"Our mission is to empower people to make smart financial decisions. The right financial advisor can help you achieve your financial goals and prepare for retirement."

Michael Carvin, CEO

Did you know about 10,000 people retire each day in the U.S.?

Think about that for a second. That’s about 300,000 people per month. Here’s another shocking statistic: Almost 40 million households have no retirement savings at all, according to the National Institute on Retirement Security.

With so many people turning retirement age each day without the necessary savings to survive their golden years (let alone enjoy them), one small New York City-based company is turning the tide, matching people with financial advisors to get them the retirement planning guidance they need before it’s too late.

Founded in 2012, financial technology company SmartAsset aims to provide the best personal finance advice on the web. It offers free and personalized tools to empower people to make smart personal finance decisions around homebuying, retirement, taxes and more.

One of SmartAsset’s most powerful tools is its exclusive financial advisor matching tool, a concierge service that matches everyday people with an advisor in their area who is tailored to their specific needs. Before this service, consumers were forced to do their own research to find an advisor, with no guarantee they’d get the kind of help they needed.

The value of working with a financial advisor varies by person and advisors are legally prohibited from promising returns, but research suggests average additional investment returns can range from 1.5% to 4% each year.  

Advisors are also skilled in identifying areas where you could be overpaying in taxes and fees, as well as how to best allocate your savings among your retirement accounts and investments.

A Voya Financial report found that 79% of people who use a financial advisor “know how to pursue achieving their retirement goals.” The study also found that 59% of those who use an advisor have calculated how much they need to retire, while 52% had a formal retirement investment plan in place.

SmartAsset works with a robust network of thousands of advisors all over the U.S., and CEO Michael Carvin says he expects that number to quickly grow into the tens of thousands in the coming months. It comes as no surprise that SmartAsset recently announced that it has raised $28 million in Series C funding, bringing its total raised to more than $51 million.

Follow These Steps to Find the Right Financial Advisor for You

Chances are, there are several highly qualified financial advisors in your area. 

This new tool matches you with up to three local fiduciary investment advisors that have passed a rigorous screening process so you can be sure they are a good choice. 

1. Simply enter your ZIP code below.

2. After you enter your ZIP code and answer questions about your financial goals, you can compare up to three top advisors local to you and decide which to work with.

3. Enjoy a better financial future!

Get Smart with Your Assets

Investing involves risk and no situation is the same. This is in no way intended as a personal recommendation and investment decisions are solely those of the reader.

Enter Your Zip Code:

How This Tiny Startup is Disrupting the $27-Trillion Retirement Industry

Get Smart with Your Assets

Terms of Use  |  Privacy Policy  |  About Us

© 2019 SmartAsset

SmartAsset is a personal finance technology company that features a financial advisor matching service. Financial Advisors who appear on SmartAsset are from companies with which SmartAsset receives compensation. SmartAsset takes into consideration wealth and location to determine how to match users with advisors. SmartAsset doesn't include the entire universe of Financial Advisors.