Financial Fit finds the right Financial Advisor for you.

Financial Fit connects you to trusted financial advisors whose specialties align with your unique financial goals. Because when the right advisor’s strengths align with your goals, that’s when real wealth building begins.

Schedule a 30 Minute Consultation

Learn More

Find The Right Financial Advisor For You

Fill out the form and a member of our team will be in touch to help you get started.

What are your investable assets?

$500k – $1M

We work as an advocate for you.

By continuously networking with local advisory firms, we stay up to date on which teams deliver exceptional service and who their ideal clients are. We’ll give you insight into different investment strategies, planning approaches, and service models, then connect you with the advisors best equipped to support your goals.

Investment Strategy

Advisors have vastly different strategies and models when it comes to choosing investments. Understanding the differences and how they relate to your goals, risk tolerance and values is key to choosing the right fit for you.

Proactive Tax Planning

A good financial advisor is knowledgeable about your tax code and will implement proactive tax strategies and projections to optimize your earnings and avoid costly mistakes.

Estate and Trust Planning

A well matched advisor will take the time to understand your family dynamics, long‑term wishes, and values to help ensure your assets are protected, your intentions are honored, and your loved ones are cared for.

Find My Financial Fit

“As a busy working mom of three, I didn’t have the time to focus on every aspect of financial planning and was worried I’d fall behind. I also knew choosing the right advisor was a big decision.

Erica made the process so easy. She took the time to understand our goals, explained how the process worked, walked us through different advisors and their fee structures, and helped us narrow the list. She connected us with trustworthy advisors, and we ultimately found the right fit.

I feel such relief knowing our finances are on track. I couldn’t have done it without Financial Fit. I highly recommend working with them. One of the best decisions I’ve made!”

— Lauren, Financial Fit Client

Testimonials presented on this site are provided by current or former clients of Financial Fit. No compensation was provided for these testimonials. Testimonials are not indicative of future performance or success and may not be representative of the experience of all clients.

Are you meeting with a Financial Advisor?

Download our free guide
Asking the Right Questions: A Guide to Advisor Evaluation

How it works

Our process is simple. We start with a conversation to understand your financial background, goals, and what you're looking for in an advisor. We’ll answer your questions, explain how different advisors operate, and help you make sense of your options. Then, we’ll introduce you to a few advisors we believe are a strong fit. There’s no cost to use the service, if you choose to move forward, we receive a commission from the advisor.

Find My Financial Fit

Featured

Square Peg, Round Hole: Are you Squeezing Your Investments Into a Financial Advisor’s Model?

Say you have a long-held concentrated stock position. The shares were purchased years ago and had grown to represent a significant portion of your portfolio. The advisor streamlines client accounts and wants to liquidate the position and move the assets into their model. The problem? They triggered a large taxable event right at the start of the relationship. Advisors have different philosophies about handling existing investments. Advisors often prefer to move assets into their accounts because it simplifies their work and, in many cases, your planning as well.

Choosing a Financial Advisor Isn’t Like Picking a Restaurant

Most people pick a financial advisor the same way they’d pick a place for dinner…They ask a friend or colleague for a recommendation. But your future isn’t a one-time meal. It’s decades of wealth at stake. The kind of decision that can impact not just you, but your children and even your grandchildren. And here’s the truth: no two financial advisors are the same. Talk to ten different advisors, and you’ll likely get ten very different plans. That’s why finding the right financial advisor for you is critical.

Should You Fund Your 401(k) for the Year in Just One Month?

Did you know you can fund your entire 401(k) for the year in just one month? This strategy isn’t right for everyone…but for high earners, executives, or professionals with uneven cash flow, it can be a powerful, tax-savvy tool to accelerate retirement savings. Your 401(k) contributions are tied to payroll. If you receive a large paycheck or bonus, you may be able to allocate enough of that single paycheck to hit the IRS maximum contribution limit for the year.

Financial Fit finds the right Financial Advisor for you.Financial Fit connects you to trusted financial advisors whose specialties align with your unique financial goals. Because when the right advisor’s strengths align with your goals, that’s when real wealth building begins.