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.
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?
Go even deeper with experts over the phone.
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 for unlimited calls through our Premium plan.
Access a dedicated advisor.
If you're looking for a one-on-one relationship with a dedicated financial advisor, we'll match you with an independent 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.
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.
Are you on track for retirement?
Try our retirement calculator to see if you're retirement-ready.
Could your 401(k) be worth more?
Learn how rolling over an average 401(k) to a Betterment IRA could mean 60% lower fees.
Want more retirement guidance?
Read the latest on investing for retirement on our Resource Center.