Find an advisor you can trust and connect to.
A solid source for a second opinion.
Find an advisor that puts your needs ahead of their own.
Get matched to up to four advisors.

Our passion is introducing individual families with local advisors in order to create a successful and sustainable relationship.

We do not require any sensitive information (i.e. social security number or account numbers) in order to create your match.



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We are a web-based algorithm that works to introduce individual investors and their families to financial professionals suited to fit their needs. Unlike many other web-based advisor-finding solutions, who match investors and advisors based solely on zip codes or asset minimums, Right Financial Advisor understands the broad spectrum of client needs and personalities and how this impacts their choice of advisors.

Find your team of Financial Advisors that are experienced enough and trusted enough to provide a process not a product.  Someone you  can talk with, plan with and connect with.


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Why We Do What We Do

By matching your core financial needs and unique investment personality with qualified vetted professionals we help find you the right financial advisor that will talk to you not through you.

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No Unwanted Calls

We will only give your information to advisors you request to speak to. We won’t  share your information without  your permission. We may periodically email you to verify your satisfaction.

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Valuable Resource

Right Financial Advisor is a solid source for a second opinion.  All of our matched advisors abide by the highest ethical standards and includes full disclosure and transparency.

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Eliminate your Financial Inertia

We make it easy for you to stop the procrastination and start the process of getting your financial house in order.  We can help you find that professional who can put it all together for you.


Six year old Emily shows her parents how to find the right financial advisor for them.  Click on the link below to see for yourself exactly how our matching process can help you find an advisor who fits your needs.
 

See The Algorithm In Action


The Right Financial Advisor can make all the difference

 

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  • At the moment, only about 13% of all Americans are 65 years of age or older. By 2030, that number will soar to 18%. 18%
  • American workers that have less than $10,000 saved for retirement 46%
  • American workers who expect to have to work even though they are “retired.” 74%
  • Increase in tuition for private colleges between 2000 and 2010 49%

“While credentials and experience are very important, you also want to work with someone you like, trust and can understand. You also want someone who is accessible and ideally has other co-workers that can assist you when he or she is unavailable.”Donna Fuscaldo | Fox Business

“Just take your time and put in some effort up front. If you find a good match, it can be one of the best professional relationships you will ever have.”Dan Moisand | Market Watch

“Like finding the perfect mate, finding the right financial adviser can be tricky, especially if you lack experience.   But for those who have vowed to get a better handle on their finances, there might be another type of intimate relationship worth starting in 2011—one with a financial adviser.”Jaime Levy Pessin | The Wall Street Journal

“What matters is how well you click with your prospective advisor, how well he or she understands your situation and how skilled he or she is in the areas that you need expertise.”Nanci Hellmich | USA Today


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