A slow start and not much value yet A slow start and not much value yet. We've spent the first 3 months connecting accounts and bringing our advisor up to speed. I'm hoping to receive more value for our money as we see changes in our investment strategy and get into tax season; but so far we haven't experience anything worth the price tag. It's worth noting that our household is already quite good at budgeting our finances. This could potentially be a selling point for other customers, but we didn't and don't need that type of assistance. I'll update after we've been with them for 6 months.

Advisor is a team you can trust Advisor is a team you can trust. They've helped me plan, learn, and setup my financial goals and accounts, so that I have something to build off of. I am confident that they have my best fiduciary interests at heart, and I'll be working with them for a long time, regardless of market changes, job changes, and life changes. It's great to have someone in your corner. Thank you Advisor.

5 out of 5 Best investment I have made in myself in a long time. I am feeling more confident about my financial future than I ever have - Having someone to discuss financial options with is a must have and that is just one of the perks of Advisor.

Practical, Helpful and Actually Ethical Advisors Greg is a KING. If all of the employees at Advisor are as helpful, practical, polite, and non-judgmental as him, you will never have a bad experience here. I am newly unemployed with horrible credit card debt and was about to sign up for a very predatory lending service to keep my payments from consuming me. He steered me away from that and into a reasonable balance transfer option that shot my credit score back up, saved me probably thousands in the long run, and minimized my monthly payments. AND he advised me for free given my current unemployment status. Will definitely be returning for advice from him and the team once I'm employed and earning again. On top of all this, he was just a funny, decent person to talk to. Not boring and hard to understand the way I thought most financial advisors would be. This is a business with a heart and moral compass unlike so many others in the personal finance space.

Exactly what I was looking for I was nervous about Advisor because they seemed new and didn't have many reviews, but I'm glad I took the risk because they're exactly what I needed. My advisor is super attentive and qualified and seems to care about my goals - not just how much money he'll make from me. When I tried working with another advisor a friend recommended, I felt they didn't care much about me or how I felt about my investments. It seemed like his primary interest was throwing me in a pre-fab portfolio and giving me 30 minutes of his time once a year. From the jump, Advisor has been different - their onboarding process was simple yet thorough. Now, I'm confident in my strategy with each paycheck vs. having a million different accounts with little to no plan. My wife is also super happy that our advisor actively includes her in our conversations and takes the time to explain what we're doing/teach us vs. our old guy who would act like it was an inconvenience to explain things more than once to us or in plain terms. It's not a cheap service, but I've gotten tons of value in return.