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Your Partner in Finding and Keeping the Right Financial Advisor.
Why?
Finance and investing are incredibly complex and the decisions you make can have lasting consequences. Choosing the right financial advisor shouldn't be left to guesswork. It requires deep expertise, sound judgment, and a disciplined approach. And because markets shift, risks evolve, and firms change, ongoing due diligence is essential to protect and grow your financial future.
About us
Our platform, developed at Stanford, is built on the belief that smarter financial decisions begin with better information. In a world where Wall Street’s track record includes decades of misconduct and billions in fines, finding the right financial advisor takes more than trust, it requires data, oversight, and expert scrutiny. We're driven by analytics, not sales pitches, and we earn nothing from the advisors we recommend or monitor. That means our guidance is completely independent and always aligned with your best interests. We know that high fees and underperformance can quietly erode your wealth over time. That’s why we don’t just help you find a top advisor, we continuously monitor them to ensure you're never left in the dark. Because peace of mind isn’t a luxury. It’s what every client deserves.
Who we help
We primarily partner with companies to offer our service as a benefit to their current and retired employees, removing the burden of finding and vetting a financial advisor, and providing ongoing oversight for lasting peace of mind. By simplifying this time-consuming process, we help employees make smarter financial choices with less stress. We also plan to extend our support to public employee groups and union members who deserve the same level of trusted guidance and protection.
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