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.

All around great experience The team at Advisor were warm and friendly from the get go. They were clearly knowledgeable and experienced in what they do but never pushed to make a sale. After working with them, I found that the way in which they work with my life and financial goals sets them apart from other financial advisory services. The fact that these services now include tax preparation is just icing on the cake.

Before switching to Advisor I had a… Before switching to Advisor I had a professional relationship for over a decade. Honestly don’t know how anyone with a good income can manage their own money, I have tried but failed if I’m being honest here. I mainly switched to them because I found that my fees, about 1%, were no longer working for me. So initially you could say I switched to save money nota hard choice. However after 2 years I can say that I not only lowered my fees but have contributed more to my investments with confidence and feel like I am in control of my money, hard to put a price on that. If you are thinking about working with Advisor or switching you should.

Practical, Helpful and Actually Ethical Advisors Greg is a KING. If all of the employees at Advisor are as helpful, practical, polite, and non-judgmental as him, you will never have a bad experience here. I am newly unemployed with horrible credit card debt and was about to sign up for a very predatory lending service to keep my payments from consuming me. He steered me away from that and into a reasonable balance transfer option that shot my credit score back up, saved me probably thousands in the long run, and minimized my monthly payments. AND he advised me for free given my current unemployment status. Will definitely be returning for advice from him and the team once I'm employed and earning again. On top of all this, he was just a funny, decent person to talk to. Not boring and hard to understand the way I thought most financial advisors would be. This is a business with a heart and moral compass unlike so many others in the personal finance space.

The advisors at Advisor have been super… The advisors at Advisor have been super helpful, very thorough and patient. I have been very impressed and incredibly happy with the way they have approached dealing with an adult that acts like a kid with their money. Helping me to establish good habits for the short term and planning for the long term at the same time. I would recommend them to anyone I know.