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.

Good Service We have enjoyed working with our Advisor over the last year or so. It did take some time to get all the accounts set up, but it's been nice to have someone else managing our investments according to our values. It was great to have a third-party giving us tips and advice on some of our financial decisions over the last year and it's been easier to engage my partner in financial decision making by feeling accountable to someone else! Some of the systems seem to be slow to update or freeze (RightCapital) so I probably wouldn't use it for my main budgeting app, etc. I do appreciate that we can contact our Advisor whenever we have financial questions, and he is very responsive. I think it would be great to have a lower cost option once all your systems are up and running and you are just "maintaining" everything - I am not sure the price is fully approachable for moderate to lower income earners (who probably need this service the most!).

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

Kellen is the Man! I've really enjoyed working with Kellen at Advisor. He's doing great at keeping me focused on my financial goals and holding me accountable when I ask him too. This is quality service and I would definitely recommend Advisor!

Comfortable and confident, highly recommended My advisor has truly taken the time to learn my history, my current financial situation, and my short and long-term goals for the future. The organization has taken the time to make sure that I feel comfortable and confident not only in the service is being provided but in, the financial recommendations. I have regular check-in’s with my advisor and I’m recommended a diversified list of investment opportunities not just stocks and bonds. I would recommend to anyone, regardless of their financial fluency, who is looking for a trusted advisor that will make recommendations and give options for their specific situation, and not an out of the box solution used for all clients.