Get Ultimate
Financial Advocacy.

The best way to find the right financial advisor. For every financial need. At every stage of life.

We’re changing how the world works with financial advisors.

Use BenFi as a tool to zero in to find the advisor you need to achieve your goals.

You wouldn’t go to an ophthalmologist with joint pain, and you wouldn’t go to an injury attorney to draw up a will. Similarly, you’ll want to work with a financial advisor who specializes in your specific needs. BenFi uses technology and personalization to help you get optimal financial advice for your specific needs, goals, and circumstances.

We recognize there is a trust deficit in the financial advice industry.

Here’s how we are making it better.

1.

We have advisors that serve every type of investor

2.

We provide you with resources and tools to interview your advisor, get answers to questions, hold your advisor accountable

3.

We serve the investor first and the advisor second

Investors despise being treated like a hot lead

Connect with advisors on your terms.

Step 1

Complete a brief BenFi questionnaire then we tell you who we think you should hire.

Step 2

Review an additional six alternate advisor options; in rank order of match.

Step 3

Contact one or more of your recommended advisors when you are ready.

NOTE: These advisors cannot contact you and we don’t give them your information. Our personalized advisor recommendations are unbiased, pre-vetted, and specific to your stated needs, goals, and life situation.

43 questions to ask your new advisor

We empower investors to work with financial advisors. Whether you use BenFi to unlock ideal financial advisor options or another tool, we make sure you’re prepared to interview each candidate.

Don’t hire your advisor without downloading and asking these 43 questions first.

Why use BenFi?

If you’re worried about selecting the wrong advisor, not sure what questions to ask, or don’t know what qualities, skills, credentials, and red flags to consider in selecting an advisor…

You need BenFi.

No other advisor finder puts the investor first, gives advice on who the investor should hire, and gives the investor control of when to interact with the advisor.

Get Ultimate Financial Advocacy.