FINANCIAL ADVICE THAT FITS YOUR LIFE

Unlike many other investment managers, we aren't compensated for choosing certain funds for your portfolio, and we don't have funds of our own. We only do what we believe is right for you.

Financial Planning

Connect with our experts.

Whether you're planning for a new stage in life, such as having a child, getting married, or retiring, or just want in-depth financial advice over the phone, our CFP® professionals are available through our innovative Advice Packages or Premium Plan.

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Around-the-clock access

Financial experts, at your fingertips.

Securely send your questions to our licensed financial experts, and get actionable answers and advice. Your team can answer questions about investing, retirement, tax planning, college savings, mortgages, and other debt.

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Personalized Advice

Ask any question, big or small.

Am I prioritizing each of my investment options appropriately, given what I'm trying to accomplish?

Am I saving enough for retirement?

Am I taking advantage of all of the tax features available to me?

How can I incorporate my spouse or partner into my financial plan?

Should I invest or pay off debt?

Is my 401(k) allocated properly? What should my allocation be?

One-on-one advisors

Access to a dedicated advisor.

If you're looking for a one-on-one relationship with a dedicated financial advisor at a partner firm, we'll match you with a CFP® professional who can provide more regular and comprehensive financial planning.

 

How would you like to get started?

Your first step toward a smarter investing future starts here.

Create a Betterment account

Go ahead and join the smart, modern way to invest.

Select an investing goal

Answer a few questions, and we'll recommend a portfolio for you.

See what we can do for you

Tell us a bit about yourself, and we'll show you the benefits of investing with us.

Get a free investing checkup

Help us get a sense of your investing approach and see how you could improve.

Transfer a 401(k) or an IRA

Move an existing retirement account into a Betterment IRA.

Download the mobile app

Enjoy the Betterment experience anywhere on the go.

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