The Smart Asset

Financial Freedom Made Simple

Discover How to Reduce Taxable Income for High Earners

Our FREE Service Connects You with Fiduciaries Dedicated to Your Financial Prosperity.

For illustrative purposes solely. None of the individuals depicted are clients of TheSmartAsset.

How Our FREE Service Operates


Take the Retirement Readiness Survey for Tailored Strategies on
Minimizing Taxes and Maximizing Wealth


Experience TheSmartAsset's Match Survey, and find top-tier advisors who prioritize your interests and specialize in tax reduction techniques for affluent individuals.


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Why TheSmartAsset? 64dadf3eeeb9f 64dadf8d710f7 64dadf70508c9 64dadfec8a0a5

We Exclusively Collaborate With Fiduciaries Professionals.

Every advisor within our platform undergoes a thorough evaluation and is a fiduciary, ensuring they are legally obligated to prioritize your best interests. Our partnerships encompass both local and national firms.

We Exclusively Collaborate With Fiduciaries

 Initiating our service is swift and entirely cost-free. Within a matter of minutes, you can begin. Rest assured, you are under no obligation to proceed with any of your suggested matches.


We Stand Ready To Assist You for FREE

We offer a simple and convenient method to locate financial advisors near you, granting you the authority to determine the most suitable advisor for your financial circumstances. Rest assured, you are not obliged to collaborate with any of the matches we provide.

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Obtain the support required for your financial voyage

We’re available to assist with any inquiries you may have while you navigate your journey towards attaining financial independence.

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You can get matched NOW for Free!

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We serve as your all-inclusive financial destination

Not looking for a financial advisor? We also offer free and personalized financial calculators to help you make smart financial decisions around taxes, homebuying, banking, and more!

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Current Leading Mortgage Interest Rates

These rates have the potential to assist you in making more informed choices when buying a home or refinancing a loan.

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Present-Day Digital Brokerage Accounts

Utilize this online brokerage comparison tool to discover a trading platform that suits your needs.

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Current Leading High-Interest Savings Account Options

These savings accounts offer interest rates that are as much as 8 times higher than the national average.

Are You A Professional Financial Advisor?

 Our SmartAdvisor initiative connects verified financial advisors with prospective clients nationwide.


Prepared to expand your business by engaging high-net-worth, motivated investors?

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