RETIRE SMARTER,
NOT HARDER !!
Is your current plan unknowingly putting 6–7 figures at Risk?
"Best Decision I’ve Made"
" Thanks to AdvisorPrime, I got matched with a fiduciary who helped me uncover potential risks I hadn’t considered" - Jacob
** AdvisorPrime is not a registered investment advisor and does not provide financial, legal, or tax advice. We are a referral platform that connects individuals with independent, licensed financial professionals. The advisors in our network may hold credentials such as CFP® (Certified Financial Planner), CPA (Certified Public Accountant), and may be registered with the SEC or affiliated with organizations like NAPFA. We strongly encourage you to independently verify any advisor’s credentials, registration status, and disciplinary history before choosing to work with them. **
RETIRE SMARTER,
NOT HARDER !!
Is your current plan unknowingly putting 6–7 figures at Risk?
CFP® | SEC Registered | NAPFA |
FINRA Compliant
"Best Decision I’ve Made"
"Uncovered hidden risks in my retirement plan and saved me from a potential 6–7 figure loss." - Jacob
As seen in
What You’ll Learn
These insights are for educational purposes only.
Risk !
Understand common factors that can impact portfolios during market downturns — so you know what to ask a professional.
Taxes
Learn how qualified professionals may help reduce your tax burden with compliant strategies — and the questions to ask to uncover potential savings.
Longevity
Explore key planning strategies professionals use to help ensure your retirement assets last — and how to evaluate them with a licensed advisor.
Clarity
Get clear on how licensed fiduciaries can help simplify your financial life through planning tailored to your long-term goals.
No sales. No pressure
Just clarity from licensed fiduciaries
Thousands of Successful Retirees Trust
Eye-Opening Discovery
"I thought I was fine until the quiz revealed risks I didn’t see. My advisor saved me over $275K in future tax."
Sarah B, FL
Public School Teacher
No-Pressure Advice
"My fiduciary advisor gave me real insights and didn’t try to sell me anything. I finally feel confident about my future."
John D., NY
Engineer
Truly Put Me First
"Finally, someone who actually listens, understands my goals, and puts me first in every decision."
Angela R., CA
Small Business Owner
Free Download Unlock
Discover the 7 Most Common Retirement Planning Pitfalls
Unlock the secrets to a secure and thriving retirement with The $1M Retirement Playbook. This powerful guide exposes 7 costly yet overlooked mistakes that silently erode even the most promising portfolios.
This educational guide reveals 7 often-overlooked planning mistakes that can quietly impact even well-structured portfolios. Use this resource to ask better questions and make more informed decisions with a licensed financial professional. Note: This guide is for informational purposes only and does not constitute financial advice.
FAQs
Here's some of the questions we get asked the most.
How does AdvisorPrime ensure the quality of the advisors in its network?
We carefully vet all advisors based on their qualifications, experience, and client satisfaction. Only those who meet our high standards are included in our network.
What can I expect during the consultation?
During the consultation, you and your advisor will discuss your financial goals and needs, they will explain how they work, and guide you through the next steps.
Is AdvisorPrime only for high-net-worth individuals?
While our platform is designed with high-net-worth individuals in mind, anyone seeking personalized financial advice is welcome to explore our services.
How does AdvisorPrime's matching process work?
Our process combines advanced algorithms with human insight to match you with the right advisor. We consider your financial situation, goals, and preferences to ensure a good fit.
What makes AdvisorPrime different from other advisor-matching platforms?
AdvisorPrime offers a unique combination of personalized matching, access to an exclusive network of top-tier advisors, and ongoing support to ensure you find the right advisor for your needs.
What kind of advisors are available through AdvisorPrime?
Our platform includes advisors with expertise in areas such as wealth management, retirement planning, estate planning, tax strategy, and more. All are thoroughly vetted to meet our high standards.
CUSTOMER CARE
LEGAL
Copyright 2025. Jean-Michel Clement. All Rights Reserved.
AdvisorPrime’s services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body that have elected to participate in our platform based on information gathered from users through our online questionnaire. AdvisorPrime does not review the ongoing performance of any Adviser, participate in the management of any user’s account by an Adviser or provide advice regarding specific investments.
We do not manage client funds or hold custody of assets; we help users connect with relevant financial advisors. This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal.
Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.
AdvisorPrime is not intended to provide legal advice, tax advice, accounting advice or financial advice (other than referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body).
AdvisorPrime is not a financial planner, broker, or tax adviser. The service is intended only to assist you in your understanding of financial organization and decision-making and is broad in scope. Your personal financial situation is unique, and any information and investing strategies obtained through AdvisorPrime may not be appropriate for your situation. Accordingly, before making any final decisions or implementing any financial strategy, you should consider obtaining additional information and advice from your accountant or other financial advisers who are fully aware of your individual circumstances.