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Menu
Solutions
I Need a Financial Plan
I’ve Invested With a Bank
I Need a New Financial Advisor
EIM Partners Fund
Services
Financial Planning
Investment Management
Portfolio Review
Individual Pension Plan
EIM Partners Fund
About
About Us
Our Team
Careers
Our YouTube Channel
Clients
Client Area
EIM Partners Fund
Our YouTube Channel
Resources
View All
Quarterly Videos
20 Video Lessons
Ask The Expert
Retirement X
Wealth of Experience
Market Updates
Business Owners
Retirees and Pre-Retirees
Retirement
Self-Employed Professionals
Lottery Winners and Insurance Settlements
Corporate Executives
Multi-Generational Wealth
Professional Athletes
Independent Advisors
Free Tools
Book a Consultation
Financial Advisor Matchmaker Quiz
Get matched with a financial advisor that fits your personality and needs.
Take The Quiz
Financial Advisor Matchmaker Quiz
Step
1
of
6
16%
What is the most important trait when you are looking for an advisor?
*
investment knowledge
financial planning expertise
caring personality
listening skills
interpersonal skills
What is your main struggle you need help with?
*
financial clarity
maximizing performance/minimizing volatility
understanding the investment process
help with financial decisions
Are you a business owner, professional, employee or did you come into money recently?
*
business owner
professional
employee
recently came into money
Which option best describes you?
*
I have limited knowledge when it comes to investing/trading
I do my own investing/trading
I currently have a financial advisor
I used to have an advisor but now I'm searching for a new one
What is your asset range?
*
Please Select
0 - 49k
50k - 149k
150k - 249k
250k - 500k
500k - 1M
1M - 2M
2M+
Name
*
First
Last
Phone
*
Email
*
We are now offering free 5 yr financial plans, would you like if one of our advisors review your portfolio?
*
Yes
No