TrustedAdvisorMatch asks questions others fail to ask — about your complexity, your goals, your preferences — and identifies professionals whose experience and credentials align with your stated needs.
Our methodology identifies professionals who align with your stated needs — you choose who to connect with.
Your information is never sold. It is shared only with the professional you choose to connect with.
Already working with an advisor? This site probably isn't for you — unless a few things give you pause.
There are many experienced, credentialed financial professionals in this country who focus on the kind of complexity you're navigating. The gap isn't the advisors. It's the process for finding one.
Most platforms are lead engines. Your information gets sold to whoever paid to receive it — you get multiple calls from advisors who know nothing about your situation, competing for your attention based on who dials fastest. That's not matching. That's harvesting.
TrustedAdvisorMatch built a different process entirely. A process that starts with your situation and ends with professionals whose experience aligns with it.
Your contact information gets sold to multiple advisors simultaneously. That's not a matching system. That's an auction — and you're the product.
What's your financial complexity? What have you tried before that didn't work? What's the specific challenge you're navigating? The intake process is structured around questions that influence professional alignment — because the answers change everything about who you should be connected with.
A CFP® with 25 years specializing in business succession and a CFP® with 4 years doing general planning hold the same letters. The credential tells you they passed an exam. It tells you nothing about whether they're right for you.
TrustedAdvisorMatch does not sell, rent, or distribute your contact information to anyone. Your information is shared only with the professional you choose to connect with — and if we arrange another introduction, only with that professional. That is the complete list. We are not a lead generation platform and we never will be.
"After many years in practice, I saw how often consumers and advisors misaligned — not because of bad intent, but because of unclear expectations. This platform structures the introduction process so consumers can connect with professionals whose experience and credentials align with their stated needs."
— Founder, TrustedAdvisorMatch
Verification is the floor — every professional on TrustedAdvisorMatch has been independently confirmed through publicly available regulatory sources and has agreed to our professional standards, including accurate disclosure of credentials, compensation, and responsiveness to introductions. The tier tells you something more specific: the objective experience and credential level of that professional's practice. Advisors on the platform represent that they operate under a fiduciary standard in their advisory engagements, as required by applicable law. TrustedAdvisorMatch does not supervise or guarantee compliance. Tier classifications reflect objective professional characteristics such as years of experience and credentials. They do not represent an endorsement, ranking, or evaluation of investment performance.
The intake only takes a few minutes. Our methodology identifies professionals whose experience and credentials align with your stated needs. Review their profiles and request an introduction — the professional you select has 2 business days to respond.
Answer questions about your GOALS, financial complexity, and what you're looking for in an advisory relationship. We ask about business ownership, equity compensation, estate structures, anticipated transitions — the things that change who is right for you. No exact numbers. Ranges only.
Your answers build a complexity profile that runs against our verified professional database — specializations, credentials, experience, compensation model, and tier. Our methodology identifies professionals whose credentials and experience align with your stated needs.
Three professionals whose experience and credentials align with your stated needs are presented to you. Review their profiles and request an introduction with the one that feels right. Your contact information goes only to the professional you choose to connect with.
Every structural decision TrustedAdvisorMatch has made — how advisors are admitted, how we're compensated, how matches are made — exists to protect one thing: the quality of your introduction.
We don't make money when you get more results. We don't reward advisors for spending more. We charge a flat fee to be verified and a one-time fee to be matched. That's the entire business model. It is designed to support a more structured introduction.
Your information goes only to the professional you choose to connect with. Never to a group of advisors bidding for your business. Never sold. Never auctioned.
Credentials confirmed through FINRA BrokerCheck, SEC IAPD, and designation boards directly. Regulatory records reviewed through publicly available sources. No current bars or suspensions reflected in publicly available records. Advisors represent they operate under a fiduciary standard as required by applicable law.
Every TrustedAdvisorMatch advisor discloses how they're paid — in plain language, before you speak with them. You know what to expect.
Advisors pay a flat annual fee to be verified. That fee is identical regardless of how many introductions they receive. Nobody buys their way into your results.
Verification is not a one-time event. Advisors are reverified annually as part of our ongoing process. New regulatory disclosures are reviewed as part of our ongoing verification process.
Answer questions about your situation — your complexity, your goals, what you've tried before. Our methodology identifies professionals whose practice aligns with your stated needs — you choose who to connect with.
One-time $99 matching fee · $250,000+ investable assets · Re-match included within 30 days
Your information is never sold. It is shared only with the professional you choose to connect with.
Are you a financial advisor?
Apply for VAR Verification →