How We're Different
Advisers Give Back, a 501(c)(3) non-profit, is different from other pro bono efforts in three key ways.
Our online platform makes it easy for financial advisers to volunteer virtually when it's convenient for them, while making pro bono much more accessible for pro bono clients.
All pro bono advisers are supported by a dedicated Advisers Give Back assistant who follows up with clients on their key tasks and share details on the progress clients are making.
Unlike one-time pro bono meetings, Advisers Give Back makes it easy for advisers to meet with clients multiple times and measures the impact that advisers are having.
Financial planning for those who need it most
Developed with leading behavioral economist, Dan Ariely, Advisers Give Back is on a mission to ensure that every low and moderate-income American can benefit from the power of financial planning.
Advisers Give Back is building a movement to bridge the racial and gender wealth gaps by ensuring easy access to pro bono financial planners who want to support their community.
Advancing the Profession
Three ways we help advance the profession.
Prove that financial planning is not just for wealthy people.
Increase access to pro bono for millions of lower income Americans.
Create new rewarding volunteer oportunities for financial planners.
Frank Paré, CFP®
Advisers Give Back board member
2018 president of the Financial Planning Association (FPA)
President and founder of PF Wealth Management Group
Support our mission
Advisers Give Back depends on your support to improve access to pro bono financial planning to close the gender and racial wealth gaps.
The only way we can grow is with support from people and companies who believe that everyone should have access to a financial planner, regardless of assets.
Join the growing community of professionals who want to give back by providing pro bono financial planning through Advisers Give Back.
Getting to the Next Level
Michael Kitces on Advisers Give Back
"Our lives are busy. Even when we want to provide pro bono help, there's no fast and easy way to just do it. Which is why it's so important to make the logistics of delivering pro bono financial planning advice as easy as possible.
Advisers Give Back has created an impressive program to deliver pro bono financial advice in a way that's efficient for the client and the adviser.
But they need our support to get to the next level."
Michael Kitces, CFP®, ChFC, CLU, REBC, CASL
Advisers Give Back volunteer
Nerd's Eye View
Buckingham Wealth Partners
Poised for Growth
Ready to scale great financial advice for everyone
Over the last year, Advisers Give Back has:
Concluded our pilot program.
Welcomed our founding firms, who each made generous donations to Advisers Give Back, including Mercer Advisors, Wealthspire and Altair Advisers.
Developed the software and infrastructure needed to scale and onboarded the first cohort of advisers.
Announced new partnerships with leading FinTech companies serving lower-income individuals.
Now we need your help to take it to the next level.
We need to invest in our infrastructure to scale up, as well as bring on more dedicated Advisers Give Back assistants to support pro bono advisers and clients.
100 new advisers and $100,000 in donations for Financial Planning Month
Thanks to our partnerships with leading FinTech firms serving lower income individuals, the next stage in Advisers Give Back's growth is to:
- Sign up 100 pro bono advisers
- Raise $100,000 to build our infrastructure to support the increased advisers and clients.
We aim to accomplish both of these during Financial Planning Month in 2021.
We need your tax-deductible donation to make it happen.
* Average individual adviser donation is $370.
** The average wealth management firm donation is $10,000.
How It Works
We Make Pro Bono Easy
For advisers, getting started with Advisers Give Back is as easy as 1-2-3. And advisers ❤️ us for it.
Take 10 minutes to complete an online application.
Attend a live, 60-minute training.
Start meeting with pro bono clients.
"It’s incredible what you can help someone accomplish in a 30-minute conversation!
As an advisor, I’m amazed by the impact I can have through Advisors Give Back and with the virtual platform I can make it a part of my weekly routine all from the comfort of my own home."
- Jesse Pence, CFP®
Waypoint Wealth Partners
"My favorite thing about being a part of Advisers Give Back in a pro bono capacity, is that my efforts are targeted and immediately impactful. Advisers Give Back offers a robust platform where clients and Pro Bono planners are matched are ready to work together. There’s no guess work or finessing because Advisers Give Back does all the work behind the scenes. In most cases, the prep work has already been done. The time spent with the client is very specific to their pain point and we are able to assess and implement a plan of action in that one short meeting. I find this the most rewarding.
Planners, do not wait, raise your hand to volunteer. It will be the best use of your time and most rewarding. You determine your availability."
- Maureen Atieno, CFP®
"Everyone needs help with something in their life. Sometimes a quick call for assistance or a message of confirmation can get us back on the right track.
It’s a pleasure for me to work with Advisers Give Back and their technology platform that makes volunteering easy and fun. Getting feedback that someone has taken action completes a truly rewarding experience."
- Bruce Lorenz, CFP®
"Our profession needs a way to reach more people and affect positive social change by changing one life at a time through the power of financial planning.
It's essential that we reach people one-on-one to help them with their unique situation in a way that is technology-forward, scalable, and has a great client experience that is empowering.
And that's what Advisers Give Back is doing."
- Alise Kraus, CFP®
Mariner Wealth Advisors
Dan Ariely on Advisers Give Back
"We usually think that the best cure for bad financial decisions is financial literacy. Just teach people, and all will be solved. Sadly this is not the case, and even worse, the evidence is that financial literacy’s effectiveness is close to zero.
What we need is a system that takes the complexity of financial decision making, breaks it into actionable components, and coaches us on taking one step at a time.
This is what the Advisers Give Back process is designed to do.”
James B. Duke Professor of
Behavioral Economics at Duke University
NY Times Bestselling Author
Advisers Give Back product collaborator
Join the movement
The time for more accessible pro bono financial planning is long overdue. Let's use today's technology to ensure that lower income households have access to the power of financial planning.
The financial planning profession has an important role to play in closing the racial and gender wealth gaps.
By serving our communities, we can give back using our unique skills.