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Nearly half of Americans believe that financial advisors are only for wealthy people, according to a survey by Lending Tree. Another 25% believe they don’t need an advisor until they’re middle-aged.
Both of those statements couldn’t be further from the truth. A well-vetted financial advisor can help you achieve your financial goals whether you’re just joining the workforce, or are planning for retirement. In fact, 95% of Americans who use an advisor say it’s well worth the money.
Finding one is easier said than done. That’s where Money Pickle comes in.
Money Pickle helps people connect with trustworthy financial advisors, without the hassle or pressure. All you have to do is take a quick quiz and they match you with a vetted fiduciary for a no-cost, 1-on-1 strategy session tailored to your financial goals.
Whether thatʼs retirement, tax strategy, investing, or simply getting organized. Every advisor they partner with is legally obligated to act in your best interest.
No sales gimmicks. Just clear, personalized guidance built around your life whether you’re building wealth, preserving it, or planning for the future.
Money Pickle makes getting expert help feel easy, human, and worth your time.
Sign up today to receive your no-cost, no-obligation 1-on-1 strategy session from the comfort of your home.
A fiduciary is always in your corner
Every advisor in the Money Pickle network is a fiduciary, meaning they’re legally obligated to act in your best interest, not to sell products.
That peace of mind matters. Non-fiduciary financial advisors are held to different standards. For example, an asset manager could offer investment advice that’s suitable to your goals but may not necessarily be in your best financial interest.
Meeting with a fiduciary through Money Pickle is simple and stress-free. There are up front no costs, no obligations, and no pressure. Itʼs simply a chance to speak with a real financial advisor, ask questions, and walk away with clarity — or take the next step if itʼs a good fit.
Over 80% of Money Pickle users say their free session helped them feel more confident about their money. And many choose to continue the relationship with the advisor they met, if it makes sense for their goals.
How an advisor can help with estate planning
Estate planning is often overlooked, but itʼs one of the most impactful ways to protect your familyʼs financial future.
Whether you need to create a will, navigate trusts, or understand how taxes might affect your legacy, Money Pickle can match you with a licensed advisor who can guide you through it.
Most people prefer human advisors, even in the age of AI
There’s no denying that artificial intelligence has reshaped the personal finance industry, but human advisors aren’t going away anytime soon.
A Vanguard study found that 90% of people with human advisors aren’t willing to switch to a robo-advisor, but 88% of those with an AI advisor would consider working with a real person instead.
Money Pickle has helped more than 25,000 users across the U.S. connect with a human financial advisor, and has achieved a 95%+ advisor satisfaction rating. Their users represent a wide range of financial situations— from mid-career planners to approaching retirement to active retirement.
Sign up today to receive your no-cost, no-obligation 1-on-1 strategy session from the comfort of your home.
Money Pickle does not provide financial advice directly. Matches are made with independent, licensed fiduciary advisors who are responsible for all advice provided.
Advisors in the Money Pickle network are independent and SEC-registered. Strategy sessions are for informational purposes only and do not constitute investment advice. No cost or obligation to proceed beyond the initial meeting.
Disclaimer: Please be advised that alternative investments carry a risk of monetary loss. Neither Benzinga nor its staff recommends that you buy, sell, or hold any security. We do not offer investment advice, personalized or otherwise. All information contained on this website is provided as general commentary for informative and entertainment purposes and does not constitute investment advice. Benzinga will not accept liability for any loss or damage, including without limitation to, any loss of profit, which may arise directly or indirectly from use of or reliance on this information, whether specifically stated in the above Terms of Service or otherwise. Benzinga recommends that you conduct your own due diligence and consult a certified financial professional for personalized advice about your financial situation.
