My Perfect Financial Advisor

My Perfect Financial Advisor

My Perfect Financial Advisor was founded in 2018 by Nicholas Stuller as a registered investment advisor and wealth manager based in Torrington, Connecticut. The firm operates BenFi, a digital platform designed to match individuals and high-net-worth investors with financial advisors based on their stated needs, goals, and life situation. The platform's core premise addresses a perceived trust deficit in the industry — consumers can review advisor recommendations and initiate contact, but advisors cannot access consumer information or make unsolicited outreach. The firm's strategy is centered on acting as a neutral intermediary rather than an advice provider. BenFi's matching process delivers an initial recommended advisor and six alternate options ranked by fit. The platform does not manage client assets directly; it functions as a discovery layer for advisory relationships. Content on the gobenfi.com domain, written by contributors including Peter Mastrantuono, covers tactical portfolio recovery strategies — such as covered call writing, LEAPS, and cash-secured puts — indicating an educational posture toward self-directed investors. Geographic coverage appears limited to the United States. Team scale, assets under management, and deployment figures are not publicly disclosed. As of May 2026, no adjacent vehicles, philanthropic foundations, or operating businesses beyond the BenFi platform are visible in available records. The firm's website lists contact information and a blog but no institutional leadership page or operational metrics. Structurally, My Perfect Financial Advisor differs from most wealth management platforms by refusing to monetize lead flow to advisors. This constraint — no advisor access to consumer data and no solicitation — creates an advisor-discovery model with an unusual alignment toward the consumer. The platform's long-term viability likely depends on whether sufficient advisor participation grows under these one-way contact rules.