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.

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.

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

Helpful advisor Our advisor asks good questions and helps us to prioritize our goals.

5 out of 5 Best investment I have made in myself in a long time. I am feeling more confident about my financial future than I ever have - Having someone to discuss financial options with is a must have and that is just one of the perks of Advisor.