Is it time to upgrade your retirement plan?

Betterment provides secure, customized retirement investing.

  • 4
    Solutions at Every Step

    We provide solutions for every stage of retirement planning. Growth and preservation of wealth, retirement income, and 401(k) consolidation are available for one of the lowest fees in the industry.

  • û
    Personalized Advice

    We use details about your retirement goals to recommend a globally-diversified portfolio tailored to your needs. The portfolio is monitored and maintained by our software 24 hours a day.

  • ª
    Security and Confidence

    Betterment portfolios are completely liquid and you can access your money at any time. We are an SEC-registered investment advisor and our broker-dealer is a member of SIPC and FINRA.

A solution for every purpose.

  • Grow and Preserve

    If you're approaching or in retirement, we optimize investment returns to help maximize how far your nest egg can go.

  • Retirement Income

    We use technology, investment expertise, and a fresh take on withdrawal methodology to provide sustainable cash flow while you enjoy retirement.

A Perfect Fit for You

Betterment recommends an asset allocation tailored to your needs and allows you to manage multiple goals, each with different time horizons and risk profiles. Our portfolios provide liquidity, customization, and optimized market returns.

All of your money is working for you, on your exact terms.

You deserve to feel confident about retirement.

  • A Senior Investment Team

    Our investment experts constantly evaluate the most prudent ways to put your money to work.

  • Security

    Betterment is an SEC-registered investment advisor and our broker-dealer is a member of SIPC and FINRA. We use banking industry standards for security to ensure your information is safe, including the strongest browser encryption available.

  • Dedicated Customer Service

    Our customer service professionals are available seven days a week to answer any questions about your account. You can set up a call with an in-house CFP® professional or speak with one of our rollover specialists for additional support.

  • LISA HUANG, PhD Portfolio Specialist
  • ALEX BENKE, CFP® Product Manager
  • DAN EGAN Director of Investing

You worked hard to retire. Let us help you maintain the retirement you deserve.

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