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FAQFor advisors
For advisorsGet startedFind your advisor
Home
Learn
Retirement planningInvestingFinancial advisorMoney managementReal estate
About
Who we areNewsroomFind top financial advisorsContact us
FAQFor advisors


FIND YOUR TRUSTED
FINANCIAL ADVISOR

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

Partner with certified financial advisors100% free match and consultationReceive
personalized expert adviceFind your advisor

Partner with certified financial advisors100% free match and consultationReceive
personalized expert advice


AS FEATURED ON




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

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.
Get started


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.






OUR PREMIER ADVISORS CAN BOOST YOUR EARNINGS*

Boost your earnings
$3.4MWith an advisor
$1.7MSolo investing

$500K
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
Explore resources
Retirement planning
Retirement planning
 * Minimize taxes in retirement
 * How to plan for retirement
 * Calculating RMDs

Read moreGo to Retirement planning page
Investing
Investing
 * How are stocks taxed?
 * How to hedge against inflation
 * Common investment fears

Read moreGo to Investing page
Financial advisor
Financial advisor
 * How tax loss harvesting works
 * Year-end financial deadlines
 * Utilizing wealth management

Read moreGo to Financial advisor page
Money management
Money management
 * When to use savings accounts
 * Reasons to update your will
 * 5 personal budget tips

Read moreGo to Money management page
Real estate
Real estate
 * Owning Rental Properties
 * How to Lower Property Taxes
 * Tax deductions for homeowners

Read moreGo to Real estate page


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?

Absolutely! FinanceHQ will safeguard your personal information and only share it
with the few advisors we recommend best suited for you. Your privacy and the
security of your information is of utmost importance to us. Feel free to review
our Privacy Policy here.


HOW MUCH DOES THIS SERVICE COST?

It’s free! FinanceHQ will connect you with a financial advisor at no cost to
you. Once you choose a specific advisor and agree to work with them, you will
pay an advisory fee directly to that professional. We suggest discussing the
advisor’s fee schedule with them during your initial interview so that there are
no surprises.


MORE FAQS

Looking for a financial advisor?Find your advisor

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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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