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BETTERMENT AMBASSADOR

Derek Tharp

Financial Advisor and Founder of Conscious Capital, Inc.



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From learning the rules to rewriting them

Derek Tharp is a financial advisor, professor, and writer who believes good advice starts with your goals, not one-size-fits-all rules. He teaches financial planning and wrote his Ph.D. thesis on behavioral finance, focusing on how people really make money decisions. Today, he keeps investing simple by using Betterment Advisor Solutions to spend less time on admin and more time helping clients build personalized, practical plans that fit their lives.

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  • money-round

    Used automation to his advantage

    Derek automates deposits and rebalancing with Betterment, enhancing his work and reducing manual tasks.
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    Gained back time for clients

    With routine admin off his plate, Derek focuses more on building better client financial plans.
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    Enabled 100% adoption of tax-smart tools

    Derek ensures eligible clients take full advantage of Betterment’s tax-loss harvesting and asset location features.
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Betterment is perfect for me because I get the freedom to work for myself and offer the best possible service to my clients.

Hear what Derek has to say about us below:

  • derek-testimonial

    Betterment | Conscious Capital

    Learn more about how Betterment Advisor Solutions helped Derek support his clients.

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