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Learn

About

FinanceHQ mission

FinanceHQ is a platform that connects individuals with trusted financial advisors and resources for a better financial future. The platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

Your search for expert financial advice is simplified through a personalized experience that focuses on learning about your financial needs, goals, and aspirations. Then, through proprietary matching technology, FinanceHQ connects you with trusted advisors on the network based on your individual profile.

The platform provides access to advisors who have a duty to put your best interests first. That's why 100% of FinanceHQ's advisor network members are fiduciaries, so that you have the trust and confidence that your financial future is in the right hands. FinanceHQ is also a registered fiduciary that values the responsibility to recommend professionals best suited to help you.

Getting introduced to a trusted advisor has never been easier. FinanceHQ is your destination to find long-term advisory relationships and resources to enhance your financial life.

Ready to work
with a financial advisor?

Our advanced matching solution connects people seeking investment guidance with certified and highly experienced financial advisorsGet started

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.

Trusted & recommended
by our clients

Paul K.Director of Practice Management

Goal:

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

Madison T.Senior Marketing Manager

Goal:

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.

Jun I.CFO

Goal:

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:

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:

Great platform and resource!

Ritu M.Business School Student

Goal:

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:

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

Raja C.Global Account Director

Goal:

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

Paul W.Trader

Goal:

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.

This testimonial was given by current or prospective clients of FinanceHQ. No compensation was provided for the testimonial. This arrangement creates a material conflict of interest because our firm has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial and no guarantees of performance or success are offered.

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