Find your financial advisor
through Habits

We’re looking for passionate people to join us on our mission. Step into a fast-paced, high-growth environment where you’ll work alongside talented professionals reshaping the future of personal finance.

Prior to Habits

Three co-founders had quickly grown a small side hustle into a full-blown marketing b2b SaaS tool. Before they knew it, they had dozens of employees and every question in the world. They spent so much time working either in or on the business, that their personal finances took a lower priority.

How they used Habits

Both the founders and early employees began to recognize they needed help with items about QSBS eligibility, concentration risk, equity compensation, managing uncertainty, budgeting & cash flow, estate planning, tax management, but more importantly they seeked a financial advisor who thought in their personal best interest. Since oftentimes, the business was placed first.

Where they are today

The company has opened two offices, grown to 45 employees, raised over $10M in venture capital, built a notable client list including VaynerMedia, Barstool Sports, Curastory and more. Dozens of employees have saved tens of thousands of dollars on strategic tax, cash flow, and financial planning.

Why work with an advisor

as a startup founder, operator or employee

Working or operating a startup can become an incredible wealth creation vehicle. However, it's important to recognize and navigate the risks involved.  

A financial advisor is essential for all business owners, operators and early stage employees. With their expertise, you can focus on innovation and growth, knowing you have a solid financial foundation to take your company to new levels and achieve your goals and aspirations.

Find your financial advisor

Jack Boudreau

Co-founder & CEO

“Everybody has a DIY expiration date when it comes to their personal finances.

For me, it was when I left my role at J.P. Morgan and decided to start my own company. For you, maybe that time is now.

I built Habits to ensure that everybody has access to top-tier financial advisors, tailored to their specific aspirations and current financial situation.”

Book time with Jack

The Habits difference

setting you up for financial success

There are over 400,000 financial advisors in the United States, each with different expertise, pricing models and methodologies. 

Through their 1v1 support and proprietary algorithm, Habits handles the heavy lifting when sourcing, evaluating and helping you find the best suited financial advisor.

Find your financial advisor

Frequently Asked Questions

Explore answers to our most frequently asked questions about Habits. Need more help? Contact us.

How many advisors can I meet?

At Habits, there is no limit to the number of advisors you can meet but we recommend that you speak to at least two or three.

How does the algorithm work?

Our algorithm includes criteria set by both our users and advisors. It accounts for your financial situation, preferences and meeting style. This includes details such as your income, balance sheet and what you're looking for in a financial advisor.

Meanwhile, advisors have their own minimums, requirements and compensation structures.

You are presented with a curated list of advisors based on these preferences.

What should I expect in that first meeting with an advisor?

In meeting number one, consider it an opportunity to get to know your advisor, ask any questions and begin to see if you two are a fit. Here's a quick guide on questions you can ask and prepare.

How does Habits select the advisors on its platform?

Habits is an invite only platform and every advisor goes through a one-month application process, involving multiple conversations with different members of the team. Every advisor must also receive approval from our Selection Committee, made up of industry experts including the former Vice Chairman of J.P. Morgan.

What kind of financial advice can I expect to receive?

The beautiful part of Habits, is the diversity of expertise, background and knowledge of its advisor network. You can expect to find guidance across taxes, investing, preparing for life after your career, cash-flow, buying your first house, or anything related to your financial situation. For more details on the advice you can expect to receive, check out our Guide to Financial Advice.

I have another question...

Great. Please contact us by email.

Find your financial advisor through Habits

Find your financial advisor
through Habits