Our tax-efficient technology is what has made us a leader in next-generation investment management. But, we also understand the value of having someone who is overseeing your investments and making sure everything is going as planned. With our Plus and Premium plans, you can access our team of CFP® professionals and licensed financial experts.
Our job is to make sure you feel confident in your investment plan and are taking the right actions to grow your wealth efficiently. Our team actively monitors your accounts for opportunities to maximize your after-tax returns and optimize your account settings, helping you confidently reach your financial goals.
Whether you are planning for retirement, trying to save more on taxes, or simply need a few financial questions answered, our team of CFP® professionals and licensed financial experts is available for you.
We often help our customers with:
Our CFP® professionals and licensed financial experts are trained and qualified to give you the right advice based on your specific financial situation.
Looking for a more dedicated, one‑on‑one relationship with a financial advisor?
Get matched with a vetted, independent CFP® professional who can provide more regular and comprehensive financial planning. Learn More