We Champion Financial Wellness for All
To connect thoughtful investors with fiduciary financial advisors.
Our team has been in the financial services space for a long time and has seen good match-makers and bad match-makers. Our mission is to facilitate an advisor match for you that you like, trust, and want to do business with. No bad actors.
When it comes to your finances, you want a trusted, knowledgeable ally in your corner. We vet every partner on our network to ensure they are someone we would recommend to a friend or family member. We value rational, time tested strategists.
We believe financial wellness should be accessible to everyone, so we work hard to find unique solutions to help you with your money goals no matter what stage of life you are in. If we don’t think you’re ready for a full-time advisor, we’ll let you know.
HQ'ed out of Charleston, SC
"When I started my career as a financial advisor in 2010, I quickly learned the industry is about one thing above all else, sales. What surprised me most was how many clients chose an advisor based on likability or the name of the firm. How could it be that trillions of dollars of wealth in America could be managed by advisors based on subjective (feel) factors? I think people spend more time comparing vacuum cleaners on Amazon than they do hiring a financial advisor…
Seven years later and 5 years into a start-up after my short-lived banking career it was my turn. I had a financial windfall selling a business and needed help. I knew I needed an advisor having learned painful lessons from managing my own money which inevitably led to losses and regret. As I began to weigh my options, I hit my network. This resulted in a couple of emails and phone calls but left me underwhelmed with my options.
What was missing was a way for advisors to reach clients more effectively and for consumers to find them. Most advisors will tell you they meet clients at dinner parties or on the golf course. Consumers at the same time are left looking at esoteric rankings or asking friends for referrals. In the end a solution was needed that makes things better for advisors and consumers to connect - this was how Advisor.com was born.
We founded Advisor because we know advisors need better tools to reach clients and consumers needed easier ways to find them. Regardless of where you are on your financial journey, we are excited to help you connect with the highest quality advisors available.
Here's to a prosperous successful financial future together!”
Hunter Stunzi
Founder
Never Make Another Financial Decision Alone
Everyone’s financial journey is unique but you should never be alone when trying to make sound decisions. Our vision is to empower you with education and choice, so that life’s most expensive decisions don’t feel so daunting.
We want to be your trusted companion in navigating the complexities of money. In a world of fake reviews and endless opinions, we want to be a sound, logical voice guiding you through the noise.
We take our responsibility seriously. As an SEC registered investment adviser, we are held to the same fiduciary standard as the partners we match you with. We prioritize your best interest and your financial well being.