Veteran · Investing
Financial advice that passes inspection
Finance.vet connects veterans to Altruist, a FINRA/SIPC member broker-dealer for brokerage and Roth IRA accounts, with optional managed investing from Finance.vet LLC. Planning tools and advocates are free; investing is optional. Advocates do not recommend securities — advisers at Finance.vet LLC do when you enroll.
Enrollment is opening in partner-funded waves. Join the waitlist or ask your local VSO organization about sponsoring a cohort.
Account types
Brokerage, Roth IRA, and managed portfolios
Open any combination that fits your plan — cash, brokerage, Roth IRA, or all three — through Altruist.
Brokerage account
Taxable investing account for long-term goals beyond TSP and IRA limits. Held at Altruist; optional managed strategies from Finance.vet LLC.
Roth IRA
Tax-advantaged retirement savings when you qualify. Open through Altruist alongside or instead of a taxable brokerage account.
Managed investing
Optional portfolio management by Finance.vet LLC when authorized. Educational planning tools are not advice.
Three lanes
Keep roles clear
Advocates
Help you finish your plan and understand tools — not pick funds.
CFP planning bench
Reviews complex plans — retirement gaps, survivor timing, tax context — before you invest.
Finance.vet LLC
Finance.vet LLC (CRD 343304) for optional managed strategies on Altruist-held accounts when authorized.
Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Read Form ADV and account agreements before investing.
Questions
Frequently asked questions
Plain answers about advocates, planning, accounts, and how everything fits together — free to veterans in partner-funded programs.