Looking for an Advisor

Searching for an Advisor
If you are interested in locating an Advisor who uses the financeware.com suite of tools, or if you have any questions about the plan you have created on the site, we strongly suggest that you use our Advisor Directory.  All Advisors listed in the directory have chosen to make their listings available for you to search. (Financeware.com does not verify any of the information advisors may post about themselves.)

You have the option to perform either a general or an advanced search for an Advisor.  The general search allows you to search by name, location, and firm, while the advanced search allows you to search by many different parameters, including certifications, services offered, assets under management, etc. The general search can be completed by filling out the required information (some information is optional).

The advanced search can be accessed by clicking on the icon above the regular search screen.  Fill out the requested fields and mark the appropriate check boxes in the advanced screen and click, "Search".

Choice Advisor Feature
If you want to search using the Choice Advisor feature, check the box for "Choice Advisors".

The advanced search will also have a Choice Advisor checkbox to ensure that the Choice Advisor search is enabled. You can submit plans to all Choice Advisors for bid. Click on your “Plan Bids” tab and select a plan. Once the plans have been submitted, the Choice Advisors will receive an email containing plan information and can then submit a working plan for the user’s review.  Investors can review submitted bids in the “Plans Received from Bid” section and have the option to contact the Advisor via email, either anonymously or directly. Accepting a proposed plan from a specific Advisor adds your name to their client list.

Selecting an Advisor from the Directory
To request that the Advisor handle your account, click their name, select whether you would like to contact them directly or anonymously, and select which of your plans you would like to send them to bid on/offer advice on.

Other Ways to Choose an Advisor
You can submit plans to an Advisor (or all Choice Advisors) for bid. Click on your “Plan Bids” tab and select a plan. Once the plans have been submitted, the Choice Advisors will receive an email containing plan information and can then submit a working plan for the user’s review.  Investors can review submitted bids in the “Plans Received from Bid” section and have the option to contact the Advisor via email, either anonymously or directly. Accepting a proposed plan from a specific Advisor adds your name to their client list.

You can also add the Advisor as a user from your Manage My Accounts box by clicking the link Add Users. You can then enter the Advisor's name and request that they add you to their client list.

Finally, your Advisor can create an account for you and invite you to use financeware.com.

**For more on how to send information about financeware.com to your regular Advisor, and to invite them to create an account with us, click here.