FINANCIAL ADVISOR
CONCIERGE
Personalized introductions. Backed by experience.

The Right Relationship Starts With the Right Introduction.

You've worked hard to build your financial future. Finding someone to help guide it deserves a thoughtful introduction—not another sales pitch.

Find Your Financial Fit ↗

Complimentary for consumers · Personally curated · No obligation
A more personal approach

Not Every Financial Advisor Is Right for You.

Different advisors bring different specialties, philosophies, and ways of serving clients. We start by understanding your goals and personally considering professionals within our participating network who may be a good fit.

Discover Our Approach →
The concierge experience

Simple. Personal. Considered.

01 / Discover

Tell Us About You

Share your priorities and what you value in an advisor relationship.

02 / Consider

We Review the Fit

We personally evaluate experience, approach, and stated preferences.

03 / Connect

You Decide

When there's a potential fit, we help make an introduction. No obligation to hire.

The people behind the introduction

Two Perspectives. Decades of Experience. One Shared Philosophy.

Co-founders Ian McDowell and Michael Bacchus bring more than 40 years of combined experience working with financial professionals across advanced life insurance, annuities, retirement strategies, and financial services distribution. They understand that the right relationship is about much more than a recognizable firm name.

Ian McDowell, Co-Founder
Co-Founder

Ian McDowell

Ian's experience in advanced life insurance sales includes working with financial advisors on complex planning needs and understanding the different approaches professionals bring to serving clients.

Michael Bacchus, Co-Founder
Co-Founder

Michael Bacchus

Michael brings experience in advanced annuity sales and working with financial professionals on retirement-related solutions, with a perspective on the different service styles and strengths advisors offer.

Founder biographies are preliminary and should be approved by both founders before public launch.

Our philosophy

Advisor-Agnostic in Approach.
Client-Centered in Purpose.

Our goal is to understand your needs and personally consider professionals from our existing relationships. Introductions are limited to participating advisors, who may compensate the service; applicable compensation and conflicts would be disclosed.

Who we help

For Life's Important Financial Decisions.

Approaching Retirement
Retired Households
Business Owners
Successful Professionals
Estate & Legacy Planning
Seeking a Second Opinion
Explore your situation

Different Priorities. A Personal Approach.

Retirement

Your Next Chapter

Consider what matters when choosing financial guidance for retirement.

Explore retirement →
The concierge experience

Every Introduction Begins With Understanding.

01 / Tell us

Your Priorities

We learn what matters to you.

02 / Conversation

We Listen

Ian or Michael personally reviews your goals.

03 / Consider

Mutual Fit

We consider advisors we know, their specialties, and their interest.

04 / Introduction

You Decide

With both parties' permission, we help make the connection.

Begin here

Let's Find Your Financial Fit.

Explore the questions we would ask before a personal conversation. This is an interactive demonstration. No contact details are requested and nothing is submitted, stored, or shared.