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Betterment

Save, invest, retire

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TALK TO OUR LICENSED CONCIERGE TEAM

TALK TO OUR LICENSED CONCIERGE TEAM

Schedule an exploratory call with one of our Investment Advisor Representatives.

If you are exploring Betterment, or are already a customer and have at least $100k that could be moved, you have access to complimentary licensed guidance. More about how we help.

Schedule an exploratory call with one of our Investment Advisor Representatives

If you’re exploring Betterment or, are already a customer and have at least $100k that could be moved, you have access to complimentary licensed guidance. More about how we help.

  • See if Betterment is right for you

    We’ll tailor the conversation to your situation and help you understand whether Betterment fits your needs.

  • Optimize your account setup

    We’ll discuss which account types are right for you and how you can make the most of our goal-based platform.

  • Create a tax-efficient transfer plan

    We’ll provide our expert take on how best to transfer money to Betterment, including reducing tax-impact and time out of the market.

Ready to get started?

Send us a message

Or email concierge@betterment.com directly.

Meet Chrissy, Concierge Team Lead

Chrissy is a champion for financial innovation with a passion for providing people with objective financial advice. She and her team use an advised approach to help customers like you navigate complex onboarding and account transitions.

Frequently Asked Questions

Getting married, planning for college, or looking for a retirement plan?

Whatever it is you need—we’re here to help. Get in-depth, 1:1 advice and a tailored plan to make the most of your money from one of our CFP® professionals.

See how we can help

Betterment’s Licensed Concierge Team offers support for individuals transferring assets to Betterment of $100,000 or more, and receives incentive compensation based on assets brought to or invested with Betterment. Betterment’s revenue varies for different offerings (e.g., Betterment Digital and Premium) and consequently Team members have an incentive to recommend the offering which results in the greatest revenue for Betterment. The marketing and solicitation activities of these individuals are supervised by Betterment to ensure that these individuals act in the client’s best interest.