A Custom Plan for Every Goal.
We make it easy for anyone to plan and invest for their life goals with customized financial plans, designed in minutes.
- Take a trip
- Retire in style
- Buy a home
- Save for education
- Start a business
- Make a major purchase
Your digital financial advisor.
Our advanced software creates a financial plan tailored to your goals. Every goal gets its own risk profile, timeline, portfolio and investment account.
A human touch.
Chat with a Certified Financial Planner™ Professional when you open a BrightPlan Investment Account with as little as $500.
These experienced advisors from our sister company Plancorp work with high net worth individuals daily to help them reach their goals. Now they can be your money mentor too.
- Create a goal
- Open a BrightPlan Investment Account
- Schedule your meeting
Putting You First
The first digital advisor certified for fiduciary excellence.
We're always looking out for you, not for kickbacks or hidden fees. Certification by the Centre for Fiduciary Excellence (CEFEX) means we adhere to the highest standards to act in your best interests.
What's your plan?
Start today with a free trial
FIDUCIARY ADVICE
