BenFi Advisor Match

The Ideal Financial Advisor

Finding the right one for your specific needs and stages of life can be hard. Our short questionnaire and financial experts make it simple.

Activate a healthier,
happier financial future.

We match you with your ideal advisor. Our proven combination of technology and financial advice experience empowers people like you to find and work with the ideal financial advisor ay every stage of your financial journey. We do this by using personalized data, artificial intelligence, and deep industry expertise.

Our recipe for a better advisor match

We only ask you essential questions

Most advisor-matching websites ask unnecessary questions about your financial situation. Your answers are sold to a large group of financial advisors who bombard you with phone calls. Not so with BenFi Advisor Match. We only ask essential questions to provide the best match for your needs.

We pre-vet every advisor on BenFi

Advisors must pass our strict due diligence in order to participate. Each advisor must be licensed with one of the securities or advisory regulators and have a pristine regulatory history. Even one accusation on public record will preclude an advisor from being in our system.

We don't allow advisors to contact you

Other matching platforms sell you as a lead, but we don’t. We provide you with a #1 recommended advisor match plus 6 alternates. We don’t give your contact information to anyone, and we don’t take commissions to reduce conflicts. You contact your chosen advisor when ready and on your own terms.

We give you resources to work with your advisor

As you contact advisors, use the BenFi Advisor Interview Guide. This guide includes 43 essential questions to ask when interviewing a new advisor. You can also schedule a free call with a BenFi team member who can help prepare you to interview advisors or answer any questions you might have.

30+ years in Financial Services.

You wouldn’t go to an ophthalmologist with joint pain, and you wouldn’t go to an injury attorney to draw up a will. Similarly, you’ll want to work with a financial advisor who specializes in your specific needs. BenFi uses technology and personalization to help you get optimal financial advice for your specific needs, goals, and circumstances. Our Founder and CEO, Nicholas W. Stuller has over 30 years in financial services working with financial advisors and incorporates deep industry expertise into the BenFi service.

Long-term results. Happy investors.

Working with a financial advisor is a relationship that spans a long period of time, once you find the right one. When you get the right match in this critical, expert service provider, an investors quality of life increases substantially across all aspects of life. The reality of life is that wealth management effects every part of a persons existence.

Find a trusted advisor for your finances.

There is a lot of uncertainty when it comes to planning for the future and finding the right advisor can take the fear out of investing. BenFi gives you the tools get matched with an advisor with the credentials and experience to help you reach your goals.