SOUND FAMILIAR
Am I investing enough?
Should I rent or own?
Are my investments too risky?
Will I have enough to retire?
Am I using the right tax strategies?
Am I saving enough for college?
Do I have enough insurance?
Do I need a will or estate plan?
That’s exactly what having an advisor is for.
Your advisor. Your AI. Your portfolio. Your plan.
THE SOLUTION
In 5 steps, you'll have a dedicated CFP® advisor, Mora, your AI wealth Coach and a personalized investment portfolio — matched to you.
No minimums. No management fees. Starting at $25/month.
Your Advisor
Your dedicated CFP® - available when you need it
Your AI
Mora tracks your progress
Your Portfolio
Advisor-led, personalized investing
Your Plan
Personal wealth plan across 7 areas
In 5 steps, you'll have your own advisor, AI, and investment portfolio.
GET STARTED
1
CHOOSE YOUR ADVISOR
Browse our in-house CFP® professionals. Pick the one that’s right for you.
2
VERIFY YOUR IDENTITY
Quick and secure. Takes less than a minute.
3
CHOOSE YOUR PLAN
Choose the membership that fits where you are right now.
4
MATCH TO YOUR PORTFOLIO
A few quick questions so your advisor and portfolio are matched perfectly to you.
5
YOU’RE IN
Your advisor, Your AI, and personalized portfolio are ready. You're no longer doing it alone.
Everything working together for you every day.
Now, your progress has a system.
THE PLATFORM
Your advisor in the app
Text, DM, call, or meet. Your CFP® available when you need them.
Mora, your AI wealth coach
Connected to your Wealth Plan. Tracking your goals every day.
Your matched portfolio
Advisor-led investing with real-time insights and updates.
Wealth Plan Puzzle™
Track your financial health across 7 areas. Check anytime.
Annual goals & challenges
Set your goal. Take monthly challenges. Stay on track.
20+ communities
Find your people. Build wealth together. Never alone.
WHY IT MATTERS?
Investors with
advisors do
2X better*
*Assuming 5% annualized growth of $500k portfolio vs 8% annualized growth of advisor managed portfolio over 25 years. Source.WHY WEALTHMORE?
Most platforms are DIY. We’re advisor-led.
DIY gives you tools and leaves you alone. Traditional advisors give you access — if you can afford it. WealthMore gives you a team and a system. Starting at $25/month.
Your Advisors
A dedicated CFP® who knows you — matched to you, knows your goals, your plan, and your life. Available when you need- by text, DM, call, or meeting.
Advisor -Led Investing
Your portfolio designed and managed by our professionals. Not just an algorithm. More than a quarterly statement. Advisor-led investing with insights, updates, and tips.
Mora — always on AI
Your AI wealth coach works alongside your advisor — keeping you on track between meetings, and always connected to your specific plan.
Built for Progress
Your Wealth Plan Puzzle tracks where you stand. Your annual goal keeps you focused. Monthly challenges keep you moving. Mora helps keep you accountable.
A system designed for progress.
One Flat Fee
$25/month — not 1% of your assets. No management fees. No commissions. No conflicts of interest. The team in your corner shouldn't profit from complexity.
Your Fiduciary
We’re a fiduciary — legally required to act in your best interest. Always.
In-house CFP® professionals. Not a third party.
You don’t have to navigate money alone.
Our members have a dedicated advisor, an AI wealth coach, and a system built for progress.
Now it’s your turn.
First month free. No account minimum. No management fee. Cancel anytime.
NOT SURE?
See where you stand.
Take our 3-minute Wealth Plan assessment and find out exactly where to focus first.
It's free. And at the end you'll see exactly how an advisor and an AI wealth coach can help you close the gaps.
