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. To review our SEC Form ADV, the disclosure document, go to: https://www.adviserinfo.sec.gov/Firm/304411 Also, to review our newly required SEC “Client Relationship Form”, click here.
