MyPerfectFinancialAdvisor, LLC operates as an impersonal financial advisor referral service. The company's mission is to simplify the process of finding a trustworthy financial professional by connecting users with pre-screened, fiduciary financial advisors. They utilize a proprietary algorithm combined with a human concierge team to match clients based on their unique financial needs, goals, and personal preferences. The service is free for consumers, as the company is compensated by the financial advisors who are part of its network.

Founded in

United States