Money Pickle is a FinTech platform that helps individuals connect with trusted, vetted financial advisors based on their specific needs and goals. Whether someone is focused on retirement planning, tax optimization, wealth management, or legacy planning, we make it easy to find an advisor who aligns with their financial journey.

Our process starts with a simple questionnaire that allows users to share their priorities and financial background. Based on that information, we match them with a fiduciary advisor from our national network—someone who understands their situation and can provide relevant, professional guidance.

The first meeting is a one-on-one video call, scheduled at the user’s convenience, with no obligation to continue. It’s an opportunity to ask questions, explore options, and decide if working with an advisor makes sense.

Money Pickle is not an advisory firm itself, but a connector. We partner with high-quality, independent financial advisors who meet strict vetting criteria, including clean industry records and experience in the areas most relevant to our users.

For individuals, this means access to professional advice without the typical friction or guesswork. For advisors, it’s a way to build meaningful client relationships with individuals actively seeking guidance.

In a world of confusing financial choices, Money Pickle simplifies the first step: finding the right advisor.