We believe clients should work with a true fiduciary
SmartPairing is a service that transitions clients from banks, brokerage firms and insurance companies to Fiduciary Registered Investment Advisors.
If exceptional service is common sense for a service based industry then why do so many people have trouble recommending their advisor?
We believe every client should work with a fiduciary and that's because they are held to a higher legal standard. If you feel your financial advisor is putting their interests first, charging high fees, not communicating, then SmartPairing is the right way to engage a financial advisor. Get SmartPaired Today
Who SmartPairing is for?
Retirees and Pre-Retirees
Recently Widowed or Divorced
High Net Worth Individuals & Families
Our advisors collectively manage billions of dollars.
Many have been featured by Barron's, Forbes, CNBC as top advisors in the country.
We also offer…
Love us? Our in house investment solutions with a dedicated PrePair Advisor as your relationship contact.