We love Sonia!

✅ Wealthtender Certified Advisor Review™

Apr 11, 2026

We have been working with Sonia for the past few months. We have several life transitions and milestones ahead of us, and it was incredibly overwhelming trying to decide what to tackle first. Sonia ran several scenarios for us and walked us through each of them, which allowed us to make decisions with confidence. She also helps us think long-term and not just the immediate 1-5 years. Sonia's engineering background is apparent in her analysis and organization, and she is truly passionate about her work. We highly recommend Sonia to anyone, from any background or walk of life, who needs guidance with their finances!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Luke S. and Andrea P.S.

J. Thar Review of Elias Friedman

✅ Wealthtender Certified Advisor Review™

Apr 11, 2026

Elias has been my financial advisor for more than 15 years and there is no other person I would go to talk money or stocks than Elias. He is very helpful and thorough when it come to helping with finances. He is very knowledgeable and is willing to answering any questions you have. Elias goes above and beyond for his clients which is one of the many reasons why I continue to trust and rely on him for all my financial needs.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

John Thara

Great advisor to help navigate military retirement

✅ Wealthtender Certified Advisor Review™

Apr 11, 2026

I found Mike right as I was retiring from the military. I had been researching strategies for using the GI Bill split between multiple children, and ended up finding one of his blog posts; from there I reached out for an introductory meeting. I had never used an advisor before and was comfortable self-directing my investments, but I realized it was time to get some professional advice to help navigate military retirement, a second career, college for 2 children, and ensuring our bucket-list goals and travels will be funded when we need it! Mike has been a great asset to have on our team. And shout out to his Operation Retirement Readiness podcast/youtube channel- lots of great content on there from Mike and Amy!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Jim

Honest, Thorough, & Comprehensive

✅ Wealthtender Certified Advisor Review™

Apr 10, 2026

I continue to have great experiences working with Winston. He made overwhelming financial topics much easier to understand that applied to my situation. Winston takes the time to get to know my goals, my comfort level with risk, and what I’m really trying to accomplish long term. Nothing ever feels cookie-cutter—his recommendations are thoughtful, personalized, and clearly explained in a way that makes sense. I truly appreciate is how easy he is to communicate with. He’s responsive, keeps me updated, and is always willing to walk through questions without making things feel complicated or rushed. Even when markets get unpredictable, he gives me confidence by staying steady and focused. Most importantly, I trust him. It’s clear he genuinely cares about helping me succeed and make smart decisions. If you’re looking for a financial advisor who’s knowledgeable, approachable, and truly invested in your goals, I’d absolutely recommend Winston at The Ameriflex Group.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Michael

Great advisor!

✅ Wealthtender Certified Advisor Review™

Apr 10, 2026

Winston has been our advisor for several years now. We have had several advisors in the past, but never anyone as consistently good as Winston has been. We trust Winston implicitly and appreciate all he has done for us.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Linda and Charlie Byers

Winston Waring Review

✅ Wealthtender Certified Advisor Review™

Apr 10, 2026

Having used several large financial institutions prior to meeting Winston they all seemed to lack the patience, expertise and personal/professional knowledge that we wanted. Winston has brought a piece of mind to me and my family that will carry on for years. I strongly recommend him to those looking for a knowledgeable, forward thinker and someone who really wants to build a positive relationship with their clients!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Dr. Aaron J. Tabor, PhD, CTBS, CWCA

Great advisor

✅ Wealthtender Certified Advisor Review™

Apr 10, 2026

Jim is very thorough and really helpful with all of my investments. I would definitely trust him.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Alexa

Pleasure to work with

✅ Wealthtender Certified Advisor Review™

Apr 10, 2026

I've been working with Jim for over 2 yrs and with his knowledge and guidance I feel very comfortable with my overall financial plan. Jim takes time to understand how I'm feeling and what my short term and long term goals are, my concerns, my interests. He takes time to understand my overall portfolio and provides the support needed when i feel these times are unstable. We communicate on a regular basis throughout the year and I look forward to our continued partnership.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Cindy

Elias is informative and constantly watching life.

✅ Wealthtender Certified Advisor Review™

Apr 10, 2026

Elias is always keeping an eye on the market and keeping us informed. We meet at least twice a year, more if needed or wanted by myself or my wife. He is genuinely concerned about how we are doing and where we be in our future.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

dean

Like Family

✅ Wealthtender Certified Advisor Review™

Apr 10, 2026

I just think their personableness is very important. They treat you like family, they have gatherings with all their clients, and they show that they really care about us.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Diane W.

Amazing work!

✅ Wealthtender Certified Advisor Review™

Apr 10, 2026

My wife and I heard about Kelly through a friend of ours and we were looking for someone to help us navigate our finances and the best way to invest money as young attorneys. We opted for her single project option and she was super clear, she took the time to give us context about the stock market, how it works, what strategies would be good for our money and long term growth. She was incredibly responsive to communications and answered all of our questions. I appreciated the survey she sent us to see how aligned we were in our future goals.

Relationship to Financial Advisor: Former Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Loren Elkins

COMPLETELY SATISFIED

✅ Wealthtender Certified Advisor Review™

Apr 10, 2026

I appreciate Elias' insight and as a novice investor (as his client for +/-14 years, He is the right person to talk to. One of the reasons and most important to me is that he does listen to me. When I bring up a topic of something I have read, he is willing to discuss and always steers me in the right direction. He will either agree or share reasons that I had not thought of. This is exactly what I want and need in an investment advisor.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Arlene

An outstanding, professional team that has advised us for over 20 years with great success

✅ Wealthtender Certified Advisor Review™

Apr 10, 2026

Intelligent Capitalworks has been our family’s financial advisor for over 20 years. I come from a finance background, so naturally I researched the backgrounds and qualifications of the team quite carefully before making the decision. (It also helped that I had friends that recommended them.) I am glad to report that their stewardship of our investments has turned out to be wonderfully successful. Over the years their team has expanded and the level of education, training and certifications they have are extraordinary. This expertise comes through in our routine interactions as well as in the regularly scheduled comprehensive reviews. They are incredibly smart, but also friendly, easy to work with, and have always tailored our plan to suit our risk-level preferences. Most importantly, the results have been excellent. Though less important than the results, I also appreciate their modern online portals that enable easy online tracking of the portfolio, retirement plan, cash flow, etc. In short, I highly recommend them for serious, smart, professional, long-term comprehensive wealth management.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: Intelligent Capitalworks invites wealth managment clients to write reviews about their experiences working with us that can help others decide if we may be a good fit to work together. Each client review may not be representative of the experience of other clients.

Chris A.

Elias is there when I need him

✅ Wealthtender Certified Advisor Review™

Apr 10, 2026

I run some of my investments on my own. Elias is there for much of the other. I gives me comfort to have a professional watching over much of my portfolio. Jim

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Jim Davy

An amazing person and advisor.

✅ Wealthtender Certified Advisor Review™

Apr 09, 2026

When my husband passed away I was deeply grieving and therefore ignored a huge pile of bills, bank statements. And had no idea of my investments which my husband took care of. I was in the dark. When a friend came to visit she asked me what that pile of papers, unopened letters and statements were sitting on my dining room table. My answer was I had no idea how or where to begin sorting through it all..She saw how overwhelmed I was. She shared her own situation when her husband passed away. It was then that she told me about her financial advisor Christian who helped her a great deal. He is still helping her taking care of her accounts and investments so that she is no longer lost and anxious about her finances. Christian is amazing, kind and a caring person. He makes everything clear and understandable.. It is comforting to have such an honest caring person looking over all my accounts and helping my assets grow. He has a really big heart and a good sense of humor. I so highly recommend him. Sue Smyth

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Sue Smyth

Amazing Advisor in Austin

✅ Wealthtender Certified Advisor Review™

Apr 09, 2026

I found Kelly while searching specifically for a woman to advise me through a recent inheritance that I needed help managing with various investments. As a woman with limited experience investing and managing my assets, I wanted someone who I could relate with as a mother and small business owner, with many of the men in similar positions that I spoke with always leading with arrogance and disregarding my life experience or knowledge from the start. She was by far the most qualified and personable advisor in the Austin area that I met with after a long and exhausting search. Kelly had a truly unique approach to getting to know her clients and their goals on a deep level and a personalized strategy that really stood out. Since working with her over the past year, not only has my entire financial life been organized, invested and managed in a professional and simplified way but I honestly feel like I have an ally in my corner always looking out for me and my family's best interests. She is very upfront with her philosophy of not trying to "beat the market" but rather focusing on smart investments that can sustain and grow your finances in a strong and stable way. I feel so lucky to have found Kelly and to be able to lean on her with any of my questions, concerns and worries at any time through this journey. I know that my family's financial future is in really good hands and I would recommend working with her to anyone who wants a truly personal, thoughtful and, it sounds strange to say it, but fun experience managing their finances.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Jennie A.

Exceptional Assistance

✅ Wealthtender Certified Advisor Review™

Apr 09, 2026

Elias has been exceptional in his assistance and guidance. He has always been responsive and available when needed. He has become an integral part of our organization's investment strategy.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Brian

Amazing Advisor

✅ Wealthtender Certified Advisor Review™

Apr 09, 2026

Elias is an amazing advisor. He is very caring and listens to your thoughts and concerns as well as advices you the best direction for your portfolio.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Heather Anderson

What can I say about Holly??

✅ Wealthtender Certified Advisor Review™

Apr 09, 2026

My late husband and I have been clients of Holly's for over 15 years. When my husband passed away nine years ago, I don't know what I would have done without her. Holly has gone above and beyond for me. Always patient, she takes the time to explain things to me so I understand the steps she is taking and the reason why. I am very happy to have her as my financial planner.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Susan V

A financial team that actually listens

✅ Wealthtender Certified Advisor Review™

Apr 09, 2026

We came to Sanctuary feeling completely overwhelmed and misguided from our previous financial planning advisory. We had a vague sense of where we wanted to be financially, but no real idea if our current plan was going to get us there. From the very first meeting, Sarah and Jim put us at ease and really helped us better understand how we feel about money and how our views differ. They never rushed us and never made us feel embarrassed for not knowing something. They took the time to explain every concept in plain language until we genuinely understood it, not just nodded along. Sarah and Jim didn’t just look at our investments in isolation, they walked through our full financial picture: retirement goals, tax exposure, estate considerations, insurance, even our short-term cash needs. Every recommendation came with a clear explanation of the “why” behind it, and they followed up consistently to make sure everything was on track. What really sets this duo apart was how relatable they felt. These weren’t people rattling off jargon to impress me. They shared real examples, asked genuinely curious questions about our life and priorities, and adjusted their approach based on what actually matters to us. We left every meeting feeling informed and confident, not talked at. Couldn’t recommend them more highly.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Dianne and Jeff

Excellent investment advisor

✅ Wealthtender Certified Advisor Review™

Apr 08, 2026

We've worked with Elias for several years and found him to be extremely helpful in managing our investments. He is very knowledgeable, explains things thoroughly, and gives ideas and suggestions in a non-pressured way. He follows up regularly to ensure our needs are being met, and is always available to answer questions or concerns. He is our trusted advisor.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Lori W.

Great Help for the Self Employed!

✅ Wealthtender Certified Advisor Review™

Apr 08, 2026

After years with a traditional advisor charging 1% of assets under management and not feeling like we were getting much for it, I did a lot of research to find a fee-only planner. That search led me to Allen, and I'm so glad it did. Allen is in Dallas and we're not, but that hasn't been an issue at all — he meets with us in person when we come up to visit, and we Zoom regularly in between. From the very beginning he took the time to get to know us and understand our situation before jumping to any recommendations. We are self employed so our income varies and makes our situation a little harder to plan for. But Allen has always gone the extra mile to make sure we understand what targets we need to hit in order to make our plan work. He's knowledgeable and professional but also just really easy to talk to. He explains things clearly. He is very organized. I've even had my kids start working with him too. I couldn't recommend him more!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Kasey

Impeccable honesty

✅ Wealthtender Certified Advisor Review™

Apr 08, 2026

I’ve been very impressed by Elias’ knowledge and integrity. His explanations of some of the subtleties of investment options is impressive. He always gives us the option of how to invest our funds after a careful explanation of the pros and cons. I fully trust his advice.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Warren D Anderson

Best Financial Decision Ever

✅ Wealthtender Certified Advisor Review™

Apr 08, 2026

We have put off talking to a financial advisor for years because we aren’t the best with our money. We have accumulated debt due to medical/dental and car issues but it’s because we didn’t save anything for these situations. Alexis was not judgmental and was patient with us. We had several meetings with him (virtually) around my husband’s work schedule and he really took the time to understand our situation. He helped me roll over 401ks from other companies into one IRA which I had also put off for years. We are not rich people so even wondered if someone would think our situation was worth their time. Alexis didn’t push us off to junior associates like other companies would. We highly recommend Alexis and look forward to many years with him.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Ken and Steph H

He thinks of the things I didn't know I didn't know

✅ Wealthtender Certified Advisor Review™

Apr 08, 2026

I have worked with Chris for four years. I found him by Googling "fee only financial advisor". I am very glad to have found him because I understand very little of the whole financial - investment world, but he does and has done very well with my investments. He has also brought up many considerations I had not thought of: long term health care planning, where I want to be in the next five, ten and fifteen years, how I want to support my daughter, how to protect her inheritance with a trust, tax considerations and much more. He is trustworthy and I recommend him.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Dan

Retirement demystified

✅ Wealthtender Certified Advisor Review™

Apr 08, 2026

Holly gave my wife and I advice on planning our retirement life over 10 years ago and it worked out very well for us. Holly is a lifelong resource.

Relationship to Financial Advisor: Former Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

John

Someone to help watch over me

✅ Wealthtender Certified Advisor Review™

Apr 08, 2026

I have known Holly for over 38 years, and my wife and I have been clients of hers for quite some time. I believe it is incredibly important to have a professional eye review your financials to ensure you are diversifying properly and that your 401(k) and retirement plans are on the right track. We regularly tune up our cars and see doctors for check-ups, yet many people neglect to have their financial future reviewed. I recently saw a sign at the dentist that resonated with me: "Prevention is affordable... Neglect is expensive." I use this analogy often because making adjustments early is far better than attempting corrections later in life when the impact can be devastating. I highly recommend reaching out to Holly to discuss your financial goals.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

EJ Foody

Very helpful

✅ Wealthtender Certified Advisor Review™

Apr 08, 2026

Holly provided us with very helpful and useful financial guidance towards deciding whether we should build a new house. We also have complex finances, which she was able to handle well. Highly recommended.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Ian Ippolito

Candid & Clear

✅ Wealthtender Certified Advisor Review™

Apr 08, 2026

I was looking for an impartial review of my overall financial situation and found Holly through an online search. After our initial (complimentary) call, I felt very comfortable engaging with her to help me sort through my multiple accounts and many questions. At all times, she was patient, candid, and clear…especially when re/explaining options and/or responding to subsequent requests for support. I highly recommend working with Holly.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Michele Bisceglie

Excellent Service

✅ Wealthtender Certified Advisor Review™

Apr 08, 2026

I have been a client of Elias Friedman for 15+ years. He is always professional and does a great job of listening and addressing my financial needs. He is trustworthy and consistently delivers excellent customer service! I truly enjoy working with him!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Elissa

Very thorough and competent advisor.

✅ Wealthtender Certified Advisor Review™

Apr 08, 2026

We are retired and trying to manage assets to meet needs while allowing flexibility to travel and enjoy retirement. Elias has consistently advised and offered options to meet our requirements while helping us grow our portfolio

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

T L

Trustworthy and recommended

✅ Wealthtender Certified Advisor Review™

Apr 08, 2026

Elias has managed my portfolio and my late father's as well going back 20 years. He is trustworthy, ethical, humble, reliable, knowledgeable, and always puts his clients needs first. Cant imagine working w anyone else and also cant imagine a better person to manage our wealth. Cant recommend enough.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Jeff Kirsch

Highly Knowledgeable and Professional

✅ Wealthtender Certified Advisor Review™

Apr 08, 2026

After working with Elias Friedman for a few years, I'm happy to say that he is a highly competent financial adviser, and has done a great job of portfolio management. He brings much to the table for the skilled investor, as well as the relative neophyte -- very available, personable, customer-focused, and always willing to explain complex market dynamics in an understandable way. I highly recommend Elias Friedman and his team.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Ken

Exceptional Advisor you can count on

✅ Wealthtender Certified Advisor Review™

Apr 08, 2026

Working with Elias has truly been life-changing. From the very beginning, he always took the time to understand my goals, concerns, and financial situation without ever making me feel overwhelmed and explains everything in a way I understand. I feel confident about my financial future because I understand the plan we’ve built together. Elias is incredibly responsive, patient, and always go the extra mile to make sure I’m comfortable with every decision we plan. I have full confidence in him! I can’t recommend Elias enough. If you're looking for someone who genuinely cares and knows what they’re doing, Elias is that person. I couldn't imagine my financial planning without him as a part of it.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Michelle I.

A Guiding Light in the Retirement Planning Maze

✅ Wealthtender Certified Advisor Review™

Apr 08, 2026

Although I’ve been acquainted with Elias for over 20 years, I hadn’t really started planning for retirement until just recently. I went to meet Elias at his office and he greeted me with a very warm story about my late husband who had passed away several years ago. We picked up from there like old friends. He had given me a list of a few things to bring and we went through everything. Elias helped me plan and walked me through everything at a level that I could understand. He offered suggestions and we made some changes to some of my accounts over the next few days. When I emailed or called with questions, he was right there with answers. I feel confident and comfortable with the plans I have made. I know that I will continue to work with Elias over the next few years as I transition to retirement. I am very pleased and grateful to have his help.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Kathy M

Highly recommend

✅ Wealthtender Certified Advisor Review™

Apr 08, 2026

I have been working with Elias Friedman since approximately 2021 and he has always been very professional & helpful with my finances. He has years of experience, and it gives me a sense of peace in our ever-changing economy. I highly recommend Elias.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Lori Pickering

Very Happy

✅ Wealthtender Certified Advisor Review™

Apr 08, 2026

Working with Elias has been a wonderful experience. He takes the time to learn about his clients and talks through their personal financial goals. Elias communication style is very informative from emails to phone calls he is always willing to help.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Anonymous

An advisor who cares about you in addition to giving excellent financial advice.

✅ Wealthtender Certified Advisor Review™

Apr 07, 2026

Our financial advisor retired and recommended Elias Friedman to us. The transition was seamless and he took the time to get to know us so he would know how best to advise us. He has done that for many years. When my husband died he showed such compassion along with the expertise to assist me in all that was necessary to complete the required administrative changes along with reevaluating my investment needs and goals. I highly recommended Elias and Kadima Wealth.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Anonymous

5 Stars

✅ Wealthtender Certified Advisor Review™

Apr 07, 2026

I am delighted with LPL. They've stayed with me for years and Jeff Judge has been exceptionally helpful. I've gotten good advice. He's managed my assets professionally and has always been available answer my questions. He helped me consolidate several accounts into one manageable asset. He took the guesswork out of what could have been a complicated process. I trust him to be there and guide me through issues in which I have no expertise. But he does this all the time and has proven to be trustworthy. I do recommend Mr. Judge. You will not be disappointed.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Kim Wright

5 Stars

✅ Wealthtender Certified Advisor Review™

Apr 07, 2026

My husband and I met Mark and Jeff in 2014 when my husband left his job after 23 years. We met with Mark and Jeff to decide where to invest his retirement money. Before that decision was made, they took their time to understand our entire financial picture and based on that they gave us several options on where we could invest. They were very easy to talk with and made the conversation easy to understand. They are easy to get in touch with if you have questions and provide answers quickly. When it came time for me to retire, I also rolled my retirement investments into accounts managed by Mark and Jeff. We have also setup our estate planning as well as long term health planning based on advice we have had in review meetings in the years following our initial meeting. We have even referred our daughter and son in law to them. Highly satisfied with the investment service and customer service.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Sharon Lewis

A Professional You Can Count On

✅ Wealthtender Certified Advisor Review™

Apr 07, 2026

My wife and I have been clients of Elias for nearly 2 decades. Early on we built a strong relationship of trust and confidence in his knowledge, experience and personal attention in guiding us in financial matters. By getting to know us better he was able to suggest investment strategies that both meet our goals as well as working within our risk tolerance. Even though we moved out of state he remains in frequent contact with us especially when there are significant developments with likely volatility on the markets. Elias willing provides explanations that are always easy to understand, and his team is very responsive and efficient. Because of how satisfied we are with his performance, we did not hesitate to follow Elias to Kadima Wealth, and highly recommend his services.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Fred Latzke

Honest and Professional advice.We appreciate Elias Friedman and his helpful insight.

✅ Wealthtender Certified Advisor Review™

Apr 07, 2026

We have compete confidence in Elias Friedman and his financial direction for our retirement plan.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Lloyd T Hansen

Above & Beyond Financial Advice

✅ Wealthtender Certified Advisor Review™

Apr 07, 2026

Kelly is such a pleasure to work with. She really makes financial advisor meetings feel like therapy all while helping us align on our financial goals. She helped us through multiple tax seasons, home ownership changes, job changes (that come with new 401K plans, health insurance and all of the other fun things), big decisions (like buying new vehicles), and a ton of other things we wouldn't have gotten through as seamlessly without her help. I really enjoyed every meeting we have with Kelly. It's always helpful to have dedicated time to realign on our financial goals, discuss money management, and talk about where we want to go. If you're a couple, girl boss, guy boss, or anyone in between, hire Kelly. You won't regret it.

Relationship to Financial Advisor: Former Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

- K A

Driven, focused, a financial warrior with a smile

✅ Wealthtender Certified Advisor Review™

Apr 07, 2026

Nick is a one-in-a-million. He will take the time and put in the effort to build your trust in this ever-changing financial world. From day one, Nick has worked endlessly to communicate, plan and deliver real success. He will work with you as a team, curating a plan tailored to your specific financial goals and he will deliver. I am extremely happy I placed my trust in Nick and Sykon Capital, and know you will too.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

James C

The Best Financial Advisor

✅ Wealthtender Certified Advisor Review™

Apr 07, 2026

I' ve been with Elias for many years! He is always ready to answer questions and provide help with finances. i feel like we are friends. He is very competent and trustworthy. Elias is always patient and understanding. He appreciates his clients. And I appreciate him for taking good care of me.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

K.Bell

Investing using Christian values as the cornerstone for your financial plan

✅ Wealthtender Certified Advisor Review™

Apr 07, 2026

We needed someone to help guide our investment strategy in a way that fit our Christian beliefs. We searched for a long time and were blessed to find Mark. He is diligent in his process to vet investment options to insure we are not working against God's plan. He is easily accessible to answer our questions and took on the challenge to meet the goals we were seeking.

Relationship to Financial Advisor: Client Since 07/2023

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Jim H.

Helping us plan every chapter with confidence!

✅ Wealthtender Certified Advisor Review™

Apr 07, 2026

I was first referred to Brandon over 15 years ago when I changed jobs and needed help rolling over a 401(k)—and working with him has been one of the best decisions I’ve ever made. Since then, Brandon and his team at Kennedy Financial Group have been by my side through so many life milestones: career changes, getting married, raising children, and even the loss of a parent. At every stage, they’ve provided thoughtful guidance—not just with investments, but with the bigger financial picture. From wills and trusts to college savings, retirement planning, and even refinancing our home, they’ve helped us navigate it all with confidence. Anytime we start thinking about a new goal or life change, one of our first thoughts is, “We should call Brandon.” That says everything. He and his team truly care, deliver exceptional service, and make you feel known and valued. I can’t recommend them highly enough.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Faith C

Best Financial Advisor

✅ Wealthtender Certified Advisor Review™

Apr 07, 2026

Assaf has been my financial advisor for over 25 years providing personal, professional and excellent financial investment counseling. He is very knowledgeable and thorough in seeking investment products to accomplish financial goals for his clients. Assaf and his team are very responsive to questions or concerns and always respond in a timely manner. Even though I am remote, Assaf contacts me regularly, we meet when appropriate and I am kept abreast of important investment information. I recommend Assaf Pinchas, CFP for all financial investment needs.

Relationship to Financial Advisor: Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: AFGAS has not provided any compensation for the testimonials shown. Without affecting intent or scope, the testimonials shown may have been corrected for spelling and grammar. The testimonials shown have been invited, have been selected from among all client feedback, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials. Future performance or experience is not guaranteed.

Veronica A.

One of the Very Best!

✅ Wealthtender Certified Advisor Review™

Apr 07, 2026

I have worked with Elias for approximately 20 years. He is a fiduciary who genuinely cares about his clients financially and personally. He works hard to understand our goals and then provides options to accomplish those goals, even as they change, and recommendations with solid analytical knowledge behind them. He is a wealth of knowledge on the current state of financial affairs globally, and keeps his clients advised of anything that might affect investments either positively or negatively. HIs experience gives him a unique understanding of market history, trends, and likely (not guaranteed) outcomes. We consider him a partner in managing our financial future. Because of him we have not experienced any "surprise" results in our investments and have been able to secure our financial future. He always makes time for us and we never feel as if we are being rushed, pressured to make decisions, or pushed in any one direction for our investments. You will never find a more ethical, honest or personable financial advisor to trust with your financial investments.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Jeanne M. Wagner

Retirement Transition

✅ Wealthtender Certified Advisor Review™

Apr 07, 2026

I have been a client of Elias’ for about the last four years. I met him in the beginning of my retirement from my long time work as a nurse. I have found Elias to be from our first conversation: immensely knowledgeable, professional, and personable. The goals and the recommendations discussed always included me in the thought process, addressing any multitude of questions I might have with kindness and patience. Elias conveys that he always has time to share. And he has a wonderful manner in not only providing financial information, but making it respectfully understandable.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Pamela

Very valued financial advisor

✅ Wealthtender Certified Advisor Review™

Apr 07, 2026

Elias has been such a wonderful financial advisor in every way. He makes one comfortable and has a great friendly personality. I trust him in his decision making and have never felt pushed into something. He’s a true fiduciary advisor. I rely on his advice. Wouldn’t be in this great financial position without him!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Mary A Blasz Freeman

Great advisor

✅ Wealthtender Certified Advisor Review™

Apr 07, 2026

Elias has been very helpful for many years. He isn’t pushy at all. He hasn’t recommended any investments that I don’t understand. He is very helpful and trustworthy. I’ve recommended him to other people.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

David M

Subpar investment choice.

✅ Wealthtender Certified Advisor Review™

Apr 07, 2026

I invested with them for a little over a decade. Got me below market returns and all they do is a long term budget. They have no direct control of assets and the fee they charge as a middleman is too high. Plus you pay another fee on top to the firm that avtually does the investing. Moved my investment to a firm that is actually involved and directly manages the investment for a significantly lower fee. Only reason they got 2 stars was because they are nice.

Relationship to Financial Advisor: Former Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.

Alexander Akeroyd

Problem solved

✅ Wealthtender Certified Advisor Review™

Apr 07, 2026

Charles Garcia has been extremely thorough in taking our information and providing us with a clear picture of where we are at financially, and providing clear options and experienced advice. We walk in with questions, and we walk out with answers and peace of mind. We have been with PAX for approximately 12 years and the advice we have received is now serving us in my recent retirement. No regrets.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.

Jerry Ankrom

Quality Professional Financial Advice & Account Management

✅ Wealthtender Certified Advisor Review™

Apr 07, 2026

I have been a PAX client for approximately 20 years. The staff are helpful and truly care about the clients. The information and guidance provided by advisor Roger Stukkie is complete and comprehensive. I have been very pleased with my account returns and feel confident in my financial position.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.

Beth C.

wonderful experience through the years

✅ Wealthtender Certified Advisor Review™

Apr 07, 2026

My wife and I have been with Pax since their inception first working with Darrel himself then Andres Gutierrez, Brian Wing and now Greyson Hanna. All of our meetings and interactions have been very positive, educational and uplifting with the main focus always on our needs (and wants) with our financial well-being always the main focus. Our portfolio has increased above our expectations, and we have the added benefit of peace of mind regarding our financial future.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.

Wayne Mayfield

PAX is awesome and truly cares

✅ Wealthtender Certified Advisor Review™

Apr 07, 2026

The entire PAX team is great. They're responsive, knowledgeable, and truly care about their clients.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.

Ryan H.

Respectful, Trusted, Caring & Extremely Knowledgeable

✅ Wealthtender Certified Advisor Review™

Apr 07, 2026

Elias has been my financial advisor since 2015. At the time I began working with him, it was approximately 6 years before my retirement. He has been instrumental in regularly reviewing my accounts with me in terms which I can understand and with ascertaining my financial needs and projected future needs. He also regularly discusses financial alternatives, if necessary, based on my needs while keeping in mind all that is going on in this tumultuous world! Elias always involves me in actively making my own financial decisions based on the very expert guidance and information he provides me. Above all, Elias is an extremely respectful, trusted, and very caring human being and advisor. I can't recommend him enough!!!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Karen

Elias Friedman 5 stars

✅ Wealthtender Certified Advisor Review™

Apr 06, 2026

My Wife and I have worked with Elias for many years. Elias is kind, friendly and helpful. He has guided us thru several different financial situations with positive results. I have recommended Elias to friends and family.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

George

Elias is very knowledgeable, pro-active, and attentive to my needs.

✅ Wealthtender Certified Advisor Review™

Apr 06, 2026

I have been a client of Elias's for over two decades. He has consistently served my needs very well and is aware of my goals and objectives and is informed of my tax situation. He stays up to date on my holdings, and presents alternatives on a regular basis. He is always available to answer any questions I may have.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Tom

Great Financial Advisor

✅ Wealthtender Certified Advisor Review™

Apr 06, 2026

Elias : help my husband years ago i believe it was around 2001 After my husband passed away in 2013! Elias then help me out after Rich passed away. Never meet him till I had a meeting with him to talk about what the information he was going to give to me (because Elias and my husband where involved not me). Elias guided me though everything what this was about. If there was was problem I always could talk to him on the phone our come into his office! He always made me feel comfortable with our talks. I told my mom and dad about him and that’s where they came to invest with Elias. Though the years he became a good friend to me and my family. Always making sure we are ok! He really is an amazing person.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Natalie Maxwell

Professional, Knowledgeable and Honest

✅ Wealthtender Certified Advisor Review™

Apr 06, 2026

Elias Friedman is my financial advisor. On a scale of 1-10 with ten being the highest, I rate him a TEN. His professionalism, honesty along with his great communication skills is very impressive. I also trust his experience, and expertise advise.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Anne Schultz

Honest and professional

✅ Wealthtender Certified Advisor Review™

Apr 06, 2026

I have Known Elias for quite a while. He is professional and most important honest. Does not pressure you just gives you options. Elias gives updates that are relative to world events and how they can help/hurt your portfolio. All around gentleman and I enthusiastically recommend!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Jeff Siwek

Elias Friedman Financial Advisor

✅ Wealthtender Certified Advisor Review™

Apr 06, 2026

Elias Friedman has been my financial advisor for 9 years and I would recommend him in a heartbeat. He is knowledgeable, professional, personable and is results driven. What makes Elias so successful is he enjoys his job.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Jerome O'Donnell

5 Stars

✅ Wealthtender Certified Advisor Review™

Apr 06, 2026

Working with Cadence Wealth Partners has been a wonderful experience. Sean really listens and takes the time to understand what I’m thinking and feeling, which makes a big difference because financial decisions can feel overwhelming. He helps me process everything and make confident decisions without ever making me feel judged. The whole experience is positive, supportive, and encouraging — I always feel heard and taken care of. Leslie is great, too!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Ann Benfield

A very knowledgeable person. He’s guided us for years for our planning for our retirement.

✅ Wealthtender Certified Advisor Review™

Apr 06, 2026

Elias always makes time for us to help us through whatever we need to do to guide us to our retirement goals

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Fred Edwards

A trusted Advisor and friend.

✅ Wealthtender Certified Advisor Review™

Apr 06, 2026

I have been a customer of Elias for over 20 years and have relied on his advice on my financial journey. I have never been disappointed with the help, advice and counsel he has given me along the way.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Robert Pioch

Well done

✅ Wealthtender Certified Advisor Review™

Apr 06, 2026

I have been a client of Elias’ for 17 years. I trust that he will counsel me to the best options, and so far he has. I will continue to use Elias.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Elizabeth

The best investment manager.

✅ Wealthtender Certified Advisor Review™

Apr 06, 2026

Elias takes a very personal interest in me and my investments. He looks after me like I was his favorite child. I am very pleased with his service. I've had a working relationship for a long time and have been very happy with the return on my investments, which can only be attributed to Elias. That's the bottom line.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Jim, Niles, IL

Trustworthy, honest, and highly recommended

✅ Wealthtender Certified Advisor Review™

Apr 06, 2026

I have been a client of Elias' for over 20 years. He has always listened to my needs and shared his knowledge with me to make informed decisions. I would highly recommend him.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Sue

Great to work with

✅ Wealthtender Certified Advisor Review™

Apr 06, 2026

It is a pleasure to work with Elias! He is very intelligent and informed. He has earned my trust many times over.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Cindy

Great Financial Advisor

✅ Wealthtender Certified Advisor Review™

Apr 06, 2026

Elias has been our Families Financial Advisor for a Very long time now . Elias has always made us feel like we come first and is always there when we need him , Very professional, he keeps us well informed about any changes that may occur and is very clear and understanding so there is no confusion to any conversations we might have leaving every conversation with clarity and making us feel calm and confident in the decisions we make with him . At the end of the day overall Elias is a great financial Advisor, and is always there if we need anything he makes us feel good that we made a good choice I would highly recommend .

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Michael Maxwell

Personable Trustworthy Financial Advisor

✅ Wealthtender Certified Advisor Review™

Apr 06, 2026

We had been searching for a financial advisor for quite some time, asking friends and family for recommendations. A close friend and neighbor shared that she and her family had been working with Elias for years and spoke very highly of him. After a few Zoom calls with other advisors, Elias ultimately stood out as the best choice. Even before managing my accounts, he offered valuable guidance on how to allocate my 401(k). Since then, we’ve transferred all of my wife’s finances to him, along with the funds I’m able to move as well.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Bruce Alan

Professional with knowledgeable concerning wealth management

✅ Wealthtender Certified Advisor Review™

Apr 06, 2026

Mr. FRIEDMAN has been our Financial Wealth Advisor for the last 10 years. He is very dedicated and knowledgeable about his career passion, yet he not only approachable, available, but most of all caring and compassionate for his clients.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Marlene Alcorn

review for Elias Friedman

✅ Wealthtender Certified Advisor Review™

Apr 06, 2026

Elias Friedman has been managing my money for a few years now. Elias is easy to work with, very communicative, and has been helping me grow my portfolio. I enjoy working with him and feel positive to recommend him to others.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

jeffrey traugot

Fredrick Standfield is AWESOME!!

✅ Wealthtender Certified Advisor Review™

Apr 06, 2026

Frederick helped me get organized 1 1/2 years after retirement. He taught me so much. I thought I was organized and prepared for retirement for many years. His knowledge and skills helped in ways that I had never planned or prepared. He is very kind, pleasant and more!!! Thaks

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Susan Ernest

Lee Swinford is a knowledgeable, well prepared and respectful wealth manager.

✅ Wealthtender Certified Advisor Review™

Apr 06, 2026

Lee continuously demonstrates expertise in providing recommendations for investment portfolios that achieve optimal performance. He ensures that clients receive appropriate levels of communication and in-person meetings to evaluate investment vehicles. Lee is fully prepared when discussing portfolios and recommends opportunities for enhancing rates of return while ensuring asset safety. I highly recommend Lee and Symphony Wealth Group.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Keith Kirchner

CFP Tutor

✅ Wealthtender Certified Advisor Review™

Apr 06, 2026

Mike was an excellent tutor—extremely patient, knowledgeable, and supportive throughout the entire process. He had a great ability to break down complex CFP concepts and explain the underlying theories in a way that actually made sense. Thanks to his guidance, I was able to truly understand the material rather than just memorize it, which made a huge difference on exam day. His help played a big role in me passing the CFP, and I would highly recommend him to anyone preparing for the exam.

Relationship to Financial Advisor: CFP tutoring student

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Mary Elizabeth C

Empowering women

✅ Wealthtender Certified Advisor Review™

Apr 05, 2026

Sandhya has a genuine review of empowering women to understand and take control of their finances. I’ve found her to be diligent and sincere and someone who has navigated it herself.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

VNG

28 years of Wealth Management Advice and More

✅ Wealthtender Certified Advisor Review™

Apr 05, 2026

Wealth Management Advice and More I met Vince Rossi through a University of Arizona extension course about investing and wealth management that I took 28 years ago. I was a medical professional and highly valued education, and also valued those who felt the same. It was important to me to understand enough of the field to feel confident in the advice I was given, without having to run that management myself. I followed Vince and his associates from a brokerage firm into their own firm which gained credibility in my eyes by operating in a fee only fiduciary standard where I become even more confident that the sole driver of the advice was what was in my best interests, and my family’s best interests, in both the short term and the long term. In addition, I became convinced that things I valued like safety, security, privacy and ongoing education and expertise—they also valued. They walk the talk at ICW. Over the years what I have seen is that Intelligent Capitalworks members got to know us as a family, and through these years have developed a deep and broad understanding of our goals and what makes us tick. As personal or professional challenges have come our way, or if our goals have shifted, they have taken the time and nonjudgmentally helped us assess our choices. They made us feel secure. Lastly, as various decisions have come about, whether involving saving or spending, investments or taxes, healthcare or insurance, help in finding other advisors, or creation of legal documents for our future security, no task seems too large or too small to them. It seems if it is important to us, it is also important to them to help solve. They are attentive and responsive, and they care that we do well. Who would not be grateful for advisors that not only are highly responsive experts, but who care deeply about the clients they serve? Judy F.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Judy F.

5 Stars

✅ Wealthtender Certified Advisor Review™

Apr 04, 2026

Very knoweldgable, practiced and well versed!! I've had the pleasure of getting to know Evan at NoDa Wealth pretty well in recent years since onboarding. Most importantly to me are the measures of trustworthiness and character, which gratefully, I can attest to. thanks, will recommend! good fiduciary

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Yusef Husseini

5 Stars

✅ Wealthtender Certified Advisor Review™

Apr 02, 2026

Founders Grove Wealth Partners are the best! Professional, friendly and always has our best interests at heart. Would highly recommend to anyone looking for a quality, top-notched financial advisor!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Jim

Sound Decision

✅ Wealthtender Certified Advisor Review™

Apr 02, 2026

We began our association with Bouchey Financial Group three and a half years ago. After investigating other financial firms, we started conversations with BFG which included them performing an analysis of our investments, then providing feedback, recommendations, and a transparent proposal. Their customer focus, thoroughness, and professionalism during the process gave us a better understanding of our investments, where BFG could add value, and a snapshot of what working with BFG would be like. They invested considerable time to the process, were always available, and encouraged us to take ample time for review and consideration. Harmony Wagner has been our key advisor from the start, and we feel confident with and fortunate to have her expertise. Since we came on board, she has earned her CPWA advanced professional designation in addition to her CFP certification adding to our confidence. In addition to her expertise and comprehensive perspective we benefit from the entire firm’s experience, expertise, and shared philosophy. It is worth noting that Steve Bouchey has always been available reaching out regularly and setting the tone. Jamie Durkee, Catherine Buck, Angela Scesny, Angie Gavin, and Lauren Bouchey have also provided much professionalism, assistance, and support contributing to the positive experience.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Christina and Ron

Darcy Borella Gonsalves is the best!!

✅ Wealthtender Certified Advisor Review™

Apr 02, 2026

Darcy is special. She goes above and beyond. I got hacked recently, was beside myself with anxiety. Darcy took me by the hand practically and walked me step by step through the terrible process of taking care of this problem, including hours on the phone , sending me phone numbers and links to businesses to protect my bank accounts and my identity. I honestly don't know what I would do without her. She had helped me many times since I retired and gives great advice. I'm so blessed to have her as my financial advisor. I trust her completely. Thank You Darcy!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Debbie Williams

Bouchey Financial Group for the Win, Place & Show!

✅ Wealthtender Certified Advisor Review™

Apr 02, 2026

My wife and I have been clients of Bouchey Financial Group for 20+ years, and we are pleased to offer our strongest recommendation. Over the years, their team has provided thoughtful, comprehensive guidance across a wide range of financial matters, evolving with our needs—including investment management, , deferred benefit plans, tax strategy, estate planning, Roth conversions and more. At their core is the culture and leadership behind the firm. There is a genuine sense of collaboration, integrity, and client-first focus that comes through in every interaction. That consistency has given us confidence and peace of mind through changing markets and life stages. We are grateful for the long-standing relationship we’ve built with their team and the sound advice that has helped guide our financial decisions. We would highly recommend Bouchey Financial Services to anyone seeking experienced, trustworthy, and forward-thinking financial advisors.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Amazing value!

✅ Wealthtender Certified Advisor Review™

Apr 01, 2026

Josh doesn’t limit himself to traditional advisory- he goes above and beyond for his clients and has a great network of professionals he can refer clients to. He has helped us do everything from transitioning to s-corp to evaluating life insurance options and did it all with a kind and thoughtful approach. Cannot recommend him more!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Ben

14 years of Intelligent Wealth Management

✅ Wealthtender Certified Advisor Review™

Apr 01, 2026

We have worked with this wonderful firm for 14 years and are truly grateful for their partnership. They took the time for deep client education and thoughtful planning before any implementation, giving us real peace of mind. Their dedicated six-person team brings impressive expertise, certifications, and experience across every discipline. We enjoy connecting through in-person meetings, calls, and videoconferencing that always feel personal and supportive. Their comprehensive work covers full plan development, documentation, maintenance, and seamless workflow execution. We’ve benefited from their expertise in wealth management planning, financial education, cash flow and liquidity management, debt review, retirement and tax planning, risk and insurance, portfolio construction, investment management, and trust and estate planning. They coordinate beautifully with our estate planning attorney. We appreciate their fee-only approach with no product commissions. Review meetings are always high-quality, warm, and followed by excellent follow-through. They uphold the highest fiduciary standard, foster a caring culture, and are deeply committed to our comprehensive wealth management. We highly recommend them.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: Intelligent Capitalworks invites wealth managment clients to write reviews about their experiences working with us that can help others decide if we may be a good fit to work together. Each client review may not be representative of the experience of other clients.

Dr Rob

5 Stars

✅ Wealthtender Certified Advisor Review™

Apr 01, 2026

Spenser has been great. He makes your personal finances more digestible if you are not quite as financially literate as you might like to be. Definitely recommend to those in the industry that could use some additional guidance to financial freedom!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Thriving Musician LLC dba Motif Planning to publish their testimonial or endorsement. Outcomes are personal and specific and one person’s experience does not guarantee identical outcomes in the future for another person.

Jordan Levine

Kelly is amazing!!

✅ Wealthtender Certified Advisor Review™

Apr 01, 2026

My husband and I have been working with Kelly for the last couple years and she is an integral part of our financial lives! We are thirty somethings who both own businesses, just bought a house and have big plans for our future, and Kelly has helped us navigate the complexities of all of that and more. My husband is in finance and therefore knew how important it is to have someone wholly dedicated to our financial picture. Plus, we were seeking a third party, unbiased guide to help us through big life decisions, which is where Kelly came in. As someone who knows very little about the nuts and bolts of this area, Kelly has made big topics extremely approachable for me, which have allowed me to be an active participant in the big financial decisions in our lives, rather than on the outskirts. As someone with anxiety around money, Kelly has also helped me identify the safe limits of spending and has brought so much peace of mind. We just navigated the purchase of our first home while growing and scaling two businesses with ease thanks to Kelly's guidance. The clarity she brings is priceless. Beyond that, I know I have a partner in Kelly for the longterm and feel extreme peace of mind knowing she will grow with us as our financial picture evolves. :)

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Kay N.

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 31, 2026

I came to Spenser for help with my finances. What I didn't expect was a fundamental shift in how I think about money, my relationship with it, and how I see myself, financially and beyond. My approach to money today looks drastically different than it did before working with him. Spenser takes a truly holistic approach. It's not just theory. It's like having a business manager in your corner without having to hire one. I was busy and my finances weren't getting the attention they deserved, but Spenser set up manageable systems and, through our sessions, helped me prioritize the right moves to position myself for long-term success. While reshaping my money story, I was also taking real, strategic action, and together, the mindset and the execution created meaningful, lasting change in how I approach money. There's genuine excitement and new energy in how I now approach financial decisions. Spenser helped me build a clear vision of wealth and value and has been instrumental in helping me see my financial picture, and my potential, in a completely different light. Spenser is not just another financial planner. He's part guide, part coach, part advisor, part teacher, all delivered with calm, grounded wisdom. I highly recommend Spenser's approach and strategy to understanding and managing your financial life.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Thriving Musician LLC dba Motif Planning to publish their testimonial or endorsement. Outcomes are personal and specific and one person’s experience does not guarantee identical outcomes in the future for another person.

Tracie

CFP Tutor

✅ Wealthtender Certified Advisor Review™

Mar 31, 2026

I just passed my CFP exam, and I genuinely could not have done it without my tutor. From day one, he had a clear plan for tackling the material and knew exactly where I needed the most work. He has a real gift for breaking down complex financial planning concepts into something that actually sticks. What set him apart was how invested he was in my success, he was always available, endlessly patient, and never made me feel discouraged even when the material felt overwhelming. If you're serious about passing the CFP, I can't recommend him highly enough. Worth every penny and more.

Relationship to Financial Advisor: CFP tutoring student

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Connor G.

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 30, 2026

Because John has owned a business in the real world, he is way more approachable and relatable. He always makes time for us and truly has a servant's heart.

Relationship to Financial Advisor: Former Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

John Ford

Joseph

✅ Wealthtender Certified Advisor Review™

Mar 30, 2026

Jim and Gage have become trusted friends that answer our queries promptly and twice yearly discuss our retirement with a well organized printed summary .

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Joe and Sue Payton

Exceptional Strategic Guidance and Peace of Mind

✅ Wealthtender Certified Advisor Review™

Mar 30, 2026

My wife and I started working with Matt last September, and he is hands-down one of the best. Since we are stationed overseas in Germany, having someone who really looks at our big picture and helps us navigate our goals has been a huge relief. Matt gives thoughtful, strategic advice—especially recently with his guidance on market volatility that helped us confidently 'stay the course.' He genuinely cares about our progress and takes the time to make sure we understand our plan. We are so happy with the progress we’ve made thanks to his advice!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Phil B.

Outstanding Service and Day-to-Day Support!

✅ Wealthtender Certified Advisor Review™

Mar 30, 2026

The level of service Jordan provides is truly exceptional. From the moment we started working with him, he has made us feel like his top priority. He handles so much of the heavy lifting for us—from tracking down rollover checks through the APO mail system to keeping us completely on track with our estate documents and taxes. It is such a relief to work with someone who is not only excellent at what they do, but is also genuinely responsible, responsive, and caring. We couldn't be happier with his help!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Phil B.

moving across the pond

✅ Wealthtender Certified Advisor Review™

Mar 30, 2026

I couldn't have asked for a better adviser. Arielle helped me move back to Switzerland. It wasn't an easy task but she kept me on track, detailed and up to date. I always knew what to do or what to expect. In frantic moments, she was there. If there was a need she reached out to other people and connected me with them. Anyone working with her and her team is in good hands. I know I am and I am glad we crossed paths :)

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Barbara Grob

4 Stars

✅ Wealthtender Certified Advisor Review™

Mar 29, 2026

I’ve been working with Hazel for a few years and have found the experience to be very positive. She is knowledgeable, responsive, and helpful in guiding my financial decisions. I appreciate her professionalism and support.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Donna

Highly Recommend!

✅ Wealthtender Certified Advisor Review™

Mar 29, 2026

I’ve been working with Joe for over two years, and he has been an absolute pleasure to work with. I was looking for a financial planner and advisor who would consistently follow up and guide me through each step of the process, and Joe has exceeded those expectations. He is patient, highly organized, and genuinely invested in helping you achieve your goals. I truly appreciate his dedication and support, and I highly recommend working with him.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: Each client's situation will vary. Experiences highlighted here may not be indicative of those of most clients and may be different from those experienced in the future.

Rachel

A thorough and genuine professional

✅ Wealthtender Certified Advisor Review™

Mar 28, 2026

I was referred to Michael as I was seeking a CFP tutor. What I found was so much more. While, yes Michael is a very knowledgeable professional and can explain things in a way that is not simply 'by definition,' if you will, he explains things so that you not only understand better you also understand the 'why.' I had the privilege of working with Michael for over four months and really got to know him and his business as well. I can see why he is highly recommend in all avenues, for he is genuine and truly cares. That's what sets him apart. Look, I feel there are a lot of knowledgeable CFP Professionals out there with the IQ; yet it is rare to find one with not only the IQ but the EQ as well. His honesty and passion to see others succeed in all aspects of their lives truly shines through. I feel honored to have the opportunity to partner with him. I'd highly recommend him to anyone seeking any type of professional financial guidance.

Relationship to Financial Advisor: CFP tutoring student

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Lauren O.

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 27, 2026

Our family has relied on Tony's advice for years. We meet regularly and he (and Elyse!) always make themselves available. In the beginning they helped us understand our approach to money and helped us flesh out our financial goals. Over time they've guided us through the big financial moments in life (house, kids, retirement planning, etc) and always delivered advice based on a thorough knowledge of our personal priorities. They're proactive with advice and are willing to work through foreign pensions, RSUs, tax advisor recs etc. They show up to every meeting prepared and send out timely follow up. Highly recommend.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Stephanie Pocino

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 27, 2026

   

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Worry Free Living

✅ Wealthtender Certified Advisor Review™

Mar 27, 2026

Choosing Intelligent Capitalworks (ICW) for our financial planning and wealth management was one of the easiest and best decisions we've made. No other firm we've encountered explained their methods of investing, financial planning and wealth management as thoroughly, transparently and convincingly. As a true fiduciary, ICW charges only a professional fee—no sales of annuities with their enormous commissions or other commission-based products. Their motivations are unequivocally centered on our best interests, which builds deep trust. The better we do, the better they do. After several years with the team, we've never felt more secure about our financial future. Their review meetings are exceptional: detailed, educational, and highly personalized. They invest significant time discussing risk tolerance, asset preservation and growth strategies, realistic income streams, and our unique goals—always with clear, jargon-free explanations and excellent visual aids via their technology. The firm's culture stands out—polite, engaging, thorough, and collaborative. Every team member is highly-credentialed, continuously-trained, and fully-versed in our situation. There's no 'not my job' mentality; communication flows seamlessly across in-person meetings, video calls, phone, and email. This coordinated approach provides real peace of mind, even in volatile markets—we sleep well knowing our plan is monitored and adjusted proactively. When I call and speak to ANY member of the team, I know that any action items I might need will be executed or immediately communicated to the person who will execute the action. ICW delivers truly comprehensive wealth management: from investment portfolio construction and ongoing education, to insurance/debt review, retirement income planning, tax strategies, trust and estate planning—all woven into one cohesive roadmap tailored to our lives. They coordinate effortlessly with our accountants and attorneys, minimizing hassle. Always patient with those who might not understand the subjects so well. Intangibles matter too: the genuine care, responsiveness, follow-through, and sense of partnership make us feel like valued family members rather than just clients. Cybersecurity and privacy are top priorities, as they must be today, adding just another layer of confidence. If you're seeking a fiduciary partner committed to comprehensive, client-first planning with exceptional service and integrity, I wholeheartedly recommend Intelligent Capitalworks. They don't just manage wealth—they protect your interests through the vagaries of our capital markets. Accepting that risks are required for greater rewards, they are poised to help minimize those risks as much as possible.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: Intelligent Capitalworks invites wealth managment clients to write reviews about their experiences working with us that can help others decide if we may be a good fit to work together. Each client review may not be representative of the experience of other clients.

Laura and Bryan

Partner in Faith-Based investing.

✅ Wealthtender Certified Advisor Review™

Mar 27, 2026

Mark Lasseigne at Financial Cornerstones has helped me pursue my goal of saving for retirement while supporting my faith values. I found Mark when I searched for an advisor who followed a Faith Based investing. I do not think I could have found a more valuable partner. I appreciate Marks insight, ability to share information to help me understand or understand my concerns. I am grateful to have found him.

Relationship to Financial Advisor: Client Since 3/2012

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Fr. Corey Campeaux

5 Stars!

✅ Wealthtender Certified Advisor Review™

Mar 26, 2026

I have worked with Ryan for 6 years across investments, taxes, estate planning, and full financial planning, and the difference is the level of coordination. As someone who’s a disciplined saver and investor focused on retiring early, I didn’t need basic advice...I needed strategy. Ryan connects everything in a way that actually moves the needle. It’s thoughtful, practical, and built around real outcomes. I highly recommend Ryan as he brings clarity, confidence, and a level of thoughtfulness we were looking for. I trust him completely with the decisions that matter most for my family’s future.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

JDM

Longtime client of 29 years

✅ Wealthtender Certified Advisor Review™

Mar 26, 2026

I met Vince Rossi over 29 years ago. I was gifted, by my employer, a course in financial education. Vince presented a detailed course through the University of Arizona Extended University in Tucson. I was interested in the material and was a motivated saver but didn’t have enough knowledge or life experience to know the best place to “park my money”. Early on, I was given a risk assessment tool to reveal my true risk tolerance. I was given the book, The Psychology of Money by Morgan Housel. (A good read.) I soon realized it isn’t just making and saving money. The attitude of wealth involves family, health, security, confidence, and joy of living in and contributing to society. There is a saying, “I might not remember what you said but I will remember how you made me feel.” This has been true for me with Vince and all the team at Intelligent Capitalworks. I wasn’t a high-wealth or high-earning person when Vince agreed to accept me as a client. That didn’t, in my opinion, affect the time, care, or planning strategy he took to understand and help me meet my financial goals. Early on, Vince recommended Long Term Care Insurance and an attorney to get my will in place. I am single, with family living out of state. I didn’t want to burden my family with making arrangements for my needs in aging later when I was able to make those decisions for myself now. Later, I was introduced to a professional, competent, and pleasant trust/estate attorney to develop my trust. The team at Intelligent Capitalworks communicates securely with my tax professionals to help plan tax strategy. Charlie and Michael are continuing to guide and support my decisions about life choices in retirement. I appreciate that I have been given a comprehensive plan from the start and the encouragement to do what it takes to build resources, enjoy life, and share abundance. Vince, Charlie, and Michael have attained high standards of professional financial credentials. Very importantly, I know they renew their pledge of fiduciary commitment. I have experienced that commitment in the almost 30 years of working with everyone at Intelligent Capitalworks. Monique and Jennifer are kind, professional , and knowledgeable. I am confident that with their attention to detail, all my paperwork is secure and in order. Receiving scams almost daily, it is reassuring to know that I can trust Intelligent Capitalworks. They have talked with me about the measures they take to secure their/my information and have provided a free online course to clients about cybersecurity. The personal and professional relationships I have enjoyed with all the team at Intelligent Capitalworks have definitely enhanced my life. I would recommend anyone to take the time to at least meet this team. Marla L.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: Intelligent Capitalworks invites wealth managment clients to write reviews about their experiences working with us that can help others decide if we may be a good fit to work together. Each client review may not be representative of the experience of other clients.

Marla L

Outstanding financial advisor

✅ Wealthtender Certified Advisor Review™

Mar 26, 2026

Matt Hale has been my financial advisor for over five years and I have only praise for his guidance. He is very knowledgeable, excellent at hearing and responding to my thoughts and feelings regarding strategy, is an excellent communicator and has delivered great results, steering me through times of turbulence as well as through the good times.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Georgia Huff

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 25, 2026

I had a number of options when finding a successor financial advisor when my advisor retired a few years ago. I had the good fortune to interview Richard, who explained to me his experience and strategy when negotiating the stock market, and have had no regrets since selecting him. He has a no frills approach to investing with a simple goal of protecting the interests of his clients. He's always been available whenever I needed to contact him. Although I don't suggest calling him on a weekend, but if you need to, he will be there for you.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Robert Valenti

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 25, 2026

I check in with Mark a couple times a year and he always helps me keep my money that he manages growing. He also helps us with general advise regarding the type of places our 401k money should be (growth vs value, etc)

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Andrew Benner

Hiring ICW has proven to be the best financial decision we’ve made!

✅ Wealthtender Certified Advisor Review™

Mar 25, 2026

ICW provides a comprehensive financial service that covers all our life needs. We began working with Vince Rossi in 1998 having been referred to him by my very discerning uncle. We followed Vince when he opened his own firm, Intelligent Capitalworks. This has proven to be the best financial decision we’ve made. Vince and his whip-smart team have expertly guided us through every financial junction. They provide integrated family wealth management, financial/investment education, financial, cash flow and tax planning, risk and insurance review and planning, portfolio construction, investment management, and philanthropic planning. They work with our CPA and estate planning attorney making everything seamless and easy. I’ll tell you a secret. I used to show up in the early days at our meetings with my knitting because all that financial talk made my head spin. I listened and over the years I gained an education in planning and investing. I could never do what Vince, Jennifer, Charlie, Michael, Monique and Jill do. They are highly educated professionals. They always explained what they were proposing and why and taught us the wisdom of the long game. I never worry about the ups and downs of the market because I know ICW does deep and thoughtful research, uses advanced software and technology platforms and integrates this information into their planning on our behalf. Today, ICW works for 12 different households in the four generations of our extended family providing advice as well as managing wealth and investment portfolios. ICW is compensated by professional fee only; there are no commissions from product sales. Their commitment is to a fiduciary standard, which means they are aways acting in our best interests. And on a final note, it is a pleasure to know this wonderful group of caring, smart, dedicated and hard-working individuals who over the years have become treasured friends.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: Intelligent Capitalworks invites wealth managment clients to write reviews about their experiences working with us that can help others decide if we may be a good fit to work together. Each client review may not be representative of the experience of other clients.

Payton and David

Guidance You Can Trust Through Every Life Stage

✅ Wealthtender Certified Advisor Review™

Mar 25, 2026

Steven has provided sound, steady guidance as our family moves through different life stages. He’s been an invaluable partner in helping us navigate big financial decisions and ensuring that we maintain a holistic plan for the future. His thoughtful advice and long-term perspective have given us confidence as we work toward our retirement goals.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Dennis LaGorio

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 24, 2026

We've been clients for a number of years and find the support and expertise just what we need! Very available!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Kathie Brown

Hazel is truly one of a kind

✅ Wealthtender Certified Advisor Review™

Mar 24, 2026

Hazel has played an integral role in educating me with my wealth enhancement management. As a recent widow, Hazel was patient, compassionate and understanding. She guided me every step of the way through the process of learning financial independence to help me continue to preserve and grow my retirement, portfolio confidently and comfortably.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Maria Constance Ferrante

Peace of Mind

✅ Wealthtender Certified Advisor Review™

Mar 24, 2026

Having Brandon Kennedy handling our finances has brought us the peace of mind we've needed. He's helped us ease into early retirement without stress or worry. Whenever we have a financial decision to make, like buying a new home or helping our kids out with loans, we can count on sound and trusted advisement from Brandon and his team. He is very responsive, explains things in ways that make sense to us and is someone we really enjoy working with. We are very grateful for his help and highly recommend him to anyone!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Linda

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 23, 2026

We have known Jim for about 14 years and Gage ever since he joined the business. They are both professional, smart, responsible, responsive, good listeners and also have empathy and understanding. They have done well for us for financial planning, retirement savings, investment advising, tax planning and more. We highly recommend their services.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Cathy Young

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 23, 2026

Rich took over my account many years ago. His advice has grown our portfolio more than I could ever expected. His response to questions is immediate. Thank you Richard Siminou!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Robert Collison

Annual Review

✅ Wealthtender Certified Advisor Review™

Mar 23, 2026

Anthony is very helpful and explains any changes that he feels may be necessary and why he thinks they are necessary. He also asks us if we have any questions and if he can’t immediately answer them he gets back to us in a timely manner. We are able to call him if we receive paperwork we have questions about and if he’s available he will help us right away.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Myron S

Cardinal Wealth

✅ Wealthtender Certified Advisor Review™

Mar 23, 2026

Anthony has always acted in my best interest. I have been with him for around 10 years and have no complaints about the service he has provided. I retired early and paid myself exclusively from my savings for 5 years. I am now collecting social security and I am supplementing that with my savings. I have the same or more money in savings today, than I did when Initially retired, thanks to my relationship with Cardinal Wealth.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Robert Murphy

Premium Service

✅ Wealthtender Certified Advisor Review™

Mar 23, 2026

Have been with Cardinal Group for a few years now. Anthony and his team are always responsive and helpful. I trust them to provide advice and guidance. If you are looking for help with managing and growing your finances, now and in the future, I highly recommend them.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Sally M

Empowering Advice That Made Our Future (and Present) Feel Secure

✅ Wealthtender Certified Advisor Review™

Mar 23, 2026

Sarah & Jim brought clarity to our long‑term financial picture in a way that felt kind, comprehensive and actionable. Their guidance has given us real confidence-not just in our financial future, but in how we live, plan, and prioritize right now. We feel supported, informed, and genuinely cared for. We are so grateful for the peace of mind they’ve helped us build!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Kristen and Nick

Client-centric approach to holistic financial management

✅ Wealthtender Certified Advisor Review™

Mar 23, 2026

I was looking for a second pair of eyes on my finances, as I hadn't worked with an advisor in a few years. Jane was helpful in getting me organized and fine tuned across the various areas of financial planning: tax planning, investing strategy, insurance, and estate planning. She takes a holistic approach to planning and collects input from her clients to make sure that her advice is tailored to their risk appetite and primary goals.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Tomi

So Reassuring

✅ Wealthtender Certified Advisor Review™

Mar 23, 2026

As UK ex-pats living in the USA, it has been incredibly reassuring to have PFW in our "corner". They helped navigate a complex pension transfer at a time we were making decisions, under difficult health circumstances, when we really needed to be walked through step by step with patience and compassion.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

anonymous

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 22, 2026

We had a great experience working with Angel. He is knowledgeable, responsive, and took the time to clearly explain our options and answer all questions. His guidance helped us feel confident in our financial decisions and ensured everything was handled smoothly and efficiently. I would highly recommend him to anyone looking for trustworthy and personalized financial advice.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

W C

Excellent from the start

✅ Wealthtender Certified Advisor Review™

Mar 22, 2026

Alexis has been candid and trustworthy. I'm very glad to have found a certified financial planner of this caliber this close to home.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Charles Dx

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 21, 2026

This has been a FANTASTIC transition from our old company. It all started with an open house financial seminar that took us to a personal initial meeting. From then on it has been amazing. The entire team takes there time to discuss end explain things that will always benefit your progress. If you are interested in some financial planning give them a call you will thank yourself after.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Steve Tartaglione

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 21, 2026

My husband and I have been with Western Reserve Capital Management for almost a year. We are very happy that we made this switch to work with Gage and Jim. They have done a wonderful job with our investments and take the time to explain all of our choices. We feel much better prepared for our future and especially appreciate the attention to the tax consequences, something we didn’t have before working with them. I would recommend anyone looking for financial advisors to meet with them.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Cheryl Tartaglione

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 20, 2026

We have been clients of Sonmore Financial for almost 9 years. Matt and his staff have always been very responsive and detailed. We discovered Matt through the Dave Ramsey website and knew that he was vetted and had the heart of a teacher. That has proved to be absolutely correct. I highly recommend Sonmore for your financial needs.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Liz Davis

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 20, 2026

We have been with Founders Grove Wealth Partners since inception, Jeremiah Winters is our advisor. He is knowledgeable, trustworthy, an exceptional fiduciary who understands our needs and has provided a customized roadmap for our retirement that we are thrilled with. In addition, he is a person of integrity with great core values. The support staff is responsive and engaged, top notch! We highly recommend the services of Founders Grove Wealth Partners.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

William Deeb

Our 31-year relationship with Vince Rossi and Intelligent Capitalworks

✅ Wealthtender Certified Advisor Review™

Mar 20, 2026

We first met Vince Rossi when my wife and I enrolled in an evening course on investments. It was fascinating to see the various tools that could be used to evaluate stocks for investment. Some of our friends and colleagues also attended. At the end of the course, we transferred our portfolio to Vince and Intelligent Capitalworks management. Our relationship has continued for 31 years. Our financial education continued with a seminar in Wealth Management led by attorney Jonathan Blattmachr presenting about trust and estate planning. Our son and daughter-in-law both attended with us. Vince gave us a book on Cowboy Ethics. I valued especially the ideas in the poem “Ride for the Brand” and have followed that admonition in my life since. Vince and staff do all the background work on development, documentation, account maintenance, and workflow implementation. They have also set up remote recordkeeping sites in case of a catastrophic event in Scottsdale. We started with a questionnaire filled out separately by my wife and by me concerning our attitudes toward investing and risk tolerance, life goals, family members, plans for future generations, and retirement considerations. Then we had an in person discussion with Vince about the questionnaire and our views on other matters. We continued with yearly in office visits and occasional home luncheon visits at our home. When we moved to a different state, the reviews were conducted by phone. Whenever I had a question I could call Monique the receptionist and she could handle many of the problems. If not, she could refer me to the appropriate person. The IT computer person helped me one time with a problem, and Jill, the accountant helped with some questions. Charlie reevaluated our monthly cash flow needs (very accurately). Vince has helped us understand long-term care insurance and annuities. Vince communicates well and does it in person and on phone and video calls. It was important to us to know that Vince and the other investment professionals have applied themselves to multiple aspects of wealth management and have multiple certifications and attend up to date courses. Our relationship over the years has become a personal friendship. Besides the working lunches in our home, we attended a holiday performance Vince’s children were involved in. Vince and I went on a campout and fishing trip in Northern Arizona. Vince and staff keep up to date on our health situations, our children and grandchildren. Vince and staff have provided us with education in financial and investment information, financial planning, review of our trust documents, retirement planning, executed gift trusts for our grandchildren toward education, portfolio management which has evolved over the years as our status from working to retired occurred, cash flow advice, cash and liquidity management, tax planning, and researched and confirmed that we could retire at 62. Our original assets have more than doubled and remain stable to rising during 30 years living in retirement. We appreciate that the ICW staff do not charge commissions on each trade, relying only on their professional fees. Their review meetings keep us aware of and informed on current issues in finances and our personal situation. The culture of the staff is of knowledgeable, hard -working, helpful, and thoughtful individuals each expert in multiple areas of wealth management, working together for our (client) benefit. My wife and I value our long-term financial and personal relationship with Vince Rossi and the ICW staff. Paul D. 3/20/2026

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: Intelligent Capitalworks invites wealth managment clients to write reviews about their experiences working with us that can help others decide if we may be a good fit to work together. Each client review may not be representative of the experience of other clients.

Paul D.

A Strategic Partner in Building Generational Wealth

✅ Wealthtender Certified Advisor Review™

Mar 20, 2026

In business and in life, I’ve learned that who you trust with your finances matters just as much as how you build them—and Fredrick Standfield is in a class of his own. At Lifewater Wealth Management, Fredrick delivers more than financial guidance—he brings structure, clarity, and a level of intentionality that aligns with legacy thinking. His ability to take complex financial realities and translate them into clear, strategic direction is both rare and necessary, especially for entrepreneurs and families building something that’s meant to last. What stands out to me is his understanding that wealth is deeply personal. It represents years of discipline, sacrifice, and vision. Fredrick honors that. He approaches every conversation with precision, discretion, and a genuine commitment to long-term impact—not quick wins. With a background that spans Deloitte, executive leadership, and decades of experience, his expertise is undeniable. But beyond the credentials, it’s his presence—calm, focused, and solutions-driven—that creates trust and confidence. As someone who is actively building and expanding across multiple ventures, I value partners who operate at a high level and understand the bigger picture. Lifewater Wealth Management is not just about managing money—it’s about aligning your financial life with purpose, protection, and generational wealth. For those who are serious about elevating their financial position and creating lasting impact, Fredrick Standfield is a name to know.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Yvetta Young

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 19, 2026

YFP has been excellent since day 1. We feel they truly look out for our best interests. Our planner, Angel, is always so kind and helpful. He puts us at ease when we have concerns about our financial picture. The entire team is very kind and responsive when we have questions or concerns. Using their service is one of the best decisions we have made!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Taylor Wells

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 19, 2026

Working with Align Financial Solutions LLC, owned by Hazel Secco, is truly a pleasure. They are super efficient and tend promptly to every detail. We are very confidant that our money is in good hands. Hazel is a very kind and caring person as well as a terrific money manager -I highly recommend her.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: Past performance is not a guarantee of future results. Investing involves risk, including the potential loss of principal.

Meredith Rinas

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 19, 2026

We’ve loved working with Evan so far. From day one, he’s been incredibly intentional about building a real relationship with us and taking the time to deeply understand both our goals and our situation. That alone has made the entire process feel easy and tailored, not transactional. What sets Evan apart is that he’s not just a financial planner. He’s become a true thought partner in how we think about money, decisions, and long-term planning. He brings clarity to complex topics, challenges our thinking in the right ways, and helps us move forward with confidence. If you’re looking for someone who is sharp, trustworthy, and genuinely invested in your life, not just your portfolio, Evan is the person you want in your corner.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Dakota Milner

CFP Tutor

✅ Wealthtender Certified Advisor Review™

Mar 19, 2026

I had the opportunity to work with Michael Hart as my CFP tutor during one of the most challenging professional exams out there, and I can say without hesitation—he is the real deal. What sets Michael apart is not just his mastery of the material, but how he thinks. He doesn’t just teach you how to get to the right answer—he teaches you how to approach problems like a true financial planner. Every session was structured, efficient, and incredibly insightful. He has an exceptional ability to break down complex topics—tax, estate, retirement, insurance—into clear, practical frameworks that actually stick. More importantly, you can tell he lives this in the real world. This isn’t just textbook knowledge. The way he explains strategies, client scenarios, and decision-making makes it obvious that he operates at a very high level professionally. He consistently emphasizes doing what is right for the client, thinking long-term, and building strategies that are both technically sound and deeply aligned with a client’s goals. It’s clear that he approaches planning with a high level of integrity, care, and precision. Working with Michael didn’t just help me prepare for the CFP—it elevated the way I think about advising clients entirely. He pushes you to think deeper, to understand the “why” behind every recommendation, and to hold yourself to a higher standard as an advisor. Honestly, after going through this process with him, it’s hard to imagine a better financial planner for his clients. If he brings even a fraction of the clarity, discipline, and strategic thinking to his client relationships that he brings to his teaching, his clients are incredibly well served and in very capable hands. If you’re looking for a financial planner to work with—or a tutor who is a true expert—I can’t imagine anyone better than Michael Hart.

Relationship to Financial Advisor: Student

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Chris

Faithful, Catholic, prudential investment management

✅ Wealthtender Certified Advisor Review™

Mar 19, 2026

After years of participating broadly in the market via all the "normal" investment routes, we felt called to find someone that used the Christian faith to guide their investing principles. Mark Lasseigne and Cornerstone Financial have been God's 'above-and-beyond' answer to that calling. Rather than simply relying on screening tools with notionally Christian criteria, Mark digs into each specific investment to ensure a solid connection with their underlying value system and corporate policies. He's been very generous with his time and ensures a personal connection each time we discuss strategies, opportunities, and risk/reward goals. We've always been impressed with his financial knowledge, and have to come to rely on his diligence in vetting to ensure we are comfortable with what our investments are supporting.

Relationship to Financial Advisor: Client since 12/2023

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

John Fenn Jr.

CC advising credit counseling session

✅ Wealthtender Certified Advisor Review™

Mar 19, 2026

Be prepared to spend one to two hours after you fill out all information, answering redundant questions, sometimes twice for the same question.It is very slow and seems unnecessarily time-consuming.

NA

A Relationship Based on Trust

✅ Wealthtender Certified Advisor Review™

Mar 19, 2026

Before working with Chris Lazzaro and his firm at Plan For It Financial, I felt like I had a lot of 'financial pieces' but no understanding of the overall puzzle. Chris helped me see the big picture. He has a gift for taking complex scenarios—like tax planning and retirement projections—and turning them into a clear, actionable roadmap. I finally feel like I’m in the driver’s seat of my future. What sets Chris apart is his transparency. As a client of Plan For It Financial, I never feel like I’m being 'sold' a product; instead, I feel like I have a dedicated partner who is strictly looking out for my best interests. His advice is thorough, objective, and easy to understand. I highly recommend Chris to anyone looking for a financial planner who leads with integrity.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Jim B.

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 18, 2026

Thank you Richard for your quick responses and taking the time to explain things to me. Appreciated!!!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Cristi Walker

They are very helpful very professional

✅ Wealthtender Certified Advisor Review™

Mar 18, 2026

They are available whenever needed very professional

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Olga

Transparency and Integrity: Why the Flat-Fee Model Changed Everything for My Family!

✅ Wealthtender Certified Advisor Review™

Mar 18, 2026

Finally, a financial advisor who puts the client needs first! Unlike past experiences where the focus eventually shifted away from my family's needs, Cliff remains committed to our best interests. One of the most refreshing aspects of working with him is his flat-fee structure. Moving away from the traditional Assets Under Management model has provided a level of transparency and alignment that is hard to find elsewhere and with the magic of compounding, the money saved grows exponentially. He takes a truly holistic approach, always making time to explain the 'why' behind his advice with our long-term independence and security at the core of everything he does. Whether it is navigating the complexities of special needs trust funding, executing a Roth conversion strategy to maximize tax efficiency for my wife and children, IRMAA (Medicare) guardrails, widow tax guardrails or utilizing tax-loss harvesting to optimize returns, his expertise is evident. He is a rare, conscientious professional in this industry, and I wouldn't hesitate to recommend him to anyone looking for a true partner in their financial future.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Fran

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 17, 2026

Marcus and his team have been nothing less than awesome with our financial planning. Highly recommend this company.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Nick Fouts

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 17, 2026

Planning for the future is hard. It can be scary and disappointing. We went with Marcus about 4 years ago and I can't say enough good about him and his services. We started way too late in life to start planning and we've had hiccups along the way. Marcus has been amazing in helping us to make good decisions and giving us peace of mind. Don't Wait! A good financial planner is a must & well worth it! Thank you Marcus!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Heather Wall

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 17, 2026

I’ve had the pleasure of knowing and working with Maria for many years, and she is one of the most dedicated and knowledgeable advisors I’ve come across. She has truly mastered the complexities of equity compensation and stands out as a leader in this space. If you have RSUs, ISOs, NQSOs, or any form of equity comp, don’t try to navigate it alone—Maria is the person to call.

Relationship to Financial Advisor: This reviewer has never been a client.

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Claire Thornton

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 17, 2026

As a fellow financial planner, I can’t say enough good things about Maria. She really knows to translate complex stock option and RSU strategies into clear, actionable guidance for clients. She is down‑to‑earth, knowledgeable, and genuinely committed to helping people make smart decisions.

Relationship to Financial Advisor: This reviewer has never been a client.

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Leslie Rea

Excellent Advice and Guidance

✅ Wealthtender Certified Advisor Review™

Mar 17, 2026

Plan First Wealth is an excellent company to work with. Richard and Martha are very personable and provide great support. Their knowledge and guidance is first class. For me, having trust with my financial advisors was a huge factor when originally deciding who to go with, and a few years on I couldn’t be happier with my decision to go with them.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Paul Hopkins

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 16, 2026

Zack was the advisor I didn't know I was looking for. As a self-motivated DIY-er with our finances, I engaged Zack to help create a one time financial plan for my wife and I. We found him to be accessible, knowledgeable and very personable. He helped to prompt meaningful discussion about our financial values and used that to frame our financial picture around our goals. He analyzed our budget, portfolios, charitable giving, insurance, and estate planning and more, making recommendations within each category. He responded quickly to emails and was patient in explaining topics to me if I didn’t understand after a first pass. Above all, Zack challenged us to consider how the gospel shapes our perspective and attitudes surrounding wealth, generosity and the pursuit of true riches. We are tremendously grateful for his efforts in helping us to tidy up our financial closet through the lens of biblical worldview and we wouldn't hesitate to engage his help again in the future!

Relationship to Financial Advisor: Former Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: Andrew was a client of True Riches Financial Planning on a 4-month project-based engagement which concluded in February 2026.

Andrew

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 16, 2026

One always worries about their finances and who to trust, but with Jim Sexton and Gage Paul on my team, I have no doubt that everything is in order. From the very beginning, they got to know me, my investment and retirement needs, my quirks - and have provided sound advice over the years. They are up-to-date with the latest technology - but provide the personal touch to make things even better. I know they are immediately available by email, text or phone. And the phone is always answered promptly by Megan - another competent & efficient team member. Nothing but a positive experience! I see them carrying me forward for years to come.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Peggy Schobert

Professional and sound investment advice

✅ Wealthtender Certified Advisor Review™

Mar 16, 2026

We have been clients of Todd's for many years. His professionalism and hands on approach has guided our finances through our careers to our transition into retirement. His sound investment advice has helped us achieve our long term financial goals into retirement. Todd and his team are always responsive when we reach out with questions. We truly value his expertise and the service he provides us.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Melissa Francis T.

Available And Knowledgeable

✅ Wealthtender Certified Advisor Review™

Mar 16, 2026

Jared is just a phone call away. His expertise has been invaluable many times in periods of transitions and decisions. He is approachable and helps us think through the consequences of our decisions.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Bill and Sandra Westcott

Great advisor!

✅ Wealthtender Certified Advisor Review™

Mar 16, 2026

I’m enjoying my retirement because Matt and his team manage my money well. Matt listens to my concerns and formulates strategies to work withmy expectations.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Joyful

Agile and Reliable

✅ Wealthtender Certified Advisor Review™

Mar 16, 2026

Not only is QWP agile and reliable, Matt is the best of the best! He is very personable, responsive and honest. Matt will take the time to understand your personal situation and work with you to build a plan based on your interest and needs to meet your goals. I’ve been with this team a long time and a prime example of someone that started out with a lot of questions and trust issues with someone else handling my current and future retirement funds; while I was working. Now , I’ve been retired almost 10 years and couldn’t be happier!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

RF

Focused, relaxed, professional.

✅ Wealthtender Certified Advisor Review™

Mar 16, 2026

Matt has honed in on our specific needs, wants and desires. He has outlined a very sensible plan specific to us. He offers options and timely advice, such as when we recently purchased a vehicle.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Steve Teter

Rooted in Faith and Aligned with His Clients

✅ Wealthtender Certified Advisor Review™

Mar 16, 2026

Mark stepping out and founding a practice dedicated to Biblical Responsible Investing (BRI) is a testament to his character and integrity. It’s rare to find someone who deeply understands market strategy while ensuring every dollar is invested in a way that honors God’s Word. Mark is truly dedicated to helping my wife and I achieve our financial goals without compromising our convictions. Highly recommend him to anyone looking for an advisor to be the cornerstone of their resources!

Relationship to Financial Advisor: Client since 04/2024

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Brian Donadieu

A thoughtful advisor who explains things for normal people!

✅ Wealthtender Certified Advisor Review™

Mar 16, 2026

We’ve been working with Jordan for nearly two years now, and he’s a true gem. Jordan on multiple occasions has helped us understand complex systems in a way that makes sense to people who don’t do this stuff day in and day out. He makes clear, thoughtful recommendations that are grounded in reality. We’ve referred several people to connect with Jordan and will continue to do so!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Jake

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 15, 2026

Attended a workshop held at the Library. I''d already made plans for my estate and wanted to see if I was on target. Then made an appt with Josh, who reviewed what I'd done and gave me reassurance that I'd done okay. I wish I'd known about this service before I saw an attorney. Highly recommend!

Relationship to Financial Advisor: This reviewer has never been a client.

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Carol Guler

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 15, 2026

Matt Fitzgerald is an accomplished & trustworthy financial planner who takes relationship building and clear communication seriously. His efforts have made it possible for us to retire comfortably. His guidance is always researched and sound. He has always focused his efforts on what is in OUR best interests. Giving Matt and his team a "5" is earned as well as it is our pleasure to support them.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Jan Bigelow

Clear Fees and Great Communication

✅ Wealthtender Certified Advisor Review™

Mar 13, 2026

Cliff has recently become my financial advisor, and working with him has been a fantastic experience so far. One of the things I really like is that he charges a flat fee, which makes everything simple and transparent. It’s nice knowing exactly what I’m paying without having to worry about hidden percentages or confusing structures. He’s also very quick to respond whenever I have a question, and he takes the time to explain topics and decisions so they actually make sense. Overall, it’s just been a very different and much more positive experience than what I’ve seen with the average financial planner.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Matt Vidovich

An advisor who really knows you

✅ Wealthtender Certified Advisor Review™

Mar 13, 2026

We’ve been working with Matt for nearly two years now, and I cannot emphasize enough how great it is to partner with someone who takes the time to listen to and understand your financial situation. Matt takes the time to get to know your particular situation, evaluate alternatives available to you, and makes clear, thoughtful recommendations. We’ve referred several people to connect with Matt and will continue to do so!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Jake

Excellent Service

✅ Wealthtender Certified Advisor Review™

Mar 13, 2026

I have worked with SWG for several years, and they consistently provide the highest level of service and financial guidance. Their strategies have given me true peace of mind, and I trust them completely to manage my finances, knowing they always have my best interests at heart. From ownership to every team member, they are top-tier professionals. I highly recommend their services. Thank you, SWG, for your support and dedication.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Tanner Andregg

10 Year Anniversary

✅ Wealthtender Certified Advisor Review™

Mar 13, 2026

We’ve worked with Intelligent Capitalworks for the past ten years and have been very pleased with the relationship. From the beginning, their team invested significant time helping us understand our financial picture and developing a comprehensive plan before implementing any recommendations. That thoughtful process gave us great confidence in their approach. Over the years they’ve helped us with many aspects of our financial life, including investment management, financial planning, retirement planning, tax considerations, and estate planning coordination with our attorney. We especially value our periodic meetings with our ICW Team to review our life circumstances, which helps ensure that we remain on the right financial track. Their fee-only structure and fiduciary commitment are clearly aligned with our interest. ICW has been knowledgeable, responsive, and a trusted partner in helping us manage and plan for our financial future.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: Intelligent Capitalworks invites wealth managment clients to write reviews about their experiences working with us that can help others decide if we may be a good fit to work together. Each client review may not be representative of the experience of other clients.

Susan and Larry L.

Superlative service; fantastic results

✅ Wealthtender Certified Advisor Review™

Mar 13, 2026

The whole team at Plan First Wealth are amazing. They have managed my US funds for the last five years and the red turns have been fantastic. You really feel like you are getting a personalised service with these guys. If you ever have questions, they are right there.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Mark Andrews.

Quarterly review

✅ Wealthtender Certified Advisor Review™

Mar 12, 2026

It is always pleasure to meet my advisors on quaterly basis. This way we can keep up with the changes and see how we are doing financially. Also good time to make any updates that are needed time to time.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Gunvant Rita Patel

Initial Review

✅ Wealthtender Certified Advisor Review™

Mar 12, 2026

I just started working with Richard and Martha at Plan First Wealth having transferred over to the following the Brite debacle. I have been very happy with the quality of service. They are very knowledgeable on UK pension issues as they affect US residents. They are responsive and diligent on following up on agreed actions. I look forward to a long and wealthy relationship.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Anonymous

The financial partner you want

✅ Wealthtender Certified Advisor Review™

Mar 12, 2026

Working with Jordan is a huge weight off of my shoulders! When navigating financial life can feel so overwhelming, Jordan helps you to sort out every aspect of your financial life and develop strategies to achieve your goals. He is hard-working, trustworthy and passionate about helping his clients. He remains up to the minute on current financial events and how it will affect his clients. So lucky to have Jordan in my corner!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Elizabeth Helms

Deep Knowledge and Personalized Advice

✅ Wealthtender Certified Advisor Review™

Mar 12, 2026

Matt and Jordan are both fully committed to supporting their clients. They've been so helpful to me as I've navigated several personal challenges and professional transitions. They are always quick to respond or to be available as needs change, and their advice and recommendations are based on solid data, and the results speak for themselves. They listen and take my situation into consideration in their analyses and know and respect my threshold for risk. Truly personalized and contextualized service and support. I feel informed, aware, supported, and confident in my financial planning and strategy. I'm so glad to be part of the MTM family :)

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

K. Creagh

A knowledgeable advisor who tailors guidance to align with my goals

✅ Wealthtender Certified Advisor Review™

Mar 12, 2026

I started my financial planning in my early 50's with minimal financial background. Jordan and Matt have been patient with starting with the basics and explaining (many) questions to help guide me to make informed decisions. They are always professional and also build a relationship to make me comfortable knowing we are working together for my future. Offers guidance for adjusting plans as my goals change. I highly recommend their services for their knowledge and skills for tailoring their guidance for each client individually.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Darcie Webster

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 11, 2026

   

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Nour Muradi

The most well rounded knowledgeable advisor!

✅ Wealthtender Certified Advisor Review™

Mar 11, 2026

Jordan is amazing with his extensive experience and knowledge across such a broad spectrum. He has truly supported my family with getting so many things better aligned and he has all the interest to see that we are taken care of! Jordan is very accommodating and supportive when it comes to dealing with other institutions and assist to make it an easy bearable process. Jordan and Matt are an incredible team that understand and cover everything from investing to insurances. I 100% recommend their services to anyone who really wants to set their futures to higher levels!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Addy Stevens

Josh and team are awesome

✅ Wealthtender Certified Advisor Review™

Mar 11, 2026

Josh been taking care of our portfolio for 16yrs. he knows our needs and manages our money in a way where we have ZERO concerns, even when the stock market isn't performing at its best.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

L Fowler

The best advisors for all needs!

✅ Wealthtender Certified Advisor Review™

Mar 11, 2026

Matt comes with a great deal of knowledge in numerous areas that I would have never expected out of an advisor! His real estate expertise mixed with investment knowledge is invaluable. Matt and Jordan are an incredible team that really cover all the bases for any mix of needs! The ease to work with this team is so refreshing and the fact that they are not one stated based just exemplifies the diversity in experience they have. Matt and Jordan have and continue to set our family up for success in an array of areas.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Addy Stevens

Trusted and True

✅ Wealthtender Certified Advisor Review™

Mar 11, 2026

My wife and I have had Mark as our financial planner for over six years. He has a calm way about him that comes from the confidence he has in himself. He is always open and honest and keeps in touch with us regularly. His results go beyond our expectations and the fact he is a faith based Investor only makes us happier. I would recommend him to anyone needing a financial advisor.

Relationship to Financial Advisor: Client Since 8/2020

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Joe Mignogna

The best of both worlds, good returns without sacrificing Faith and morality

✅ Wealthtender Certified Advisor Review™

Mar 11, 2026

I have been so pleased to have Mark Lasseigne and Financial Cornerstones manage my retirement funds. Mark is straight-forward, honest, and has proven to be a very savvy and prudent investment sage. And, a man of deep Faith in Jesus Christ which forms all that he does. Mark has helped my wife and me to make the most of our retirement account returns and to have confidence that we can realize our retirement goals (with God's help of course!).

Relationship to Financial Advisor: Client since 6/2021

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Walt Birdsall

Highly recommended

✅ Wealthtender Certified Advisor Review™

Mar 11, 2026

Jennifer came recommended to me by my longtime mentor and friend when I was looking for a financial advisor. She was exactly what I needed at the time - realistic and supportive, and now that I've been seeing her for years I appreciate that her advice has grown with my changing needs. I recommend her any chance I get to other friends in my circle.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Karen Bonck

confidence and peace of mind

✅ Wealthtender Certified Advisor Review™

Mar 11, 2026

I know it sounds cheesy and cliche', but Matt and Jordan have brought incredible peace of mind to my spouse and I through the past several turbulent years. While the world seems to grow more chaotic by the moment, our relationship with Matt has brought us the confidence that our financial planning is going to keep our growing family on track to meet our goals. From the very start, I knew Matt was a good fit for me and my family because of his straightforward and honest assessment with our financial situation and assurance that he was looking out for our best interests rather than simply trying to get us to buy or sell the latest financial fad. Would highly recommend Matt and Jordan to anyone looking to build a solid financial plan for the future.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Joe S.

A Custom Catered Approach to Financial Management

✅ Wealthtender Certified Advisor Review™

Mar 11, 2026

Working with Chris and Jesse has been one of the best professional relationships in my life. They're fun and interesting, and every time I've seen anyone on the team they have always treated me like family. I mostly interact with Jesse, however, Chris, Kim, and Kelly are absolutely wonderful too and always take the time to greet me by name.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Chris S

Quality and Trust

✅ Wealthtender Certified Advisor Review™

Mar 10, 2026

I couldn't be happier with Professional Planning & Wealth. I was referred to them by several people in the industry because I was looking for someone who was good and would put my financial interests first. The insight they regularly provide via newsletters and YouTube channel has been incredible. It is comforting to know my investments are being actively looked after by such wonderful and capable people. I highly recommend and thank them for their services!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Robert Stringer

Wealth Management Review

✅ Wealthtender Certified Advisor Review™

Mar 10, 2026

Over the years Chris and Jesse have built trust with me and my family and have delivered measurable results. They have worked with me to understand both my family needs and financial goals/risk tolerance at any point in my financial "life". Their communication plan includes easy to understand language with regularly scheduled meetings to review portfolio and personal status and to revise our plan as changes dictate. I feel fortunate to have made their acquaintance at a critical point in my career.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

DarkStar1

Comprehensive Financial Planning with a Trusted Advisor

✅ Wealthtender Certified Advisor Review™

Mar 10, 2026

I’ve had a fantastic experience working with Angel Melgoza at YFP Wealth Management. Angel takes a truly comprehensive approach to financial planning and helped me build a clear strategy across several important areas of my financial life. He worked closely with me on retirement planning, helping map out long-term goals and creating a realistic path to reach them. At the same time, he helped refine my budgeting strategy so that my day-to-day finances align with those larger goals. Angel also provided thoughtful guidance on investment planning, making sure my portfolio matches my risk tolerance while staying focused on long-term growth. One area I particularly appreciated was his help with estate planning. Angel made what can often feel like a complicated topic much easier to understand and helped ensure that the right structures are in place to protect my family and future. Angel is knowledgeable, patient, and extremely responsive. He takes the time to explain the “why” behind each recommendation, which builds a lot of confidence in the process. If you’re looking for a financial planner who can help with retirement, budgeting, investments, and estate planning in a clear and thoughtful way, I highly recommend working with Angel. Working with him has given me a much stronger sense of direction and confidence in my financial future.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Scott

Best financial advisor!

✅ Wealthtender Certified Advisor Review™

Mar 10, 2026

Mark has been my financial advisor for over fourteen years. I was looking for someone whose investments are Biblically aligned with my faith. He understands what is important to me and follows through. He is easy to talk to and explains anything that I do not understand. He is very open and communicates well. I am very thankful for him and his advice. He is a blessing to me and my family!

Relationship to Financial Advisor: Client since 9/2011

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Rebekah Miller

Smooth path to retire

✅ Wealthtender Certified Advisor Review™

Mar 10, 2026

Jesse is professional & knowledgeable and has wisely guided so many of our investment strategies. He is quite intelligent yet humble.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

RachelH

Honest Upfront and Knowledgeable

✅ Wealthtender Certified Advisor Review™

Mar 10, 2026

Jessie has always been competent and able to answer our questions. We consider our investment group to be second to none. Professional Trustworthy Honest

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

John

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 09, 2026

I’ve had a great experience working with Richard Siminou as my financial advisor. He is knowledgeable, responsive, and takes time to explain things clearly — I never feel rushed when I have questions. He approaches financial planning in a calm and supportive way, which makes conversations about money feel much more comfortable and manageable. I would definitely recommend him.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Terri Lamb

Professional services review

✅ Wealthtender Certified Advisor Review™

Mar 09, 2026

PP &W is composed of true professionals who are market savvy wealth managers dedicated to protecting and growing client assets. This high IQ organization delivers stellar results with risk mitigation imbedded. For individuals and institutions, PP&W is client focused; delivers excellent results and excel in customer service and attention to detail.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Charles

Financial Integrity

✅ Wealthtender Certified Advisor Review™

Mar 09, 2026

Drawing on his experience and personal desire to help clients invest in ethical companies, having Mark Lasseigne as our financial advisor is a real joy. Whenever we have a visit or a phone call, we so appreciate being listened to, and are grateful for his observations, insights, and suggestions. Further, he is very responsive to our requests, whether to execute a transaction in a timely manner or merely answer a question. Equally important is that our conscience is at peace because our faith and ethical values are honored. His patience and his clear interest in our satisfaction with our portfolio fosters our absolute confidence in his service. We unequivocally recommend Mark and Cornerstone Financial.

Relationship to Financial Advisor: Client since 3/2024

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Charlie and Beth

Peace of Mind

✅ Wealthtender Certified Advisor Review™

Mar 09, 2026

In any profession the best person anyone can hope to deal with is a person who is both highly qualified and a genuinely good person. Jesse Hansford is both. It has been a pleasure dealing with Jesse all these years. I always look forward to talking with him on the phone and watching the YouTube videos he and Chris make regularly for their clients. I have learned so much from these over the years, but the most important thing I've learned is that my investments are in the right hands. I can't thank Jesse enough for this peace of mind. Thanks to everyone at PP&W.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Robert Stringer

Great Recommendations

✅ Wealthtender Certified Advisor Review™

Mar 09, 2026

Years ago I asked several people in the industry for a recommendation for a financial manager who was good and would put my financial best interests first. Everyone I asked said the same person, Chris Beard. Needless to say, they were all correct, and I am grateful to them for their recommendations. I think it would be hard to find someone who works as hard for clients by providing regular videos and newsletters that cover a broad range of topics related to markets and investing. It is reassuring to say the least. Thanks again for all you do!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Robert Stringer

Pension Retirement and Investment

✅ Wealthtender Certified Advisor Review™

Mar 09, 2026

Richard and Martha at PlanWealth have been wonderful to work with. They are excellent communicators always clear, responsive, and genuinely easy to talk to. Their knowledge and experience really show, and they take the time to explain things in a way that feels approachable and never overwhelming. They offer thoughtful, practical advice and are always incredibly helpful, making sure we feel confident and supported in every decision. What we appreciate most is how personable and family‑friendly they are they truly care and make the whole process feel comfortable and collaborative. We couldn’t ask for better guidance and would happily recommend Richard and Martha to anyone looking for great advice from people you can truly trust.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Caron Moreton

Great Team, Great Advice

✅ Wealthtender Certified Advisor Review™

Mar 09, 2026

Richard, James and Martha have been fantastic as we built our goal towards retirement. Especially as expats their knowledge has been invaluable.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Graham H

Financial Advisor for British expats living in the USA

✅ Wealthtender Certified Advisor Review™

Mar 09, 2026

As someone who moved to the USA in my 40's with UK pensions, I needed help in handling my UK pensions and filing taxes in both countries as although there are treaties between the 2 countries, pensions and investments types are handled very differently. Plan First Wealth not only helped me find a pension I had lost contact with, but then helped through the mine field of organizing so that I was in compliance with both Countries. They also host and issue many podcasts youtube video that help understand some of the expat issues. I cannot recommend them more.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

David

Great Support

✅ Wealthtender Certified Advisor Review™

Mar 09, 2026

I was recommended to Plan First Wealth several years ago, and I am so happy I found them! It's complicated navigating finance and savings as an ex-pat. I've found my advisor, James, and his excellent team to be helpful, well-informed and always there for me to explain things! I am massively grateful for their expertise, knowledge, and support. They make everything easier.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Elaine

Peace of mind

✅ Wealthtender Certified Advisor Review™

Mar 09, 2026

Navigating the financials as an ex-pat in the USA Preparing and after retirement is a mine field. Having an amazing team of people assisting us with this transition and our future investments, gives us peace of mind. If you are looking for a professional, trust worthy team to work with look no further .

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Karen Hopkins

Personalized, Professional, and Trustworthy

✅ Wealthtender Certified Advisor Review™

Mar 08, 2026

Professional Planning & Wealth have been great to work with. They really take the time to understand your goals and make financial planning feel personal and approachable. I highly recommend them to anyone looking for a financial advisor who combines expertise with genuine personal attention.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Amelia S.

Exceptional Advisor Who Truly Cares About Your Goals

✅ Wealthtender Certified Advisor Review™

Mar 08, 2026

Jesse is awesome! He really takes the time to get to know you and what you want out of your finances. Every meeting feels personal and he explains everything clearly so that it’s easy to understand. It’s nice working with someone who truly cares and doesn’t just treat you like another client. Highly recommend!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Amelia S.

Very knowledgeable & kindly professional

✅ Wealthtender Certified Advisor Review™

Mar 08, 2026

The entire staff is very helpful and informative on all matters. They explain things very well, and they are kind and patient with people like me who do not understand even the basics of financial planning and investments! Thank you!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Lisa A.

makes investing make sense

✅ Wealthtender Certified Advisor Review™

Mar 08, 2026

Clifford has been helping me invest for a few years now and he makes it simple easy to understand he also explains what he wants to do with your goals in a way that you say to your self that makes perfect sense. i think like myself, if you go with his firm you will be extremely satisfied.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

James Tappan

Thankful

✅ Wealthtender Certified Advisor Review™

Mar 07, 2026

We are very thankful that PP&W was recommended to us while I was settling my mother's estate. With much patience and support, Chris, Kim, and Kelly helped me through months of tracking down and transferring many accounts. They have continued to manage our account in a way that gives us peace of mind and allows us to enjoy our retirement years. They, and Jesse, have our complete confidence.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Cathy Grills

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 06, 2026

Compassionate and supportive aren't the words that come to mind when describing a financial advisor, but Igor radiates those attributes. This was my first time working with a professional about money matters, and he meets you where you're at in your financial journey with an open mind, sage wisdom, and tactical advice. Six months later, I find myself reviewing the simple yet impactful and actionable plan he outlined for me as next steps to reach my personal finance goals, taking my values and lifestyle into account. We've worked together 1:1, where I received custom advice tailored to my present-day life and Future Life, as well as in small-group Ask Me Anything (AMA) sessions. Igor consistently shows up with the financial knowledge that empowers me to work towards my goals with calm and confidence.

Relationship to Financial Advisor: Former Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Jen Ng

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 06, 2026

I had a great experience working with Jeremy at The Hourly Advisor. As someone who is still relatively early in my career, I realized I don’t have the same foundational understanding and years of experience with financial planning and investing that many people assume you should just “know.” Jeremy was incredibly helpful in meeting me where I am and walking me through everything in a way that felt approachable and empowering rather than overwhelming. Another thing I liked is how thoughtful and data-driven his process is. Every recommendation he made was backed by clear reasoning, modeling, and projections so I could understand why something made sense instead of just being told what to do. He took the time to explain the strategy behind the plan and helped me see how the different pieces fit together long term. By the end of the entire advisory process I had a clear financial plan and I also feel much more confident in my understanding of the fundamentals. No matter what your background is from beginner to seasoned, if you’re looking for someone who will take the time to educate you while building an analysis driven plan, I highly recommend Jeremy and The Hourly Advisor.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Amber Ford

Great financial planner

✅ Wealthtender Certified Advisor Review™

Mar 06, 2026

After the loss of my husband, I was overwhelmed and unsure how to manage my finances on my own. Working with my financial planner has been an incredible blessing during a very difficult time. He has been very patient, knowledgeable, and truly compassionate while helping me organize and plan my financial future. He took the time to explain everything clearly and made sure I felt comfortable with each decision. What meant the most was that he understood the emotional side of losing a spouse while also guiding me through the practical financial steps I needed to take. Because of his guidance, I now feel much more confident about my financial situation and my future. I am very grateful for his professionalism, honesty, and genuine care. I highly recommend him to anyone looking for a financial planner who is both highly skilled and truly supportive.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Gina

A Trusted Partner in Financial Planning

✅ Wealthtender Certified Advisor Review™

Mar 06, 2026

I recently began working with Clifford following the launch of his financial planning practice, and my experience has been exceptionally positive. From the outset, Clifford established a high level of transparency by presenting a clear and well-structured pricing model that was straightforward and easy to understand. As someone who considers themselves relatively new to financial planning, I greatly appreciated the time he took to educate me on the fundamentals of the process. He ensured I understood not only what we were doing, but also the reasoning and strategy behind each recommendation. Clifford helped me seamlessly consolidate and connect my various investment accounts, allowing us to evaluate my complete financial picture in one place. This provided a clear view of my current financial standing and enabled us to develop a thoughtful plan aligned with my long-term objectives. What distinguishes Clifford’s approach is his emphasis on comprehensive, holistic financial planning. Rather than focusing solely on investment performance, he takes the time to understand broader life goals, personal aspirations, and the role financial resources play in achieving them. Throughout our work together, Clifford has demonstrated exceptional patience, diligence, and attention to detail. He consistently takes the time to ensure I fully understand each step of the process, fostering both confidence and clarity in the decisions being made. I am confident that under Clifford’s guidance I will be well positioned to achieve—and potentially exceed—my financial goals. I would highly recommend his services to anyone seeking personalized, one-on-one financial guidance grounded in transparency, expertise, and a truly client-focused approach.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Sara

Bill and Grady are A+++ Independent advisors Team Emanciparé know Pralana!

✅ Wealthtender Certified Advisor Review™

Mar 06, 2026

Bill spent time reviewing my Pralana setup. I read his book and he helped me get my plan perfected! Superior service and reasonable pricing and they don't steal from my investments. Bill answered all of my questions and gave me great advice. I will use them as I move forward with yearly planning.

Relationship to Financial Advisor: Former Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Rod H Wisconsin