Grow Your Wealth
Find a Financial Advisor based on your specific needs.
Our process ensures that you are connected with experienced advisors that align with your interests.
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Credentials, qualifications, fee structure, and track record are just a few of the items we vet, to ensure your advisor is right for you.
$
1
M+
in Platform Assets
1
k+
Active Advisor Connections
Empower your financial decisions with fiduciary advisors you can trust. Find, hire, and invest with vetted, fiduciary, financial advisors.
The Q(Fin) Platform
Your Advisor's AI-Powered Investment Analyst
Q(Fin) analyzes hundreds of data points and thousands of news articles each day, so you can have peace of mind.
Generate reports, performance overviews, and more through natural language.
All in a safe, secure, and compliant software environment.
* The information in the visuals is for informational purposes only, and does not represent an actual user’s account, balance, or return and does not represent target or projected performance of any user’s account.
How It Works
Your Advisor Connections
Jeff Wheeler, CFA, CPA
Thomas Beal, CFA, CFP
Carolyn Fisher, CPA
Jack Roberts, CFP
1. Answer a Few Questions
Complete our 2-minute questionnaire to receive your advisor matches.
2. Schedule an Introductory Call
Interview advisor matches to find the best fit for you.
Thomas Beal, CFA, CFP
Select a Date and Time
July 2024
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3. Achieve Your Financial Goals
Work with your advisor and leverage the Q(Fin) platform to gain financial peace of mind.
** The information in the visuals is for informational purposes only, and does not represent an actual user’s account, balance, or return and does not represent target or projected performance of any user’s account.
AI For Advisors
Artificial Intelligence (AI) is revolutionizing wealth management, offering advisors sophisticated tools to tailor investment strategies, manage risks, and provide data-driven advice. AI's predictive analytics and real-time insights give clients a personalized and proactive financial experience, ensuring wealth advisors stay ahead in a competitive landscape.