A slow start and not much value yet A slow start and not much value yet. We've spent the first 3 months connecting accounts and bringing our advisor up to speed. I'm hoping to receive more value for our money as we see changes in our investment strategy and get into tax season; but so far we haven't experience anything worth the price tag. It's worth noting that our household is already quite good at budgeting our finances. This could potentially be a selling point for other customers, but we didn't and don't need that type of assistance. I'll update after we've been with them for 6 months.

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.

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.

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.