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  • Right Financial Advisor, is a leading source for matching investors and their families to local trustworthy financial professionals. Unlike many other web-based advisor-finding solutions, that match investors and advisors based solely on zip codes and asset minimums, Right Financial Advisor understands the broad spectrum of client needs and personalities and how this impacts their choice of advisors.  This is why we created a set of over 40 individualized questions designed to find advisors who meet not only the investor’s specific financial needs but also their financial personalities as well.

    Our system creates unique investor profiles that facilitate introductions that may result in more constructive and long standing partnerships. When the relationship of investor and advisor is created with these ideas in mind, we hope to promote a level of trust and confidence that have a meaningful difference on the level of successful financial planning. Right Financial Advisor is disrupting the financial services industry by providing a unique way to meet with a financial advisor. After getting matched to an advisor we facilitate an introduction by phone, email, or Advisor Chat. Our video conferencing resource, Advisor Chat, allows people to meet a prospective advisor from the comfort of their home or office.

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