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.

One-on-one advice

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, we offer several options to access CFP® professionals.

Advice Packages include calls with a CERTIFIED FINANCIAL PLANNER™ or licensed expert, a personalized action plan, and curated educational content for a fixed cost.

Premium Plan gives you unlimited access by phone to a CERTIFIED FINANCIAL PLANNER™ from our team.

Betterment Advisor Network™ matches you with a dedicated financial advisor at a vetted partner firm.

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Ongoing Advice

Personalized digital advice from our experts

Even when you don’t speak directly with our experts, they’re still working for you. All customers receive personalized, ongoing advice within their accounts.

Our financial planners design the web and mobile tools that provide guidance to help you achieve your goals.

Our Investment Committee uses an institutional-quality portfolio design process to build diversified portfolios for you.

Our trading and tax experts design our cutting-edge portfolio management systems that continuously monitor your investments.

Meet our experts
DEDICATED 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.

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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