High-earning young professionals are a coveted segment. They have disposable income, investable assets, and the intellectual capital to build significant wealth. Yet they're largely underserved by traditional advisory models, which either ignore them because their current AUM is small, or push them into robo-advisors because personal advice seems unaffordable.
Habits was built to serve exactly this gap.
The demographic mismatch
The typical high-earning young professional (avg. age 34.5, income $265K+, assembled assets $400K+) is at a life inflection point. They've achieved success in their career, now they need to be strategic about wealth. But finding an advisor who "gets it" - who understands their tax situation, their equity comp, their multi-income household dynamics - is harder than it should be.
Traditional advisory doesn't match well. They're either too expensive (CFAs and wealth management firms cater to $5M+ clients), or too generic (robo-advisors don't provide the human guidance these clients actually want).
“This is the generation that built tech, medicine, finance, law from the ground up. They understand value. They want advisors who match their intellectual rigor and their growth mindset.”
Jack Boudreau, CEO & Co-Founder, HabitsHow the matching works
Habits lets high-earners define what they're looking for in an advisor - whether that's expertise in equity comp, multi-state taxation, specific investment philosophies, or communication style. Advisors do the same, defining their ideal client profile. The matching algorithm then connects them.
The result: advisors get clients who value what they offer. Clients get advisors who specialize in their situation.
This is the future of advisor discovery - algorithmic, values-driven, and mutually beneficial. Habits connects the advisors worth finding with the clients worth serving.
Ready to reach the next generation of high-earning clients? Learn more at Habits For Advisors