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!

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.

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

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