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How it Works

You are custom matched and sent profiles of 2 to 3 advisors that match your specific needs.

Financial advisors call you to setup your free initial one-on-one consultation. No obligation.

Why Use RothIRA.org

Advisor Pre-Screening

All advisors have to meet strict screening criteria to be part of the network.

No Conflict of Interest

RothIRA.org is not a financial services company and does not offer any financial advice or products.

Saves You Time

You will only talk to pre-screened financial advisors whose profile matches your financial needs.

Confidential

We do not share your information with anyone other than the financial advisors that are matched to you as per your requirements.

No Obligation

You are not obligated to hire any financial advisor that is matched to you. We do however request you to interview all the advisors to check if they suit your financial situation.

No Cost

The Advisor Match Service is free to consumers. Advisors do pay a fee, once they qualify, to be a part of the network.

Financial Advisors in the network may be dually registered advisors; in addition to being registered as an RIA, may also be registered representatives offering securities through broker dealers. We pre-screen advisors for experience, advisor compensation (fee-based or fee-only), licensing and disclosures with SEC/FINRA. By using this site you agree to our terms of service.