Find the Financial Advisor That’s Right for You

Investing
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Financial Advisor and Clients

Any situation that involves money is emotional. Every major life change — getting a new job, getting married or divorced, purchasing a home, having children – puts stress on your relationships as well as your bank accounts. The help of an unbiased expert is invaluable in these situations. Unfortunately, many believe professional financial help is available only to the very wealthy.

It isn’t.  The professional guidance you need is here.  At NerdWallet, we’re making it easier than ever to find objective, educational and personalized financial answers.

Ask an Advisor is our free, easy-to-use digital platform that allows you to connect directly with professionals who have just the right expertise to guide you through life’s thorny financial challenges.

If you are reluctant to get financial advice because you feel overwhelmed by the profusion of information out there, you’re not alone. It’s incredibly difficult to find an advisor suited to your unique situation, let alone make sense of the alphabet soup of expert acronyms. Do you need a CFP, an RIA or a CPA?

So Ask an Advisor does the legwork for you. We vet our panel of financial experts by verifying designations and registrations, and reviewing regulatory records. Then, we give them the opportunity to demonstrate their expertise by answering your questions, for free.

Your financial questions are always posted anonymously to preserve privacy. Experts respond with seasoned advice – generally several responses per question.

If you want one-on-one financial advice, NerdWallet provides direct access to hundreds of financial advisors available around the country in our Find an Advisor database, a transparent way to select the personal financial planner that’s right for you and your needs.

No computer model, algorithm or app can replace the trust and comfort inherent in a personal client-advisor relationship. Ask an Advisor creates an oasis in this arid landscape with a simple platform where you can educate yourself, evaluate advisors outside a high-pressure situation, and ultimately find someone you can trust with your financial life.

At NerdWallet, we do this all for free because it’s our mission. We do the research so you can make smart financial decisions.