Connect with an Advisor

Envoy offers several ways to connect with an advisor


For quick questions, you can speak with an advisor during normal business hours by calling (888) 879-1376.

You can also schedule longer meetings to review your investments and goals (click here).


Envoy offers instant chat for both simple questions or long conversations.

Simply click the chat icon at the bottom right side of your screen to be connected with the next available advisor.


Whether you live a few blocks from Envoy or on the other side of the world, you can meet with an Envoy advisor online. It’s easy and doesn’t require any special software.

Click here to schedule a 30 or 60 minute meeting.