Your gift connects people with free financial advice.
Our advisers volunteer, so your gift pays for the work that supports each meeting.
Thank you for your gift.
Your receipt is on its way to your inbox. Keep it for your taxes. It shows the amount and the date. It also confirms that Advisers Give Back, Inc. is a 501(c)(3) nonprofit (EIN 84-4685390), and that no goods or services were given in exchange for your gift.
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Your gift brings free help to the next person, and makes it better.
First, the infrastructure
What every free meeting runs on
Scheduling, the calls themselves, private records and each client’s own dashboard. None of it is free, and every meeting depends on it.
A real person to reach
Clients and advisers can each reach someone on our team and get a quick answer.
Checking every adviser
Before anyone can book an adviser, we check their credentials and their public record with financial regulators.
Building better tools
We’re building a new app that makes it easier for clients to sign up, meet an adviser and follow through, and gives advisers better tools to help.
Finding people
We reach people through libraries and community groups.
Gifts have already helped thousands of people.
Here’s what volunteer advisers and donors have done together since 2021.
- First meetings 2,956
- Second meetings 888
- Later meetings 593
- 6,800+people have signed up for a free adviser, from all 50 states
- 218volunteer advisers matched with people who asked for help
- 9 in 10felt more confident after a first meeting
- 34partners, like libraries and nonprofits, have sent people to us
- 97%say their adviser was kind and caring
He explained things to me thoroughly and provided me with actionable and easy first steps I could take to improve my situation.
I feel that my adviser showed compassion, empathy and really wants to help me.
With your advice and mentorship, I’m confident I can set myself up for financial success.
How we count
These are national numbers from our impact dashboard as of October 21, 2026. It updates every week. Meetings held are the meetings advisers marked complete: 2,956 first meetings, 888 second meetings and 593 later ones. We count everyone who has signed up since 2021, rounded down, and every adviser matched with a client. 546 clients answered a survey after a first meeting: 91.6% said they felt more confident, and 97% rated their adviser “kind and empathetic” as excellent or good. The 34 are the partners that have referred people. The quotes come from that survey, first names only, shared with each person’s OK.
Thank you to the organizations that have funded this work.
- Altair Advisers
- Wealthspire Advisors
- Modera Wealth Management
- Charles Schwab FoundationHelped start our Mentorship Program for future advisers
- T. Rowe Price Foundation
- Foundation for Financial PlanningFunded our first test run, in 2020
- Alameda County Library
- …and every individual donor.
Give from a donor-advised fund or by check.
Giving from a donor-advised fund? Recommend a grant to Advisers Give Back, Inc., EIN 84-4685390.
Mail checks to:
Advisers Give Back, Inc.490 43rd Street, Suite 350
Oakland, CA 94609
Questions? Email [email protected].