Knowledgeable and Responsive Advisor

✅ Wealthtender Certified Advisor Review™

Jun 14, 2026

We’ve had a great experience with Chris. We'd been using someone for some time and wanted to change to the fee only model. He takes a comprehensive, personalized approach to financial planning and has helped us feel much more confident about our long-term finances. We spent a good deal of time working on a plan that made sense for us. He’s responsive, knowledgeable, and genuinely cares about helping his clients succeed.

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.

Tyler

Back on track!

✅ Wealthtender Certified Advisor Review™

Jun 13, 2026

Working with David Berns has truly been a wonderful experience. From our very first meeting, he took the time to really understand my goals, concerns, and what I wanted my retirement to look like. He explained everything clearly and helped me make sense of my investments in a way that finally made me feel confident and informed. Since moving my accounts to him, I feel like I’m in a much better place financially and, more importantly, much more comfortable about my retirement. I now have a clear plan, better organization, and peace of mind knowing I have someone proactive and genuinely looking out for my best interests. I’m so grateful to have found David and would highly recommend him to anyone looking for a knowledgeable and trustworthy 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.

Diane M

Best decision to work with Chris

✅ Wealthtender Certified Advisor Review™

Jun 12, 2026

I interviewed Chris four years ago when I was looking for an advisor. I appreciated how straight forward Chris was during our initial meetings. I was trying to determine if I could retire early. Chris was very thorough and completed a very detailed financial plan that confirmed my assumptions that I was in a good position to retire soon. I felt very confident in the way Chris analyzed our situation and showed me the details with cash flow projections using several software packages. I have been happily retired for over two years and I don't have to worry because we have a plan and Chris is there if I need him. Our standard quarterly meetings address tax planning, portfolio performance and risk management. I would recommend Chris to anyone looking for a financial advisor to manage their retirement savings and allow you to sleep better at night.

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 H

A new beginning!

✅ Wealthtender Certified Advisor Review™

Jun 12, 2026

We have had a great experience working with both Jeff and Stacey! When met Jeff for the first time, He asked us good questions, some we had to really think about. He listened first.. to our hopes and dreams for retirement. He gave us home work. Then he took our information and gave us a true picture of where we are and where we needed to be. We learned a lot, we are looking forward to working with Jeff and Stacey for many 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.

Jane and Jerry

Retirement

✅ Wealthtender Certified Advisor Review™

Jun 12, 2026

When my former employer switched to KFG, my wife & I met w/Steven & laid out our retirement timeline goal. Steven was very thorough & great to work with. I met with Steven multiple times a year either in person, Zoom or a phone call over the years & with Steven’s advice & knowledge my wife & I retired earlier than we had anticipated. I recommend working with KFG.

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.

Tim

Exceptional -exceeded my expectations

✅ Wealthtender Certified Advisor Review™

Jun 12, 2026

I’m thrilled to give Sweta an exceptional recommendation: 10 / 10 - exceeded expectations. Sweta’s credentials are impeccable. Her personal and professional manner & communication style are of profound grace & respect. She helped this 60’s male with a compete financial review: manage my portfolio (~60% pretax & ~40% after tax holdings) for a cash flow income stream which included possible Roth conversions (or none), potential lump sum withdrawal for relocation, income withdrawal strategy, future income tax and Medicare bracket (IRMMA) implications, specific future portfolio investment allocations and a full insurance review, among others. This followed with a detailed written report with a written investment and withdrawal policy. A highly skilled professional; excellent guidance & counsel. Thank you Sweta!

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

Set me on the right track and changed my mind about advisors

✅ Wealthtender Certified Advisor Review™

Jun 11, 2026

I highly recommend Alison Roth. I say this as someone who was initially very skeptical of the value of financial advisors, given my simple investing model. From informing me of the optimal ways to grow my wealth to meet my financial goals, to taking advantage of my benefits to the fullest, Alison was happy to guide me step by step throughout. One other point I appreciated was that she never wavered from her objective to ensure I was on the right track to meet my financial goals, even if it meant challenging my harebrained investing ideas. That being said, even more appreciated was her style of communication in doing so. I never felt stupid or talked down to. She took the time to explain her reasoning and backed it up with solid research and analysis.

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.

Hussein

Kevin is helping us plan for our future, and our kids future

✅ Wealthtender Certified Advisor Review™

Jun 11, 2026

We have been working with Kevin for over 8 years, and it has been an absolute pleasure. From the very beginning, he provided guidance that was practical, non-judgmental, and easy to understand. He helped us navigate our student loans, savings, and home-buying, and over time, he’s guided us toward building solid savings and planning for retirement. Kevin always makes us feel comfortable and confident in our financial decisions. We trust him completely and genuinely enjoy every conversation with him. If you are looking for thoughtful, friendly, and knowledgeable financial guidance, Kevin is the best choice! We’re so grateful we reached out to him when we did—it has truly made a difference in our lives and our 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.

Charla

5 Stars

✅ Wealthtender Certified Advisor Review™

Jun 10, 2026

Great team - knowledgeable, insightful and helpful!

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.

DandS Warren

5 Stars

✅ Wealthtender Certified Advisor Review™

Jun 10, 2026

Our daughter interviewed financial advisors several years ago`& decided on Matt & his staff. After we moved to the area, we met with Matt, as well as other advisors, and went with Matt. Very personable, efficient, honest. Have not looked back. Have referred others to him, as well. Talk to him, interview him, we are very happy & impressed. Believe you won't regret 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.

virginia trapino

Seaborn Rocks!

✅ Wealthtender Certified Advisor Review™

Jun 10, 2026

We've been Seaborn clients since 2020, and have found Britton and his team to be smart, responsive, responsible and pleasant to work with. Their data driven approach makes us feel confident in their handling of our portfolio. Together, using our vision and their expertise, we created a financial plan for our retirement, which has given us the peace of mind we needed to enjoy it. Twice a year we have a comprehensive review of our investments and financial plan, which keeps us informed of the big picture. Throughout the year we get updates about market fluctuations, tax code changes, AI, etc., and anytime we have questions or concerns they are answered very quickly. Also, they regularly ask for feedback to ensure continuous improvement. Finally, we enjoy working with the Seaborn team. They are friendly and approachable, not at all like robots.

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 Jones Barbara Hanlon

Unparalleled service

✅ Wealthtender Certified Advisor Review™

Jun 10, 2026

My husband and I have been working with Britton and the Seaborn team for three years now, and it's been one of the best financial decisions we've made. What sets them apart is their ability to take complicated financial concepts and make them genuinely understandable; we always feel informed and empowered, not overwhelmed. They stay ahead of the curve when it comes to market trends and research, and every recommendation they make comes with a clear rationale, so we always know the "why" behind each move. Most importantly, we've achieved hefty goals we weren't sure were within reach. Their guidance on budgeting and long-term growth has made a real difference in our financial lives.If you're looking for a partner that's professional, transparent, and truly invested in your success, we can't recommend Seaborn 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.

Chelsea

More Than Financial Advisor

✅ Wealthtender Certified Advisor Review™

Jun 10, 2026

Kevin has become more than a Financial Advisor over the past several years in that our relationship has grown into, we feel, a good friendship. We always look forward to our visits with Kevin, and we feel that our finances are in reliable hands. We trust that Kevin is always putting our best interest foremost with each visit, and we trust that he will take care of our financial needs in a keen and timely manner. We look forward to many more visits in our continued consultations.

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.

D.W. L.L. Brooks

Competence, knowledge and a good human

✅ Wealthtender Certified Advisor Review™

Jun 10, 2026

I've worked with Kevin Brown for almost 30 years. He's genuine, knowledgeable and listens, taking time to understand not only my financial goals, but my values and personal goals. His advice is thoughtful, practical and tailored to what matters most to me and my family. Beyond the professional, he's simply a good human who knows and cares about his clients. I'd recommend him(and have) without reservation.

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.

Maralie

Calming me down

✅ Wealthtender Certified Advisor Review™

Jun 10, 2026

Kevin has a great touch in calming us down. He also really listened to our concerns and tailored our account to reflect our fairly conservative approach. We have been with him one year.

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 colberg

Great financial advisor, better person

✅ Wealthtender Certified Advisor Review™

Jun 10, 2026

I've been working with KB since I first became a professional nearly 20 years ago, and I couldn't recommend him more highly. Over the years, he's been an invaluable advisor, helping me navigate retirement planning, investments, and multiple insurance needs. His guidance has played an important role in helping me build and protect my financial future. What sets KB apart is that he's more than just a financial planner, he's become a trusted friend. He genuinely cares about his clients and always takes the time to understand their goals and concerns. One of KB's greatest strengths is his network. He seems to know everyone and is a true connector. Whenever I've needed help, whether financial or otherwise, he's always had a trusted contact or resource to point me in the right direction. If you're looking for someone who is knowledgeable, trustworthy, responsive, and deeply invested in your success, Kevin Brown is the person you want on your 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.

Dr. JC Moore

My experience with Steven Fronrath at Kennedy Financial Group has been above and beyond my expectations.

✅ Wealthtender Certified Advisor Review™

Jun 10, 2026

I was treated with respect every step of the way. My total financial goal was discussed and Steven worked with me to create a plan that will allow me to maintain my current standard of living and enable me to adjust my distribution in the future as needed.

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.

Diana C. Dow

Look no further for the right financial

✅ Wealthtender Certified Advisor Review™

Jun 10, 2026

I have worked with other financial planners in the past and I never felt comfortable or confident that I understood everything that was being explained to me. There were many times I would be in a meeting and would look at my spouse and say “ what is happening with our money?” From the moment I met Cliff it was just such an easy process. Everything was explained in great detail, slowly and calmly to make sure that I knew what a future plan would look like and how I could build the generational wealth I wanted for my family. Cliff listened intently, made some powerful strategic suggestions to get me on the right track to an amazing financial future. My family and I are thrilled with Cliff and his solid understanding of financial planning and attainable goals that continue to grow and move over time to create a dynamic portfolio that can go the distance. Young generations or older, Cliff just gets it and makes anyone feel comfortable and trusted that the decisions that are made are the right ones for any tier of financial success.

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.

Nicole Humphreys

5 Stars

✅ Wealthtender Certified Advisor Review™

Jun 09, 2026

Dan and his firm are knowledgeable, insightful, and add a ton of value. I can also speak to Dans, character which in my long-time of knowing him has been strong and extremely positive.

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 Benedetti

Good Dude

✅ Wealthtender Certified Advisor Review™

Jun 09, 2026

Kevin has managed our 401k since inception and I find him to be a thoughtful and knowledgeable person. He is always willing to provide a helping hand.

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 Cichy

Trusted Guidance

✅ Wealthtender Certified Advisor Review™

Jun 09, 2026

Kevin has helped me with life insurance, investing for my son’s education, a will, and several other areas of financial planning. As someone who started working with an advisor at a younger age (35), I really appreciated how he explained everything in a way that was easy to understand. He’s knowledgeable, responsive, and genuinely cares about helping me make smart decisions for my future. One thing that really stands out is that Kevin is willing to give clients his personal cell phone number and is actually available when you need him, which seems pretty rare these days. I highly recommend Kevin to anyone looking for a trustworthy and approachable 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.

Tom V.

5 Stars

✅ Wealthtender Certified Advisor Review™

Jun 08, 2026

I never thought I would be someone who hires a personal financial planner. I didn't have some fancy, big portfolio to manage. I just had some challenging life circumstances that I needed help figuring out - a divorce, a child going to college, a job change, selling a home - all happening at once. Cathleen has been not only knowledgable, capable and very organized, but she also gently helped keep me on track when all I wanted to do was hide under a blanket, avoiding it all. She has helped me in so many ways beyond helping put together a budget and planning for my financial goals. She is assisting my lawyer on the divorce settlement, helping me with how to pay for my son's college tuition and even looked up my options for healthcare coverage in between jobs. I highly recommend Cathleen for anyone that cares more about managing their financial life than managing a stock 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.

Misty Decker

5 Stars

✅ Wealthtender Certified Advisor Review™

Jun 08, 2026

Working with Drew Cook and Level Wealth Management has been the best decision my wife and I have made in our financial planning journey. He's extremely knowledgeable, professional, and responsive, and has taken time to understand where we're at now, what our goals are, and ensured we fully understand and are comfortable with every step along the way. I have 100% confidence in the personalized plan he's built and the guidance he's provided over the years, and am incredibly grateful for everything he's done for us. We just can't say enough great things about our experience working with him. Highly recommend Drew and LWM.

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: Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.

Karl Young

Knowledgable, Trustworthy, and Effective

✅ Wealthtender Certified Advisor Review™

Jun 08, 2026

I worked for a small company for many years that did not offer retirement benefits. I felt embarrassed and behind in my financial planning. I finally put my shame aside and got connected to Matt. Matt had no judgment, just practical solutions and advice. He is incredibly knowledgable, patient, and kind. He walked me through my financial planning to ensure I could maximize my retirement contributions without being in a pinch. We have been working together for over a year now, and I am very pleased with the returns I am seeing. My parents and sister also work with Matt, and they are all pleased with their results. I would recommend Matt to anyone looking to grow their portfolio and ensure their financial future is secure.

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.

Jody

Great Direction!

✅ Wealthtender Certified Advisor Review™

Jun 08, 2026

We recently started working with Jeff and couldn’t be more impressed. He took a deep dive into our current financial situation and provided clear, insightful analysis of what’s ahead — especially with our non-traditional investments. What stood out most was their forward-looking approach: He carefully examined upcoming tax implications and helped us think through long-term strategies that align perfectly with our family goals. This gave us the well-rounded guidance covered everything we needed — retirement planning, our future move, protecting family, and overall wealth-building — all while making complex topics understandable and actionable. We finally feel confident we have a trusted partner who sees the full picture and is invested in our 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.

Jason G

Financial Guidance

✅ Wealthtender Certified Advisor Review™

Jun 05, 2026

Darren is an expert with financial matters and we trust him managing and looking out for our best life! I look forward to strengthening our long term relationship!! Blessed!

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.

Ralph Perkins

jeff has fundamentally changed the way we think about & handle our money

✅ Wealthtender Certified Advisor Review™

Jun 05, 2026

my husband and i grew up in households where we were given either no financial advice or any advice we were given came with a side of judgement and stressful approach. working with jeff has been the exact opposite of that, and truly is the best decision we could have possibly made for ourselves. he is a fount of information that he shares nonjudgmentally and kindly, and he’s helped us make so many smart financial decisions for ourselves in both the present and the future. his advice has helped guide us into better decisions, and he’s always ready to help with difficult money situations that life inevitably throws at us, backed up with every bit of info you could need to choose properly. i cannot say enough good things about working with jeff and genuinely have recommended him to everyone i know, 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.

ace tilton ratcliff

Outstanding Advisor - better person

✅ Wealthtender Certified Advisor Review™

Jun 04, 2026

Steve has been managing my family's assets for years. His performance has been outstanding in both good markets and bad. More importantly, Steve treats my family as his own. He thinks about how to best help young people as they mature and grow their financial life. He is the absolute 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.

Michael

Couldn't be happier with Chris

✅ Wealthtender Certified Advisor Review™

Jun 04, 2026

After moving to our retirement home, we decided it was time to find someone to help with our financial planning. I had used the free services at my company during my career and that worked very well. But in retirement, I needed someone to help with both the planning and execution of managing my finances now that I was on my own. I didn't like other well known financial organizations taking a percentage of my portfolio, prefering a fixed fee approach. After looking around at several choices we found Chris and I couldn't be happier. His approach to managing finances didn't over complicate things, matching my own philosophy. His methodology has proven steady through the wide market swings we've experienced in the last several years. I would recommend his services to anyone who asks.

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 Lemon

5 Stars

✅ Wealthtender Certified Advisor Review™

Jun 04, 2026

We did a lot of research before deciding to go with Level Wealth Management, and we are so glad we are working with Drew Cook. As fiduciaries with transparent fees, we feel very comfortable that they are looking out for our best interests and not trying to sell us products. Drew is extremely knowledgeable, responsive, and organized. We thought we were doing ok managing our money ourselves, but as we near retirement age, Drew has carefully guided us toward doing some things differently without being pushy. We are certain his knowledge will benefit us for years to come. Drew is a pleasure to work with all around.

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: Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.

Emily

Professional Advice with a Personal Caring Touch

✅ Wealthtender Certified Advisor Review™

Jun 04, 2026

I’ve had the pleasure of working with Mike Hart at Open Book Financial, and I can’t say enough good things about him. What stands out most is how much he genuinely cares about the people he works with. You never feel like just another client—Mike takes the time to get to know you, understand your goals, and help you make informed decisions that are in your best interest. His knowledge and experience are incredibly impressive, but what I appreciate most is his ability to explain things in a way that actually makes sense. He has a talent for taking what can seem like overwhelming financial topics and making them easy to understand. It’s clear that Mike is passionate about helping people build a better financial future. He’s honest, trustworthy, and always willing to go the extra mile to make sure his clients feel confident and supported. I would highly recommend Mike and Open Book Financial to anyone looking for a financial planner who truly cares about their success.

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.

KJ Todd

Divorce Financial Planner with Integrity

✅ Wealthtender Certified Advisor Review™

Jun 04, 2026

I highly recommend Janice for anyone looking for a financial planner. She always conducts herself with poise and integrity. After a challenging divorce, I was delighted to meet and work with Janice. We’ve been working together for 10 years now and she continues to guide me by providing and thoroughly explaining choices for 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.

Darlene L

5 Stars

✅ Wealthtender Certified Advisor Review™

Jun 03, 2026

Got to know Mr. St. George well before becoming a client. Glad I moved my investments under his purview. Very solid financial advice with solid returns. Always feel like Nick has my best interests at heart. If you are looking a for financial advisor I can easily recommend Nick as someone you can trust and who will take proper care of your assets. 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.

Daniel McCall

5 Stars

✅ Wealthtender Certified Advisor Review™

Jun 03, 2026

Having recently retired, we've been working with Drew at Level Wealth Management for the past year and a half. During our initial onboarding and subsequent semi-annual meetings, he has provided great advice re financial planning, taxes, Roth conversions, estate planning and many other issues that have arisen through this new phase of our lives. He is honest, knowledgeable and and responds quickly to any concerns we may have. We are extremely happy with Drew and Level 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: Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.

Hal Nagle

5 Stars

✅ Wealthtender Certified Advisor Review™

Jun 03, 2026

Prior to reaching out to Level Wealth, we had vetted at least three wealth management firms but never felt comfortable moving forward with any of them. We were looking for a partner who would take the time to listen to our story, understand how we had invested throughout our lives, capture our goals and aspirations, and focus on helping us meet our long-term needs. We also struggled with the traditional percentage-based fee model. It never seemed appropriate for the services being provided, and a fixed-fee structure made much more sense to us. From our very first meeting, we felt comfortable with Drew Cook. He listened carefully to our thoughts and concerns, asked thoughtful questions to ensure he fully understood our situation, and took the time to explain—and re-explain—concepts whenever needed. We are extremely pleased with the service and relationship we have built with Drew and Level Wealth. We are grateful for his guidance on investing, tax planning, Medicare costs, income planning, Roth conversions, and future Required Minimum Distributions (RMDs). Choosing to work with Drew and Level Wealth was the right decision for us, and we highly recommend them to anyone seeking a knowledgeable, attentive, and client-focused 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.

Disclosure: Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.

Frank Samartino

Jim makes us feel comfortable with the "life" decisions we are making.

✅ Wealthtender Certified Advisor Review™

Jun 03, 2026

We are very pleased with having Jim as our financial advisor. He is great at reminding us to schedule our reviews and sending us tasks regarding items we need to work on. Jim is very patient and thorough. We can always go to him when making decisions that will impact our plan. We give him different scenarios, and he can let us know how this will impact us. Recently, we were trying to decide whether to sell our existing home to build a new one. He showed us that this would be a positive move for us and put our minds at ease. Another discussion we have is seeing if I can retire sooner than we originally planned. I would highly recommend Jim if you are looking for an advisor that you can feel comfortable with, to help guide you, and who puts your best interests first.

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.

Sheri Steve

Worth the Search

✅ Wealthtender Certified Advisor Review™

Jun 03, 2026

We searched a long time for a financial advisor we could really trust, and Drew Cook earned it. He is honest, transparent, and a true teacher, walking us through every decision so we understand it. He looks at everything, retirement, taxes, investments, and estate planning, always tied to our family's values and our kids' future. We never doubt he has our best interests at heart, and we recommend him wholeheartedly.

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: Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.

JT MT

5 Stars

✅ Wealthtender Certified Advisor Review™

Jun 02, 2026

Drew at Level Wealth Management is excellent. Knowledgeable and takes the time and energy to explain concepts to us so that we are part of the team. Patient and unobtrusively persistent with executing our wishes and plans. We feel fully confident and at ease with our financial future in the hands of Level 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: Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.

Sarah Butler

Franz Tatum Wealth Management has proven to be exemplary!

✅ Wealthtender Certified Advisor Review™

Jun 02, 2026

Wealth management is so much more than assets under management and in the four years we have been working with FT they have proven to be exemplary in customer service, wealth management expertise, communication, portfolio performance, and trustworthiness. Additionally, the team at FT have been our translators, counselors and steady hands in guiding us through an ever changing environment. Bottom line, we sleep well every night knowing our family’s legacy is supervised and closely monitored by the advisors at Franz Tatum 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.

Roxi and John

5 Stars

✅ Wealthtender Certified Advisor Review™

Jun 01, 2026

Excellent experience. Thanks Jeremy!

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.

LS

5 Stars

✅ Wealthtender Certified Advisor Review™

Jun 01, 2026

My husband has known John Gugle since he was a child, so when we were looking for a financial advisor, trusting him was an easy decision. What has impressed us most is how seriously he takes his responsibility to his clients. He has helped us grow our investments, make smart financial decisions, and feel more confident about our future. John is always available to answer questions, explains things in a way that makes sense, and genuinely cares about helping people reach their goals. We're grateful for his guidance and highly recommend him to anyone looking for a financial advisor who is both knowledgeable and trustworthy.

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.

laura jones

5 Stars

✅ Wealthtender Certified Advisor Review™

Jun 01, 2026

★★★★★ We have been working with Drew Cook for close to a year now, and we couldn't be more pleased with the experience. Before he even accepted us as clients, Drew took the time to sit down with us and understand our investment philosophy — making sure it aligned with his approach. That kind of thoughtfulness set the tone for everything that followed. Drew focuses on low-cost mutual funds and building a balanced portfolio suited to our risk tolerance, rather than chasing short-term stock gains. That disciplined, long-term mindset is exactly what we were looking for. We meet formally twice a year — once in spring and once in fall — to review our portfolio, but Drew is always available in between if questions come up. As I approach retirement, he has also developed thoughtful tax strategies tailored to our situation and helped us consolidate our brokerage and retirement accounts with Schwab, making everything much easier to manage. If you are looking for an advisor who is patient, principled, and genuinely invested in your financial wellbeing, Drew Cook is the person to call.

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: Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.

Ahmed Arif

Saved Time and Headaches!

✅ Wealthtender Certified Advisor Review™

Jun 01, 2026

Advisor Tech Partners has been great to work with, I really appreciated the friendly professionalism. They fixed our Zapier automations for Zoom call summaries going into Wealthbox and solved the issue of matching the correct contacts using custom Zapier code, which was a huge help. They also built PreciseFP automations that automatically update custom fields in Wealthbox; that has eliminated a manual process all while keeping everything more accurate and organized. Working with them has been great, the team is responsive, easy to work with (sending little videos to show how to do things was so helpful), and really understands advisor processes, compliance requirements/limitations, technology and integrations. I’d definitely recommend them to any advisory firm looking to improve workflows and automate processes.

Danna Nealon

Winston and Sabrina are great!

✅ Wealthtender Certified Advisor Review™

Jun 01, 2026

Winston and Sabrina have been supportive and knowledgeable from the start, and they have actively invested in our life, both as people and as clients. They seek to understand our backgrounds and personalities before providing honest, personalized advice. They have really helped us establish a solid financial footing in our marriage!

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 and Madeline

Trusted Financial Guidance for the Entire Family

✅ Wealthtender Certified Advisor Review™

Jun 01, 2026

I have worked with Brittany Wolff and Wolff Financial for several years, and she is by far the best financial advisor I have ever used. Brittany has helped not only my wife and me, but also my mother and sister, get organized and develop comprehensive financial plans tailored to our individual goals. She takes the time to understand each person's unique situation and provides thoughtful, practical guidance that inspires confidence. One of the things I appreciate most is her ability to simplify complex financial decisions and create a clear roadmap for the future. Her insight, planning, and ongoing advice have given me tremendous confidence in my ability to reach my financial goals, particularly when it comes to retirement planning. Because of Brittany's guidance, I feel prepared and confident about retiring when the time is right. That peace of mind is invaluable. She is knowledgeable, responsive, professional, and genuinely cares about her clients' success. I highly recommend Brittany Wolff and Wolff Financial to anyone looking for a trusted financial advisor who will help them build a solid 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.

Cyrus Bagheri

Todd And Sykon Look After Me, Not Just My Money

✅ Wealthtender Certified Advisor Review™

Jun 01, 2026

Todd Stankiewicz has been my financial advisor for six years. He immediately struck me as, not only super duper smart, but just as importantly, an accessible, genuine person. No pushy company sales pitches. We could talk easily about topics beyond money, relating as just folks. He took a great interest in me as an individual with a life. I had no hesitation putting my trust (and investments) with Todd and his team when they moved to Sykon Capital. The Sykon team members I have most contact with, Julie and Emily, are just as dependable and delightfully "real people". Julie is always a phone call away, no hassle, no hanging on hold forever! We send pics of our fur-babies, laugh and have heartfelt chats as she gets my requests done ASAP. I don't have to worry or think too much about what's happening with my money with Sykon Capital because i know they're looking after of me, not just my money.

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

An Advisor You Can Trust

✅ Wealthtender Certified Advisor Review™

May 31, 2026

My husband and I have been working with Elias for over 25 years. He worked hard to get to know us and our overall goals- crafting a financial plan that supported that. He has always been steady through ups and downs, providing us with solid guidance, quick follow ups and great overall customer service. The annual events that provide us with experts and current market views are also a great idea.

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™

May 31, 2026

Working with Jorrell over the past few years has been a pleasure. He takes the time to understand my goals to develop a plan that aligns with my expectations. Jorrell has amazing professionalism and knowledge - but his kindness and commitment is what sets him apart. Thanks Jorrell!

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.

Adriana D

5 Stars

✅ Wealthtender Certified Advisor Review™

May 29, 2026

I have had the pleasure of entrusting my finances with Jeff and Mark for many years. Their expertise and advice are invaluable, as they always keep me informed on my investments. I am retired now and able to enjoy retirement. Mark is always available to answer my questions and provide solutions. I highly recommend Chesapeake Financial Planners.

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: This statement is a testimonial by a client of the financial professional as of 06/01/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Joyce Ducksworth

5 Stars

✅ Wealthtender Certified Advisor Review™

May 29, 2026

We are so very fortunate to have John as our financial advisor. We were introduced to John through the research of our financially savvy son who believed it was time to change how our investment portfolio is managed from an “assets under management“ model to a flat rate, much more affordable, transparent, and ethical financial management model. We started with John approximately four months ago and it feels like we have known him for a lifetime. He is always actively managing our portfolio to our benefit and has regularly communicated his thoughts and ideas with regard to our financial future. He is always on the ball and proactive and is always available for consultation. He made a personal trip to visit us in Connecticut in order to get to know us better as individuals and not just clients. We had an amazingly good time and it reinforced our feelings of trust in John as our financial advisor and portfolio manager. He is an exceptionally warm and engaging person with years of financial expertise, experience and savvy to offer his clients. We cannot overstate the exceptional services and communication he provides to his clients. We recommend him highly to anyone who is looking for a new fresh approach to managing their finances and 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.

Steven Saunders

Schedule an Intro with ATP Immediately!

✅ Wealthtender Certified Advisor Review™

May 29, 2026

I would hire Advisor Tech Partners immediately. Great guys, and they will customize your Wealthbox for your needs.

Mark Kissinger, MBA

Expert Advice with a Personal Touch

✅ Wealthtender Certified Advisor Review™

May 29, 2026

I've worked with Steve for years and have always appreciated his thoughtful, client-first approach. What sets Steve apart is that he genuinely cares about his clients and their families, not just their portfolios. He takes the time to understand your goals and explains complex financial matters in a way that's easy to understand. His experience, professionalism, and personal attention have given me great confidence in my financial planning and the future for my family. I highly recommend Steve to anyone looking for a trusted 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.

Jonathan C

5 Stars

✅ Wealthtender Certified Advisor Review™

May 28, 2026

Working with Jeff for my financial planning has been very easy. He is always there when you need him to answer questions or for anything related to financial information. He does a great job with my investments and I look forward to continuing to work with him though retirement.

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 Irwin

5 Stars

✅ Wealthtender Certified Advisor Review™

May 28, 2026

Mark and Jeff have been my retirement advisors since 2011 and I could not be happier with them. They are knowledgeable and easy to talk with. They respond quickly to any questions and clearly explain all my options. I have been retired for 5 years and am fully confident that my financial future will continue to improve as it has so far with them. I would recommend them to anyone, and I only wish that I had met them sooner.

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: This statement is a testimonial by a client of the financial professional as of 05/29/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

stephen kinsley

5 Stars

✅ Wealthtender Certified Advisor Review™

May 28, 2026

Kevin is very knowledgeable, flexible, down to earth, and explains complexities in a simple way for us to easily understand. He empowered us to better understand our financial picture and the software we’re equipped with to manage our finances is easy to navigate. We really enjoyed working with him and highly recommend him.

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.

Martha Brummitt Weitekamp

Just Amazing

✅ Wealthtender Certified Advisor Review™

May 28, 2026

The YouTube videos covering all things Redtail CRM have been instrumental with getting our firm to the next level.

Matt

Helping with decisions for our financial future

✅ Wealthtender Certified Advisor Review™

May 28, 2026

Trusting someone to help you with a very important part of your life is a priority to us. My husband and I always felt that saving was essential, as we are raising a family and want to set goals for our future finances. This was a struggle due to the fact that I am a nurse and my husband is an educator. Managing work, money and life, takes up most of our time. When we entered the market we tried our best to make valuable choices. This is when we met Janice. It was a chance meeting and we knew it would be a lot of work to organize our finances correctly. Janice is extremely knowledgeable, objective, trustworthy, and caring. Janice created a financial portfolio for us and we trust and respect her while knowing having a strong financial plan is a top goal of hers. We now have an advisor who is right there, by our side, helping with decisions 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.

Donna M.

Trusted Divorce Financial Planner Near Boston

✅ Wealthtender Certified Advisor Review™

May 28, 2026

I truly can’t say enough about how lovely, helpful, and skilled Janice Berner is. I met her at the beginning of my lengthy divorce process, after 30 years of marriage. I had always trusted my husband to make the major financial decisions for our family and was pretty ignorant about what money we had and where it was. I was not in a good place emotionally and needed people in my life to help me get to a better place. Janice kindly and patiently offered me guidance and support, talking with my divorce lawyers as needed and explaining things to me each step of the way. Not only is she a capable professional, but she is also a warm and down-to-earth human being. We need more people like Janice in our lives!

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.

Ali V.

5 Stars

✅ Wealthtender Certified Advisor Review™

May 27, 2026

I can only say GREAT things about Larry and his team. I have known them for years and they have become like family, friends, and trusted advisors all in one. I have recommended them to employees, family, and friends for advice and direction in handling all their financial needs. Thank you to everyone at the Mitlin team for always being so responsive, helpful, and patient with a client like me!!! Thank you again.

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 J

Detailed and Thorough Financial Review

✅ Wealthtender Certified Advisor Review™

May 27, 2026

My wife and I are retired and sought Erik's help in reviewing our financial portfolio to assess strengths and weaknesses and to develop a plan for how to manage our investments and accounts in a tax efficient manner. Eric was wonderful to work with. He was patient and thorough and helped us enormously. I feel like we have a solid plan for managing our accounts and investments in to the future. I strongly recommend Erik as a valuable resource for financial consulting.

Relationship to Financial Advisor: One-time financial planning client Q2 2026

Compensation: This reviewer received no compensation for this review.

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

Martin Weinstein

Trustworthy and Reliable Advice

✅ Wealthtender Certified Advisor Review™

May 27, 2026

Chris has been great to work with and delivered awesome results. We began working with Chris at his previous firm and moved with him when he started his own. He is knowledgeable and does a great job explaining his recommendations. Chris has taken the time to understand our goals, help us save far more money than I expected and he has helped us invest our savings wisely. We like the flat fee structure and feel that we're getting advise that's in our best interest instead of maximizing commission by selling certain products.

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.

Philip Cheek

Wonderful experience, highly recommend!

✅ Wealthtender Certified Advisor Review™

May 27, 2026

Jeff did an amazing job and worked above and beyond to deliver great service and see my projects through completion. Would 100% recommend to other advisors and would hire again.

John Miller

5 Stars

✅ Wealthtender Certified Advisor Review™

May 26, 2026

Working with Jorrell Bland At Mitlin Financial has truly been a wonderful experience. From the very beginning, Jorrell has been kind patient knowledgeable, and incredibly supportive. He takes the time to really listen. Answer every question and explain things in a way that makes everything feel comfortable and easy to understand what I appreciate most is how genuine and caring he is you can tell he truly wants the best for his clients and takes pride and helping people feel confident about their financial future . It's rare to find someone who combines professionalism with such a personal touch. I am very grateful for all his guidance and I would highly recommend Jorrell at Mitlin Financial to anyone looking for someone they 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.

Donna C

My Review of Intelligent Capitalworks starts in the 1990s

✅ Wealthtender Certified Advisor Review™

May 26, 2026

I first met Vincent Rossi through my parents back in the late 1990’s. I was a single person with a good career and was looking for someone to help me with investing my savings. Vince was a wonderful guide at navigating me through my various options and was always available for any additional questions I had. I would not have the savings I have today without Vince’s expertise and guidance. Vince has seen me marry and have two children with the last one having just graduated from college. I made the decision to stay with Vince through a couple of changes in firms and with his starting Intelligent Capitalworks (ICW). My family has had the privilege of working with ICW for an impressive 26 years, and we can wholeheartedly say that they have been an integral part of our financial journey. Their commitment to client education and deliberate planning before implementing any strategies has laid a strong foundation for our partnership. We spend significant time ensuring that we understand our options and the implications of various financial decisions, which speaks volumes about their holistic approach to wealth management. One of the standout features of working with ICW is the talented six-person team that supports us. Each member brings a wealth of interdisciplinary education, certifications, and diverse backgrounds to the table. This depth of experience ensures that every aspect of our financial life is managed with a comprehensive perspective. And everyone is extremely nice, attentive, and responsive, which only enhances the working relationship further. Although we live in DC and ICW is based in AZ, their communication style has adapted wonderfully over the years, incorporating in-person meetings, calls, and videoconferencing as needed. Regardless of the medium, we always feel engaged and informed, which helps strengthen our working relationship. And our children, who are just starting their careers, have already reached out to ICW for assistance. The scope of work we have undertaken together is extensive and impressive. From the development of our integrated family wealth management plan to ongoing maintenance and workflow implementation, ICW has consistently demonstrated their commitment to excellence. Their attentive service in financial and investment education is especially noteworthy; I remember attending the family wealth conference in Scottsdale back in 2000. This experience was invaluable and deeply enriched my understanding of managing our family wealth. The range of services we've benefited from includes meticulous cash flow planning, retirement planning, tax planning, risk and insurance review, and even inter-generational trust and estate planning. Their assistance with philanthropic planning has allowed us to support causes close to our hearts, while their expertise in managing investments ensures our portfolio is well-constructed and aligned with our goals. Additionally, the research, software, and technology platforms used by ICW are cutting-edge, allowing for efficient analysis and reporting. Their analytical capabilities are impressive, enabling us to make well-informed decisions based on real data. They have also provided excellent support with our rental property, which greatly eased our management responsibilities. And in terms of security, we feel very secure with ICW cybersecurity awareness and client protection measures. They have implemented a multitude of safeguards so that we feel our data is safe. Their professionalism extends to collaborating seamlessly with our other advisory professionals, including our CPA, estate planning attorney, and retirement plan advisors, ensuring a cohesive approach to our wealth management. Our estate planning attorney retired without anyone to take over her work. We were too busy to look for another one, so ICW took it upon themselves to locate one for us. We couldn’t be happier with the attorney they found. We appreciate that our relationship with ICW is built on a fee-only compensation structure, meaning there are no commissions from product sales. This reflects their commitment to acting in our best interest and adhering to a fiduciary standard. The quality of our review meetings is top-notch; the follow-up and follow-through consistently demonstrate their dedication to our financial success. The culture at ICW is one of integrity, professionalism, and a genuine commitment to their clients, making it a pleasure to work together. In conclusion, our long-standing relationship with Intelligent Capitalworks has been a positive and beneficial one, and we are grateful for their comprehensive approach to wealth management. For anyone considering engagement with them, we cannot recommend them highly enough. They have truly transformed our financial outlook and continue to be a steady partner on this journey.

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.

Elaine and Jonathan

A People Person's Finance Friend

✅ Wealthtender Certified Advisor Review™

May 26, 2026

Yohance Harrison has been a blessing for me and my wife as we navigate multiple transitional phases in our life. Following a move and my wife taking a new job, we wanted to get ahold of our finances and plan for the future. We were referred by a colleague and couldn't have been happier with Yohance. You can tell from day one that Yohance cares about his clients. He listened to our hopes for the future and made an easy to follow step-by-step plan to achieve our goals and create financial peace of mind. Along the way he provides informational and easy to understand explanations of each investment strategy or accounts available to us and how they align with our goals. He provides options and sets clear timelines so that we can be aware of our next steps and overall progress. When we found out we were pregnant with our first child, Yohance was ready with materials specific to securing our child's financial future in addition to our own. He even personalizes our meetings and shares anecdotes from his own experiences in life as a father. It is great to have someone who is so personable to talk to about the difficult decisions like budget management. There's no judgement, just a helping hand and the facts!

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 Ormerod

Great Service, Better People

✅ Wealthtender Certified Advisor Review™

May 26, 2026

Ryan has been managing our portfolio and guiding us towards financial freedom since before their inception. He's been great with helping us layout our short term and long-term goals and challenging us to do the hard work in achieving them. They are great with checking in to make sure we feel comfortable and confident with our plan versus the random market changes and swings. If you want your wealth manager to give you an honest, proactive and detailed plan, give Impact a call! You won't regret 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.

EWG

Amazing team

✅ Wealthtender Certified Advisor Review™

May 25, 2026

We were looking for advisors to help us navigate retirement, specifically, looking at our portfolio, advising when to take social security, whether and when to do Roth conversions, how much income to draw from investments, etc. We had several introductory meetings in which they really wanted to get to know us and they asked us questions that made us think about how we wanted to live post-retirement. It was a wholly different experience from prior advisors. Sarah and Jim are so smart and thoughtful and bring so much value to the relationship. We feel so lucky to have found a team that can look at the big picture and help us feel confident in our financial 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.

Jean S

Great Financial Advice at a Reasonable Price

✅ Wealthtender Certified Advisor Review™

May 25, 2026

I highly recommend Adviso Wealth. Sweta is knowledgeable, thorough and reliable. She did a good job listening to my concerns and preparing a comprehensive retirement plan tailored to my needs. Sweta is detail-oriented and responsive to questions. You don’t need to pay high AUM fees to feel empowered for managing your retirement. You just need Adviso 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.

Eric Payne

Transparency and Trust

✅ Wealthtender Certified Advisor Review™

May 25, 2026

FTWM has consistently provided clear and concise advice that takes into consideration my financial goals and investment comfort level. They are very pro-active in anticipating and discussing risk management adjustments to my portfolio which are based on market realities, without being hyperbolic. My husband passed recently and they were kind and supportive; yet also very professional in guiding me in what I need to do to mitigate the financial impact re: change in tax status, my need to take RMD in 2026 and managing potential Medicare surcharges. I trust FTWM implicitly.

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™

May 24, 2026

If you are looking for a financial planner who genuinely listens, I highly recommend Spenser. He didn't just look at the numbers; he took the time to understand my personal situation and built a customized plan around it. He is remarkably knowledgeable, sharp, and easy to work with. Having his guidance has given me a real sense of stability and I feel so much more secure and confident about my financial future 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.

M M

Guidance in Grief

✅ Wealthtender Certified Advisor Review™

May 24, 2026

Daniel came alongside me in my grief and provided me with guidance during a very difficult time. Coming from a person who has very little financial literacy, Daniel has been a great teacher and support as I have navigated finances during a time of loss, becoming a widow. I have full confidence in Daniel and his capabilities as a financial planner. He listens to my financial needs, guides me towards financial success, and does it all with kindness. Daniel is willing to help in any way he can, and he goes above and beyond for his clients. I felt like I was working with Daniel, and he was not just telling me what to do. He cares deeply for his clients, and it shows. I would recommend Daniel to anyone and everyone. Daniel's team is amazing, and I feel blessed to have stumbled upon his 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.

BriAnne

North Star to Financial Planning

✅ Wealthtender Certified Advisor Review™

May 23, 2026

Joe has a rare ability to make financial planning feel calm, clear, and completely manageable. He’s incredibly smart and knowledgeable, but what stands out most is how attentive, level-headed, and thoughtful he is in every conversation. He comes prepared and takes the time to understand your situation, explain options clearly, and provide perspective without ever making you feel pressured or overwhelmed. Working with Joe feels more like sitting down with a friend, who is your trusted advisor and someone who genuinely wants the best for you. I highly recommend him to anyone looking for practical guidance and long-term confidence 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.

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.

Steve

Ryan McLin - Top Wealth Management provider in the DFW area (5 STARS)

✅ Wealthtender Certified Advisor Review™

May 23, 2026

If you are not using Ryan, well, you are missing out. Ryan provides personal care of our portfolio managed for retirement. Ryan is honest, direct, and cares about YOU and where you are going with your investments, debt, retirement, etc. I highly, highly recommend Ryan since we have been utilizing him now for about 5 years.

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.

Tony Renae M.

Knowledgeable and highly engaged

✅ Wealthtender Certified Advisor Review™

May 22, 2026

I have worked with Jim for 10 years where he has provided excellent support to grow my investments. He provided great advice on portfolio management during significant changes in my life (post divorce, retirement) and regularly checks in on 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.

Linda S

5 Stars

✅ Wealthtender Certified Advisor Review™

May 21, 2026

Working with Kevin Burkle has been an outstanding experience. From the start, Kevin took the time to understand our specific needs and wants rather than presenting a boilerplate retirement or investment plan. He built a personalized strategy that reflected our goals and comfort level. As we moved through the planning process, Kevin introduced us to RightCapital, which became a powerful tool for exploring multiple retirement scenarios, evaluating Social Security strategies, planning for long‑term care, and analyzing Roth conversions. The combination of his expertise and the software made everything clear and approachable. Kevin met with us via Zoom, explained each step, and ensured we understood the “why” behind every recommendation. Even though we now have a solid plan and access to RightCapital, we fully intend to continue working with Kevin periodically. The value we received far exceeded the flat fee. Highly recommended.

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.

Brian Kerr

Outstanding advice and excellent long term strategy

✅ Wealthtender Certified Advisor Review™

May 21, 2026

Markham and his team have been responsive and dedicated to help us achieve our goals. They have provided the sound advice to minimize tax and Medicare implications. We enjoy the quarterly tag ups to review where we are with our goals and future plans.

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 Dornbos

Overall experience

✅ Wealthtender Certified Advisor Review™

May 21, 2026

I was introduced to Jeff Judge about 8 years ago and it has been a pleasure working with him. I was interested in maximizing my retirement funds to ensure that I have residual income when I retire. Jeff listened to my wants and has help me reach my financial goals. He has provided useful financial guidance and now I look forward to my next chapter as a retiree.

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: This statement is a testimonial by a client of the financial professional as of 06/09/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Michelle Wellons-Williams

Carefree

✅ Wealthtender Certified Advisor Review™

May 20, 2026

Matt and his team have provided us the guidance to enjoy a carefree retirement. We've had the opportunity during our face-to-face meetings, to strategize with intent about our present and future desires. Very blessed and thankful to Matt and the QWP 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.

DA Garcia

5 Stars

✅ Wealthtender Certified Advisor Review™

May 19, 2026

Corey and Jeremy have done an excellent job of recovering money that was inappropriately deducted from an annuity. I'm extremely grateful for their diligent efforts in accomplishing this. They are passionate and dedicated in their work of caring for 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.

Catherine Anglin

5 Stars

✅ Wealthtender Certified Advisor Review™

May 19, 2026

We have been working with Tom for the last 3 years. He is an amazing financial advisor. He listened to our particular business and family needs and led us in the execution of a plan to ensure we meet our financial goals. Thanks so much Tom!

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: Vested Financial Planning, LLC has not provided any compensation for, and has not influenced the content of, the testimonials and endorsements shown. The testimonials and endorsements shown have been invited, have been shared with each individual’s permission, and are not necessarily representative of the experience of other clients and endorsers. To our knowledge, no other conflicts of interest exist regarding these testimonials and endorsements.

Xevi Miró Bruix

Mike Puts Your Money to Work!

✅ Wealthtender Certified Advisor Review™

May 19, 2026

Mike has been our financial advisor for a year and a half now, and we have not looked back. As a military retiree himself, he is knowledgeable on the separation/retirement process and made my transition to civilian life so much easier. Mike immediately found ways for us to maximize the interest on our savings, and even in this crazy market we are doing well under his watchful eye. He also helped my wife and I visualize our financial goals and create a plan to achieve them. Mike's friendly demeanor and ability to explain complicated financial concepts make him a pleasure to work with. If he doesn't know the answer to something, he will get you an answer the next day (because the last thing you want is a financial advisor that bull****s you). My only regret is not reaching out to Mike sooner!

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.

Justin L.

A Trusted Financial Advisor for More Than 10 years

✅ Wealthtender Certified Advisor Review™

May 19, 2026

My wife and I have been with Keener Financial for more than 10 years, and we couldn't be more pleased with the expert advice we've received. Over the years, they have consistently been knowledgeable, trustworthy, and genuinely focused on helping us make sound financial decisions. With their guidance, we have reached (and exceeded) our retirement goals, and I'm honestly not sure we would've been able to do that without their counsel. If you're looking for financial advice or long-term planning, I could not 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.

Disclosure: Keener Financial Planning provides services on a periodic or ongoing basis. Current clients are those who have engaged us for periodic services in the past 12 months or are ongoing clients. Periodic clients for whom it's been more than 12 months since their last engagement are identified as "past periodic client." The status is as-of the date of the review. We are so grateful for all of our clients.

Rick Boeglin

Financial planning made easy

✅ Wealthtender Certified Advisor Review™

May 19, 2026

I have been working with Chris and Nandita since late 2025. For many years, I managed my family’s finances on my own and often felt concerned and uncertain about retirement readiness. Chris and Nandita did an exceptional job conducting a detailed and thoughtful analysis of our overall financial health. Chris’s calm, composed, and reassuring approach helped alleviate many of my retirement concerns and gave me a much greater sense of confidence and clarity about the future. Their work was truly worth every penny. They brought structure, discipline, and a comprehensive framework to our family’s financial life. The depth of their “what-if” scenario analysis was particularly impressive and helped us better understand different retirement and financial planning outcomes. I genuinely appreciate their professionalism, expertise, and personalized guidance throughout the process.

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.

Vijay

A top tier team

✅ Wealthtender Certified Advisor Review™

May 19, 2026

The Bouchey team has been outstanding. They’ve listened to our goals, answered our questions, and developed a plan that has allowed us to spend much less time worrying about our finances and much more time enjoying our lives.

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

Organized, Strategic, & Comprehensive

✅ Wealthtender Certified Advisor Review™

May 19, 2026

I'm a single mom that's recently divorced and Kelly has been an amazing support for me as I navigate this new chapter of my life. She has helped me get my assets organized, come up with an investment strategy, make strategic decisions with my cash, and create an end of life plan. She has been a pragmatic and supportive sounding board as I tackle so many big decisions on my own. I'm so grateful for her process and organization. She leaves no stone unturned and has helped me feel secure in my financial situation. I sleep better and worry less because I work with Kelly!

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.

Lauren Caraway

5 Stars

✅ Wealthtender Certified Advisor Review™

May 18, 2026

The staff is awesome! We have had timely responses and their financial knowledge supports us well. Would highly recommend!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: Client's family member works at the firm.

Denise DeHart

5 Stars

✅ Wealthtender Certified Advisor Review™

May 18, 2026

What surprised me most about working with Stu is how much my sense of financial certainty has changed. Before, finances felt like something we were managing alone and second-guessing constantly.  With a new job that awarded options, I wasn't certain how to navigate those. Now there's a real ease to it. Stu takes a personal approach, he actually understands our situation and goals in life rather than running us through a template or formula, and he's generous with his time and patient with our questions.  Knowledgeable, accessible and a genuine partner. 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.

Alex Alemi

5 Stars

✅ Wealthtender Certified Advisor Review™

May 18, 2026

Grayson is amazing to work with. Has been great for my financial plan, ensuring my long term 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.

Ryan Jennings

5 Stars

✅ Wealthtender Certified Advisor Review™

May 18, 2026

I've had the pleasure of knowing Jeff Kropp both personally and professionally, and I can say without hesitation that he is one of the most genuine, knowledgeable, and client-focused advisors I've come across. From a business perspective, Jeff brings the same integrity and thoughtfulness to his work that he does to every relationship he builds. If you're approaching retirement or simply trying to get a clearer picture of your financial future, I wouldn't hesitate to point you to Brandywine Financial Advisors. Jeff is the real deal.

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.

Lindsey Pattee

this is the guy you want to review your long term plan to not wind up a bag lady

✅ Wealthtender Certified Advisor Review™

May 18, 2026

For years, he has been growing my stash quite nicely, he is old enough to have really great experience and wisdom, but not one of these old boomers who can't keep up with the changes

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.

Eric

Cardinal Wealth Group

✅ Wealthtender Certified Advisor Review™

May 18, 2026

Anthony and his team are always on point and knowledgeable. My husband and I have been working with Anthony for several years now. We meet on a regular basis to review where we are with our investments as well as discuss strategies to improve our financial position in the future. I really like the weekly newsletter as it keeps you up to date with real data. Such a pleasure to work with. I 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.

Martha

Better than family, a trusted advisor!

✅ Wealthtender Certified Advisor Review™

May 18, 2026

From the very beginning of our relationship, Darren had my trust. No reason to ever regret working with him. He listens, supports & acts quickly to help me. In these questionable financial times, he will be there for you 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.

Kathy Biggs

LPL review

✅ Wealthtender Certified Advisor Review™

May 18, 2026

My advisor with LPL has tailored a retirement plan to fit my specific needs, and completely removed the anxiety I had about my financial future and retirement needs. I could not recommend LPL 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.

Disclosure: This statement is a testimonial by a client of the financial professional as of 06/04/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

David

Transparent, trustworthy, and genuinely invested in your success

✅ Wealthtender Certified Advisor Review™

May 18, 2026

Working with Joe has been an incredible experience. From the very beginning, he took the time to truly understand my financial goals and risk tolerance — never pushing a generic plan, but crafting a strategy built specifically for me. What sets him apart is his transparency; every recommendation comes with a clear explanation of the reasoning behind it, so I always feel informed and confident in the decisions we make together. I never feel like just a client, I feel like a partner. If you’re looking for an advisor who combines expertise with honesty and genuine care for your financial future, 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.

Brittney M

Darren had been our rock since 2017!

✅ Wealthtender Certified Advisor Review™

May 18, 2026

With his expert advice, we have weathered the changing economic and political climates for the past 9 years. When our previous financial advisor quite literally abandoned her practice without notifying anyone, he picked up our pieces and helped us recover quickly and safely. His newsletters are insightful and an excellent source of calm in the world we now live in. You will find he is easy to contact and can schedule appointments quickly.

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.

Clare Mark

5 Stars

✅ Wealthtender Certified Advisor Review™

May 17, 2026

We have been working with Pearl for over 5 years now and have all great things to say. Their communication is top notch, we trust their advice, and have built great relationships with the team. We have recommended Pearl to friends and family in the past 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.

Laura Howe

5 Stars

✅ Wealthtender Certified Advisor Review™

May 17, 2026

Tom has been a huge help with understanding IPO stock strategy and wealth management. He is easy to talk to and relates very well to each individual situation. I highly encourage anyone with strategy questions to engage with Tom and Vested Financial!

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.

Disclosure: Vested Financial Planning, LLC has not provided any compensation for, and has not influenced the content of, the testimonials and endorsements shown. The testimonials and endorsements shown have been invited, have been shared with each individual’s permission, and are not necessarily representative of the experience of other clients and endorsers. To our knowledge, no other conflicts of interest exist regarding these testimonials and endorsements.

Tom Schacht

5 Stars

✅ Wealthtender Certified Advisor Review™

May 15, 2026

Hazel is an experienced financial advisor who takes the time to understand her clients’ needs before presenting clear, well-structured strategies. She helped our family establish a strong financial plan and provided thoughtful guidance on both college and retirement planning. Hazel is consistently responsive and proactive, scheduling regular quarterly reviews and remaining readily available to address questions as they arise. Her professionalism and client-focused approach make working with her and the Align Financial Solutions team a positive and effective experience. I would confidently recommend her 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.

Julie J.

I know they hold my best interests and personal needs to be of utmost importance.

✅ Wealthtender Certified Advisor Review™

May 15, 2026

They are knowledgeable and well-informed. They are appropriately cautious in their advice and my portfolio has performed above my expectations. My calls are returned promptly. My questions, even if vague, are answered with respect and patience. As my goals and needs have changed, they have suggested carefully managed changes to my 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.

Susan

5 Stars

✅ Wealthtender Certified Advisor Review™

May 14, 2026

We have worked with Ayad Amary for more than a decade and have found him to be honest, straightforward, and dependable. He listens to his clients and is quick to respond to questions or concerns about the economy. We 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.

Keith Hillkirk

5 Stars

✅ Wealthtender Certified Advisor Review™

May 14, 2026

Just finished my annual review with Melissa and always forget to leave the review! Fabulous session as always. I met her a decade ago and she and I have grown our businesses together. They make investing fun to a large degree - When they start spinning their strategies around my head it makes me laugh - since they're speaking Greek to me but year over year, things work out really well. Glad I've entrusted their firm for all these years!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: Reviewer is a Medicare consultant who is sometimes referred to by Pearl Planning. No compensation was made for this review.

Joanne Giardini-Russell

5 Stars

✅ Wealthtender Certified Advisor Review™

May 14, 2026

Jeff is the best! He’s responsive, caring, and truly invested in helping people succeed.

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.

Nicole Olson

Great Service

✅ Wealthtender Certified Advisor Review™

May 14, 2026

I've been working with Christopher for almost 5 years, and I couldn't be more confident in the guidance and support they've provided. From day one, he took the time to understand my financial goals. I would highly recommend Christopher to anyone looking for knowledgeable, responsive and genuinely invested financial guidance.

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 B

Soup to Nuts

✅ Wealthtender Certified Advisor Review™

May 14, 2026

I've had the pleasure of working with Cliff for years now and never cease to be impressed. If you're looking for the most thorough review of your financial health, look no further. From uncovering missed opportunities with things as small as an HSA account to reviewing my current mortgage interest rate, no stone was left unturned. The impact of overlooking what seemed like insignificant things in my portfolio was astounding. The definition of trustworthy, Cliff is the second set of eyes that you're looking for.

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.

Greg

Awesome Firm

✅ Wealthtender Certified Advisor Review™

May 14, 2026

I've been with Jean Keener since 2010 and have been extremely satisfied with her assistance with my retirement planning. I've been in retirement for 2 years now, and our playbook is perfect. Thanks, Jean!

Relationship to Financial Advisor: Past Periodic Client

Compensation: This reviewer received no compensation for this review.

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

Disclosure: Keener Financial Planning provides services on a periodic or ongoing basis. Current clients are those who have engaged us for periodic services in the past 12 months or are ongoing clients. Periodic clients for whom it's been more than 12 months since their last engagement are identified as "past periodic client." The status is as-of the date of the review. We are so grateful for all of our clients.

Larry Grant

Wealth and investment management across two generations at Intelligent Capitalworks.

✅ Wealthtender Certified Advisor Review™

May 14, 2026

We connected with Vince through a series of fortuitous circumstances. At the time we had no idea how fortuitous our relationship would be. Vince and his team have been exceptionally generous with their time and thorough in their analysis of our financial needs and goals as we navigated major life milestones over the past 18 years: college and grad school for our kids, retirement for us, and the death of our parents. Specifically, the team provided a comprehensive explanation of how and why they recommended our specific integrated family wealth management plan, and they “showed their work”: the research, software, and technology platforms used to analyze and track results. Further, they provided concrete actions that we should take to implement the plan, and they followed through on everything we discussed. It was not long after we began working with ICW that we introduced Joy’s parents to Vince, who came to Florida to meet with us. They soon engaged ICW as well. Several years ago, one of our siblings also began using ICW based on the positive and productive relationship we have experienced. That ICW has been providing advice and managing wealth and investment portfolios connecting two generations in our family has proven invaluable, especially in retirement planning, cash flow planning and liquidity management, tax planning, and trust and estate planning and execution. As just one example of the level of service ICW provides, every person on the team treated Joy’s mother, who was widowed for 14 years before her death at age 98, with care, concern, and respect, just as though we were family. During that time, ICW’s commitment to a fiduciary standard, the expertise with which her assets were managed, the warm and caring culture of the firm, and the clarity of the firm’s compensation by professional fee only, allowed us to focus solely on her increasing personal needs, resting assured that her financial well-being was in extremely capable hands. That level of confidence is priceless. We meet with the ICW team regularly, both for periodic review meetings and to address specific questions we may have, knowing that each member has exceptional professional credentials, training, and experience. Often this involves phone calls or videoconferencing, but we also have enjoyed delightful in-person meetings that further advance the professional trust and mutual respect we share. Vince and the team are truly our trusted 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.

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.

David and Joy W.

Chesapeake Financial Planners

✅ Wealthtender Certified Advisor Review™

May 14, 2026

Jeff Judge has been helping me since 2014 with life insurance and retirement investment products. After a bad experience with a big insurance company, I found Jeff and Mark and I’ve been working with them ever since. Now I am fully retired and enjoying retirement. I highly recommend Chesapeake Financial Planners for your retirement planning.

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: This statement is a testimonial by a client of the financial professional as of 05/31/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Mark G

Excellent service and Market Insight

✅ Wealthtender Certified Advisor Review™

May 14, 2026

Todd offers excellent insight to market conditions, historical trends and economic indicators in order to make informed investing 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.

Scott W.

I highly recommend

✅ Wealthtender Certified Advisor Review™

May 14, 2026

’ve had the pleasure of working with Todd, and I can confidently say they are an exceptional financial advisor. They take the time to understand your goals, explain complex financial concepts in a clear and straightforward way, and provide thoughtful strategies tailored to your needs. What I appreciate most is his professionalism, responsiveness, and genuine commitment to helping clients make informed decisions with confidence. I always feel that my best interests are their top priority. If you are looking for a knowledgeable and trustworthy financial advisor who offers both expertise and personalized service, I highly recommend Todd 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.

B.S.

Pleased with Intelligent Capitalworks for more than 20 years

✅ Wealthtender Certified Advisor Review™

May 13, 2026

In 2001 my husband and I took a class from Vince Rossi offered through the University of Arizona in Tucson. To name just a few topics, the class covered the history of the stock market, an overview of various savings and investment strategies, the significance of compounding interest, and the importance of a balanced portfolio. Because of Vince’s breadth of knowledge and professionalism, we decided to place our investments and savings with Vince’s firm. Twenty-five years later, we are still working with the team at Intelligent Capital Works. Needless to say, we have been pleased with the growth of our portfolio, or we would not have remained with ICW for all these years. But more importantly, as our investments grew, we have witnessed Vince, Charlie and Michael expand their knowledge and credentials. I do not have an economic or financial background, so I need to know that the managers I rely on stay current and continue to enhance their education. I’ve been impressed with the technological aids ICW employs to analyze and manage our accounts. Vince, Charlie, and Michael seamlessly employ a variety of technological and computer aids to answer our questions and analyze our holdings, goals, and options. Of course, the need for the most up-to-date technologies requires the use of the best available cyber security systems which ICW maintains. ICW has also been instrumental in reminding us of our need for legal, trust, and tax advice and have helped us locate professionals to assist us in those areas. All in all, I believe I am getting the best financial services from very ethical and caring professionals. I am so grateful for our partnership with ICW and 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.

Mary Jo O.

Informative and Attentive

✅ Wealthtender Certified Advisor Review™

May 13, 2026

Elias is very upfront and transparent with all communication. I appreciate how he explains everything in terms that I can understand, since finance is not my specialty. He's always touching base and informing me when and if something needs attention. I highly recommend Elias 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.

Dawn Cacioppo

Need good advice?

✅ Wealthtender Certified Advisor Review™

May 13, 2026

I'm forever grateful to Jeff Judge for his advice and judgement. I wish I had found him years before. My husband and I started working with Jeff in 2015 and we have both since retired. I only wish I had heeded his advice and not invested a very small amount in a certain stock on my own. I can be stubborn. From now on I'll heed any advice he gives 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.

Disclosure: This statement is a testimonial by a client of the financial professional as of 05/31/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Patricia Komoroski

Steady and Consistant for over 7 years

✅ Wealthtender Certified Advisor Review™

May 13, 2026

Darren is our financial advisor to manage a trust and a retirement account. For the last 7+ years, he has engaged with us regularly to keep us updated on market conditions and any account movements that were needed. If you are looking for a personable, sharp advisor, Darren is a great choice.

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.

Lee Murphy

Yearly summary of investments

✅ Wealthtender Certified Advisor Review™

May 13, 2026

We have been with Anthony several years. He does not dismiss our questions or concerns. He considers all questions as valid

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™

May 12, 2026

I had a great experience working with Igor. He took lots of time and care to understand my financial situation. He is an intelligent and responsive professional - delivering documents and answering follow-ups quickly. I walked away from our meetings with more clarity and confidence about my personal finance goals. For any future financial planning needs, I would return to FAR Financial in a heartbeat!

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.

Dylan Chong

Really listens

✅ Wealthtender Certified Advisor Review™

May 12, 2026

I’ve been with Chris for several years and he is outstanding in what he does. He listens to your goals and offers practical advice/solutions for your needs. Because of him and his efforts I can breathe easy in retirement and not worry about paying for better healthcare needs or living expenses.

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 Wilson

Simplicity = Success

✅ Wealthtender Certified Advisor Review™

May 11, 2026

Kelly was such a breath of fresh air when it came to finances and financial planning. My husband and I had been wanting a clear snapshot of our budget and retirement plans so we could simplify things and make meaningful changes where they made the most sense. We worked with Kelly on a project basis to create a budgeting plan and ensure we were on track for retirement. She made the entire process feel approachable and easy to implement, thanks to the simple, actionable task list she provided. One of the things I appreciated most was how intentional she was about aligning our budget with our values, so the goals and systems we were building actually supported the life we want to live. Kelly was kind, warm, patient, professional, and never judgmental. By the end of our time working together, we felt more confident about our finances, our future, and our ability to create more freedom and flexibility in our lives.

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.

Alli K.

Understanding, Planning & Execution

✅ Wealthtender Certified Advisor Review™

May 11, 2026

In 2017 I received a cold call from Markham at my work. I don't normally respond to these types of calls but after a brief conversation accepted an invitation to a meet & greet. I knew I was in the 10 year band of the retirement window. I went from a roll over 401k to a 12 year self managed account. I managed to exceed market returns but I knew I needed someone to help me take into the finish line. Moving funds to Markham and his team they had a good strategy for 2018 and the pandemic. After retiring in 2022 I moved my full portfolio to him. My returns have exceeded my expectations and I have recommended several friends who are now clients as well. Having a fiduciary working on a recognized platform adds a layer of security for me. Now 10 years into it I'm glad I took his cold call and accepted his invitation.

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.

Pete

5 Stars

✅ Wealthtender Certified Advisor Review™

May 10, 2026

When I heard Cathleen had started her own financial planning firm, I knew it was the perfect moment to reach out. I was navigating a lifestyle transition and needed a clear-eyed perspective on my investments – and she delivered! Cathleen provided a thorough overview of my portfolio, introduced a values-based framework that resonated with me and mapped out strategies for maximizing tax efficiency across different life scenarios. Her advice felt tailored, not templated. What I appreciated just as much was the educational dimension of our sessions. She has a gift for translating financial concepts into plain language, recommended readings and gave me confidence to explore and transact outside my comfort zone. The conversations were engaging, the guidance was practical and the impact has been lasting. I now check in with Cathleen regularly and look forward to continuing to navigate my financial future with 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.

ivana damjanov

5 Stars

✅ Wealthtender Certified Advisor Review™

May 10, 2026

John Gugle is very knowledgeable and thus far, he has managed our financial portfolio beyond expectations. His detailed approach and thorough research skills have greatly benefited us and our respective investments. The flat-fee format that John offers saved us thousands of dollars in management fees alone compared to our previous advisory firm. 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.

P Daddy

Matt’s revew

✅ Wealthtender Certified Advisor Review™

May 10, 2026

We have known Matt for over ten years. He established our initial portfolio that has been conservative but successful after my retirement. We really appreciate his accessibility.

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 Hernandez

Retirement Planning Peace of Mind

✅ Wealthtender Certified Advisor Review™

May 10, 2026

Having Jim and Sarah review our plan and confirm that we’re on track for our intended retirement date has given us real peace of mind. They helped us look at the bigger picture, stress test different scenarios, and think through decisions in a practical and thoughtful way. They also provided valuable clarity around important retirement and estate planning topics like long-term care considerations, which helped us feel more organized and prepared for the future. We now feel much more confident about the transition into retirement and the choices ahead. Even if you feel like you’ve done a good job saving and planning on your own, it’s incredibly valuable to have experienced professionals review everything objectively. Jim and Sarah were approachable, knowledgeable, and easy to talk to, and the process gave us clarity and reassurance during a major life transition. We highly recommend working 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.

Laurie and Matt

More than a Financial Advisor

✅ Wealthtender Certified Advisor Review™

May 10, 2026

My husband and I have been working with Kelly for several year and the difference she’s made goes far beyond our portfolio. She takes the time to understand where we are as a family and where we want to go. Her holistic approach means we walk out of every meeting feeling confident and clear-headed. What sets Kelly apart is the peace of mind she brings. She’s less of a service provider and more of a true partner. If you’re looking for a financial advisor who genuinely invests in you as a whole person, I can’t recommend Kelly 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.

Marcus Cyndee R.

We finally have peace of mind

✅ Wealthtender Certified Advisor Review™

May 09, 2026

After decades of doing well, our business really took off like a rocket a few years ago, and we went from "doing well" to "holy cow!" We were suddenly thrown in to the deep end of financial and retirement planning. Thank goodness we found Joe! He has patiently guided us through the maze of investment options and tax considerations, and planned for issues that we never even would have thought about until it was too late. We now have a solid plan, and are confidently moving forward towards a prosperous retirement. We know that with his care and attention to detail, we are in the best possible hands.

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.

Jimmy

5 Stars

✅ Wealthtender Certified Advisor Review™

May 08, 2026

If you are a woman who finds financial matters intimidating or overwhelming, Cathleen Tobin at Moonbridge Financial Design is the partner you need to navigate your future. Like many women, I wasn't taught how to manage my finances earlier in life, which left me feeling incredibly anxious and even embarrassed about what I didn't know. I was deeply uncomfortable before my first meeting, but Cathleen has a remarkable gift for putting you at ease. She is straightforward and professional, yet entirely non-judgmental. She explains complex concepts in an empowering way that builds your confidence rather than diminishing it. I am so grateful to her for turning a stressful situation into such a positive, and even uplifting experience. If you’ve been holding back because you’re nervous, please see Cathleen—she is an exceptional person and strategist.

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.

D'Arcy Jensen

5 Stars

✅ Wealthtender Certified Advisor Review™

May 08, 2026

A mutual friend recommended John Gugle, and as a lifelong DIY investor, letting go was a huge leap of faith—but I’m so glad I did! Nine months in, I couldn't be happier with the results. Our partnership is built on total trust: I value John's expertise, and he values my patience. If you’re tired of high-pressure, high-fee "big-box" firms, give John a call. I’m confident you’ll be thrilled with how he handles your 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.

Dan Grosse

Trusted service

✅ Wealthtender Certified Advisor Review™

May 08, 2026

My husband and I have been customers of Mr. Judge and his employer for many years. Jeff has always been attentive to our needs and has always led with positive guidance. Our trust has never waivered.

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: This statement is a testimonial by a client of the financial professional as of 05/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Kimberly Saladini

We Love Working With Kelly!

✅ Wealthtender Certified Advisor Review™

May 08, 2026

Kelly has been fantastic to work with. I wouldn’t hesitate to refer her to anyone looking for a financial advisor. She is so organized, thoughtful, and smart! She genuinely cares about your financial well being, as well as you and your family. It’s refreshing to work with someone that cares about you and isn’t just trying to make a buck. She is constantly checking in and organizing our tasks, so it’s one less thing on our plate. We look forward to all of our meetings with Kelly and love picking her brain on investment strategies, tax planning and 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.

Katy H

Jeff Judge is a great wealth advisor

✅ Wealthtender Certified Advisor Review™

May 08, 2026

Jeff has been managing my retirement accounts for years. He facilitated the consolidation of several retirement accounts for me. That made my life a LOT easier. I trust Jeff. He's a good guy. I 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.

Disclosure: This statement is a testimonial by a client of the financial professional as of 05/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

KSW

A rewarding and pleasant experience

✅ Wealthtender Certified Advisor Review™

May 08, 2026

Our first meeting with Chris was great! We learned a lot about our retirement accounts and how to manage them. Neither my wife nor I "speak money," so we're learning as we go. Chris is patient with our minuscule understanding and took the time to make sense of our questions. That is the main characteristic we looked for in a financial advisor when I retired. Thanks for today's meeting!

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.

Dave P. and Joan F.

5 Stars

✅ Wealthtender Certified Advisor Review™

May 07, 2026

I have been working with Mark and Jeff for 10+ years. I recently asked for a review of my financial plan and was provided outstanding feedback that provided me a much better solution.

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: This statement is a testimonial by a client of the financial professional as of 05/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Bob Burris

5 Stars

✅ Wealthtender Certified Advisor Review™

May 07, 2026

I had a great experience working with Stu at TwoTen Planning. I came in feeling overwhelmed with equity compensation, taxes, diversification, retirement planning, and overall financial organization, and he helped turn everything into a clear, manageable system. What stood out most was how thoughtful and practical he was throughout the process. Even though my situation involved RSUs, ESPP, 401(k) planning, cash flow management, and concentration risk, he explained everything in a way that was easy to understand without ever making me feel pressured or judged. I genuinely feel more confident and less stressed about my finances after working with him. If you’re someone with stock compensation or just trying to get organized financially, I’d absolutely recommend Stu and TwoTen Planning. He’s also an absolutely amazing and kind person.

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.

Alan Franklin

5 Stars

✅ Wealthtender Certified Advisor Review™

May 07, 2026

Rich and I have been working with Brett since we started our retirement journey over five years ago. We had the usual concerns-Have we saved enough? Will we be able to live the way we’re used to? Can we actually go on those bucket list trips we’ve been dreaming of? Brett thoughtfully reviewed and analyzed what we had and what we anticipated receiving and compared that to what we were hoping for in the future. He then came up with an individualized financial plan unique to us. Since that time, Brett’s knowledgeable direction has provided us with security and sustained growth in this sometimes volatile world. Brett is a caring professional financial planner who is passionate about making retirement dreams real. He has his finger on the ever changing economic pulse, anticipates our concerns and helps us navigate our needs. Brett offers many ways to keep in touch, including his monthly newsletters, which contain recaps on what is currently happening in the financial world, information on historic trends, links to relevant articles and always closes with one of our favorites, ‘Beyond the Suit’. We highly recommend Brett to anyone who is looking for outstanding personalized financial advice delivered by a professional, caring and thoughtful 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.

Robin

Excellent client focused financial planning solutions

✅ Wealthtender Certified Advisor Review™

May 07, 2026

It only took one meeting for me to recognize that I finally found the planner for me in Lucas. With his questions, statements and actions, Lucas consistently makes it clear that what I want and need to be successful is his priority; not selling me something or treating me like everyone else. That level of support and focus has remained throughout or relationship. Also he pulls in experts when needed (eg insurance) and does a great job training on the financial tools suite. Knowledgeable regarding retirement process and converting 401ks and pensions; and receiving inheritance funds.

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.

MEB

Reliable, Honest and Supportive Advisor

✅ Wealthtender Certified Advisor Review™

May 07, 2026

Nick has been amazing to work with. He’s easy to talk to and never makes anything feel overly complicated. I always feel comfortable asking questions, and he takes the time to explain everything clearly so I fully understand my options. Nick and Sykon Capital take care of both me and my family, which gives us a major sense of trust and peace of mind. You can tell he genuinely cares about his clients and is passionate about helping people feel confident and secure financially, which he absolutely does for me. I’ve had a really positive experience working with Nick and would absolutely 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.

Amy W.

Excellent Communication and Personalized Guidance

✅ Wealthtender Certified Advisor Review™

May 07, 2026

Nick has been excellent to work with. He communicates clearly and consistently, and I really appreciate the time he has taken to understand my family’s specific goals and needs. His thoughtful approach makes the financial planning process feel personal, organized, and genuinely aligned with what matters most to 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.

Brandon

5 Stars

✅ Wealthtender Certified Advisor Review™

May 06, 2026

Working with Shai has been fantastic. Her communication, attention to detail, and overall professionalism have been top tier. I never felt rushed in any of our meetings and the information was never overwhelming.

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.

Jj Muriel

5 Stars

✅ Wealthtender Certified Advisor Review™

May 06, 2026

Mathew and Megan made this new phase in my life an easy transition. No question was too “ stupid” for them. Megan was a great ambassador as I was new to Holistic Planning. Mathew is a personable and highly informative advisor. I have complete trust in 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.

Debra Shinn

5 Stars

✅ Wealthtender Certified Advisor Review™

May 06, 2026

Great company and 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.

Becky Kelly

Such exceptional character

✅ Wealthtender Certified Advisor Review™

May 06, 2026

I've had the immense privilege of walking alongside Sonia as she set up her practice and have witnessed the incredible devotion she has to making a positive impact in her clients lives. Sonia is deeply dedicated to improving the quality of life her clients have, through the lens of helping them to understand, and to facilitate them having, a prosperous financial life. What I love in particular about her work is her passion to support communities less traditionally targeted by financial services providers - lower income, less knowledge of how to build wealth through investing. It's her passion to make a difference combined with her engineering background and willingness to go the extra mile (she'll take a tax class for you if she thinks it will help!) that sets her apart. I can't think of a better heart and mind to manage your finances.

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.

Kit Hayes

Experience as a single mom

✅ Wealthtender Certified Advisor Review™

May 06, 2026

Katerina and her team are both strong and reassuring. I do not have a financial background but am an entrepreneur and a single mother, there’s a tremendous amount of speculation that goes into my decisions and she helps me make much more informed decisions starting with budget and planning. Women like to plan, and we are good that that - but I needed a lot of help with understanding near and long term expenses and with her assistance I was able to focus on my daugher and other pressing issues of my day to day. She is constantly offering support as my life changes and my daughters needs change, her personal and professional background make her such a unique planner as both a mother and a financial executive.

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.

Shannon

Accounts Review

✅ Wealthtender Certified Advisor Review™

May 06, 2026

Excellent! Dan answered all our questions. Specifically, he went through each of our accounts current status and provided foresight.

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.

B. Loganathan

Wealth management

✅ Wealthtender Certified Advisor Review™

May 06, 2026

Dan is very knowledgeable, friendly and easily accessible. Gives plenty of time to ask questions and clarify the questions. Zoom meetings always with Dan personally.

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.

Selvi

Thorough and personable

✅ Wealthtender Certified Advisor Review™

May 06, 2026

Dan and his team at Tailored Wealth have been a great partner. He has always been very responsive, thorough, and personable - explaining complex financial subjects in a way I can understand. I would 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.

Randy

From Skeptic to Believer

✅ Wealthtender Certified Advisor Review™

May 06, 2026

I’ve always been skeptical of financial advisors. I used to think, “Who knows how to build, spend, and save my wealth better than I do?” Well, I found that person, and his name is Taylor. Taylor helped extract my vague goals and haphazard thoughts, transforming them into comprehensive immediate, short-term, and long-term roadmaps that actually feel achievable. I probably win the award for asking the most questions, yet Taylor never makes me feel like a nuisance; his responsiveness and patience are a huge part of why I trust him. While he is an expert in finance, stocks, and real estate, he is also a fantastic listener. In a recent call, he helped me navigate two seemingly opposite financial directions by breaking down the mathematical vs. the psychological perspective on wealth. We discussed money in terms of freedom of time and what an ideal week looks like—it was incredibly eye-opening. When I tell friends about the level of advice I’m receiving, they typically ask, “Your financial advisor does all that?!” to which I respond, “What? Yours doesn’t?” The opportunity cost of not hiring Taylor is too great. If you’ve read this far, you already know what you need to 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.

Kyle Tower

I wish we would have connected with Dan and the PWM team sooner...

✅ Wealthtender Certified Advisor Review™

May 06, 2026

It has been an absolute pleasure to work with Dan. We had no idea how to get started on organizing our family's financial situation and future plans. Dan hit the ground running and pulled together a vision from our near term and long term goals. He organized our messy conglomeration of accounts from years of 401(k)s and inherited IRAs. Dan and the PWM team take a holistic approach. They both advise and assist us on any aspect of our finances ranging from investments to estate planning -- even helping ensure we have the best property and life insurance products for family. Dan runs a professional full service operation that has given us confidence on our future and peace of mind for our children. On top of all that, Dan and his team are a blast to work with. Professionalism is paramount but meeting with them is easy and relaxed. They are always willing to explain things to non-finance individuals (like ourselves). That is not always the case with other advisors. Dan and Passport Wealth Management have our highest recommendation.

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 Erica Johnson

Young Family Navigating The Financial Unknown of our Future

✅ Wealthtender Certified Advisor Review™

May 06, 2026

We've been working with Dan and the team at PWM for nearly five years after adding our sons to the family, relocating and selling our home. They're incredibly accessible when needed, attentive to the details you make a priority as well as well informed about various dynamics within our unique financial landscape. Would highly recommend working with them if you're in need of expert 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.

Trey Shalley

5 Stars

✅ Wealthtender Certified Advisor Review™

May 05, 2026

Russ is extremely responsive & professional & a complete joy to work with regarding my financial matters. Particularly, his focus on helping women & his expertise I have found to be extremely helpful. 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.

tina maudsley

5 Stars

✅ Wealthtender Certified Advisor Review™

May 05, 2026

We are very grateful for the help and guidance we receive from Cadence. There team is professional, caring, and knowledgeable. I am glad to use Cadence for my personal small business as well as for our family planning and finances. We are grateful they make us feel like family and have our best interests in mind.

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.

Jobie Gardner

5 Stars

✅ Wealthtender Certified Advisor Review™

May 05, 2026

I've had the privilege of knowing Maria for several years, first through our shared pro bono work with the Financial Planning Association (FPA), and more recently as her co-host on our podcast, *Tell Us About It: Your Money Story with Maria and Jodi*. Across all of it, she has consistently shown up as someone who genuinely cares about the people she works with. As a financial planner, Maria is knowledgeable, thoughtful, and easy to talk to. She's a good listener who is fully present and makes you feel heard. She has a natural ability to take complex financial topics and make them feel approachable and relevant, whether she's working with a client or speaking to a broader audience. Our pro bono work through the FPA gave me a firsthand look at how much she cares, not just about the profession, but about the people it serves. That dedication is consistent in everything she does. If you're looking for a financial planner who is both knowledgeable and genuinely easy to work with, I'd highly recommend Maria.

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.

Jodi Selleck

5 Stars

✅ Wealthtender Certified Advisor Review™

May 05, 2026

I can’t say enough about the outstanding tax service I received from Strathmore and David Bardin. The communication alone was on a level I’ve never experienced before — clear, proactive, and consistently reassuring. The turnaround time was phenomenal, and the quality of the work was exceptional. After reviewing my past returns, David even identified additional deductions from the last three years that had been missed. This was truly above‑and‑beyond service, and I’m incredibly grateful. I am so happy to be involved with Strathmore Capital 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.

Jerry Hill

5 Stars

✅ Wealthtender Certified Advisor Review™

May 05, 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: This review was imported from Google Reviews.

Al Lynn Leslie

A trusted friend who happens to be brilliant at this

✅ Wealthtender Certified Advisor Review™

May 05, 2026

My relationship with Bob goes back further than most — his father Terry was my mother's trusted advisor for years after my father passed away. As Bob grew into the practice, he naturally became her advisor too, and when my mother passed away six years ago, I was so grateful to have Bob continue as mine. That kind of generational trust doesn't happen by accident. What makes Bob different is that he sees the whole person, not just the portfolio. Yes, he is absolutely focused on sound financial decisions — but the best conversations we've had are about how we want to live, not just how much we want to save. Bob is the rare advisor who understands that the numbers exist to serve your life, not the other way around. Every conversation we have comes back to what kind of life we want and how our financial decisions support that. He is proactive, responsive, and never makes us feel like just another account. Over the years he has been there through some of the hardest moments — my mother's passing, a job change, and most recently a sudden job loss. When that job loss happened, Bob was the first call we made. He showed up with both the practical guidance we needed and the steadiness of a trusted friend. That is the kind of advisor he is, and I would recommend him without a moment's hesitation.

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.

Grace H.

Happy client of Markham

✅ Wealthtender Certified Advisor Review™

May 05, 2026

Markham has been managing our retirement finances for 8 years. We first met him at a Lockheed Martin retirement planning meeting. Markham guided through the Lockheed Martin retirement process. He was more knowledgeable than our own company human resources dept on how to fill out their complicated forms to insure we administered our two pensions in a way that suited us. From there it has been a trusted relationship to managed our finances, plan for taxes, and take advantage of Quotient Wealth’s excellent investment team. We are enjoying our retirement while Markham manages our money.

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.

Kelli

Financial Plan Review

✅ Wealthtender Certified Advisor Review™

May 05, 2026

I am very hands on with my investments and my retirement plan, but wanted to work with someone to review it for any oversights or improvements that I could make. I found Bill and Grady through AdviceOnlyNetwork. I was able to share my plan via Pralana, and they gave it a thorough review. The feedback was through and helpful, and gave me confidence to move forward with my plan. I communicated with both Bill and Grady, but primarily worked with Grady on the plan.

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.

Kevin Williams

Nick is amazing

✅ Wealthtender Certified Advisor Review™

May 05, 2026

I have known Nick for a good 5 years now. He has been great with all of my financials needs. He has given me sincere and objective advice. Has always been honest and transparent with me. Direct and will do great with anyone working with him. 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.

Ibrahim S.

Top Tier Advisor

✅ Wealthtender Certified Advisor Review™

May 05, 2026

Todd brings a level of professionalism and market knowledge that, when combined with his hands on approach and attentiveness to your short & long term goals, ranks him among the top advisors in the business and the best I’ve had the pleasure of working with over the years.

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.

Mike D

5 Stars

✅ Wealthtender Certified Advisor Review™

May 04, 2026

Easy to work with, easy to submit all documentation, quick response to questions and fast tax preparation! Glad to have them on my side!

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.

Lauren H

5 Stars

✅ Wealthtender Certified Advisor Review™

May 04, 2026

David was terrific to work with on my taxes. He made the transition from my old CPA work seamlessly and he was always available for consultation. Very 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.

Jed Guenther

Peace of Mind and Expert Guidance – An Exceptional, Trustworthy Advisor

✅ Wealthtender Certified Advisor Review™

May 04, 2026

I’ve been working with Kerry since 2022, and I truly can’t say enough good things about the experience. She brings clarity, organization, and genuine care to every aspect of my financial life — from planning and investment guidance to detailed projections and thoughtful tax strategy. Kerry is very responsive, compassionate, and consistently goes above and beyond to make sure everything aligns with my goals. I always feel informed, supported, and confident in the decisions we make together. Working with her has brought me real peace of mind, and I’m deeply grateful to have her in my corner. As I reflect on where I am now compared to when we started, I’m in a much better place — financially, emotionally, and mentally. Kerry played a big role in that. I was referred to Kerry in 2022 after a terrible experience with a rogue broker who ultimately lost his license. She not only helped me rebuild my financial life — she also rebuilt my trust in the advisory process. Kerry was also there for me during a serious health crisis last year, and her steady presence gave me one less thing to worry about. I knew I didn’t have to stress about my finances or taxes — she had it covered. Since working with Kerry, my stress levels have dropped, I sleep better at night, and I no longer feel consumed by financial worry. That kind of transformation is truly priceless. Her guidance has been invaluable — I endorse Kerry without reservation.

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.

Judith Schneider

We Trust Markham

✅ Wealthtender Certified Advisor Review™

May 04, 2026

We met Markham many years ago when we attended a Savings and Retirement Seminar that he gave to Coors Brewing Company employees. He was young and we were, well much younger than we are now. He spoke to the room of people, but I felt that he was speaking to me. My wife and I knew that he was speaking from the heart about something that he knew about and that he knew was important to us. He took the fear of complexity from us and placed it squarely on his own shoulders. Through the years, we have stayed with Markham and have continued to feel the genuine care from him and his staff. He knows us, our kids, our grand kids, and our dreams and challenges because he listens. Our wealth management has transferred to Joe Calhoun as Markham's duties have changed, but we continue to receive the same regular attention and active care. And we know that if we need or want to talk to Markham he is there for us. Thank you so much.

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.

Mike Patti

A trusted Advisor

✅ Wealthtender Certified Advisor Review™

May 04, 2026

I’ve had the pleasure of working with Bruce for over 10 years, and the experience has been exceptional. He combines deep financial expertise with a clear, patient approach that makes complex concepts easy to understand. Bruce consistently explains options, outlines the impact of each choice on my goals, and ensures our plan stays aligned with my evolving needs. What stands out most is his proactive communication, transparency and thorough follow‑ups. Thanks to Bruce, I feel more confident about retirement planning, tax efficiency, and investing, with a strategy that’s both conservative and growth‑oriented when appropriate. I highly recommend Bruce to anyone seeking a trustworthy, client‑focused financial partner.

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.

Romana C

Partner in Financial Planning

✅ Wealthtender Certified Advisor Review™

May 04, 2026

I have really enjoyed my time working with Kelly. When seeking out a financial advisor, I was looking for someone to partner with me and serve as a trusted advisor as I navigated varying life changes. I have appreciated Kelly's concierge-level service. Anytime I am considering a financial change or have a question, I can schedule time on her calendar and talk it through. I appreciate her focus on values and life goals, and I feel fortunate to have found a partner in my financial planning.

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.

Brooke

Confidence and Peace of Mind with Teckton Wealth

✅ Wealthtender Certified Advisor Review™

May 04, 2026

After attending an information session with Darren several years ago, I engaged him to help manage my retirement plan. I met with him several times in Prescott and have had phone calls with him over the years. He has advised me to adopt a variety of strategies to continue to build income and to assure income in these later years. He has helped me understand the best plan for me as the stock market and economic changes have taken place. His knowledge, accessibility, and advice are extremely helpful. My experience has been that he has my best interests at heart, he has integrity and he truly wants people to "live your best 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.

Stephanie Beneitone

Excellent Financial Advisor

✅ Wealthtender Certified Advisor Review™

May 04, 2026

I have been with Darren and Tekton Wealth for going on 2 years now and have been very happy with services provided and the resulting performance of my portfolio over this time. He and his team have always been very responsive to my needs, questions and inquiries and he has done a great job in keeping his clients informed and up to date with what is happening in the markets both locally and globally. I 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.

Tom M.

Pleasure to work with Tekton Wealth

✅ Wealthtender Certified Advisor Review™

May 04, 2026

My wife and I have been with Darren and Tekton Wealth for about 4-5 years now and have really come to appreciate the service and the outcomes we have received by turning our financial investments over to Darren and his team. We were with multiple companies before and never got good service and found out what we were invested in wasn't really helping us for our retirement future. We would highly recommend scheduling a phone call with Darren and checking out his company and their services. I feel confident you will not be sorry you did.

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.

Dale and Debbie Crum

5 Stars

✅ Wealthtender Certified Advisor Review™

May 03, 2026

I've been working with Andy for the better part of a year now. I was looking for a financial advisor who would collaborate closely and provide recommendations and guard rails while I stay in the driver's seat. Andy has done that perfectly.

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.

Toby B

Bruce Fitzsimmons Trusted Advisor

✅ Wealthtender Certified Advisor Review™

May 03, 2026

My husband and I have had a wonderful relationship with Bruce for over years. During that time he has been instrumental in planning and guiding us through many of lifes uncertainties and various market fluctuations. Whenever the need has arisen, he and his staff have always been thoughtful and responsive. Additionally, we meet regularly to review our portfolio performance and discuss the overall market outlook. I have recommended Bruce's services to other family members.

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.

DianaB

Bob Truly Cares — and It Shows ⭐⭐⭐⭐⭐

✅ Wealthtender Certified Advisor Review™

May 03, 2026

My wife Sarah and I couldn't be happier with Bob as our financial advisor. From day one, it's been clear that he genuinely cares about our financial well-being — not just as clients, but as people. He takes the time to understand our goals and makes sure we're both on the same page every step of the way. What really sets Bob apart is how responsive and easy he is to communicate with. Questions get answered quickly, everything is explained in plain language, and we never feel like we're being talked over or rushed. He makes what can be a stressful topic feel manageable and even empowering. Bob's care for us went above and beyond when he stepped in to help me navigate my father's estate planning and execution — even though my dad was never his client. During what was already an emotional and overwhelming time, Bob guided us through the process with patience and expertise. That kind of generosity says everything about who he is. If you're looking for a financial advisor who actually invests in your future the way you do, Bob is the one.

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.

Mitch Sarah

5 Stars

✅ Wealthtender Certified Advisor Review™

May 02, 2026

I was in search of a new financial advisor and while researching I was referred by a close friend to Cadence Wealth Partners and they have been great! They helped me to gather all my finances in one place and gave me a better view of where I am financially! They are very accessible.

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.

Anthony Johnson

Great advisor and a good friend to our family.

✅ Wealthtender Certified Advisor Review™

May 02, 2026

We have been with Markham for over 12 years. He has always impressed us with his attention to our family, our financial needs and concerns. He has spent countless hours answering our questions and guiding us on how to work toward and achieve our financial security. Taking the steps through our retirement planning and execution was so much easier with the guidance provided by Markham. Also spent time to help us guide our children's financial life. We look forward to many more years of working with Markham.

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 K

5 Stars

✅ Wealthtender Certified Advisor Review™

May 01, 2026

Our portfolio has been under the management of this exceptional team for 8 years now. We first began our partnership with Tony and Sharon in 2018 at United Capitals Group, and our loyalty followed them through their time at Goldman Sachs to the launch of Traveka Wealth. Their ability to secure and grow our investments across different market cycles is a testament to their skill. The entire team—Tony, Sharon, Sean, and Pragiee—is proactive, professional, and deeply committed to our financial success. If you are looking for long-term wealth management you can rely on, we highly recommend Traveka.

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.

Aleksandra Krukiewicz

5 Stars

✅ Wealthtender Certified Advisor Review™

May 01, 2026

We have been working with Tony and Sharon since 2018, starting back when they were part of United Capitals Group. Because we were so impressed with their expertise and the care they took with our finances, we followed them to Goldman Sachs and eventually to their own firm, Traveka Wealth. It’s been a rewarding journey watching our investments grow steadily under their guidance. We truly appreciate the seamless cooperation we have with Tony, Sharon, Sean, and Pragiee. They are a world-class team that has earned our total trust over the years, and we couldn't be happier with the results.

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.

Tomasz Zieba

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✅ Wealthtender Certified Advisor Review™

May 01, 2026

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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.

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✅ Wealthtender Certified Advisor Review™

May 01, 2026

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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.

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✅ Wealthtender Certified Advisor Review™

May 01, 2026

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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.

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Took The Stress Away

✅ Wealthtender Certified Advisor Review™

May 01, 2026

Chris was able to guide me through the money issues with my retirement, getting remarried, my wife's retirement, both of our 401Ks, buying a house and future planning. He has explained each and everything in clear terminology that we can understand. We feel very comfortable with Chris and his knowledge of this complex business.

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.

Phillip Self

Kennedy Financial Group Listens and Takes Action

✅ Wealthtender Certified Advisor Review™

May 01, 2026

I switched from a previous advisor as I was pushed towards products that didn't align with where I wanted to go. Kennedy Financial group listens and takes action based on what makes sense for you. Their office is responsive and transparent, all of which adds up to being a trusted group for any financial situation.

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

Reliable Financial Professional

✅ Wealthtender Certified Advisor Review™

May 01, 2026

Nick truly shines in his financial advising role. He communicates with transparency and purpose. It is clear he cares about his clients and works hard to help them achieve their goals. Overall, I've had a great experience with Nick and Sykon Capital, easy recommendation for my family and 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.

Pranish

Excellent advisor- Finance made simple

✅ Wealthtender Certified Advisor Review™

Apr 30, 2026

Matt has exceptional skill at taking the guesswork out of navigating the daunting financial world. My wife and I started with Matt and his partner Jordan a little over a year ago now and it has been a very rewarding decision. He is very patient and takes the time to custom tailor your portfolio based on your unique needs. Matt has also been instrumental in assisting my wife starting her own business, guiding her through the steps to set that up. As a veteran it’s difficult to find professional’s who understand the intricacies of navigating veterans benefits. Matt and Jordan can help out a lot with that. They appreciate veterans and are passionate about helping us receive our benefits. I highly recommend Matt!

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 Delorey

5 Stars

✅ Wealthtender Certified Advisor Review™

Apr 30, 2026

I've had a great experience working with Stu! He’s very organized and does an excellent job explaining each step of the process in a way that’s easy to understand. He takes complex financial concepts and breaks them down so I can see how they fit into our overall plan. I especially appreciate the time he took to get to know us—our goals, priorities, and what matters most to us as a couple. He sets clear expectations, communicates well, and consistently demonstrates professionalism and integrity. Most importantly, he’s kind, honest, and genuinely cares about helping people achieve financial peace. I feel very confident having him as our 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.

Tracie Shook

5 Stars

✅ Wealthtender Certified Advisor Review™

Apr 30, 2026

Casey and his team are great! Excellent communication

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 banfield

5 Stars

✅ Wealthtender Certified Advisor Review™

Apr 30, 2026

Jakub has been our Fiduciary for multiple years. He helps in all aspects of wealth management. He is very well versed in retirement planning including taxes, medicare and estate/trust planning. He always puts our interests first. 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.

Charles Ryde

5 Stars

✅ Wealthtender Certified Advisor Review™

Apr 30, 2026

We've been with Jakub for years, he's the best! He's a Fiduciary and is extremely knowledgeable with all areas of wealth planning. He makes complex retirement planning and cash flow topics easy to understand. Always putting our interests first.

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 Ryde

Markum is my "finance guy"

✅ Wealthtender Certified Advisor Review™

Apr 30, 2026

Markum began to work with my late husband to plan retirement years before the actual retirement. I had met Markum more than once at various meetings. When my husband suddenly passed away, all I knew to tell my oldest son, was to search for Markum's name in my husband's emails. My son sent an email to Markum. Markum called me almost immediately. He and another associate met with me and my son within a week to help me find accounts and to advise me as I began to learn how to navigate our investments and how to deal with the finances of my life. I didn't realize until I began to listen to my retired and widowed friends how well my finances were managed with Quotent Wealth Partners. I know if I have any questions or any needs, all I need to do is email, text or call. I quickly get an answer.

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.

Rhonda A.

Trustworthy Guidance

✅ Wealthtender Certified Advisor Review™

Apr 30, 2026

We started working with Markham several years ago, just prior to retirement. He and his team turned what seemed to be a daunting transition into a thorough and detailed plan. This enables us to look forward in confidence, enjoying this next life stage. Markham's expertise and advice have been reassuring and trustworthy. Friendly, professional and always welcoming. 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.

DaveAnne S

Test review with new cache setting

✅ Wealthtender Certified Advisor Review™

Apr 30, 2026

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Dr Dog

Trustworthy, Diligent, Client Focused, and Extremely Knowledgeable

✅ Wealthtender Certified Advisor Review™

Apr 30, 2026

Matt is a fantastic Financial Advisor. All my dealings with him and his team have been superb. My number 1 criteria for a Financial Advisor is Trust. In discussions and actions Matt has never given me reason to doubt his sincerity and truthfulness. He organizes my quarterly meetings, is always super prepared, and looking for investments that might be good for me and my family. His use of the Financial Planning Tax tools is exceptional. Makes planning for any financial decisions simple. He is obviously very knowledgeable about markets and investing, and can present his thoughts very well and to the point, and understandable even to the lay person. It has been a great experience working with Matt and the Quotient 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.

Matt

Matt Bennett Review

✅ Wealthtender Certified Advisor Review™

Apr 30, 2026

We have worked with Matt for over ten years and have relied on his expertise to manage our portfolio. Matt is always honest with us about the direction we need to take with our investments. Matt is also personable and interested in everything going on in his client's life. He has a great backup staff and we are so glad our investments are being managed by Matt and Quotient 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.

Ed F.

Easy to understand

✅ Wealthtender Certified Advisor Review™

Apr 30, 2026

Matt has been working with me for 4 years. I am very happy to have Matt as my financial advisor. Matt can explain things to me in simple ways so I understand and learn more every time we have a meeting. Matt also responds to my emails on any questions or concerns I may have very quickly. I appreciate that very much. Matt is personable and a wonderful financial planner, I feel very comfortable talking to him and asking questions. I always have a pleasant experience in our meetings.

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.

Elda Caire

Trusted Financial Guidance for Retirement Planning – Bruce Fitzsimmons

✅ Wealthtender Certified Advisor Review™

Apr 30, 2026

I’m a recent retiree from Verizon, and choosing Bruce Fitzsimmons as my financial advisor was one of the best decisions I’ve made. What really set Bruce apart was his thoughtful guidance on future planning—especially his insights around Roth IRA strategies, which other advisors I spoke with never even mentioned. Bruce brings a wealth of knowledge and experience to the table, including navigating challenging downturns in the economy. That perspective gave me a lot of confidence in my long-term plan. He doesn’t oversell or push unnecessary products, and he has a great way of explaining things clearly without talking over my head. He makes it easy to understand the ebbs and flows of the market and what they mean for my financial future. I would absolutely recommend Bruce to anyone looking for a knowledgeable, trustworthy, and approachable 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.

Joseph C

Trustworthy and reliable

✅ Wealthtender Certified Advisor Review™

Apr 30, 2026

I have been working with Jared for several years now. Jared helped me.feel more at ease with the retirement decision and showed confidence and enduring planning. Great person to work with.

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.

Doug E.

Over a decade of trust.

✅ Wealthtender Certified Advisor Review™

Apr 30, 2026

Can I say anymore? Yes, complete satisfaction with the service Bruce has provided for over a decade. Through turbulent times in the market, Bruce has always been there to advise us and help us maintain an attitude of less stress. It’s been a pleasure working with him and his team, shoutout to Jennifer. No regrets here.

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.

Rich Solovay

A true professional that really cares.

✅ Wealthtender Certified Advisor Review™

Apr 29, 2026

Very knowledgeable financial planner that listens, to understand our goals and values. This helps him put a plan together that we are comfortable with and that is performing as expected. We are confident in his direction and advise. We feel very secure as we approach our retirement phase in a few years.

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

The team at Intelligent Capitalworks have been financial life savers.

✅ Wealthtender Certified Advisor Review™

Apr 29, 2026

I have been with ICW for over 14 years. Prior to engaging Vince Rossi with ICW, we struggled with our planning and investment choices over the years. When we learned about Vince Rossi from another family member, we researched the credibility of Vince and ICW and felt confident in investing our savings and inheritance with him. They immediately helped us create an investment portfolio we were comfortable with after asking us many questions about our personal preferences. They not only managed our investment portfolio, but also reviewed our current retirement plans, estate planning, tax strategies, and conducted a thorough assessment of risk and insurance planning. We made several changes based on their review and recommendations including adding missing insurance protection and creating an inter-generational trust. We felt like this ICW team was fully invested in us and our well-being. My husband and I always felt incredibly fortunate to have found a wealth management team that guided us with extraordinary wisdom and expertise in both our investment and spending decisions. This team has made a conscious effort to expand their expertise through additional education, training and certifications. They are also very committed to a fiduciary standard and send information regarding this annually. After we were with ICW for about 8 years, my husband’s health declined and I became the one who would deal directly with ICW. I worried about making mistakes and had to budget for added expenses due to my husband's declining health, and eventually his death. ICW’s team assured me they would be by my side and help me in any way they could so that I felt confident in my investment and spending decisions. Their team guided me and provided me with investment education, cash flow planning and debt analysis tools. ICW reviewed my investment goals with me to see if they needed to modify my portfolio, so I would be comfortable with their investment decisions. They also do an in-depth review with me annually (more often when requested) to help me understand the impact of my investing and spending habits. They reviewed my income sources and made recommendations to help me maximize my social security benefits. They made suggestions on some of my spending habits, including recommending a better way to handle my charitable contributions to help me save on capital gains tax. Their thoughtful advice and personalized strategies have helped me maximize my returns while ensuring I make prudent financial choices. Thanks to their support, I have gained confidence in navigating complex markets and managing my wealth for long-term success. To be honest, they make me feel like family. I feel very fortunate to have them helping me. They have gone above and beyond any of my expectations. The staff is overwhelmingly helpful and a joy to work with, responding quickly to all requests. They are truly committed to a comprehensive wealth management plan. I highly recommend ICW to anyone looking for this sort of financial 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.

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.

Jacquelyn E.

Highly Recommend

✅ Wealthtender Certified Advisor Review™

Apr 29, 2026

Working with Taylor has been a wonderful experience. He takes time to clearly explain investment options, answer any questions I may have, and tailor decisions to meet my goals. I feel more confident and empowered in my financial decisions after working with Taylor. He is intentional, responsive, and cares for his clients. I would highly recommend his services to anyone who is looking for thoughtful and knowledgeable guidance in the financial and investment realm.

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.

Ava S

We love working with Kelly

✅ Wealthtender Certified Advisor Review™

Apr 29, 2026

We did several planning sessions with Kelly to better understand our financial situation and what some possible paths looked like for us moving forward. Kelly was great to work with in terms of her knowledge and approach, good tools, and just easy to get along with, to boot. We will seek her advice again in the future, and I have already recommended her to some friends.

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.

Martin and Arlene

Highly recommend Robin!

✅ Wealthtender Certified Advisor Review™

Apr 29, 2026

I've been working with Robin for years and deeply appreciate her level-headed advice (particularly in periods of market volatility) that've helped me grow my net worth in a consistent and reliable fashion. Thanks to Robin's consistent and well-informed advice, I've not had to worry about my long term financial health.

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.

Steph H

Knowledgeable and Caring

✅ Wealthtender Certified Advisor Review™

Apr 29, 2026

Bruce and team are always willing to take the time to answer any questions, listen to my concerns and understand my goals. They provide sound advice keeping my financial health as a primary goal. Bruce communicates often because he realizes my financial needs are ever-changing. It is hard to trust your hard earned money with just any advisor, Bruce and team are top notch.

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.

Lorri DAmico

Peace of Mind

✅ Wealthtender Certified Advisor Review™

Apr 29, 2026

I had no idea how to retire, or whether I could/should retire, or what to do or think. The Pandemic happened and I found myself needing to figure it out. Markham. broke it all down into understandable steps that made the process easy. I’m approaching 5 years out of the working world and while I still sometimes contemplate decisions, I don’t fret over money. We’ve got a plan and it’s working. I would make the same decisions all over again and do so with peace of mind.

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.

Ed Reed