You can trust
Every Sum180 financial adviser is committed to empowering you and to supporting your unique priorities and goals. Our advisers were hand-picked from the Alliance of Comprehensive Planners (formally Alliance of Cambridge Advisers) – known for having the highest professional standards in the country. They are Certified Financial Planners (CFP©) or the equivalent, with strong tax backgrounds, and full members of the National Association of Personal Financial Advisors (NAPFA). Most importantly, our fee-only advisers make money only by serving your best interests – we do not accept money from any company based on the advice we give you.