Achieve your life goals through financial planning, automated investing and active tracking.
We make it easy for anyone to plan and invest for their life goals with custom financial plans, designed in minutes.
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.
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.