Find answers that you can trust
Now you have access to a credentialed financial advisor. Simply ask your question and receive an answer by email within 24 hours. You can ask about a wide range of topics, from retirement planning to real estate investment strategies, to how financial products work.
No credit card required. No marketing or sales pitch will follow. Questions and answers are 100% confidential, and your contact information will never be shared with anyone.
What we offer
- You will get simplified, relevant guidance to invest and plan.
- Your information will never be shared or sold to anyone.
- From newbies to veterans, we are your stepping stone to get you to the next level.
- Get your first 5 answers for free. No subscriptions, obligations, or hidden fees.
Actionable advice
Safe and confidential
For investors at all levels
Free for everyone
Did you know 89% of wealthy families in the US have a professional advisor?
At Plenish, we demistify the world of personal investing by bringing similar services that are catered to you.
Did you know 89% of wealthy families in the US have a professional advisor?
At Plenish, we demistify the world of personal investing by bringing similar services that are catered to you.
Examples of what you can ask about
Real Estate
Buy or sell a property, rental property investment, REIT investments, 1031 Exchange
Life Events
Marriage, Divorce financial advice, expecting a child, college saving
Inheritance & Wealth Transfer
Trust set up, property inheritance, tax efficient wealth transfer, estate planning
Retirement Planning
Retirement saving strategies, 401(k), social security, pensions and IRAs
Insurance
Life insurance, liability insurance, fixed annuity, variable annuity
Debt Reduction
Student debt management, debt consolidation, refinancing, payment scheduling
Investing
Asset allocation, portfolio construction, investment & divestment, tax optimization
Employee Stock Plans
RSUs, stock options, tax optimization, diversification
ESG Investment
Environment & socially responsible investing, renewable energy investment
Alternative Investments
Art investing, syndicated real estate, venture capital & angel investing
All Other Questions
Setting up a business, tax strategies, or any other personal finance questions
We believe everyone should have financial wellness. That is why we start with you as our primary focus. We created Plenish to help everyone gain insights and advice from our national network of handpicked advisors.
Our platform makes it easy for people at all level of experience to create a financial strategy and achieve their goals.