Betterment was built from the ground up to help you manage your financial life so you can live better. Through our network of vetted independent CERTIFIED FINANCIAL PLANNER™ professionals, you can leverage Betterment’s tax‑efficient smart technology, while also working alongside a dedicated financial advisor.
Our advisors are vetted to help ensure they have the experience and knowledge necessary to help you maximize your money. Your advisor can help manage the complexity of your specific financial situation and:
Get to know you personally and build a lasting relationship
Develop a customized, comprehensive financial plan
Help with more advanced and complex financial issues
Adapt and grow with you as your needs change
Optimize your use of the Betterment platform
The Betterment Advisor Network™ works primarily with members of the Financial Planning Association® (FPA®), the principal professional organization for CFP® professionals. FPA focuses on the advancement of CFP® professionals through a commitment to provide members with unique opportunities for professional development, business success, advocacy and community.