Get to know more about what drives our team.
Integrity and honesty are at our core.
We lead with purpose.
Take care of your community.
We remain resilient.
We always put the consumer first.
The only constant is change.
We launched AdvisorFinder in January 2023 with the goal of making financial advice more accessible. We help people understand what financial advisors do, how much it costs to work with one, how they are licensed, and more, which gives you more confidence in choosing the right advisor for you.
During his career as a financial advisor, Jason Friedman, our CEO recognized that people were struggling to choose a financial advisor. It's an important decision and a daunting process. Many people are looking online to research options, but had no luck. Many individuals gave up after thinking it's too expensive to work with a financial advisor, while others gave in to a single recommendation they received from a friend. These problems inspired Jason to put together a world-class team of innovators and disruptors to build AdvisorFinder. In today’s high tech world and with the wealth transfer unfolding, AdvisorFinder is on the forefront of connecting individuals and families to the ever changing world of wealth management over the next few decades. AdvisorFinder will always be free for people searching for advisors.
Read more about the early days of AdvisorFinder here