THE PROCESS

Our process is simple. It really is. Let us navigate through the complexities of financial investing while you reap the benefits.

Create Your Account

Create your own personalized mPower account through our hassle-free process. Simply answer a couple questions, verify your identity via your social security number (your personal information will never be shared), fill out a short form, and you’re on your way!

Your Advisor

They are there when you need them. Whenever you have questions or are looking for guidance along your financial journey, your mPower advisors are here to serve you. They work hard to ensure your account oversight occurs in a way that makes managing your investment effortless.

Discover Your Goals

Investment decisions should always be made in conjunction with your financial goals. So how, exactly, do you arrive at that magical end goal? Don’t worry, mPower has formulated the precise questions to help you pinpoint and prioritize these goals whether it is investing for retirement, building a nest egg, saving for your first home or whatever is most important to you.

Start Investing

This is the fun part! Based on your goals, mPower will recommend a powerfully diversified investment portfolio that fits , while keeping you within your risk comfort level. This, combined with personalized one-on-one financial oversight, means that you can maintain ultimate control of your investments with a new-found confidence.

Ready to Invest in Your Future?

Investment Advisory provided through Smith Bruer Advisors, LLC. Investments: Not FDIC insured ˑ No Bank Guarantee ˑ May Lose Value. Brokerage services provided to clients of Betterment LLC by Betterment Securities, an SEC registered broker-dealer and member FINRA/SIPC. Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment's charges and expenses. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. See full disclosures for more information. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment is not registered. Market Data by Xignite.