Advisor matching
Connected with the right advisor or firm based on your assets, needs and goals.
- A short conversation about what you need
- A shortlist that actually fits
- You meet them and you decide
For clients
Find the right advisor, the first time.
For individuals, families and business owners. Tell us what you need, and we'll introduce you to advisors and professionals who are a genuine fit.
What we do
The right people, without the guesswork.
Many of our clients come to us through their CPA, lawyer, realtor or business broker.
Professional introductions
Trusted CPAs and lawyers for tax, estate and business needs.
- Tax planning and filing
- Wills and estates
- Business sales and structure
How it works
Four simple steps.
Tell us
A short, no-pressure conversation about your situation and goals.
Shortlist
We find advisors whose experience and approach fit you.
Introduce
We make a warm introduction and disclose how we're paid.
You decide
Meet them, ask questions, and choose. No obligation.
Questions
What clients usually ask.
Is this really free?
Yes. The firm you choose pays us a referral fee under a written agreement. You'll know about it before any introduction, and it doesn't change what you pay.
Do you manage money or give advice?
No. We're not a registered dealer or adviser. We introduce you to registered professionals, and they give the advice.
Do I have to work with who you suggest?
Not at all. You meet them, and you decide. If it isn't a fit, tell us and we'll keep looking.
Is my information kept private?
Yes. We only share your details with an advisor or professional after you've agreed to the introduction.
Let's talk
Looking for the right advisor?
Tell us a little about what you need. We follow up within one business day.