About Find Advisor
We're on a mission to make finding trusted financial guidance simple, transparent, and accessible to everyone.
Our Story
Find Advisor was founded in 2020 with a simple observation: finding a trustworthy financial advisor was far too difficult. Despite the importance of financial decisions, there was no reliable way to discover, compare, and connect with qualified professionals.
Our founders, having experienced this challenge firsthand, set out to create a platform that would bring transparency to the financial advisory industry. They envisioned a marketplace where clients could read authentic reviews, compare credentials, and make informed decisions about who to trust with their financial future.
Today, Find Advisor connects thousands of clients with verified financial advisors across all 50 states. We've helped families plan for retirement, entrepreneurs grow their businesses, and individuals take control of their financial lives.
2020
Founded
10,000+
Advisors Listed
500,000+
Connections Made
50
States Covered
Our Values
These core principles guide everything we do at Find Advisor.
Transparency
We believe in complete transparency. Every review is authentic, every advisor is verified, and our pricing is straightforward.
Trust
Trust is the foundation of financial relationships. We work hard to ensure every connection made through our platform is built on trust.
Accessibility
Everyone deserves access to quality financial guidance. We make it easy for anyone to find the right advisor for their needs.
Excellence
We hold ourselves and our advisor partners to the highest standards of professionalism and service quality.
Our Leadership
Meet the team building the future of financial advisor discovery.
Alexandra Chen
CEO & Co-Founder
Former wealth management executive with 15 years of experience in financial services.
Marcus Johnson
CTO & Co-Founder
Previously led engineering teams at top fintech companies. Passionate about making finance accessible.
Sarah Williams
Head of Operations
Operations expert with a background in scaling marketplace platforms.
David Park
Head of Advisor Relations
Former financial advisor who understands both sides of the client-advisor relationship.