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Betterment

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Want to talk to an advisor?

Our advisors help tailor your financial plan to your life and needs.

Want to talk to an advisor?

Our advisors help tailor your financial plan to your life and needs.

We’ve got two great teams, each excited to work with you.

We’ve got two great teams, each excited to work with you.

I want help with transferring and set-up.

Moving money to Betterment? Our licensed concierge team can provide recommendations on how to optimize your account and make transferring easy.

Explore our concierge services

I want financial advice.

Looking for help with retirement planning? Getting married and joining accounts? Schedule a call with our CFP® professionals. Choose a 45–60 min advice package, starting at $299.

Explore our advice packages

Need more than an hour? No problem.

Get unlimited calls and emails with our team of CFP® professionals along with in-depth advice on investments held outside of Betterment.

Try our Premium Plan

Meet Nick, Advisor Team Lead

A featured tax and investing expert in media outlets like Yahoo Finance, CNBC, and The Wall Street Journal, Nick loves helping people make sense of their complicated financial lives. He and his team provide 1:1 financial planning and investment advice to customers like you.

See what Nick’s team can do for you

Not what you’re looking for?

Let us know

Or email concierge@betterment.com directly.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®️ certification mark, the CERTIFIED FINANCIAL PLANNER™️ certification mark, and the CFP®️ certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.