ADVISORS
Join our mission of improving access to quality financial advice
Sign up today and we’ll contact you to learn about your practice and explore how we can partner.
Mission-oriented platform
We are driven by the purpose of helping millennials who are underserved by traditional financial services. Fee-only advisors without asset minimum requirements are the solution. Partner with us to help everyone receive the financial advice they need to meet their life goals.
Behavioral science-based matching
Based on hundreds of hours of directly speaking to and matching clients with advisors, we’ve determined the optimal matching process based on a proprietary algorithm with over 20 factors. Because we all know client-advisor fit is more than just about asset size and geography.
Brand-building partnerships
We believe in the fee-only advice industry, and we want to do our part in elevating the profile of the industry as a whole. We will be your partner in building your brand, so you can provide fiduciary advice to more millennials.
Clients Love Us
I truly did not understand that there were easy-to-find, hourly project-based financial advisors out there. We were overdue for this kind of check in.
LIZ, INDEPENDENT CONSULTANT, LEARN TO MAKE A PRODUCT
It was my first time talking to a financial planner who was a better fit for me.
If I hadn’t secured my investments the way that he advised me to, I know I would have easily lost tens of thousands of dollars based on historical data.
DAVID, ENTREPRENEUR, COLLEGE ZOOM
As a busy founder running a company, I was blown away by the advisor they curated for me – a former CPA who not only specializes in tech clients but also has work experience at a startup and understands the investor perspective. Completely exceeded my requirements and expectations.
JAMES, CEO & FOUNDER, JOBSCAN
The advisors at my bank talked about country clubs and buying a 2nd home — we’re talking about building our businesses and enjoying our family.
My Financial Counsel helped me discover a whole world of independent advisors who want to work with us and share our values. It was a breath of fresh air to speak to advisors I could relate to.
MARYAM, INDEPENDENT CONSULTANT, MOREFUL.LY
How My Financial Counsel Works with Advisors
Make sure we’re right for you
A partnership with MFC is a two-way street. Sign up for a quick introductory phone call, so you can learn more about us and we can get to know you.
Join the MFC network
We pride ourselves on quality matches. Our onboarding process includes an in-depth survey and interview, ensuring our proprietary algorithm pairs you with the best possible clients.
Start talking to leads
Let us handle the rest. We do the qualifying, matching, nurturing, and directing of client leads to your scheduling page.
High Standards Are Our Standard
We primarily work with members of these top-tier organizations to ensure the highest quality.
We’d love to hear from you.
We’ll contact you within one business day to explore how we can partner up.
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 will only match you with clients whose needs will be served by your strengths. No hidden agendas necessary.