MPFA Inc. announces that www.MyPerfectFinancialAdvisor.com is now available to investors to find a vetted financial advisor. The site intends to be the premier intelligent matchmaker between investors or consumers and their perfect financial advisor regardless of how much money or how little money someone has. The newly created system uses personalized data, proprietary algorithms and deep industry expertise to offer a bespoke matching service between investors and advisors.
MyPerfectFinancialAdvisor is a unique system to deliver to an investor or consumer their ideal financial advisor regardless of the investors wealth, from billionaire to those at the other end of the financial spectrum. The system asks the investor to grant access to independent data sources holding their information for a more accurate, trusted and scientific match, in addition to matching on personality traits and needs questions. The service makes a specific recommendation to the investor on who to hire.
“We consider ourselves a true matchmaker, as opposed to providing a generic list to choose from” said Nicholas W. Stuller, founder and CEO. “We built the system from a data perspective, pulling permissioned information from many sources, so neither the investor nor the advisor has to wade through lists of people that may have no interest in the other party.”
“We firmly believe that every adult needs advice from a personal, licensed professional. Our highest loyalty is to the investor to ensure the best possible advisor is recommended to them.” Stuller has been in the financial services industry for over 30 years, and over the last 15 years was the founding CEO of both Discovery Data and the Meridian-IQ directories of financial advisors, and is also author of the 2018 book “THE TRUTH SHALL SET YOUR WALLET FREE: Secrets to Finding the Perfect Financial Advisor” published by Post Hill Press. The company was selected and completed the 2019 cohort of the competitive Envestnet|Yodlee incubator program.
For investors, the service is free of charge and can be used in anonymity until they are ready to connect with an advisor. For advisors passing its due diligence, a flat annual subscription fee of $995 is charged.