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.

Good Service We have enjoyed working with our Advisor over the last year or so. It did take some time to get all the accounts set up, but it's been nice to have someone else managing our investments according to our values. It was great to have a third-party giving us tips and advice on some of our financial decisions over the last year and it's been easier to engage my partner in financial decision making by feeling accountable to someone else! Some of the systems seem to be slow to update or freeze (RightCapital) so I probably wouldn't use it for my main budgeting app, etc. I do appreciate that we can contact our Advisor whenever we have financial questions, and he is very responsive. I think it would be great to have a lower cost option once all your systems are up and running and you are just "maintaining" everything - I am not sure the price is fully approachable for moderate to lower income earners (who probably need this service the most!).

Worth It The team at Advisor took time to understand my goals, assess my financial situation, then gradually work with me to make changes I am comfortable with. They have helped me see ROI way past the initial year fee in year 1. Takes $ to make $ and after paying their price I got more back than I put in!

The advisors at Advisor have been super… The advisors at Advisor have been super helpful, very thorough and patient. I have been very impressed and incredibly happy with the way they have approached dealing with an adult that acts like a kid with their money. Helping me to establish good habits for the short term and planning for the long term at the same time. I would recommend them to anyone I know.

Helpful advisor Our advisor asks good questions and helps us to prioritize our goals.