What's been great about joining Advisor… What's been great about joining Advisor is the accountability I've had gained over my finances. Having someone to provide me easy steps to make progress combined with regular follow ups is simple, but it works. I also don't feel like just another file in a big firm's account, I feel like someone who's known by name even though I'm an average person. Before joining, I felt stuck between feeling like I needed to do something more deliberate with my money and feeling like my situation isn't sophisticated enough to warrant expensive guidance. Advisor has bridged that gap for me beautifully. I highly recommend!

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.

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.

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

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.