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.
Giving monthly? You’ll get a receipt every month. To change or cancel, email info@advisersgiveback.org.
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Your gift keeps free advice safe and within reach.
Finding people
We reach people through libraries and community groups.
Checking every adviser
Before anyone can book an adviser, we check their credentials and their public record with financial regulators.
A private phone line
Calls come through our own line, so the adviser never sees the client’s number.
Gifts have already helped thousands of people.
- 2,800+first meetings with a volunteer adviser
- 9 in 10clients surveyed felt more confident after a first meeting
- 6,600+people have signed up for a free adviser, from all 50 states
How we count
These are national numbers from our impact dashboard as of September 21, 2026, rounded down. It updates every week. We count everyone who has signed up since 2021, and every first meeting. Fewer people have a first meeting than sign up: the sign-up checks who qualifies, and not everyone books. 536 clients answered a survey after a first meeting, and 91.6% said they felt more confident.
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 info@advisersgiveback.org.