Our Commitment to the Public Good
As a Public Benefit Corporation, we're legally committed to creating positive change in the financial advice industry.
What is a Public Benefit Corporation?
A Public Benefit Corporation is a for-profit company that's legally required to consider its impact on society, not just profits. We must balance the interests of our shareholders with those of the public and report on how we're creating positive change.
Unlike traditional corporations that focus solely on maximizing shareholder value, PBCs are empowered by law to pursue other meaningful goals that benefit the public.
Why We Chose This Path
We believe that helping people get unbiased financial advice is more than just a business opportunity, it's a chance to transform how financial guidance is delivered. By structuring as a PBC, we've made this mission central to our legal obligations and organizational structure, not just our marketing.
This approach ensures that even as we grow, we'll stay focused on our core purpose.
Why We Chose This Path
We believe that helping people get unbiased financial advice is more than just a business opportunity, it's a chance to transform how financial guidance is delivered. By structuring as a PBC, we've made this mission central to our legal obligations and organizational structure, not just our marketing.
This approach ensures that even as we grow, we'll stay focused on our core purpose.
Why We Chose This Path
We believe that helping people get unbiased financial advice is more than just a business opportunity, it's a chance to transform how financial guidance is delivered. By structuring as a PBC, we've made this mission central to our legal obligations and organizational structure, not just our marketing.
This approach ensures that even as we grow, we'll stay focused on our core purpose.
Our Public Benefit Mission
Our stated public benefit purpose, as stated and required in our founding documents, is "To broaden access to competent and ethical financial advice."
We accomplish this goal through:
Selective screening, training, and oversight of all AdviceOnly financial advisors
Operating through an advice-only business model to minimize the conflicts of interest to clients or outside entities
Providing our financial advisors with various forms of support needed to allow them to focus on their clients
Serving clients who can't reach high investment account minimums common in the industry
Supporting financial advisors at other firms in transitioning to an advice-only model
Modeling the viability of an advice-only business model, thereby voiding a common misconception and inspiring others to copy us
Advocate for the best interests of consumers with lawmakers, regulatory authorities, and industry associations
Bring attention to unjust practices in the financial services industry
We measure our success not just by our profits, but by how many people we help connect with advisors who truly put their interests first.
As a Public Benefit Corporation, we're required by law to publish a report every 2 years describing how our activities are supporting this mission to benefit the public interest. Those reports will be published on this page, with the first one due by October 2026.
Our Public Benefit Mission
Our stated public benefit purpose, as stated and required in our founding documents, is "To broaden access to competent and ethical financial advice."
We accomplish this goal through:
Selective screening, training, and oversight of all AdviceOnly financial advisors
Operating through an advice-only business model to minimize the conflicts of interest to clients or outside entities
Providing our financial advisors with various forms of support needed to allow them to focus on their clients
Serving clients who can't reach high investment account minimums common in the industry
Supporting financial advisors at other firms in transitioning to an advice-only model
Modeling the viability of an advice-only business model, thereby voiding a common misconception and inspiring others to copy us
Advocate for the best interests of consumers with lawmakers, regulatory authorities, and industry associations
Bring attention to unjust practices in the financial services industry
We measure our success not just by our profits, but by how many people we help connect with advisors who truly put their interests first.
As a Public Benefit Corporation, we're required by law to publish a report every 2 years describing how our activities are supporting this mission to benefit the public interest. Those reports will be published on this page, with the first one due by October 2026.
Our Public Benefit Mission
Our stated public benefit purpose, as stated and required in our founding documents, is "To broaden access to competent and ethical financial advice."
We accomplish this goal through:
Selective screening, training, and oversight of all AdviceOnly financial advisors
Operating through an advice-only business model to minimize the conflicts of interest to clients or outside entities
Providing our financial advisors with various forms of support needed to allow them to focus on their clients
Serving clients who can't reach high investment account minimums common in the industry
Supporting financial advisors at other firms in transitioning to an advice-only model
Modeling the viability of an advice-only business model, thereby voiding a common misconception and inspiring others to copy us
Advocate for the best interests of consumers with lawmakers, regulatory authorities, and industry associations
Bring attention to unjust practices in the financial services industry
We measure our success not just by our profits, but by how many people we help connect with advisors who truly put their interests first.
As a Public Benefit Corporation, we're required by law to publish a report every 2 years describing how our activities are supporting this mission to benefit the public interest. Those reports will be published on this page, with the first one due by October 2026.
Join Us in Creating Change
Whether you're looking for financial advice or you're an advisor who shares our vision, you can be part of this positive transformation in financial services.