No hidden agenda.
No commissions
or kickbacks.
We match you with financial advisors who put your needs first.
Here's an Open Secret
Most financial advisors are not required by law to be "fiduciaries". In other words, they are not required to put your best interests above all else. We think that's insane, which is why we only work with the best.
My Financial Counsel only pairs you with advisors who are legally registered as fiduciaries and follow rigorous standards.
It'll only take 5 minutes of your time and your answers are confidential.
You'll receive a curated list with three financial advisors tailored to match your specific needs.
Get free consultations with advisors of your choice and select a plan that works best for you.
68% of MFC clients saved on expensive mistakes after a single session (meaning more resources for their businesses and families).
HANDPICKED FOR YOU
LET US DO THE WORK
FORGET THE DATA OVERLOAD
CHOOSE A CUSTOM PLAN
74% of clients we’ve matched had access to a financial advisor but never moved forward – until they used our service.
How We Can Help
Our network of financial advisors do more than investment management, they help you get organized and prepared for whatever your financial goal may be.
PLAN FOR YOUR FUTURE
• Retirement Planning
• College Planning
• Marriage Planning
• Early Retirement Planning
• Child Care Planning
• Inheritances
MAXIMIZE YOUR RETURNS
• Investment Selection and Management
• Alternative Investments
• Tax Optimization
• Financial Checkup
• Debt Management
• Real Estate Planning
• Special Needs Planning
MINIMIZE YOUR RISK
• Risk Management
• Emergency Funds Management
• Legacy Planning
• Budget Planning
• Travel / Vacation Planning
• Insurance Planning
GROW YOUR BUSINESS
• Employee Benefits Planning
• Fundraising
• Crowd-source Lending
• Small Business Planning
• Rental Income Management
Frequently Asked Questions
High Standards Are Our Standard
We work with members of these top-tier organizations to ensure the highest quality.
Christine Su, CEO & Founder
Our Story
Before starting My Financial Counsel, I worked at a major commercial bank and fintech startup. Despite my 10 years of experience in the financial sector, I ran into all kinds of challenges when searching for a personal financial advisor who had my best interests at heart.
That's why I created My Financial Counsel — to help people find high-quality advisors who aren't trying to upsell products or live off sales commissions. At MFC, we'll only match you with fiduciary advisors who you can trust, and who will help you achieve your dreams and goals. No hidden agendas necessary.