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The right advisor can save you a lot of money

You deserve an advisor you can trust. Use Datalign to find, hire, and invest with vetted, fiduciary financial advisors.

Why work with Datalign to find an advisor?

Most advisor matching services make introductions purely based on your net worth and location. Datalign looks at much more than just the size of your portfolio to find the right advisor for you.

They can match you with a suitable financial advisors anywhere in the country.

All advisors are thoroughly vetted and interviewed to understand their experience and specialties.

There are no fees for using the Datalign© platform.

How it works

Answer a few questions

Your answers will help Datalign understand your personal and financial situation, preferences, and long-term goals.

Get matched with an advisor

Datalign will recommend an advisor with expertise to match your unique situation

Connect with your advisor

Confirm your contact information if you want to talk further and your matched advisor will reach out for a free, no-obligation call

Why should you get a financial advisor?

Financial advisors can cut through the noise and provide expert financial advice that’s tailored specifically to your needs. They can help you invest your money wisely, set your financial priorities and navigate tricky financial decisions.

Save time: Financial advisors are experts at navigating complex subjects, like taxes, estate planning, or investment strategies, saving you a lot of time in research and education.

Save money: A good financial advisor can save you money by helping you cut costs, invest smarter, and better plan for the future.

Gain confidence: With their objective and experienced assessment of your financial situation and options, a financial advisor can help you feel more secure in your financial situation, which can be priceless.

Find your financial advisor with Datalign

Just answer a few short questions with Datalign to get started.