Advisor Wealth Management

image
4.75
Based on 20 Reviews

5

85.00%

4

5.00%

3

10.00%

2

0.00%

1

0.00%
About Advisor Wealth Management

We’re engineering a newer, smarter approach to financial advising.

Tags
Contact Info

You need to Login first to submit your review.

image
customer
GB

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

image
Josh Zlaket
GB

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!

image
Marc Williams
GB

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.

image
Kevin Dzierzawski
GB

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

image
Jack
GB

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.

We may use cookies or any other tracking technologies when you visit our website, including any other media form, mobile website, or mobile application related or connected to help customize the Site and improve your experience. learn more

Allow