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How Our Process Works
We are committed to making exceptional financial advice accessible to all. Therefore, we’ve engineered our advisor matching system to facilitate more impactful connections in a shorter timeframe.
In just a few minutes, you can complete the form and Folmar's AI-enhanced platform will filter advisory firms for you, based on your financial goals and preferences. We match you with one firm in our network that is best suited to meet your personal financial needs.
Identify Your Priorities
Take our questionnaire to articulate your existing financial situation, future aspirations, and personal preferences with an advisor.
Find Your Ideal Match
We pair you with the premier advisory firm from our exclusive network that perfectly aligns with your requirements.
Make Your Decision
Upon selecting your preferred method of contact, your matched financial advisor will coordinate a complimentary, obligation-free discussion. This allows you to evaluate their suitability for your needs at your own pace, without any undue pressure or obligation.
Your Finances. Your Way.
Selecting the perfect advisor is a deeply individual choice. You shouldn't be burdened with navigating countless advisor websites and phone calls to discover the ideal match. We've streamlined the process to be effortless and effective for you. Our platform compiles a thorough understanding of your financial objectives, personal profile, and preferences, guiding the match to a singular, fitting advisory firm within our network. Our exclusive network comprises industry-leading advisory firms equipped with the breadth of services and expertise necessary to fulfill your requirements.
We’ve redesigned the process to be simple and efficient for you.
Our platform captures a comprehensive view of your financial goals, personal profile, and preferences that drive the match to a single, suitable advisory firm in our network. Our selective network consists of industry-leading advisory firms1 that have the breadth of services and expertise to meet your needs.
Why choose Folmar
Effortless and Swift
We understand the importance of your time. Our AI-enhanced platform handles the filtering process for you, ensuring you're connected with one firm perfectly aligned to your needs.
Access to Our Verified Network
We collaborate with premier advisory firms across the nation, offering expertise in various areas including retirement planning, tax strategies, and estate planning. Each firm within our network undergoes meticulous screening, encompassing scrutiny of their disclosures and disciplinary history.
You’re in control
We offer tailored recommendations while safeguarding your privacy. Once we present your match, you have the option for them to initiate contact to schedule a call. Rest assured, we uphold strict confidentiality and do not share your information with any other advisory firms.
At Zero Cost to You
Our network of advisors competes for your business, and our platform is entirely free for you to use. This applies regardless of whether you opt to work with the advisor we recommend.
The Significance of Selecting the Right Financial Advisor
While outcomes may differ based on individual financial circumstances, research from Vanguard and Envestnet indicates that engaging a financial advisor can potentially enhance net returns by an average of 3% annually (resulting in a 3% net returns improvement after factoring in fees).
This performance boost translates to increased peace of mind; investors with a financial advisor are more than twice as likely as those without one to express very high confidence in their investment strategy.
1As of February 2024, 86% of Registered Investment Advisors (RIAs) on the Datalign platform have been recognized on Barron's Top 100 RIA list for 2023. This prestigious list ranks firms based on assets, revenue, and the quality of their practice. For further details on Barron's Top Advisors methodology, please visit Barron's Top Advisors Methodology. here.
2 Vanguard (August 2022): Putting a Value on Value †, Putting a Value on Value
3Envestnet, Inc. and The Center for Generational Kinetics (July 2022): †, TThe Intelligent Financial Life™ National Study
† The projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Please refer to the methodologies employed in the referenced whitepapers by following the enclosed links.