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Who We Are

Kiplinger Advisor Collective

The exclusive professional organization for personal finance advisors, managers, and executives. Get access to peers, resources, events, and opportunities to collaborate and grow your business.

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Community

Expand Your Network

Get access to leaders in accounting, banking, capital markets, financial services, insurance, investment banking, investment management, law firms, legal services, venture capital, and private equity.

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Publishing

Share Your Expertise

Share your insights on finance and investing on Kiplinger.com to get exposure for your business and showcase your expertise. Publish your own articles or get quoted alongside other experts in Expert Panels.

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Growth

Grow Your Business

Take advantage of unique networking and business development opportunities at exclusive virtual events and meetups. Members share ideas, explore trends, make connections, and get valuable exposure.

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Exec

Expand Your Horizons

Get a complimentary membership to EXEC, the luxury business and personal travel experience. Includes highly-curated hotel, transportation, vacations, and discounts on apparel, fitness, dining, and nightlife.

WHO WE ARE

The Highest Level of Connections, Publication, and Growth in Finance

Kiplinger Advisor Collective is the exclusive professional organization for advisors, managers, and executives in personal finance.

We are a community of leaders who strive to build each other up, grow our businesses, and provide excellent service to our clients.

We do this through peer networking, professional development, and publishing opportunities.

Every applicant is carefully vetted and receives full access to curated  support, resources, and media opportunities to:

  • Gain recognition and credibility in their field
  • Build meaningful relationships and collaborations
  • Provide the best possible outcomes for their clients
  • Get quoted and published on Kiplinger.com

If you want to expand your network, share your expertise, and amplify your credibility, you are invited to explore membership.

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Industries

Industries We Serve

Members get full access to our entire directory of finance business leaders to make connections, build relationships, and create collaboration opportunities in the fields of:

  • Accounting
  • Banking
  • Capital Markets
  • Financial Services
  • FinTech
  • Insurance
  • Investment Banking
  • Investment Management
  • Law Firms
  • Legal Services
  • Private Equity
  • Venture Capital

Benefits

Exclusive Members-Only Benefits

Peer Connections

Connect with proven thought leaders and experts in a private, supportive environment.

Community Portal

Meet members and connect by live feed, private chat, member directory, and at events.

Virtual Events

Discuss trends and best practices at virtual live events hosted by our facilitators.

Member Directory

See which members you have the most in common with and follow them or connect via chat.

Publish on Kiplinger.com

Share your expertise and make an impact with your bylined articles on Kiplinger.com.

Press Releases

Get press release tools and proven templates to increase publicity for your business.

Expert Panels

Get your ideas published in monthly round-up style articles alongside other experts.

Member Badges

Use member badges on your website, newsletters, publications, and digital signatures.

Executive Profile

Use your executive profile to expand your online presence and build brand awareness.

Article Guidance

Get interactive guidance to craft engaging articles that meet all publication guidelines.

Support Team

Get support from our dedicated team to answer questions and maximize your membership.

Member Orientation

Make connections and set goals in a complimentary new member kickoff or 1:1 orientation.

Premium Membership

Get professionally written articles based on your unique expertise with a full byline.

Executive Coaching

Work directly with an experienced business coach to create a roadmap towards success.

Exec Travel

Enjoy luxury travel with premium hotels, transportation, lifestyle, and experiences.

Find Opportunities and Build Relationships

Peer Connections

Connect with proven thought leaders and experts in a private, supportive environment.

Community Portal

Meet members and connect by live feed, private chat, member directory, and at events.

Virtual Events

Discuss trends and best practices at virtual live events hosted by our facilitators.

Member Directory

See which members you have the most in common with and follow them or connect via chat.

Get More Visibility for Your Expertise 

Publish on Kiplinger.com

Share your expertise and make an impact with your bylined articles on Kiplinger.com.

Press Releases

Get press release tools and proven templates to increase publicity for your business.

Expert Panels

Get your ideas published in monthly round-up style articles alongside other experts.

Member Badges

Use member badges on your website, newsletters, publications, and digital signatures.

Executive Profile

Use your executive profile to expand your online presence and build brand awareness.

Maximize Your Membership Benefits

Article Guidance

Get interactive guidance to craft engaging articles that meet all publication guidelines.

Support Team

Get support from our dedicated team to answer questions and maximize your membership.

Member Orientation

Make connections and set goals in a complimentary new member kickoff or 1:1 orientation.

Accelerate Your Business Success

Premium Membership

Get professionally written articles based on your unique expertise with a full byline.

Executive Coaching

Work directly with an experienced business coach to create a roadmap towards success.

Enjoy Luxury Travel and Experiences

Exec Travel

Enjoy luxury travel with premium hotels, transportation, lifestyle, and experiences.

Testimonials

What Our Members Are Saying

Read Success Stories

It’s important to continue leveling up the financial industry as much as we can. It’s great to have Kiplinger Advisor Collective support me in that goal."

Jackie Porter
Jackie Porter

Owner, Team Jackie Porter

I’m excited to help others through Kiplinger Advisor Collective and open their eyes to new possibilities. Even if I only touch one person's life, that's worth it.”

Derek Notman
Derek Notman

Founder, Couplr, Conneqtor, and REBL Dads

Joining as a founding member, being part of the community, it has been helpful being connected to other leaders in the personal finance space.”

Chianté Jones
Chianté Jones

Founder & Financial Coach, Dollars and Change

How to Apply for Membership

Membership is by application only. 

Our rigorous vetting process ensures that each member meets our strict qualifications and gets full access to exclusive resources, events, and networking opportunities. Apply now and become part of our growing network of successful finance professionals!