Find your Financial Advisor
Through Habits

We're thrilled to partner with Habits, helping you streamline the process of finding the right financial advisor.

Find your financial advisor through Habits
We're thrilled to partner with Habits, helping you streamline the process of finding the right financial advisor.
Prior to Habits
A 35-year-old software engineer was managing his money solo - saving regularly and getting advice from podcasts and blogs. But with a baby on the way and plans to buy a home, he knew he needed a smarter plan.
How they used Habits
Through Habits, he and his wife found a financial advisor who understood their situation and helped them prep for large upcoming expenses, optimize their investments, manage taxes and build a plan for the years ahead.
Where they are today
They have now bought a home, set up a college fund, and have a clear strategy for their growing family - with less stress and more confidence in every financial decision.
Why work with an advisor
when you're balancing career, family, and goals.
You’re likely earning well, saving where you can, and doing a great job of DIY-ing your personal finances to progress your situation.

But as life gets more complex - whether you’re thinking about a home, kids, or long-term goals - a financial advisor can help you bring it all together with a clear plan and expert advice, tailored specifically to you.
Jack Boudreau
Co-founder & CEO
“Everybody has a DIY expiration date when it comes to their personal finances.
For me, it was when I left my role at J.P. Morgan and decided to start my own company. For you, maybe that time is now.

I built Habits to ensure that everybody has access to top-tier financial advisors, tailored to their specific aspirations and current financial situation.”
The Habits difference
setting you up for financial success
There are over 400,000 financial advisors in the United States, each with different expertise, pricing models and methodologies.


Through their 1v1 support and proprietary algorithm, Habits handles the heavy lifting when sourcing, evaluating and helping you find the best suited financial advisor.
Next steps in the process
As a Hannon Hill employee, you get FREE access to a 1:1 onboarding call with a member of the Habits Customer Success Team. They will guide you through the process from start to finish. Book your call with them below.
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Frequently Asked Questions

Explore answers to our most frequently asked questions about Habits. Need more help? Contact us

How many advisors can I meet?
How does the algorithm work?
What should I expect in that first meeting with an advisor?
How does Habits select the advisors on its platform?
What kind of financial advice can I expect to receive?
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