The Right
Connection is
Everything
Match with your ideal financial advisor.
-
Learn your
investor
personality -
Know the type
of advisor who
connects best -
Get connected to
the right financial
advisor for you.
In just five questions, find your investor type and the type of
advisor who gets you.
question 1 of 5
I seek wealth primarily to
enhance my social status.
How strongly do you agree or disagree with this statement?
question 2 of 5
Maintaining my lifestyle makes
it hard to save and invest
How strongly do you agree or disagree with this statement?
question 3 of 5
When speaking to my investment
advisor, I am very specific and
clear about my goals.
How strongly do you agree or disagree with this statement?
question 4 of 5
When it comes to my money,
I watch my investments
like a hawk.
How strongly do you agree or disagree with this statement?
question 5 of 5
My retirement plan is
less important than other
financial goals.
How strongly do you agree or disagree with this statement?
What’s your email address?
What’s your name?
Your ZIP code?
Your phone number?
What’s your preferred
contact method?
The right connection for you
As a Spender, you value wealth because it allows you to lead a very pleasant life. You know that saving for retirement is important, but you’re in the fortunate position of not having to worry about it. When it comes down to thinking about retirement planning or vacation planning, vacation is going to win almost every time.
Your relationship with money
Wealth is a big part of who you are because it makes it possible for you to lead a very active life and have a lot of great experiences. You’re not opposed to risk, but like other aspects of investing, it’s also not something you care to think about much.
Your confidence level
You have plenty of knowledge about investing, you just happen to find it boring. You want an advisor you can trust to manage your wealth while you focus on doing the things you enjoy with the people you love.
Analytical and data-driven, The Technician excels at crafting sophisticated, high-growth investment strategies to fit your goals.
This type of advisor respects your need to see measurable results and keep tight control over your portfolio.
You can count on them to back up every recommendation with detailed insights and projections so you have a solid rationale for every move. This methodical approach works well with your penchant for advanced financial instruments like private equity or hedge funds.
The Technician is a master of optimizing risk-adjusted returns so you can boldly pursue your most ambitious goals.
style match
About Spender
As a Spender, you value wealth because it allows you to lead a very pleasant life. You know that saving for retirement is important, but you’re in the fortunate position of not having to worry about it. When it comes down to thinking about retirement planning or vacation planning, vacation is going to win almost every time.
Your relationship with money
Wealth is a big part of who you are because it makes it possible for you to lead a very active life and have a lot of great experiences. You’re not opposed to risk, but like other aspects of investing, it’s also not something you care to think about much.
Your confidence level
You have plenty of knowledge about investing, you just happen to find it boring. You want an advisor you can trust to manage your wealth while you focus on doing the things you enjoy with the people you love.
About The Technician
Analytical and data-driven, The Technician excels at crafting sophisticated, high-growth investment strategies to fit your goals.
This type of advisor respects your need to see measurable results and keep tight control over your portfolio.
You can count on them to back up every recommendation with detailed insights and projections so you have a solid rationale for every move. This methodical approach works well with your penchant for advanced financial instruments like private equity or hedge funds.
The Technician is a master of optimizing risk-adjusted returns so you can boldly pursue your most ambitious goals.
As an Improviser, you have very flexible attitudes about money as well as most other things in life. This is a strength in many ways. In fact, people often envy your ability to keep your options open. But when it comes to financial planning, you could really use an advisor’s help to get started.
Your relationship with money
You tend to be fairly ambivalent about money in general. You know that retirement planning is important and sometimes feel like you should be more focused on it, but that’s just not where your mind likes to go.
Your confidence level
Because investing has never really interested you, it’s not an area where you feel particularly confident. You have a vague feeling that you should be doing something––or else you wouldn’t be reading this––but you don’t feel like you have the knowledge or interest to actively manage an investment account. Letting someone else take the lead on retirement planning would be a breath of fresh air.
Warm and approachable, The Relationship Builder understands how investing fits into your life, what your goals are, and what level of involvement you actually want to have.
They are masters of creating and executing customized plans and then maintaining regular check-ins to keep you in the loop. The Relationship Builder will give you as much detail as you want–and if you don’t want a lot, they know how to give you efficient, broadstroke updates. This is not someone you will need to manage; this is someone who works hard so you can work less.
You can trust The Relationship Builder to look out for your financial future and keep you comfortable while they do it.
style match
About Improviser
As an Improviser, you have very flexible attitudes about money as well as most other things in life. This is a strength in many ways. In fact, people often envy your ability to keep your options open. But when it comes to financial planning, you could really use an advisor’s help to get started.
Your relationship with money
You tend to be fairly ambivalent about money in general. You know that retirement planning is important and sometimes feel like you should be more focused on it, but that’s just not where your mind likes to go.
Your confidence level
Because investing has never really interested you, it’s not an area where you feel particularly confident. You have a vague feeling that you should be doing something––or else you wouldn’t be reading this––but you don’t feel like you have the knowledge or interest to actively manage an investment account. Letting someone else take the lead on retirement planning would be a breath of fresh air.
About The Relationship Builder
Warm and approachable, The Relationship Builder understands how investing fits into your life, what your goals are, and what level of involvement you actually want to have.
They are masters of creating and executing customized plans and then maintaining regular check-ins to keep you in the loop. The Relationship Builder will give you as much detail as you want–and if you don’t want a lot, they know how to give you efficient, broadstroke updates. This is not someone you will need to manage; this is someone who works hard so you can work less.
You can trust The Relationship Builder to look out for your financial future and keep you comfortable while they do it.
As a Joy-Seeker, you value wealth because it allows you to lead a very pleasant life. You know that saving for retirement is important, but you’re in the fortunate position of not having to worry about it. When it comes down to thinking about retirement planning or vacation planning, vacation is going to win almost every time.
Your relationship with money
Wealth is a big part of who you are because it makes it possible for you to lead a very active life and have a lot of great experiences. You’re not opposed to risk, but like other aspects of investing, it’s also not something you care to think about much.
Your confidence level
You have plenty of knowledge about investing, you just happen to find it boring. You want an advisor you can trust to manage your wealth while you focus on doing the things you enjoy with the people you love.
Analytical and data-driven, The Technician excels at crafting sophisticated, high-growth investment strategies to fit your goals.
This type of advisor respects your need to see measurable results and keep tight control over your portfolio.
You can count on them to back up every recommendation with detailed insights and projections so you have a solid rationale for every move. This methodical approach works well with your penchant for advanced financial instruments like private equity or hedge funds.
The Technician is a master of optimizing risk-adjusted returns so you can boldly pursue your most ambitious goals.
style match
About Joy Seeker
As a Joy-Seeker, you value wealth because it allows you to lead a very pleasant life. You know that saving for retirement is important, but you’re in the fortunate position of not having to worry about it. When it comes down to thinking about retirement planning or vacation planning, vacation is going to win almost every time.
Your relationship with money
Wealth is a big part of who you are because it makes it possible for you to lead a very active life and have a lot of great experiences. You’re not opposed to risk, but like other aspects of investing, it’s also not something you care to think about much.
Your confidence level
You have plenty of knowledge about investing, you just happen to find it boring. You want an advisor you can trust to manage your wealth while you focus on doing the things you enjoy with the people you love.
About The Technician
Analytical and data-driven, The Technician excels at crafting sophisticated, high-growth investment strategies to fit your goals.
This type of advisor respects your need to see measurable results and keep tight control over your portfolio.
You can count on them to back up every recommendation with detailed insights and projections so you have a solid rationale for every move. This methodical approach works well with your penchant for advanced financial instruments like private equity or hedge funds.
The Technician is a master of optimizing risk-adjusted returns so you can boldly pursue your most ambitious goals.
As an Expert, you have a great deal of knowledge about investing and use it pursue very ambitious goals. Investing is exciting for you, and you look for strategies that offer high returns and align with your long-term vision. You have high standards for your investments and for your advisor.
Your relationship with money
Building wealth is something you do in order to secure your family’s future, but it’s also a big part of who you are. You’re proud of your wealth because you see it as a representation of your accomplishments. You are very meticulous about measuring results and tracking progress because you want to make sure every decision supports your broader financial goals.
Your confidence level
You are an extremely confident investor. You know more about markets than most people, including some advisors, and it’s not uncommon for people to ask you for financial advice.
You’re open to some risk if there’s enough upside, and calibrating risk is an area where like to have some collaboration and validation from an experienced advisor who can bring you additional insights. Finding an advisor who can match or exceed your expertise is a challenge, but we’re here to help.
Analytical and data-driven, The Technician excels at crafting sophisticated, high-growth investment strategies to fit your goals.
This type of advisor respects your need to see measurable results and keep tight control over your portfolio.
You can count on them to back up every recommendation with detailed insights and projections so you have a solid rationale for every move. This methodical approach works well with your penchant for advanced financial instruments like private equity or hedge funds.
The Technician is a master of optimizing risk-adjusted returns so you can boldly pursue your most ambitious goals.
style match
About Expert
As an Expert, you have a great deal of knowledge about investing and use it pursue very ambitious goals. Investing is exciting for you, and you look for strategies that offer high returns and align with your long-term vision. You have high standards for your investments and for your advisor.
Your relationship with money
Building wealth is something you do in order to secure your family’s future, but it’s also a big part of who you are. You’re proud of your wealth because you see it as a representation of your accomplishments. You are very meticulous about measuring results and tracking progress because you want to make sure every decision supports your broader financial goals.
Your confidence level
You are an extremely confident investor. You know more about markets than most people, including some advisors, and it’s not uncommon for people to ask you for financial advice.
You’re open to some risk if there’s enough upside, and calibrating risk is an area where like to have some collaboration and validation from an experienced advisor who can bring you additional insights. Finding an advisor who can match or exceed your expertise is a challenge, but we’re here to help.
About The Technician
Analytical and data-driven, The Technician excels at crafting sophisticated, high-growth investment strategies to fit your goals.
This type of advisor respects your need to see measurable results and keep tight control over your portfolio.
You can count on them to back up every recommendation with detailed insights and projections so you have a solid rationale for every move. This methodical approach works well with your penchant for advanced financial instruments like private equity or hedge funds.
The Technician is a master of optimizing risk-adjusted returns so you can boldly pursue your most ambitious goals.
As a Delegator, your top priority is securing a comfortable retirement––but you want an advisor to execute the plan so you don’t have to get bogged down in the day-to-day details. You want a diversified portfolio but you also want to keep things simple so it doesn’t take up too much of your time and energy.
Your relationship with money
You see money as a means to an end, not a reflection of who you are as a person. You’re more concerned with the quality of your relationships than your socioeconomic status.
Your retirement goals aren’t elaborate, but you definitely want to make sure you have enough to live comfortably and take care of your family.
Your confidence level
When it comes to investing, you know your limitations. You don’t follow the market or investing trends closely because even though you know they’re important, you just don’t find them interesting. That’s why you want an advisor you can trust to take the lead and actively manage your investments.
Patient and down-to-earth, The Simplifier knows how to break complex investment strategies down into clear, actionable steps.They give you concise updates on your investments so you can feel confident about your progress towards retirement without taking time or focus away from other areas of your life.
They give you concise updates on your investments so you can feel confident about your progress towards retirement without taking time or focus away from other areas of your life.
The Simplifier understands how much you value your time and straightforward communication, and you’ll see that in every part of the relationship.
style match
About Delegator
As a Delegator, your top priority is securing a comfortable retirement––but you want an advisor to execute the plan so you don’t have to get bogged down in the day-to-day details. You want a diversified portfolio but you also want to keep things simple so it doesn’t take up too much of your time and energy.
Your relationship with money
You see money as a means to an end, not a reflection of who you are as a person. You’re more concerned with the quality of your relationships than your socioeconomic status.
Your retirement goals aren’t elaborate, but you definitely want to make sure you have enough to live comfortably and take care of your family.
Your confidence level
When it comes to investing, you know your limitations. You don’t follow the market or investing trends closely because even though you know they’re important, you just don’t find them interesting. That’s why you want an advisor you can trust to take the lead and actively manage your investments.
About Simplifier
Patient and down-to-earth, The Simplifier knows how to break complex investment strategies down into clear, actionable steps.They give you concise updates on your investments so you can feel confident about your progress towards retirement without taking time or focus away from other areas of your life.
They give you concise updates on your investments so you can feel confident about your progress towards retirement without taking time or focus away from other areas of your life.
The Simplifier understands how much you value your time and straightforward communication, and you’ll see that in every part of the relationship.
As a Protector, it’s important to you that your advisor understands not only your goals, but your responsibilities as well. You take a careful, thoughtful approach to financial decisions and life in general.
You’re a disciplined investor with a conservative, well-diversified portfolio, and it’s very important to you to balance stability and long-term growth. The two main things you look for in an advisor are practicality and clear communication.
Your relationship with money
You’re not obsessed with creating wealth for its own sake or to gain social status. For you, money is a tool for securing a comfortable future and meeting your responsibilities, especially in retirement.
When an advisor comes to you with a new idea, it’s very important for you to understand the why behind the what. You trust your advisor but want to stay informed about what they’re doing and how it’s moving you closer to your goals.
Your confidence level
You’re crystal clear about where you want to go, but want an expert advisor to handle the details on how to get there.
You’re comfortable talking about investing, and want a partner with a straightforward communication style so you can feel completely confident in your strategy.
Patient and down-to-earth, The Simplifier knows how to break complex investment strategies down into clear, actionable steps that will help you achieve your goals and meet your responsibilities.
The Simplifier will give you concise updates on your investments so you can feel confident about your progress towards retirement without having to take time or focus away from other areas of your life.
And when you have questions, you can expect a straight answer.
The Simplifier understands how much you value your time and straightforward communication, and you’ll see that in every part of the relationship.
style match
About Protector
As a Protector, it’s important to you that your advisor understands not only your goals, but your responsibilities as well. You take a careful, thoughtful approach to financial decisions and life in general.
You’re a disciplined investor with a conservative, well-diversified portfolio, and it’s very important to you to balance stability and long-term growth. The two main things you look for in an advisor are practicality and clear communication.
Your relationship with money
You’re not obsessed with creating wealth for its own sake or to gain social status. For you, money is a tool for securing a comfortable future and meeting your responsibilities, especially in retirement.
When an advisor comes to you with a new idea, it’s very important for you to understand the why behind the what. You trust your advisor but want to stay informed about what they’re doing and how it’s moving you closer to your goals.
Your confidence level
You’re crystal clear about where you want to go, but want an expert advisor to handle the details on how to get there.
You’re comfortable talking about investing, and want a partner with a straightforward communication style so you can feel completely confident in your strategy.
About The Simplifier
Patient and down-to-earth, The Simplifier knows how to break complex investment strategies down into clear, actionable steps that will help you achieve your goals and meet your responsibilities.
The Simplifier will give you concise updates on your investments so you can feel confident about your progress towards retirement without having to take time or focus away from other areas of your life.
And when you have questions, you can expect a straight answer.
The Simplifier understands how much you value your time and straightforward communication, and you’ll see that in every part of the relationship.
Tell us more about yourself to help
us find the right connection for you.
This simple, short questionnaire will help us match you with an advisor
based on your specific financial profile.
How old are you?
What are your sources of wealth?
Click all that apply.
What is the total amount of your
investable assets?
What is your total net worth?
Include cash, savings, brokerage accounts, retirement
accounts, business equity, real estate, art, and
unvested stock.
Are you currently working with
a financial advisor?
What prompted you to think
about finding a new financial
advisor today?
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right financial advisor for you
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