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About Us

Who We Are

Kiplinger Advisor Collective is the exclusive professional organization for successful leaders with a strong personal finance background and a passion for helping others reach their financial goals.

Our members include CFOs, FinTech executives, CPAs, accountants, bookkeepers, financial and tax advisors, wealth and fund managers, insurance brokers, insurance technology providers, lawyers, and CEOs of finance businesses.

We provide a community where members can connect with peers, expand their professional network, share experiences and best practices, discuss the latest trends and technologies, and publish their expertise on 

We also provide access to exclusive professional and personal growth resources and events that help members reach their goals.

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Our Mission

We believe that personal finance leaders are more successful when they are well connected, visible to the public, and constantly growing. 

We elevate and empower members by fostering strong connections and providing opportunities for excellence through vetted networking, curated interactions, and exclusive publication options.


Our Values

Building Meaningful Relationships

Meaningful relationships provide trust and security for important conversations, especially in personal finance.

Our community provides opportunities to share knowledge, ideas, and expertise that helps members grow their businesses.

Sharing Our Knowledge

People need high-quality, thoughtful information so they can make empowered decisions about their finances.

Our members are dedicated to sharing their wisdom for the good of their professional peers and the general public.

Professional Integrity and Growth

Our members are professionals who act ethically, responsibly, and in the best interest of those they serve. 

We create an environment that inspires our members to reach their highest potential for themselves and others.

Explore Membership

Membership is by application only. Our criteria-based vetting process has multiple steps to make sure every member is reputable.