Helping you find your perfect financial advisor

Helping you find your perfect financial advisor

Whether you’re saving for a big life goal or transitioning toward retirement,
we’ll find an advisor perfectly suited to meet your needs.

Find your perfect advisor
Find an SEC-regulated financial advisor
You’re in the right place for expert advice. Getting started is easy, fast and free.
Let us do the hard work for you
We’ll match you to a single advisor best suited to meet your needs.
Get to know your financial advisor
Your initial thirty-minute consultation with your advisor is free of charge.

Finding your financial advisor is just a few clicks away

You’ve come to the right place for financial advice
Answer our 5-minute survey to create a detailed financial profile
Get started now
5 minutes
Our dynamic search feature will pair you with one financial advisor perfectly suited to meet your needs. We will email you with their details
Your advisor will contact you to schedule your first meeting
Up to 48 hours
14
years of providing financial confidence
10
million people connected to trusted financial advice
$80
billion assets under management

What to expect

A simple and speedy process
Take our 5-minute survey, and your advisor will be in touch within 48 hours.
Work with SEC-regulated advisors
Enjoy peace of mind that your financial advisor will be SEC-regulated.
Keep your information secure
We take data security seriously – your information is safe with us.
Know your advisor before they contact you
We’ll email you your advisor’s details before they get in touch.
Don’t worry about receiving multiple calls
Your details are only shared with your advisor.
Ready to speak to a financial advisor?
Get started now
Our mission
Unbiased helps you confidently navigate life's biggest financial decisions.
Find your perfect advisor
The problem we're solving
Finding a trusted financial advisor can be a time-consuming and daunting task. Our quick and easy matching service connects you with trusted experts, saving you time and stress and allowing you to focus on achieving your financial goals.
Our promise
Everyone should have access to independent financial guidance from a qualified, SEC-regulated financial advisor. We make it easy for you to find the right match, connecting you to an advisor who is focused on your unique financial needs and goals.

Don’t just take our word for it

It really is as easy as it says on the site!
Submitted some basic details about me and what I wanted to do, received a reply hours later!

Max, 5 Jun 2023

Using the service provided me a free personalised response and advise from someone who is pationate about what she does and always willing to help find best possible option. Will surely recommend

Ernest, 30 Apr 2023

I was grateful that the website allowed me a few words to explain my actual situation rather then guide me towards a standard case scenario. Consequently, I was introduced to a potential specialist a few hours later and, although it's early days yet, things are looking very positive. Many thanks Unbiased!

Hilary, 5 May 2023

Great service received. Put me in touch with the right person who is now going to help me with putting together my retire plan. Thank you.

Ian, 1 Jul 2022

ADVICE AT YOUR FINGERTIPS

News and insights

Questions and answers

How does Unbiased work?

The Unbiased personal finance platform connects you with a financial advisor based on your economic standing, age, goals, location, and other information that you provide.   You can get matched to the right advisor by visiting our free matching service here.

What can Unbiased do for me?

Unbiased empowers people to make confident financial decisions, from buying a house to planning for retirement. We connect you quickly and easily to the best experts on our platform, helping you choose the right type of advice to achieve your goals.  Our dynamic search feature uniquely pairs consumers with SEC-regulated financial professionals, while our knowledge hub provides an array of tools, calculators, and resources to support navigating life's biggest financial decisions.  To be matched with a financial advisor, please visit our free matching service here.

Are your services free?

Our services are free to you.  We are a subscription service for advisors and charge them a fee based on the value of your inquiry, which an advisor can choose to accept or reject based on their own criteria and availability.

How can I trust the advisor matched with me?

All financial advisors on the Unbiased platform are SEC-regulated.  You can also check accreditations and professional qualifications on the official US Securities and Exchange Commission website’s register.

How can I find out who I have been matched with?

When we’ve connected you to a professional advisor who thinks they’re a good match for you, we’ll send you an email and a notification on your Unbiased account.  Your professional advisor will receive a request to contact you as soon as possible. This will usually be by phone, so please expect a call at the earliest opportunity.   Check your email to find out the name of the advisor who will contact you so you can be confident that you are speaking with the right person.

Where and how is my information stored?

The information you provide when filling out an inquiry or creating an account is stored securely by us. Our secure server software encrypts all the information you provide. Please read our privacy policy for more information about how we store your data.  To request the removal of your data in line with your rights under the GDPR and state-specific laws or to unsubscribe, please email [email protected] from your registered email address.

When can I expect a reply from my matched advisor?

You can expect a reply within one business day; usually, it’s sooner. However, if you have not been contacted within two business days, please contact us at [email protected], and we will investigate this further.

Ready to speak to a financial advisor?
Complete our simple online questionnaire.
Get matched with a financial advisor
Schedule your first free meeting
Find a financial advisor