Who is Money Pickle?
Money Pickle’s mission is to make it easier for people with meaningful wealth to explore the potential value of working with a financial advisor, starting with education and insight.
We started in Michigan in 2021 with a simple idea: helping people feel more confident about the decisions they make with their money. Since then, we’ve grown into a platform that connects individuals with vetted third-party financial advisors for free, no-obligation video meetings.
These guides were created specifically for households with $1M+ in investable assets. They’re designed to help you better understand your financial picture and identify areas worth revisiting, whether it’s taxes, retirement planning, estate strategy, or long-term wealth preservation.
If you find the guides helpful and want to explore your situation further, we’re here to help. Every month, we assist hundreds of people in similar financial situations in taking that next step—only if and when it makes sense for them.

