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

Amazing holistic financial planning partner Advisor is an amazing partner for holistic financial planning - getting organized, setting clear goals, and setting an action plan to get you there. I'm happy I graduated from my robo-advisor to a more well-rounded financial approach with Advisor.

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.

Great Team and Exceptional Experience Great team and exceptional experience! I’ve learned invaluable insight into my financials and it feels great to know I have a dedicated representative to reach out to anytime! Highly recommend.

So far so good (few months in) So far so good (few months in). It’s been helpful to have an all encompassing financial advisory team and I’ve felt more confident in my financial position because of it