A pro bono program for your advisers, run by us.
Your advisers give free, one-on-one help to people and families. We find the clients and handle the booking.
A call with Matt Iverson-Comelo, who runs Advisers Give Back, a nonprofit. Bring your questions on cost and compliance.
People from these firms serve on our board.
Wealthspire’s president and Altair’s CEO sit on our board, and advisers from all four firms volunteer with us. Meet our board
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 never see clients’ phone numbers.
Each adviser acts as a fiduciary, and we check their SEC or FINRA record first.
Questions? Book a time to talk
Three steps to your firm’s program.
We talk
Tell us about your advisers and your goals.
We plan pro bono days
We run them with your firm, open to all your advisers.
Add phone meetings
Advisers who’ve passed the CFP® professional exam can also meet clients by phone, at times they set.
Ready to plan? Book a time to talk
9 in 10 clients we surveyed left their first meeting more confident.
- 200+advisers have volunteered
- 2,800+first meetings with a volunteer
How we count
These are all-time national numbers from our impact dashboard as of September 21, 2026, rounded down. The dashboard updates every week. We count an adviser after they’ve been matched with a client. We count every first meeting. 536 clients answered a survey after a first meeting, and 91.6% said they felt more confident.