Hi, We're AdvisorCheck
The only consumer first platform dedicated to helping you find, evaluate, and monitor financial advisors with confidence.
Our mission
AdvisorCheck was born from a passion for transparency and consumer empowerment in the financial world. We recognized a crucial need: everyday consumers deserved better access to clear, objective information about financial advisors - communicated in simple terms.
To bring this vision to life, a group of talented SaaS and technology experts came together to create AdvisorCheck.
At AdvisorCheck, we believe that knowledge is power. That's why we've dedicated ourselves to breaking down barriers and demystifying the financial advisorship industry. You deserve more than a routine "matchmaking experience." You deserve a company that supports your entire journey of finding, evaluating, and monitoring a financial advisor.
Who we are
Our team is a diverse group of B2B and B2C SaaS trailblazers with Fortune 500 and startup expertise.
Michael Fox
Chief Operating Officer
Josh Bock
Chief Commerical Officer
Allison Goodman
Product Management
Myoung Ko
Sr. Software Architect
Daniel Costa
Software Architect
Zach Kay
Digital Marketing
Alex Rowell
Community + Digital Marketing
Jenny Minoux
Advisor Relations + Customer Care
Siarhei Mardovich
Product Design
What makes AdvisorCheck different
Our priority is you. We don't work for the industry.
We are your trusted guide who walks alongside you throughout your financial journey.
We understand you are making serious financial decisions, and we want to meet you in this vulnerable moment and offer calm, clear, and trustworthy guidance.
We believe you should always be in control. We don't sell your data or pressure you with sales calls. You decide when and how to engage.
We empower you with facts and tools needed to make the right choice for your future. You deserve to know who you're working with.
We cut through industry jargon and complexity, explaining things simply and grounding everything in credible-sourced data.
We want you to feel smart, confident, and secure about your decisions.
We've got your back.
How we work
Consumer first
We want what’s best for you. We believe you should be in control of your financial advisor journey. Our goal is to offer clear guidance so you can trust yourself to make smart decisions.
Honest and Open
We offer help, not sales pressure. We are upfront about how we operate. No hidden agendas, no lead-selling, no advisor favoritism. Just useful tools and objective information for you to use when deciding what’s right for you.
Safety
With AdvisorCheck, you’re not alone. We meet you where you’re at in your financial journey and guide you through it. You can feel at ease knowing advisor changes and potential risks are being monitored for you. Together, we got this.
