Our mission is to match you with an advisor who specializes in your exact situation.
Advisors on our platform are vetted to meet all legal and regulatory standards to provide financial advice.
Our aim is to help you accelerate your success and reach your financial goals.
Answer a few quick questions. Help us get to know your unique needs and goals.
Sit back, relax, and let our cutting-edge algorithm find your perfect financial advisor.
Work together with your new financial advisor to build the financial future you want.
Advisors on our platform offer solutions to any financial issues. Count on Invested Better to connect you with an ideally matched advisor for your specific needs.
Advisors on our platform listen to your goals and create personalized strategies to help you get where you want to be quickly.
Get help stretching your retirement savings further and creating a secure income stream throughout your golden years.
Personalized strategies to legally reduce your tax liability and maximize your after-tax income.
Create an estate plan to protect your assets and ensure your wishes are carried out, providing peace of mind for you and your loved ones.
From stocks and bonds to alternative assets our advisors have expertise in managing a wide range of financial products.
Advisors on our platform help you develop a plan to strategically withdraw your required minimum distributions (RMDs) to minimize tax impact and maximize your retirement savings.
Navigate the complex financial changes of divorce with someone in your corner, creating a secure foundation for your future.
Get advice on building wealth with real estate to achieve your long term financial goals.
Navigate insurance complexities with ease. Identify the right coverage options for yourself, your home, your business, etc... ensuring you're protected without overpaying.
Generic financial advice doesn't consider your specific situation. Personalized advice takes into account your income, risk tolerance, financial goals, and life stage to create a roadmap that's right for you.
Anyone can invest for retirement on their own, but a certified advisor has the knowledge and experience to maximize the chances of reaching your financial goals.
Financial planning can be overwhelming. With personalized advice, you have a trusted professional by your side to answer your questions, address your concerns, and provide ongoing support.
Invested Better, LLC (“Invested Better”) provides a service whereby users are connected with third-party financial advisors (“Advisors”) who are registered or chartered as fiduciaries with a United States regulatory body and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
