We’re out to help people get into the smart habit of investing and saving for their retirement, by making it simple and efficient.

Our Core Values

A deep commitment:

We’re serious about helping all people get in the habit of smart investing.

A level playing field:

We honor our roots and want to help close the wealth gap in our community.

Fairness in fees:

We’re committed to keeping costs fair and clear.

Industry-leading technology made for smart investing

You don’t need to be a millionaire to invest smartly. Our technology, based on cutting-edge infrastructure, gives you easy access to superior, low-cost investing and retirement savings options. And we watch out for every customer by monitoring accounts daily, and rebalancing portfolios and reinvesting dividends as needed.

Experts behind our portfolios with more than 14 years of experience

With 14 years of successful institutional portfolio and risk management experience, we’re experts on providing low cost, high value investment and retirement options designed to maximize returns. Designing portfolios using high-quality index funds from Vanguard and BlackRock means you benefit from diversified investing that spans the globe and asset classes.

A shared habit, a shared future.

Finhabits has a perspective that’s unique among financial companies. We know that many families don’t often talk about building good money habits – and that leaves young adults at a disadvantage when it comes to investing and saving for their retirement. By offering a simple, easy-to-access service, we want to make good financial habits the new norm in our community. Let’s move forward, together.

Here’s a letter from our founder & CEO 

We are a certified B Corporation, which is recognized as the highest standard for social corporate responsibility.

Ready To Invest? Let's Do It. 

Or call us at 1-800-492-1175 to speak to a team member.

1-800-492-1175          support@finhabits.com 

Investment advisory services offered through Finhabits Advisors LLC, an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Past performance is no guarantee of future results or returns. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss. All information herein as well as any communications on social media is not an offer, solicitation of an offer, or advice to buy or sell securities or services. Securities offered through Apex Clearing Corporation, Member FINRA, SIPC. Securities in your account are protected up to $500,000. See SIPC.org for more details. By using this website, you hereby consent to our Terms of Use and Privacy Policy. A person shall only become a client of Finhabits when he or she has signed the advisory agreement and acknowledged receiving all disclosures from Finhabits. Exchange Traded Funds are provided by Vanguard and iShares, registered trademarks of The Vanguard Group Inc. and BlackRock Inc.

Insurance services offered through Finhabits Insurance Services LLC, a licensed producer in the following states: California (license 6001946), Texas (license 2510873) and Florida (license L109638). All information herein as well as any communication on social media is neither an offer to sell insurance nor an advertisement of insurance in any place except the states California, Texas and Florida. Finhabits Advisors LLC is not a fiduciary to insurance products or services.