how it works
Find your advisor in 3 simple steps
Valora blends AI with human expertise to match you with vetted financial advisors.
Tell us your goals
Retirement, wealth building, tax planning, and more.
Share your preferences, risk tolerance, and constraints. Our intake takes under 3 minutes.
We analyze your needs
AI + expert review
Our model evaluates your profile across thousands of data points and advisor outcomes.
Get matched and connect
Curated set of advisors
Meet advisors tailored to your goals. Book intros directly within Valora.
advisors
Vetted, independent advisors you can trust
Every advisor in our network passes rigorous screening for credentials, track record, and client satisfaction.
Wealth Planning
Specialists with proven outcomes
Fee-only, fiduciary
Transparent pricing
Performance benchmarks
Tax Strategy
Specialists with proven outcomes
Fee-only, fiduciary
Transparent pricing
Performance benchmarks
Retirement & Estate
Specialists with proven outcomes
Fee-only, fiduciary
Transparent pricing
Performance benchmarks
faq