This survey is designed to connect individuals with vetted, fiduciary financial advisors. Survey responses are used to help identify advisor matches based on your financial goals, asset level, geographic location, and preference for in-person or virtual engagement. Matches may include advisors affiliated with one of our partner or affiliate firms. If you do not meet a given firm's qualifications, you may be referred to independent third-party fiduciary advisors outside of our affiliate network. Your information is shared only with matched advisors to help them better understand your needs.

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RetireBetter does not provide investment, legal, or tax advice and does not manage client funds or hold custody of assets. We help users connect with fiduciary financial advisors based on their survey responses. Completing the survey does not create a client relationship with RetireBetter or any affiliated advisory firm. Advisor matches are not endorsements or recommendations.

This is not an offer to buy or sell any security or investment product. All investing involves risk, including the potential loss of principal. Working with a financial advisor may involve the payment of fees, which can reduce returns. There are no guarantees that working with an advisor will result in positive outcomes. While advisors are expected to act as fiduciaries, the existence of a fiduciary duty does not eliminate all potential conflicts of interest.

You should independently verify an advisor’s registration, qualifications, and any disclosures by reviewing their Form ADV and checking them at Investor.gov