Find the right financial advisor for
your taxes.buying a home.getting married.starting a family.growing your wealth.planning retirement.your taxes.
Habits matches you with top-rated advisors based on your goals, finances, and life stage.
Free to use. Takes 2 minutes. No commitment.
HypeopotamusDon’t just take our word for it
Thousands of people have found and hired their advisor through Habits.
“Just wanted to let you know that after meeting with the three referrals you sent me, my wife and I have decided to work with our advisor. Overall, I've been thrilled with my Habits service - you gave 3 excellent referrals, each with a slightly varied approach and style. This gave me a real choice with the strategy I wanted to move forward with.”
“Both of my advisor introductions were amazing conversations - feel like I couldn't go wrong in either direction there. Going to take some time to reflect and ask each some follow ups but I already feel like my experience with Habits has been a success!”
“My wife and I decided to move forward with services from our advisor. I'm certain we wouldn't have found him without the product you and your team have built, so thanks!”
“Went with my advisor - we aligned the best when talking. Loved how easy it was. I have no experience with financial advisors and Habits helped me learn about the space and find low hanging fruit action items before I even paid a cent.”
“We've made the decision to move forward with our advisor! We really liked his personable approach and he did a great job making sure he hit all the points we wanted and answered our questions thoroughly. Appreciate you setting everything up!”
“With one conversation under my belt, I have nothing but great things to say! However... I wouldn't expect anything less from the winners of 1871's Fintech Summit pitch competition!”
“I had an introductory call with my advisor just now. My initial reaction is it seems like a great fit for me and my family's situation. Good discussion and I appreciated his perspective and customer-centric approach. P.S. Jack is still killing it with the TikTok content.”
“I submitted the Quick Match form and got matched with advisors in under 5 minutes. I met with 3 advisors the next day and quickly found the right fit for me and my family. The process was fast, easy, and personalized.”
“Just wanted to let you know that after meeting with the three referrals you sent me, my wife and I have decided to work with our advisor. Overall, I've been thrilled with my Habits service - you gave 3 excellent referrals, each with a slightly varied approach and style. This gave me a real choice with the strategy I wanted to move forward with.”
“Both of my advisor introductions were amazing conversations - feel like I couldn't go wrong in either direction there. Going to take some time to reflect and ask each some follow ups but I already feel like my experience with Habits has been a success!”
“My wife and I decided to move forward with services from our advisor. I'm certain we wouldn't have found him without the product you and your team have built, so thanks!”
“Went with my advisor - we aligned the best when talking. Loved how easy it was. I have no experience with financial advisors and Habits helped me learn about the space and find low hanging fruit action items before I even paid a cent.”
“We've made the decision to move forward with our advisor! We really liked his personable approach and he did a great job making sure he hit all the points we wanted and answered our questions thoroughly. Appreciate you setting everything up!”
“With one conversation under my belt, I have nothing but great things to say! However... I wouldn't expect anything less from the winners of 1871's Fintech Summit pitch competition!”
“I had an introductory call with my advisor just now. My initial reaction is it seems like a great fit for me and my family's situation. Good discussion and I appreciated his perspective and customer-centric approach. P.S. Jack is still killing it with the TikTok content.”
“I submitted the Quick Match form and got matched with advisors in under 5 minutes. I met with 3 advisors the next day and quickly found the right fit for me and my family. The process was fast, easy, and personalized.”
“I've already started putting pen to paper with my advisor, but I know I'll be able to refer my brother-in-law and at least 10 other people who could benefit from this process. Honestly, I'd much rather tell someone to 'talk to my boy Matt' than suggest the typical 'meet with my advisor' spiel.”
“The process of finding advisors through the platform was seamless and easy. My fiance and I found two advisors we will be working with, and they were excellent with intros, follow-up, etc. Habits will be a very successful business.”
“Appreciate the intros! Outsider's perspective, what your team is building is special, and most importantly solving a clear problem - yes, for people like me.”
“Wanted to let you know I ended up signing on with my advisor on a flat fee model. Love the transparency you've been showcasing! The content has been top notch.”
“Love the platform and Jack. Have been a long time TikTok follower back to his JPM analyst story days years ago... Finally in the workforce and am now searching for an advisor to start with.”
“Overall, the process and experience was very positive. All the advisors were helpful and seemed to appreciate that you made the intro. After thinking it through, I'm moving forward with my advisor on an hourly engagement.”
“End of the process, incredibly valuable and I'm not just saying that. Having talked to 4 advisors total, I have a much better sense of where I gravitate to, what the value is, and feel what I'm triangulating on.”
“I've already started putting pen to paper with my advisor, but I know I'll be able to refer my brother-in-law and at least 10 other people who could benefit from this process. Honestly, I'd much rather tell someone to 'talk to my boy Matt' than suggest the typical 'meet with my advisor' spiel.”
“The process of finding advisors through the platform was seamless and easy. My fiance and I found two advisors we will be working with, and they were excellent with intros, follow-up, etc. Habits will be a very successful business.”
“Appreciate the intros! Outsider's perspective, what your team is building is special, and most importantly solving a clear problem - yes, for people like me.”
“Wanted to let you know I ended up signing on with my advisor on a flat fee model. Love the transparency you've been showcasing! The content has been top notch.”
“Love the platform and Jack. Have been a long time TikTok follower back to his JPM analyst story days years ago... Finally in the workforce and am now searching for an advisor to start with.”
“Overall, the process and experience was very positive. All the advisors were helpful and seemed to appreciate that you made the intro. After thinking it through, I'm moving forward with my advisor on an hourly engagement.”
“End of the process, incredibly valuable and I'm not just saying that. Having talked to 4 advisors total, I have a much better sense of where I gravitate to, what the value is, and feel what I'm triangulating on.”
Matched in minutes
No cold calls. No guesswork. Just a fast, guided process that connects you with the right advisor for your exact situation.
Tell us about yourself
Answer a few quick questions about your goals, income, life stage, and what kind of help you're looking for.
Get your personalized matches
Our algorithm surfaces advisors who match your exact profile. You choose who to talk to on your terms.
Book free intro calls
Schedule no-pressure intro calls directly through Habits to find the right fit before committing.
Modern advice for your biggest moments
Your life is evolving and your finances are getting more complex. The gap between what you're doing today and what's possible with the right guidance is wider than you think.
Buying a Home
Understand how a purchase fits your bigger financial picture before you sign.
Getting Married
Merge finances confidently. Plan for your shared future with clarity.
Starting a Family
Navigate new expenses, insurance, college savings, and estate planning.
New Job or Bonus
Make smart moves with equity, raises, and year-end windfalls right away.
Growing Your Wealth
Build a long-term strategy around investing, tax efficiency, and net worth.
Selling a Business
Navigate capital gains, reinvestment, and what comes next, strategically.
Planning Retirement
Build a drawdown strategy that makes your money last as long as you do.
Managing Student Debt
Prioritize repayment, refinancing, and investing at the same time, smartly.
The smartest way to find your advisor
We've done the hard work so you don't have to. Only the best advisors. A match built around you. And zero cost to get started.
Top 1% of Advisors, Only
Every advisor on Habits goes through a rigorous vetting process. We check credentials, track records, and client reviews so you never have to worry.
- Verified licenses and credentials
- Background checked and screened
- Ongoing performance monitoring
- Only top-rated advisors approved
Matched to Your Exact Situation
Our proprietary algorithm connects you with advisors who specialize in your needs, not random listings from a general directory.
- Matched by income, goals, and life stage
- Advisors who work with people like you
- Specialty matching (taxes, real estate, etc.)
- Remote or local advisor options
Completely Free for You
Habits is free for consumers. No hidden fees, upsells, or subscription required.
- No credit card required
- Free intro calls with 3-4 advisors
- No commitment to hire anyone
- Advisors compete for your attention
For when you've outgrown handling it yourself
Financial advice used to be reserved for retirees and the ultra wealthy. Habits gives you access to the same calibre of expertise previously kept behind closed doors.
Questions? We've got answers.
Everything you need to know about finding your advisor through Habits. Still have questions? Contact us.
Yes, completely free. Habits is a two-sided marketplace - advisors subscribe to access our platform and user base. You, as a consumer, never pay a cent to use Habits, get matched, or book intro calls. There are no hidden fees or premium tiers for users.
Our proprietary algorithm matches you based on your income, assets, goals, life stage, and the specific type of advice you're looking for. Advisors on our platform set their own criteria for the clients they want to work with, so every match is genuinely relevant for both sides.
Every advisor on Habits goes through a rigorous approval process. We verify licenses and credentials (CFP, RIA, etc.), conduct background checks, review client track records, and monitor ongoing performance. Only around 1% of applicants are approved to join the platform.
Not at all. Habits is designed to let you explore your options first. You can book free intro calls with 3-4 advisors, ask questions, get a feel for their style, and then decide if and who you want to work with. There's no obligation to hire anyone through Habits.
Habits hosts advisors who specialize across a wide range of needs: investment management, tax planning, retirement planning, real estate, family financial planning, estate planning, student debt strategy, and more. When you fill out your profile, we'll match you with advisors who specialize in exactly what you need.
Advisor fee structures vary and can include hourly rates, flat fees, one-time project fees, or AUM-based fees (a percentage of assets they manage). Habits encourages full transparency around pricing - you'll always see how an advisor charges before you decide to connect with them. The intro calls are always free.
No. Habits does not accept commissions from advisors for placements, so our matching algorithm has no incentive to favor one advisor over another. Your match is based purely on fit — it's always unbiased.
Habits is SOC 2 Type II compliant, meaning our security practices are independently audited against the highest standards in fintech. Your data is encrypted in transit and at rest, and we only share what's necessary with the advisors you choose to connect with.
Yes. Habits has been recognized by Morningstar and 1871 FinTech as a best-in-class advisor matching platform, and has been featured in publications including CNBC, Newsweek, Morningstar, and the Indianapolis Business Journal.
The right advisor is already waiting for you.
Join thousands of young professionals who found their advisor through Habits.
Takes 2 minutes, completely free.