Introducing the Tiller Financial Professionals Directory

Introducing a new directory of financial professionals experienced with Tiller, including Certified Financial Planners, Accountants, Investment Advisors & more.

Over the years, thousands of people have signed up for Tiller based on the recommendation of their financial advisor. (Thank you, financial advisors!)

On the other side, many of Tiller’s customers have asked our team to recommend an advisor who could help them manage their money with Tiller.

While we still can’t recommend one professional over another, we can at least help connect you with advisors who use Tiller in their practice.

Now, for the first time, we are providing an easy-to-browse directory of financial professionals experienced with Tiller and ready to help you manage your financial goals.

In the new directory, you can browse:

For now, we’ve intentionally kept the directory simple and focused on the basics of the professional’s financial practice.

As we expand the directory in the coming weeks, we look forward to profiling many of these professionals and sharing their insights about money, investing, career, and life.

Tiller does not endorse any particular advisor or financial professional. We’re providing the directory for informational purposes only to help our customers narrow their search for an advisor. Users should conduct their own research before engaging any financial professional. 

Want to be added to the directory?

If you’re a financial professional who uses Tiller, we’d love to add you to the directory. Learn more here.

Tiller Financial Professionals Directory FAQ

The Tiller Financial Professionals Directory is a convenient starting point for Tiller customers to browse a range of financial professionals experienced with Tiller’s personal finance service.

Users can browse the directory to find financial advisors, accountants, and other financial professionals who are familiar with Tiller. It’s a resource to explore options and gather contact information for potential advisors.

Tiller does not endorse any particular advisor. This directory is provided for informational purposes only and is not an endorsement of skills or qualifications. Users should conduct their own research before engaging any advisor.

Professionals are listed based on a variety of factors, including industry presence and user suggestions. However, Tiller only conducts a minimal vetting process.

We strongly recommend conducting your own further research. Interview potential advisors, check their credentials, and consider their experience and client reviews.

Here is a post covering the differences in financial certifications.

Tiller is not liable for any outcomes resulting from services provided by professionals listed in the directory. Users are responsible for their choice of professional and any resulting agreements.

We do not currently publish reviews or ratings, but this will likely change in the future. For now we encourage you to send feedback about your experience with the directory and the advisors you contact by contacting our support team.

The directory is periodically updated to add or remove professionals and to ensure the information is current.

The directory is a free resource. Likewise, we do not charge financial professionals to be listed in the directory.

Professionals interested in being listed should read this post. You can also contact Tiller’s team through our support portal. Inclusion is subject to review and does not guarantee listing.

Edward Shepard

Edward Shepard

Marketing Lead at Tiller. Writer. Spreadsheet nerd. Get in touch with partnership ideas at edward @ tillerhq.com.

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