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.

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.

All around great experience The team at Advisor were warm and friendly from the get go. They were clearly knowledgeable and experienced in what they do but never pushed to make a sale. After working with them, I found that the way in which they work with my life and financial goals sets them apart from other financial advisory services. The fact that these services now include tax preparation is just icing on the cake.

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.

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.