We're great listeners. We also ask the right questions to help find the perfect wealth advisor for you.

Service Options


Why Has It Taken So Long For Me To Have A Service Like This?

Our goal is to connect you with a specific wealth advisor who aligns your money with your values, so you can live your life, and use your wealth as an extension of what you want and truly believe. We will never connect you with an Advisor because of the firm for which they work.

Our Meet Your Advisor® process uses decades of proven executive recruiting experience and tools that allow us to understand what inspired you to become who you are in the world, and the challenges and triumphs you have faced along the way. By aligning your values, perspectives and decision making patterns, we can leverage those qualities and attributes to guide you toward the right wealth match for you.

My Wealth Match© offers two service options:  our guaranteed, fee-based Client program and our free advisor program. Regardless of which program you choose, we will always maintain your privacy and confidentiality supported by non-disclosure documentation. Join today and pretty soon, you’ll be wondering why it’s taken so long for this service to be available to you, too.                                                                                                                                                                                               [/vc_column_text]

[/vc_column][/vc_row][vc_row][vc_column width=”1/2″][vc_cta h2=”I Am An Advisor” add_button=”bottom” btn_title=”Inquire” btn_color=”green” btn_i_type=”openiconic” btn_i_icon_openiconic=”vc-oi vc-oi-info” add_icon=”left” btn_link=”url:http%3A%2F%2Fmywealthmatch.com%2Fcontact-us%2F||” btn_add_icon=”true” i_on_border=”true”]We are not accepting additional Advisors at this time. However, if you are interested in becoming part of our referral network, give us a call.[/vc_cta][/vc_column][vc_column width=”1/2″][vc_cta h2=”I Am A Client” add_button=”bottom” btn_title=”Contact Us” btn_color=”green” btn_i_type=”openiconic” btn_i_icon_openiconic=”vc-oi vc-oi-umbrella” add_icon=”left” btn_link=”url:http%3A%2F%2Fmywealthmatch.com%2Fcontact-us%2F||” btn_add_icon=”true” i_on_border=”true”]Join our Client service program to have a customized Wealth Advisor Search completed exclusively for you.[/vc_cta][/vc_column][/vc_row]

Phone: 972 265 5242
Fax: 972 931 3965
Suite 300, Plano Texas 75024
6860 Dallas Parkway