About Us
AssetAlign is unlike any other Financial Advisor organization, firm or matching service. Our scientifically backed methodology matches you with the right financial planning team based on your financial goals and disposition related to money, savings, and setting financial goals. Read more about our unique and effective approach below, or get started now to find a financial planning match.
Custom Advisor Matching
As former financial advisors, we believe that everyone should have access to quality financial advice. Research in Behavioral Finance shows that a Financial Advisor's ability to take into consideration a client’s emotions related to money, saving, and planning for their financial future has a greater impact on a client’s financial wellbeing and financial goal achievement than just managing their portfolio. This insight inspired us to create our financial advisor matching system, designed around human response to investment/financial market scenarios.
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Want To Identify The Best Financial Advisor For Your Special Needs and Goals?
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In just a few minutes, you can fill out the confidential form, and AssetAlign’s algorithmically-powered platform will sift through our database of trustworthy and knowledgeable advisory firms, aligning them with your financial goals and preferences. We then match you with a vetted firm in our network that is best equipped to meet your unique financial needs.
Choosing the right financial advisor is a deeply personal decision, and you shouldn’t have to wade through countless websites and phone calls to find the perfect match.