Find a qualified advisor that matches your needs.

Below are some of the prescreened retirement professionals that offer a free retirement consultation. Walk through your situation with one of these advisors and ask the questions you have about your retirement finances.

Select a specific advisor below or let NewRetirement match you to the advisor we think will best suit your needs.


Not sure who to choose? Let NewRetirement match you to an Advisor based on our professional experience.

Get Matched

  • Lynn Henley

  • Advisor Type: CPA
  • Firm: Tandem LLP
  • Serves: AZ, CA, DE, HI (see all)
  • Extensive experience providing tax compliance and consulting to high-net worth individuals, small businesses and tax-exempt organizations.... (more)
  • Fee Only Planning
  • Offers a free retirement consultation
  • Specializes in IRAs/401k, Small Business Planning and 1 more
  • Marc Jimenez

  • Advisor Type: CFA, CFP
  • Firm: CAM Investor Solutions
  • Serves: AZ, CA, CO, CT (see all)
  • Founded on decades of experience in providing advanced planning solutions and capital markets expertise to individual and institutional clientele. We... (more)
  • Fee Only Planning
  • Offers a free retirement consultation
  • Specializes in Holistic Financial Planning, Investment Advice and 1 more
  • Peter Karp

  • Advisor Type: RIA
  • Firm: Karp Capital Management Corporation
  • Serves: CA
  • My objective is to help you accomplish your financial and investment goals with the least amount of risk utilizing a variety of investments. Our risk... (more)
  • Fee and Commission Based Planning
  • Offers a free retirement consultation
  • Specializes in Annuities, Investment Advice and 2 more
  • Evan Levine

  • Advisor Type: CLU, Financial Advisor, Insurance, RIA
  • Firm: Complete Advisors
  • Serves: NY
  • The emphasis of Evan's practice is placed on comprehensive, transparent and client-centered financial advice. With twenty- four years experience, his... (more)
  • Fee Only Planning
  • Offers a free retirement consultation
  • Specializes in Cashflow Management, Estate Planning and 4 more
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