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🏆  Wealthspire, Mercer Advisors and Altair Advisers join Advisers Give Back as Founding Firms.

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Become a Founding Firm to scale pro bono financial planning for millions of Americans.

Increase accessibility and improve equity by scaling pro bono to close the racial and gender wealth gaps.

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Join Leading Impact-Minded Firms Focused On Equity

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Altair

How Advisers Give Back Is Different

Advisers Give Back, a 501(c)(3) non-profit, is different from other pro bono efforts in three key ways:

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Virtual Platform

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.

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Dedicated Assistants

All pro bono advisers are supported by a dedicated Advisers Give Back assistant who follows up with clients on their key tasks and shares details on the progress clients are making.

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Ongoing Impact

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.

Our Mission

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 opportunities for financial planners.

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Frank Paré, CFP®

Advisers Give Back board member
2018 President of the Financial Planning Association (FPA)

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.

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Donate

The only way we can grow is with support from companies who believe that everyone, regardless of assets, should have access to an amazing adviser.

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Volunteer

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

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Poised for Growth

Pro bono financial planning is just getting started.

Every organization has a role to play. Advisers Give Back's role is creating the platform that makes it easy to dramatically scale pro bono financial planning.

In 2021, there were 20,000 Americans who received pro bono financial planning.

If every CFP® professional volunteered 25 hours per year, we could reach 4,500,000 Americans.

We need to make pro bono easier for both advisers and pro bono clients.

Since January 2020, when Advisers Give Back incorporated as a non-profit, we have already:

Run our pilot program, starting at the beginning of the COVID-19 pandemic.

 

Welcomed our first Founding Firms and generous donors.

 

Developed the software and infrastructure needed to scale and onboarded the first cohort of advisers.

 

Launched new partnerships with nonprofits and fintech companies serving lower-income individuals.

 

Now we need your help to take it to the next level.

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We support Founding Firms with their DEI objectives

Following the murder of George Floyd and the renewed Black Lives Matter protests, many financial services firms became more engaged in Diversity, Equity and Inclusion (DEI).

Advisers Give Back can help Founding Firms' engage their entire workforce around DEI by making it easy for:

    • Advisers to give back through pro bono volunteering when it's conveneint for them.
    • Non-adviser employees to promote pro bono advice in your community.

Advisers Give Back can work with Founding Firms to create promotional videos, press releases, website buttons, a co-branded landing page and social media content.

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What Advisers Are Saying

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®
   Fidelity Investments


"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®
NewRetirement Advisors

"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

More Impactful Than Financial Literacy

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.”

 

Dan Ariely

James B. Duke Professor of
Behavioral Economics at Duke University
NY Times Bestselling Author
Advisers Give Back product collaborator

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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.

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Equity

The financial planning profession has an important role to play in closing the racial and gender wealth gaps.

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Community

By serving our communities, we can give back using our unique skills.

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Advisers Give Back is a 501(c)(3) non-profit organization that makes it easier and more rewarding for financial advisers to give back to their community, while getting data-driven insights on the impact they're having.

We're on a mission to close the racial and gender wealth gaps by increasing access to independent financial advice for millions of Americans.

Company

490 43rd Street

Suite 350
Oakland, CA
94609

Email us
Talk: 15 min meeting

Employer Identification Number: 84-4685390

©2022 Advisers Give Back, Inc. is a 501(c)(3) non-profit organization. All rights reserved.