Give back to people in need, and grow your advisers doing it.
Your advisers meet one-on-one, pro bono, with people who need help with money. Newer advisers get real client experience before your own clients depend on it, your whole team gets a way to give back that means something, and we run the program for you.
A call with Matt Iverson-Comelo, who runs Advisers Give Back, a nonprofit. Bring your questions on cost and compliance.
Five years of proof.
- 6,800+people have signed up since 2021
- 218volunteer advisers matched with clients
- 72Net Promoter Score, from 546 client surveys
- 97%rate their adviser’s knowledge excellent or good
How we count
From our impact dashboard, October 21, 2026. It updates every week. We count everyone who has signed up since 2021, rounded down to the nearest hundred, and every adviser who has been matched with a client (193 of them have met at least one so far). The score and the 97% come from 546 surveys clients answered after a meeting.
Advisers from these firms volunteer with us.
So do advisers from solo practices and firms across the country: more than 120 firms so far. This is a sampling. Leaders from Wealthspire and Altair serve on our board.
One program for your people.
Ready to run client relationships sooner
Newer advisers lead their own pro bono meetings, usually as the only adviser on the call. They practice the whole relationship: discovery, a plan, follow-through, and the client coming back for a second meeting and beyond. It’s the practice lawyers get from pro bono cases, before your own clients depend on it.
The usual path
With pro bono practice through AGB
Usual path: advisers typically take clients through routine reviews after 3–7 years (CFP Board Center for Financial Planning, Financial Planning Career Paths, 2019). The AGB path shows the aim.
Senior and newer advisers, connected
Pair a newer adviser with a senior colleague on shared pro bono clients. Working through real questions together builds the relationship early-career advisers often go without, and gives senior advisers a structured way to pass on what they know. It can grow into a formal mentorship program, shaped by your leadership.
- Senior adviserPasses on what they know and opens doors
- Newer adviserWorks with the client, with a guide alongside
- Pro bono clientGets advice and a plan, for free
- Prep together
- Newer adviser leads
- Debrief together
4.9 of 5how mentees rated their mentors in our first mentorship cohort
11meetings, on average, for each pair that stayed active
Our first mentorship cohort, funded by the Charles Schwab Foundation, paired 10 advisers from RIA and wealth management firms with 10 people starting careers in financial planning, for six months. The figures come from its end-of-program survey, which 3 of the 10 pairs answered. About the mentorship program
Engagement your people choose
Skills-based volunteering, not a day away from the profession. Advisers who want an ongoing commitment meet clients on their own schedule. Colleagues who’d rather show up once a quarter join a pro bono day. People in operations, marketing and administration have roles too: promotion, logistics and community relationships.
Advisers meet clients on their own schedule
Colleagues join a pro bono day each quarter
Operations, marketing and admin handle promotion, logistics and community ties
8 in 10aspiring CFP® professionals surveyed consider a firm’s pro bono policy when choosing where to work.
The year is an example: each firm sets its own rhythm. Survey: Foundation for Financial Planning and Amplified Planning, 2024.
Present in the communities your offices serve
Each office can nominate a community partner: a library, a nonprofit, a local agency. We vet it, give it its own page and impact dashboard, and match the people it sends us with advisers from that office where we can. Offices can hold a pro bono day there, or lead a workshop for its community.
- Your office nominates a partner: a library, a nonprofit, a local agency.
- We vet it and give it its own page and impact dashboard.
- The people it serves sign up through its page.
- We match them with advisers from your office where we can, and your office can hold a pro bono day or workshop there.
San Francisco Public Library, since 2021. Alameda County, Oakland and Harford County libraries partner with us too. Impact dashboard, October 16, 2026.
Streamlined, with almost no work for you
We roll it out with you: an announcement, a sign-up link and a short briefing for your people. Then we run everything: finding and matching clients, scheduling, reminders, follow-up and reporting. Clients come to Advisers Give Back, not to your firm. Nothing is ever sold, and clients aren’t told which firm their adviser works for.
We carry
Finding the clientsThrough community partners and our own outreach
Matching and schedulingBooking, calls through our line, reminders and follow-up
Pro bono days and eventsWith clients matched before the day
ReportingYour firm’s dashboard and a recap after every event
Your firm brings
A note from leadershipSo your people know the firm is behind it
One point of contactTo approve the rollout and pick dates
Senior advisers who’d like to mentorIf you want that piece
Measure the good your people do, and share it.
Your firm gets its own impact dashboard: the people your advisers have helped, the meetings, the hours and the value of the time they gave, by office and by adviser. Tell that story with real numbers, to your people, your clients and your community.
A working prototype, shown with an example firm and sample data. Yours would show your own offices, people and numbers. Explore the sample dashboard
In clients’ own words.
He met me exactly where I was, without judgment, and helped me turn overwhelm into clarity.
This type of volunteer work helps to level the playing field for those of us who work hard yet may not have the means or accessibility to understanding finances.
This program gave me clarity, structure, and confidence. Instead of feeling overwhelmed, I now feel like I’m on a real path forward.
From the survey clients answer after a meeting, first names only, shared with their OK.
Three ways we protect clients.
Advisers can’t sell anything or turn the people they meet into clients.
Calls run through our line, so advisers and clients never swap personal phone numbers.
Each adviser acts as a fiduciary, and we check their SEC or FINRA record first.
An AI-native nonprofit
We’re putting AI to work too, with people at the center, and we share what we learn.
Your firm is investing in AI to automate workflows, work more efficiently and improve what clients get. So are we, with people at the center. AI doesn’t replace our volunteer CFP® professionals: it helps each one do more for the people they meet. As we build Advisers Give Back to be AI-native, we share what works, and what doesn’t, with our partner firms. It’s part of what partnering with us brings.
People at the centerAI never stands in for the volunteer adviser. It makes each one more impactful, and helps us serve clients better, in real time.
Coaching from the bestWe learn what our top volunteer advisers do best, and use AI to coach every adviser toward it.
Shared with our partnersWhat we tried, what it took and what we’d change, passed on to our partner firms as we go, and every week on our podcast.
Our podcast
The Judgment Layer
Our weekly podcast for the people who run advisory firms: what’s new in AI, what it means for client work, adviser development and operations, and what stays human. New episodes every Monday.
Let’s talk about what your firm wants for its people.
Before we propose anything, we’d like to understand your goals. Then we’ll shape the program around them.
- Your newer advisers. How they get client experience today, and how soon you’d like them leading.
- Keeping them. Where early-career advisers tend to stall or leave.
- Your people and offices. Which offices, which communities, and how much time people can give.
- What success looks like. What you’d want to be able to say a year from now.
Advisers Give Back is a 501(c)(3), and the help is free to everyone we serve. Partner firms support the program with an annual gift, shaped around the goals we agree on together.