Genuine financial advice for genuine people.
We make it easy for you to connect with a personal financial advisor you love working with.
Avise is a collective that helps good-hearted financial advisors start and operate their own independent firms and work with more people like you.
Independent advisors don't answer to anyone but their clients. The advice you receive isn't influenced by any corporation or bank, meaning the advisor can freely recommend what's truly best.
We're on a mission to increase access to high-quality financial advice for more people.
That starts by opening the door to more diverse advisors who are passionate about true financial planning.
Financial corporations spend hundreds of millions on advertising to capture your attention.
370k
Financial advisors in the U.S.
4%
Independent Advisors
Talented financial advisors who would rather focus on financial planning than making a sale struggle to get in front of you.
The challenge is that owning an advisory firm is complex and expensive. That’s where we come in.
What does good financial advice look like?
Avise makes it easy for good advisors to thrive, but it isn’t easy to qualify for our platform. We only allow highly qualified planners who have made it through our rigorous screening process.
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All advisors with Avise are fiduciary, fee-only, Certified Financial Planners®. This is the golden standard of training for our profession. They'll never try to sell you a product and focus solely on your long-term success.
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Each financial advisor owns their own business. As a co-op, Avise doesn’t employ any of the advisors we match you with. This means you know exactly where your money is going. It also means they aren't bound to any one way of doing things and can freely recommend what's truly best for you.
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Working with a planning-focused advisor means you'll have a personal relationship. They'll learn what's important to you and help you navigate your complex financial questions. It's an ongoing process, not a one-and-done.
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Our industry hasn't done a great job opening the door to all kinds of people. We make it easier for those from different backgrounds to get ahead. Diversity breeds unique perspectives and fosters a better experience for you and your money.
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Our services to your advisor are paid for directly by them, not through your portfolio like other platforms. The collective structure of our co-op makes it possible for us to do more together. You get higher quality advice you can trust is in your best interest.
Dealing with your money is already stressful; the last thing you should have to worry about is whether or not the professionals you’ve hired are genuine people.
This motivates us at Avise. We want to make it easy to find sound advice through a fully transparent process.
Here’s what to expect:
1.
Tell us about yourself so we can appropriately match you with an advisor you’ll thrive with.
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You’ll meet with your advisor so they can learn about your goals and you can ask questions to see if it’ll be a good fit.
3.
After you become a client, you’ll have an ongoing, 1-on-1 relationship with your independent advisor.