Finance Advisors - Advisor Match Quiz

FinanceAdvisors.com is owned and operated by Outlier Group, which is not registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC) or any state securities authority. This is a paid promotional communication. We do not provide investment advice, manage client assets, or make investment recommendations.

This survey will match you with up to three fiduciary financial advisors. We provide your advisor matches with your survey responses, including information about your goals, stated investable assets, and preferences, which helps advisors understand your financial circumstances. Matches are also determined by advisor availability. We also consider each advisor’s advertising budget; therefore, advisors with larger budgets are more likely to appear in the results page. Outlier Group receives compensation from participating advisors for referrals, paid regardless of whether you ultimately engage an advisor. In some cases, we may sell your information to trusted lead aggregators, who may in turn provide it to up to three financial advisors.

Advisor matches are provided as part of a paid advertising program and should be considered an endorsement subject to compensation disclosure. Inclusion in these results does not represent a recommendation of any specific advisor by Outlier Group or FinanceAdvisors.com. Advisor visibility is influenced by advertising budgets, which creates a potential conflict of interest. You should carefully evaluate each advisor and decide whether their services are appropriate for your needs.

Advisors matched through this platform are independent firms registered with the SEC or applicable state regulators. FinanceAdvisors.com does not evaluate the quality, suitability, or performance of any advisor, does not review the ongoing performance of advisors, and does not participate in the management of any user’s account or hold custody of assets. Results should not be relied upon as individualized financial advice. Users should conduct their own due diligence before engaging any advisor.

This website and its content are for educational purposes only and do not constitute investment, legal, or tax advice, nor an offer to buy or sell any security. All investments carry risk, including the potential loss of principal. Working with a financial advisor may involve fees, which will reduce investment returns, and does not guarantee positive outcomes. Past performance is not indicative of future results. Fiduciary duty does not eliminate all potential conflicts of interest.

Any forward-looking statements or examples are provided for illustrative purposes only, are based on current assumptions, and are subject to risks and uncertainties. Actual results may differ. We assume no obligation to update such statements.

The phrase ‘Little Known RMD Strategies’ refers to IRS-allowed distribution and planning options (such as Qualified Charitable Distributions, Roth conversions, and Qualified Longevity Annuity Contracts) that are often underutilized by retirees. For example, research cited in the Journal of Financial Planning noted that more than half of Fidelity IRA clients were taking only their required minimum distributions without employing additional strategies (Fortuna, 2019). These approaches are recognized under IRS rules but may not be appropriate for every investor. Individual circumstances vary, and tax outcomes depend on factors such as income, age, and account type. Consult a qualified financial or tax advisor before making any decisions regarding retirement accounts or distributions.”

What is your age?

Do you have a 401k?

Do you have an IRA?

Do you have brokerage account(s)?

Are you tax loss harvesting?

Are you using strategies to reduce capital gains taxes?

Are you prepared to manage RMD tax in retirement?

Do you have a trust or estate plan to ensure tax-efficient wealth transfer?

What best describes your investment experience?

Do you currently have a financial advisor?

When do you plan to retire?

What is your primary investment goal?

If the market dropped by 20% I would...

What is your estimated annual income?

Please estimate your total investable assets.

Where should we send your matches?

Almost done! What's your name?

What is your mobile phone number?

Important: you'll receive your match after we verify your information

What is your zipcode?

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