SEC-Registered Investment Advisor

Find your trusted
financial advisor

Secure your future and pursue your goals with
a free match to financial expertsSecure your future and pursue your goals - get started now with our free advisor matching quiz

How it works

1Answer a few questions2Match with experts for free3Connect with your financial advisor Find your advisor

Connecting you with a better financial life

How it works

1Answer a few questions2Match with experts for free3Connect with your financial advisor

Find your advisor

As seen on

How an advisor can help

Find an advisor

Behavioral coaching
Stay focused on your long-term plan through market ups and downs.
Portfolio construction
Build an investment mix around your goals, time horizon, and risk tolerance.
Rebalancing
Adjust your investment mix as markets move and your needs change.
Tax efficiency
Consider tax-aware investment and withdrawal strategies for your situation.

Services vary by advisor. Investing involves risk, and working with an advisor does not guarantee investment results.

Prosper with the right
financial guidance

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 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

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 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 retirement Grow my wealth Setup trust or will Save on taxes Budget 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:

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:

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:

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.

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

Frequently Asked Questions

How do you connect me with a financial advisor?

FinanceHQ takes the stress out of searching for a financial advisor. All you need to do is complete our secure online form, where we ask some simple questions to better understand your situation. Your personal information is kept safe and confidential.

We then refer you to the financial advisor best suited to align with your personal needs. You may schedule a time to interview one or all of them depending on your schedule. If you need additional help, you may contact a FinanceHQ teammate for assistance.

Is my personal information safe?

How much does this service cost?

What are fee-only financial advisors?

Are all FinanceHQ advisors fiduciaries?

More FAQs

How do I find the best financial advisor near me?

FinanceHQ has created a network of rigorously vetted financial advisors from all across the United States. During the questionnaire, you will be asked to fill out the criteria of what you are looking for. If you are looking for the "best financial advisor near me" please be sure to include that when prompted and our matching algorithm will do the rest!

How do you qualify the financial advisors in your network?

We screen each financial advisor in our network by checking their SEC and regulatory licenses. We also require that each advisor act as a fiduciary, which means that they must always put your best interests first. In addition, the advisors we work with maintain client assets with reputable custodians.

If your service is free, how does FinanceHQ make money?

Many of our Advisor Network partners compensate us when we connect them to users on our site. In some cases, we may receive a referral fee from our partners once you and they decide to work together. This compensation creates a conflict of interest because we have a financial incentive to connect you with advisors who offer higher compensation. We seek to mitigate this conflict through a matching process that considers your financial situation and preferences, and it is our mission to help you find your best fit.

What should I do after I am connected with a recommended financial advisor for me?

You may reach out to any and all of the advisors we refer you to. We recommend that you schedule time with the advisors for an introductory meeting so that you can interview the advisor and you get to know one another better.

Looking for a financial advisor?Find your advisor

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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.

Find your trusted financial advisor

How it works

How it works

As seen on

How an advisor can help

Behavioral coaching

Portfolio construction

Rebalancing

Tax efficiency

Prosper with the right financial guidance

How it works

1. Answer a few questions

2. Match with experts

3. Connect with your financial advisor

What early users say about FinanceHQ

Value you can count on

Proven experts

Personalized advice

Private & secure

Frequently Asked Questions

How do you connect me with a financial advisor?

Is my personal information safe?

How much does this service cost?

What are fee-only financial advisors?

Are all FinanceHQ advisors fiduciaries?

More FAQs

Find your trusted
financial advisor

Prosper with the right
financial guidance

What early users say
about FinanceHQ