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

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

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Prosper with the right
financial guidance

Seamlessly connect with top financial advisors Our technology empowers you to get personalized financial advice through a fast and simple process
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 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 willBuy a homeBudget my incomeSave on taxes

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.
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Trusted & recommended
by our clients

Stefan M.Director of Product Marketing
Goal:
Buy a home

A+ offering - in just a few clicks, I'm matched with an advisor that suits my needs! Best of all, they work with fee-only advisors, as they have my best interests in mind & aren't just trying to sell me financial products.

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.

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.

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.

Expert advice could boost your investment return 3% annually*

Find your advisor
With an advisor
Solo investing
$500K
$3.4M
$1.7M
Year 1Year 25

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

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* This illustrates the hypothetical growth of a $500,000 investment portfolio, net of commissions and investment management fees, over 25 years assuming an average 5% self-directed annualized return vs. 8% advisor-managed portfolio annualized return.

Disclaimer: While based on Vanguard’s Adviser’s Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results.

FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

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