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.

Living in NYC and working 60+ hours a… Living in NYC and working 60+ hours a week I knew I was overlooking aspects of how I was managing my money, I knew I should be doing more I just kept pushing it off. The team at Advisor understood my pain right away and gave me peace of mind knowing that they had my back. They have given me visibility as well as implemented a strong investment strategy that I'm confident will bring the results I'm looking for. Well worth the help.

Good advice, busy slow Good advice, slow to respond. Has taken longer to get going than I was anticipating.

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.

Before switching to Advisor I had a… Before switching to Advisor I had a professional relationship for over a decade. Honestly don’t know how anyone with a good income can manage their own money, I have tried but failed if I’m being honest here. I mainly switched to them because I found that my fees, about 1%, were no longer working for me. So initially you could say I switched to save money nota hard choice. However after 2 years I can say that I not only lowered my fees but have contributed more to my investments with confidence and feel like I am in control of my money, hard to put a price on that. If you are thinking about working with Advisor or switching you should.