Smart investing with a dedicated financial advisor
Betterment's tax‑efficient technology with one‑on‑one professional guidance
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.
Partner with an advisor from the Betterment Advisor Network™
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
We'll help find the right advisor for you
We will match you with a vetted advisor from our Advisor Network who fits your unique preferences. Advisors may have minimum balance requirements, which typically begin at $100k. Here's how it works:
1. Tell us about yourself.
Schedule a call with our matching consultant so we can better understand your needs.
2. Review your options.
We'll find two to three advisors that we think may be a good fit based on the needs and preferences you tell us about on your call.
3. Select your best fit.
You can schedule a time to speak with each individual advisor to decide who is the best fit for you.
4. Develop your plan.
Work with your advisor to create, customize, and adjust your financial plan as your needs change.
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.
The advisors participating in the Betterment Advisor Network are not affiliated with Betterment and will charge an additional fee for their services. Clients will need to enter into a separate agreement with the advisor and agree on the scope of services the advisor will provide and fee terms. Betterment is providing an introduction to an advisor as a courtesy and this should not be construed as an endorsement of or opinion as to the appropriateness of any particular advisory service for your particular circumstances.