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Investment management
Portfolio construction, investment strategy, risk, implementation, and ongoing portfolio oversight based on your circumstances.
Find an advisor
Find a financial advisor who understands what matters to you.
The right advisory relationship starts with more than a ZIP code.
Tell us about your financial priorities, what you are trying to accomplish, and the kind of guidance you are looking for. We can use that information to help connect you with a financial advisor supported by Tactive Advisors.
How it works
A more useful way to begin.
Rather than sending you into a directory, the goal is to understand your needs first and make the advisor search more relevant.
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Tell us what you need
Share your goals, priorities, and the type of guidance you are seeking.
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We review the fit
Your responses help provide context for an appropriate advisor relationship.
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Meet an advisor
Connect directly and determine whether the relationship feels right.
Your priorities come first
A financial advisor should fit the complexity of your financial life.
Different investors need different kinds of guidance. Some are approaching retirement. Others are managing significant investment portfolios, navigating a business transition, making tax-aware financial decisions, or trying to bring multiple financial priorities into one coordinated strategy. The objective is not simply to find any advisor.
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Retirement planning
Preparing for retirement income, Social Security, Medicare, required distributions, investment decisions, and the financial tradeoffs that come with retirement.
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Wealth management
Connecting investments with liquidity, financial planning, legacy priorities, protection considerations, and other major financial decisions.
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Financial coordination
Understanding how financial decisions interact and, where appropriate, coordinating with outside tax, legal, and insurance professionals.
The advisor matching process
Start with your situation. Then find the right relationship.
The Find an Advisor process is designed to help Tactive understand what kind of guidance you are looking for before connecting you with an advisor.
Advisor availability, services, and fit may vary based on individual circumstances and the advisory relationship.
Step 01
Questionnaire
Tell us about your goals, financial priorities, and the areas where you would like professional guidance.
Step 02
Review
Your responses create context around the type of advisor relationship that may be appropriate.
Step 03
Matching
We identify an advisor who may align with the needs and circumstances you have described.
Step 04
Introduction
You connect directly with the advisor and discuss your financial situation, goals, and expectations.
Step 05
Decide
Determine whether the advisor, services, and relationship are the right fit before moving forward.
What we need to know
Enough information to make the match useful.
The questionnaire is designed to gather useful context without asking you to provide unnecessary sensitive financial information through a marketing form.
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What type of financial guidance are you seeking?
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Are you already retired, approaching retirement, or primarily focused on wealth accumulation?
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What financial issues are most important right now?
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What approximate level of investable assets should the advisor relationship be designed around?
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Do you have an existing financial advisor?
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What is your preferred communication and meeting format?
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Basic contact information needed to make the introduction.
The relationship remains personal.
Your financial advisor
Your advisor is the professional who gets to know your situation, listens to your concerns, helps evaluate your choices, and applies professional judgment to your financial decisions.
- Understands your priorities
- Provides professional judgment
- Helps coordinate decisions
Tactive Advisors
Independent advice does not have to mean independent infrastructure. Advisors supported by Tactive can operate with access to investment-management capabilities, planning resources, technology, reporting, and operational infrastructure.
- Investment infrastructure
- Planning and reporting resources
- Human advice supported by better tools
Choosing an advisor
The introductory conversation should work both ways.
Use the first conversation to understand not only what the advisor does, but how they think, communicate, and work with clients. You should be able to understand the services being offered, the expected responsibilities on both sides, how the advisor is compensated, and whether the advisor's approach fits what you are looking for.
Does the advisor understand my situation?
A useful first conversation should focus on your needs before jumping to solutions.
What services will actually be provided?
Understand the scope of investment management, planning, and ongoing advice included in the relationship.
How will we communicate?
Ask how meetings, updates, planning discussions, and ongoing service are typically handled.
How is the advisor compensated?
Make sure you understand applicable advisory fees and other compensation relevant to the relationship.
Does the relationship feel right?
Professional capability matters, but so does trust, communication, and whether the advisor's approach works for you.
Published advisor profile
One advisor profile is published on this site today.
Start the conversation
Your financial life is personal. Finding an advisor should be too.
Begin with a few questions about what you are trying to accomplish. We can use that context to help make the advisor search more relevant.