simple process
Develop your financial plan with confidence
Develop your financial plan with confidenceWhether you're thinking about retirement, home buying, or another financial matter, a trusted fiduciary will tailor advice to your needs
100% free - no obligation or matching fee
100% free - no obligation or matching feeOur advisors come prepared for a meaningful initial consultation with you, at no cost

How it works

1. Answer a few questions

We'll help you identify what topics you need advice on. Advisors are able to provide guidance through many of life's events.
What's your biggest financial goal?
Save for retirementGrow my wealthSetup trust or willSave on taxesBudget my income

2. Match with experts

We use the information you provide to match you with the right advisor, based on their expertise and your financial goals.

3. Connect with your financial advisor

Solve immediate issues, set long-term goals, and check in regularly with a trusted partner to maintain a healthy financial life.
Get started

What early users say
about FinanceHQ

Paul K.Director of Practice Management
Goal:
Save for retirement

FinanceHQ makes the whole process easier and takes the guesswork out. Tried it out because the match was free - glad I did.

Anonymous

Helpful discussion, nice rep, good experience overall. I was very impressed with [the rep] who set up my Zoom meeting with [my advisor]. My husband and I are planning to meet [her] in person.

Madison T.Senior Marketing Manager
Goal:
Budget my income

FinanceHQ made connecting with an advisor simple and stress-free. I can tell that their team genuinely cares about helping people like me access solid financial advisors.

Anonymous

I was looking for financial advice to better my future. I found FinanceHQ, this platform made it extremely easy to bridge me to a qualified advisor. The website and process were seamless and transparent.

Jun I.CFO
Goal:
Save on taxes

The three most critical objectives for a service provider’s website is appeal, transparency and simplification. FinanceHQ covers them all.

Joe H.VP, Client Advisory
Goal:
Setup Trust or Will

Great website! Interface is very clean and user-friendly. Also a great concept of connecting people to financial advisors. Highly recommend!!

Billy K.CIO/CEO
Goal:
Grow my assets

Great platform and resource!

Ritu M.Business School Student
Goal:
Budget my income

I knew I needed a trusted financial advisor but struggled to find the right one. A friend recommended I check out FinanceHQ and I was pleasantly surprised to see how easy the matching process was!

Daniel K.Partner Program Strategy
Goal:
Setup Trust or Will

Really easy to find a trusted advisor. User-friendly interface, with simple questions.

Raja C.Global Account Director
Goal:
Save on taxes

Easy to navigate and user friendly interface! Looking forward to working with my financial advisor to achieve my goals.

Paul W.Trader
Goal:
Setup Trust or Will

Incredibly user-friendly website with short steps that were easy to follow, & the guided topics helped narrow down my focus to find the right advisor. 10/10 for any financial advisory needs.

The people quoted here are early users of FinanceHQ. They are not current FinanceHQ clients and received no compensation for their feedback. Some have a personal relationship with FinanceHQ’s founder. FinanceHQ selected favorable comments for display; this feedback relates to the website experience and does not reflect investment performance or outcomes from working with a matched advisor. Individual experiences may vary.

Value you can count on

Proven experts

All our partner advisors are officially state- or SEC-registered and screened through our rigorous vetting process

Personalized advice

Our advisors provide guidance specific to your goals with a fiduciary duty to act in your best interest

Private & secure

We prioritize your privacy and only share information with hand-picked advisors that meet your needs
Explore resources
Retirement planningRetirement planning
InvestingInvesting
Financial advisorFinancial advisor
Money managementMoney management
Real estateReal estate

Frequently Asked Questions

How do you connect me with a financial advisor?

Is my personal information safe?

How much does this service cost?

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FinanceHQ LLC (“FHQ”) is an SEC-registered investment advisor. We provide investment advice to clients by recommending and introducing investment advisors. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction.

By using our service, you agree to our Terms of Service and Advisory Agreement and acknowledge our Privacy Policy. Please review our ADV Part 2A and Form CRS.

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