Connect with an expert to get personalized advice

Expert advice, over the phone.

There are a lot of things to consider when building a financial plan, including fees, tax-efficiency, and portfolio strategies.

If you have $500,000 or more to invest, Betterment provides consultations over the phone with licensed financial experts. Speak with our team to get guidance and discuss strategies that consider your entire financial situation.

Dedicated time to receive guidance on what matters most to you.

  • Retirement Planning

    We'll review your plan and share strategies to help you efficiently save and live comfortably in retirement.
  • Investment Planning

    Ensure that your Betterment investment strategy fits into your entire financial picture.
  • Tax Planning

    Learn strategies designed to increase after-tax returns by reducing your tax bill, including Roth conversions.
  • Transfer Analysis

    Learn how to move your investments to Betterment tax-efficiently.

Frequently Asked Questions

  • Who qualifies for a phone consultation?

    Consultations are available to customers who intend to invest $500,000 or more.

  • Is this a sales call?

    No. These consultations are meant to help customers investing $500,000 or more understand how Betterment can fit into their broader financial plan. Our licensed financial experts are salaried employees and will not receive a commision should you choose to invest more with us. If our service doesn't make sense for you, we'll let you know.

  • What if I don’t have at least $500,000 to invest?

    You still can use our automated investing service, which gives you personalized advice based on your investment goals. Our award-winning customer experience team is available 7 days a week.

  • Will I work with a dedicated expert?

    We use a team-based approach. All of our financial experts are licensed and can provide guidance on your most pressing financial questions.

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I am years old and
  • Not Retired
  • Retired
My annual income is .