Who We Are
Kiplinger Advisor Collective is the premier criteria-based professional organization for advisors, managers, and executives in personal finance.
We build our businesses and practices by:
- Sharing knowledge and expertise
- Collaborating to solve problems and create opportunities
- Staying current on industry trends and technologies
- Fostering strong professional relationships
Industries
Expertise Areas
Members come from the highest levels of leadership in:
- Accounting
- Banking
- Capital Markets
- FinTech
- Financial Services
- Insurance
- Investment Banking
- Investment Management
- Law Firms
- Legal Services
- Private Equity
- Venture Capital

Membership
Membership Criteria
To be considered for membership, you must work with a company that generates at least $500K in annual revenue or has obtained at least $500K in total institutional funding.
You must also be in at least one of the following leadership roles:
- Senior finance executive including chief financial, accounting, or treasury officer
- VP, senior VP, executive VP or head of finance or accounting
- Controller, financial advisor, fund or wealth manager, or wealth management consultant
- CEO, COO, president, managing or executive director, market president, or broker in the finance industry
- Business founder/co-founder, founding or managing partner, or owner/co-owner in the finance industry
Or you may qualify if you have 5 years of experience in the following roles and your company meets the financial criteria:
- Lawyer specializing in business, corporate, or financial law
- Head of your office, managing partner, or firm owner for an accounting, CPA, law, and bookkeeping firm
- Head of your office as a tax advisor, insurance broker, or financial technology provider. (The company can be independently owned or franchised.)
Alternatively, you may qualify for membership as a thought leader, if you have proof that you’re an expert in one of our expertise areas. Examples of acceptable proof include:
An author published through a reputable publisher (not self-published on Amazon). Must have documentation of units sold or audience reach
A professional speaker who has conducted 25+ paid speaking gigs or generates at least $50K annually through keynote presentations
A bylined columnist who is a monthly contributor to a reputable industry publication, website, or international outlet
A TV, radio, or podcast show host who publishes at least once a month. Must have documentation of downloads and/or audience reach of 3K followers
As a Member
Benefits Snapshot
Members get exclusive opportunities to:
Join a vetted network of like-minded leaders
Attend meetups and virtual live events
Grow professionally and personally
Publish on Kiplinger.com
FEATURES
Membership Packages
1-Year
Membership
Full access to networking, publishing and events.
- Exclusive online community
- Live virtual events with fellow members
- Publish bylined articles on Kiplinger.com
- Monthly participation in Expert Panels
- Kiplinger Advisor Collective member Executive Profile
- Interactive direct chat and member directory
- Professional digital membership badges
- High-touch editorial and support teams
- Private member portal and mobile app
- Press release templates and resources
- Complimentary membership in EXEC—for luxury hotel, travel, lifestyle, and business benefits
Best
Value
2-Year
Membership
Full access to networking, publishing and events at a discount.
- Exclusive online community
- Live virtual events with fellow members
- Publish bylined articles on Kiplinger.com
- Monthly participation in Expert Panels
- Kiplinger Advisor Collective member Executive Profile
- Interactive direct chat and member directory
- Professional digital membership badges
- High-touch editorial and support teams
- Private member portal and mobile app
- Press release templates and resources
- Complimentary membership in EXEC—for luxury hotel, travel, lifestyle, and business benefits
Premium 1-Year
Membership
Full access plus professional interview stories and bios.
Everything in 1- and 2-year memberships plus:
- 3 interview-style Spotlight Stories
- 1 professionally written personal bio
- 1 professionally written company bio
- Content strategy consultation
- Access to a dedicated, professional writer
- Comprehensive 1:1 interview process