Financial Advisor Match (FAM) Service

Guiding You to the Right Financial Advisor When You’re Ready

At 40AM Capital, we believe in supporting your financial journey every step of the way. Once you've built a strong foundation with our coaching and reached a stage where advanced financial planning and wealth management are necessary, our Financial Advisor Match (FAM) service helps you take the next step.

How It Works

We partner with a select group of financial advisors, rigorously vetted for their expertise, ethical standards, and alignment with our values.

Careful Vetting

When you're ready to transition to professional financial management, we use the detailed profile we've developed during our coaching relationship to match you with the ideal advisor.

Personalized Matching

Seamless Transition

We facilitate a smooth handover, ensuring your new advisor understands your financial goals, risk tolerance, and unique circumstances.

Ongoing Support

Even after the transition, you remain part of the 40AM family. We're always here to provide additional coaching or support as needed.

Why Choose FAM?

  • Tailored Recommendations: We match you with an advisor who aligns with your specific needs, goals, and preferences.

  • Vetted Professionals: Our rigorous selection process ensures you're connected with highly qualified, trustworthy advisors.

  • Continuity of Care: Your financial journey remains supported by the 40AM team, even as you work with your new advisor.

  • Peace of Mind: Rest easy knowing you're in good hands as your wealth grows and your financial needs evolve.

When is FAM Right for You?

Consider transitioning to a financial advisor when:

  • Your wealth has grown significantly

  • Your financial situation has become more complex

  • You need specialized investment or tax strategies

  • You're approaching major life changes (retirement, selling a business, etc.)