Getting Started

Whether you are considering financial planning, looking for an advisor in your community, or preparing for your first meeting, we do our best to make sure you're comfortable throughout the process.

How to select a financial advisor

Match yourself with an InvestorOne advisor who understands your financial goals and dreams.

How to contact an InvestorOne advisor

Learn how to find a match in your community and set up a meeting in person.

Begin your search

Your first meeting

The first meeting is your chance to get to know a financial advisor near you and learn about InvestorOne financial planning, with no obligation.

Get Ready

Before your first meeting

Find out what to bring and how to prepare for your complimentary initial consultation.

Initial meeting information sheet

After your first meeting

Once you've decided to work together, the financial advisor can start developing your financial plan.

Find an Advisor

Get a perspective on your finances

Find an InvestorOne financial advisor near you