Solution introduction

The premier matchmaker for investors and advisors using personalized data, artificial intelligence, and deep expertise

MyPerfectFinancialAdvisor is a new service that intends to be the premier matchmaker between investors and their ideal financial advisor. We strongly believe every investor should and can get a financial advisor and encourage investors to use our free service.  Studies from Vanguard, Morningstar, Financial Engines/AON Hewitt and others all prove that investors are better off with an advisor versus being strictly self-directed.

We match an investor to an advisor by using personalized data, artificial intelligence and deep industry expertise. MyPerfectFinancialAdvisor is the matching service of MPFA Inc. a Securities & Exchange Commission (SEC) registered investment adviser whose sole function is to find investors a financial advisor. 

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