Put a team of advisors in your corner with Betterment Premium

Our CERTIFIED FINANCIAL PLANNER™ professionals are here to offer on-demand guidance and build a personalized plan to help you accomplish what you want with your money.

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A Certified Financial Planner virtually says let’s look at adjusting your portfolio to a customer who is sitting on a chair with a laptop.

Money is complex. We’re here to simplify it.

Let our team of advisors analyze and consolidate your financial life into one clear picture. They’ll then tailor their advice to help you achieve your goals, from buying a home to investing for retirement.

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Simplified dashboard showing retirement, college fund, dream home, taxes, and vacation goals on track, and emergency fund goal achieved.
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    A plan to cover every angle.

    Work with our CFP® professionals to bring all aspects of your financial life (including assets outside Betterment) into a consolidated, comprehensive plan.
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    Technology optimized.

    Our financial tools can automatically monitor and fine-tune your plan through portfolio rebalancing, tax-smart strategies, and more.
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    A team of experts at the ready.

    Connect with our advisors via email or phone to help navigate changing priorities, adjust your plan as needed, or answer any question, big or small.
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    Additional Premium perks.

    Get a Cash Reserve preferred rate—an additional 0.25% APY* on top of the variable rate along with 20% off estate planning with Trust & Will

Advice for where you and your money meet.

No matter your goals or situation, our advisors are here to offer guidance so you can take every step with confidence.

Meet your CFP® Premium Team:

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    Corbin Blackwell

  • nick-holeman-1

    Nick Holeman

  • kyle-mcbrien-1

    Kyle McBrien

  • Headshot-SaraK

    Sara Kalsman

  • MarioNajera

    Mario Najera

  • AndyPerkins

    Andy Perkins

As a CFP®, my goal is to have every client walk away with a clear understanding of how they should be invested and how much they should be saving in order to achieve their financial goals. It's to take their complex financial life, and simplify it.
Nick Holeman, CFP®, MSBA, EA, CDAA
Director of Financial Planning, Betterment

Always acting in your best interest.

As a fiduciary, every CFP® on our Premium Team is legally bound to put your interests first, so you can feel secure working together.

  • Salaried only, never motivated by commission or quotas.
  • Licensed from CFP Board with required ongoing education.
  • No upsell, recommends strategies best suited to your situation.
  • Featured on financial news sources like The Wall Street Journal, Bloomberg, and CNBC.


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  • I have met 3-4 times with Betterment financial advisors to discuss several significant life events in the next 0-5 years (two kids going to college, retirement). I find them very knowledgeable and helpful. I get very detailed follow-up emails which are invaluable.

    Craig E.

  • "Working with the advisors has always been helpful when I need answers to questions or to work things through. They have helped set me up with a solid plan that helps me feel like my financial life is in order."

    Michael M.

  • "I am no longer using my accounts with Vanguard, and Acorns because of the ease and overall confidence I have with Betterment."

    James M.

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