next

next: Your investment style

20% complete

The best way to find the right financial advisor for you.

  • Free
  • Confidential
  • Verified Results
6 things to know

KYFA Smart Match

We’ll guide you through the process of finding the right advisor for you. To start off, please tell us a bit about what you’re looking for.

1 of 6 What does your ideal Financial Advisor look like?

Specify age, gender, language and proximity preferences.

Which language would you prefer?

Your Financial Advisor’s Gender

Age range of your Financial Advisor


How far would you be willing to travel for a meeting?

2 of 6 What’s your investment style?

Estimate your financial knowledge and comfort level with risk

What is your level of financial knowledge?



What is your investment style?


3 of 6 What are your financial priorities?

Choose up to 3 Interests

Daily

Planning

Life Stages

Business

Please select between 1-3 interests

4 of 6 What’s your financial background?

Tell us about your financial situation to help advisors understand your needs

How much are you planning to invest?



Estimate your yearly household income?


5 of 6 What’s your personal background?

Tell us about yourself - it’ll help us find the advisor that matches your life situation

My Gender

My Age

Postal Code

I want to meet with an advisor…

My investments are currently managed…

6 things to know

  • IndependentWe are neither a financial services company nor are we a financial advisor. Our role is to assist you to find a local advisor who can help you achieve your financial goals.
  • No obligationYou are not obligated to meet any of the advisors you choose. The power to engage someone is in your hands!
  • Totally confidentialThe information you give us will not be shared with anyone other than those advisors whom you chose.
  • Time savingWe connect you with only those financial advisors who can satisfy your requirements and vice versa.
  • No costUsing our site to find your ideal financial advisor is completely FREE!
  • Quick and easyThe right Financial Advisor is just a few clicks away. Start Now.

Close