Get matched with a vetted, licensed financial advisor in your area who specializes in retirement planning. Free 20-minute consultation. No obligation.
Find My AdvisorNo commitment. Just a quick look at the process from start to finish.
A 90-second explainer of how we match you with the right local advisor will live here.
Video in production — for now, scroll down to see how it works in writing.
Most people approaching retirement face the same frustrating experience.
Most lead services sell your information to 5 or 6 advisors at once. You get bombarded with calls before you even know what you need.
How do you know if an advisor is qualified, credentialed, and actually experienced with retirement planning? Most directories don't tell you.
Too many first meetings feel like a sales pitch. You want someone who listens first and educates before recommending anything.
No lengthy applications. No phone tag. Just a simple, low-pressure path to a real conversation.
Answer three quick questions about your planning focus, timeline, and meeting preference. About 30 seconds.
We pair you with one licensed local financial professional who specializes in your area of focus.
Choose a 20-minute consultation in person or virtually. Education first, no sales pitch on the first call.
After the conversation, you decide whether to move forward. The choice is always yours — no obligation, no follow-up pressure.
AdvisorConnect was built by financial professionals who believe in doing this the right way.
Every advisor in our network is a licensed, credentialed financial professional, BrokerCheck-verified through FINRA, and trained in our education-first consultation approach.
You are matched with one advisor — never multiple. Your information is never sold, never shared with vendors, and never distributed to lead aggregators. Full stop.
The first conversation is about understanding your situation, not pitching a product. Your advisor is there to teach, not sell.
Your advisor maintains a physical office in your area — not a virtual lead-aggregator. Someone who understands local tax considerations, community resources, and is reachable in person.
Answer three quick questions and we will match you with a qualified advisor in your area.
We have identified an advisor who specializes in your area of focus. Book your free 20-minute consultation below.
Book My ConsultationYes. The 20-minute consultation is completely free with no obligation. Advisors in our network invest in connecting with people who are serious about planning. There is never a charge to you for the initial conversation.
Every advisor in our network is a licensed, credentialed financial professional with experience in retirement and holistic financial planning. They are background-checked through BrokerCheck and trained in our education-first consultation approach.
No. Your information is shared with exactly one matched advisor. We do not operate like lead aggregators. You will receive a confirmation email and a reminder before your scheduled call. That is it.
The first 20 minutes are about understanding your situation. Where you are today, what you are working toward, and what questions you have. The advisor will share relevant educational insights. No product recommendations are made on the first call.
Our pilot program serves the Edison, New Jersey metro area and surrounding communities in Middlesex County. We plan to expand to additional regions based on demand.
No. Your information is shared only with the single advisor you are matched with. We never sell, rent, or distribute your contact information to other parties — period. This is the opposite of how lead-aggregator services operate, and it's a core part of how AdvisorConnect is built.
No. The 20-minute consultation is free, no-pressure, and carries zero obligation. After the conversation, you decide whether to move forward, take some time to think, or pass entirely. The choice is always yours, and there are no follow-up sales calls if you choose not to continue.