Template
Shower of Hearts (Vertical) 00:18
Client testimonials are an expression of their love for all that you do to help them enjoy life more with less money stress. Help prospects learn what your clients ❤️ about working with you.
Select a Review
Click on any review below then click the Generate Project button.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 Mark and I’ve been working with him ever since. I’m successfully retired now and drawing lifetime income. 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.
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.
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.
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.
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.
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 accounts have grown beyond my hopes. The most amazing is that when I started to take a monthy RMD, my account did not drop. In fact, it actually increased a bit! I did not expect that! 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Test 5-1 WITH review sync activated to test new cache buster
✅ Wealthtender Certified Advisor Review™
May 01, 2026
test
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Test - 5/1 with new cache refresh task
✅ Wealthtender Certified Advisor Review™
May 01, 2026
test
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Test 3:20 pm CT submit - BT
✅ Wealthtender Certified Advisor Review™
May 01, 2026
Test
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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.
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.
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.
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.
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.
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.
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.
Test review with new cache setting
✅ Wealthtender Certified Advisor Review™
Apr 30, 2026
hiya! 👋
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Patient and understanding
✅ Wealthtender Certified Advisor Review™
Apr 29, 2026
Markham was so patient with me when we 1st met about 2015, I was two years from retirement and needing help with that process but being untrusting when it came to my finances. He never gave up on me and we took baby steps until I grew to trust him. When the time came for my retirement he was there to help every step of the way and still is after all these years. I totally trust him and have followed him from one company to the next. It is not the company I trust it is Markham I trust and I now consider him a friend as well. Great that he is so much younger than I, so I should always have him to help guide me through to the end. Such an absolute delight to have in my corner.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Personalized solutions and thoughtful guidance
✅ Wealthtender Certified Advisor Review™
Apr 29, 2026
I went through a lot of "financial frogs" before I finally met the right financial prince of an advisor. It's not always easy finding someone you can truly trust with your financial future, but I am pleased to share my highest recommendation for my advisor, Lucas Baker with Quotient Wealth. Lucas takes the time to truly understand his clients' goals and concerns, offering thoughtful guidance and personalized solutions rather than a one-size-fits-all approach. His knowledge and attention to detail provide confidence and peace of mind, especially when making important financial decisions. What stands out most is his genuine care for his clients. He is always responsive, patient, and willing to explain every step clearly. His commitment to excellent service and long-term relationships is evident in everything he does. It is rare to find someone so trustworthy and committed to helping others succeed. I would confidently recommend Lucas to anyone looking for an exceptional 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.
WOW, WOW, WOW
✅ Wealthtender Certified Advisor Review™
Apr 29, 2026
It is not to often that you meet a person such as Matt. In reality many people say what you want them to say in order to close a deal but not Matt! I was referred to him and looked forward to meeting him but I didn’t have any expectations. He spoke about the company and their success which is expected in an initial meeting. So what happened? When it was my turn to have the floor, I had lots of questions and his answers clearly communicated to me that he listens, processes, asks questions for clarity and responds in a manner that I clearly understood. He respectfully challenges my way of thinking and that is what is different about him. That is what I want, because he should be the subject matter expert and educate me to change my thinking if that is necessary to ensure I have a comfortable, peaceful mindset so I can do what I want to do in this chapter of my life. I consider him family because TRUE family looks out for you and protects you. He reaches out to check up on me to see how life is going, he reassures me that my monies are performing well and has also assured me that he will be proactive in reaching out if a market change warrants a conversation. If I reach out to him because I want to chat, share an article that I came across, he is always there for me. And when I see him in person, he and Angela always have a Mexican Coke for me. I tell him, “Your stuck with 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.
Matt Bennett
✅ Wealthtender Certified Advisor Review™
Apr 29, 2026
Several years with Matt, he has great back up staff, well-diversified, and fairly stable even in this lousy trump environment with some growth. Plans well for 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 28, 2026
I have been with this Team for 18 years now and they have always taken great care of me. As I near retirement, it makes me more confident and relaxed knowing I have a financial plan to see me through.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 28, 2026
After a thorough search for a fee-based advisor, we selected John Gugle, and it has proven to be an excellent decision. John’s personal and business references are impeccable, which gave us confidence from the very beginning. What truly sets John apart is his commitment to building more than just a professional relationship. He takes the time to develop a deep personal understanding of your goals, dreams, and aspirations, ensuring that his guidance is aligned with what matters most to you. We are very pleased with our decision to work with John and feel confident about the path ahead. We look forward to long-term success and continuing our relationship for years to come.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 28, 2026
Melissa Joy and all her staff have done an outstanding job growing my portfolio! I couldn't be happier with the job they've done for 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.
Trusted partner
✅ Wealthtender Certified Advisor Review™
Apr 28, 2026
Our family has worked with Elias for over a decade now. We value his advice and feel he is clear on our financial goals and understands the level of risk we are willing to take (and not take). He has always been quick to respond to our questions and communications and takes the time to explain things to us when we are unclear on something. It’s been a good partnership 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.
Acaring and competent Financial Advisior
✅ Wealthtender Certified Advisor Review™
Apr 28, 2026
Elias is an excellent communicator. Answer phone call and e-mails promptly. Takes timr to explain and answer questions.He has a respectful and friendly demeanor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Invaluable
✅ Wealthtender Certified Advisor Review™
Apr 28, 2026
Robin Mitler has managed my investments for many years, and through many ups and a few downs. I am extremely thankful to have someone who is knowledgeable where I am not, calm and level-headed when times are unsteady and someone who always maintains their professionalism, but is willing to meet me where I am. Robin is easy to talk to, tells me like it is and listens when I need her to. I have consulted with Robin in almost every financial situation including estate planning, taxes and even the care and handling of my aging mother. Robin is extremely responsive, which I appreciate and she has always encouraged me to ask questions or to just call if I have concerns, especially in uneasy financial times. Her assistance and guidance through the years have been invaluable, and I have nothing but appreciation and admiration for her. She's been my financial advisor, my voice of reason and sometimes even my therapist. I am grateful to have had her in my corner all these years and I highly recommend her for all your asset management 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.
Genuine professional
✅ Wealthtender Certified Advisor Review™
Apr 28, 2026
I’ve worked with Shawn since my oldest child was born, 19 years, and over that time he’s become far more than just someone who manages investments—he’s someone I genuinely trust and consider a friend. What sets him apart is not just his knowledge or professionalism, but his character. He’s one of the most genuine people I know—consistently honest, thoughtful, and always acting with integrity. I’ve never once felt like just another client. He takes the time to understand my goals, my family, and what really matters to me, and he gives advice that reflects that. Financial markets go up and down, but having someone steady, trustworthy, and principled guiding you through it all makes a huge difference. After nearly two decades, I can say with confidence that working with him has been one of the best long-term decisions I’ve made.
Relationship to Financial Advisor: Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: AFGAS has not provided any compensation for the testimonials shown. Without affecting intent or scope, the testimonials shown may have been corrected for spelling and grammar. The testimonials shown have been invited, have been selected from among all client feedback, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials. Future performance or experience is not guaranteed.
Trustworthy and Knowledgeable
✅ Wealthtender Certified Advisor Review™
Apr 28, 2026
We appreciate that Matt knows us - our goals and interests. He takes the time to explain and educate us on our investments as well as new opportunities. However, he also listens and provides his advice based on our discussion. He is very forthcoming about the pros and cons of a situation and would never hard sell anything. We trust him and his team to serve our best interests in the long term big picture and the daily tasks as well.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
My friend & financial advisor in retirement
✅ Wealthtender Certified Advisor Review™
Apr 28, 2026
Honest, thoughtful, knowledgable, responsive, genuine, competent, Chris has all the attributes required in a CFP. 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.
Relationship-Driven Professional
✅ Wealthtender Certified Advisor Review™
Apr 28, 2026
I've had the pleasure of working alongside Dan through his role as Capital Campaign Committee Chair at Operation Hope of Fairfield. Dan has a natural curiosity and ability to connect with people; he asks thoughtful questions and brings genuine enthusiasm to the mission and his work. I've followed his LinkedIn presence, which reflects a person who takes his practice seriously with a natural ability to break down financial topics and present them in a digestible and engaging manner — his passion comes through in each post and connection. For anyone looking for a financial advisor who leads with curiosity and is a relationship-first professional, Dan would be worth a conversation.
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.
Highly Skilled and Trusted Expert Across CRE, Finance, and Tech
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
I’ve known Taylor for nearly a decade, including our time working together at a CRE portfolio management company, where he led technological advancements that significantly benefited both investors and employees. His depth of knowledge across real estate, finance, and technology is exceptional—made even more impressive by his ability to connect and apply insights across all three disciplines. Taylor is one of the most hardworking, dedicated, and knowledgeable individuals I’ve had the pleasure of learning from. Despite his strong technological expertise, he brings an old-fashioned sense of professionalism—he doesn’t cut corners, holds himself to high standards, and consistently demonstrates trust and integrity. I cannot recommend Taylor enough.
Relationship to Financial Advisor: CRE Professional Reference
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
I had the opportunity to speak with Maria, and she was professional, knowledgeable, and easy to talk to. She explains financial concepts clearly and takes the time to understand your goals. I appreciate her genuine approach and would recommend her to anyone looking for a trusted financial advisor.
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.
My friend & advisor in my silver years
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
Chris is Honest, thoughtful, responsive, knowledgeable, experienced,. All the qualities needed in a CFP. 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.
Concise and Comfortable
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
I highly recommend Jon and Trajectory Wealth for anyone seeking truly personalized financial guidance. They take the time to build investment plans that feel tailored specifically to my situation and my goals, rather than offering a 'one-size-fits-all' solution. They have a rare ability to simplify complex financial concepts and turn them into a clear, actionable plan. I never feel rushed or pressured. Jon takes the time needed to educate and make sure I’m comfortable with every decision we make. It’s refreshing to work with someone who genuinely values the client's best interests and comfort. I couldn't ask for a better partner in managing my finances!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Intellectually Rigorous Problem Solver
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
I worked with Taylor for several years at a start up company in the CRE sector with a unique business model. As such, there was little formal structure to his responsibilities. We had aggressive, fast changing objectives that demanded creative problem solving. Taylor was able to craft solutions, specifically in our IT space, that allowed us to glean a wide array of property specific information in an automated fashion so that we could make informed decisions critical to our company's growth and profitability. This type of focused initiative will be a huge asset in the complex and hyper sensitive world of financial optimization, given the necessity of analyzing an almost limitless supply of options to maximize returns within dedicated risk parameters.
Relationship to Financial Advisor: CRE Professional Reference
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Outstanding Job
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
As I navigate retirement and manage some health challenges, Lucas has consistently checked in on me. I greatly value his expertise and dedication to my financial planning during this important stage. His comprehensive and proactive guidance has truly boosted my confidence about the future. It’s been a pleasure to work with someone so committed and genuinely caring.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
The best in the business.
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
Yohance has been managing my family’s finances for years. He makes himself available whenever we need him, takes in interest in the family as well as the bottom line. At this point he is as much a friend as he is someone I pay to handle my finances. I wish I could give him 10 stars.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Review
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
I have enjoyed having an investment account with Jon Blumenthal for the last 20 or 25 years. That should provide an accurate picture of my satisfaction with Jon & the other contacts in this company.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Quotient Wealth received this client testimonial by email and received permission from the client to post this online review on their behalf.
From overwhelmed to financially free: a life-changing journey!
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
Working with Yohance has truly been life-changing. When I first started, I felt completely overwhelmed, trying to tackle my credit card debt. I had no clear system, no organization, and honestly didn’t know where to begin. From day one, Yohance met me with incredible support, patience, and expertise. He helped me break everything down into manageable steps and created a plan that actually worked for my life. Thanks to his guidance, I am now credit card debt free for the first time in over 29 years – something I never thought was possible! About a year into working together, I started my own business – and once again, Yohance was there to guide me. He helped me get everything organized, and now I clearly understand what I need to do to keep things running smoothly. I also have more savings than I ever imagined I could build. And that will keep growing. That sense of stability and clarity has been absolutely priceless. What truly sets Yohance and his team apart is not just their knowledge, but who they are as people. They are kind, compassionate, genuinely caring, and they celebrate your wins right along side you. You never feel judged – only supported and encouraged. I’ve already recommended Yohance to family and friends, and I will continue to do so without hesitation. I am finally financially comfortable and able to breathe without the crushing stress of debt. I can say with complete confidence that I could not have done this without Yohance’s expertise and support. I am truly grateful!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Expert, Responsive, and Truly Dedicated: Highly Recommend!
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
"I cannot recommend Dillon highly enough! He is an absolutely amazing financial planner who truly goes above and beyond for his clients. He has guided us through so many different life stages and complex situations, including real estate investing and navigating the financial side of owning our own business. On top of that, he helps us with everything from building a solid long-term investing strategy to collaborating directly with our CPA to ensure we are maximizing our tax advantages. No matter what financial question I throw his way, Dillon responds incredibly fast with expert advice. Best of all, he is exceptionally patient and always willing to take the time to thoroughly talk through any scenarios or concerns we have. If you are looking for a dedicated, knowledgeable, and highly responsive financial professional, Dillon is your guy!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Couldn't be more pleased with the level of service!
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
My wife and I partnered with Lucas and Quotient Wealth Partners over two years ago based on a referral from a friend. We had talked to other firms and financial planners but chose Quotient and Lucas based on their level of effort to get to know us and our goals and help us chart a path to get there. Lucas is patient and a great listener. He works hard to help us model various financial scenarios and likelihood of success so we can make informed decisions today. Lucas has helped us get comfortable with our budgeting as we enter retirement, diversify our portfolio, and introduced us to several tax-saving approaches along the way. He has also been very honest and straightforward about risks and likelihood of success and failure. My only regret is not working with a financial planner sooner and I'm sure that is because of the level of service and trust we have experienced with Lucas 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.
Fantastic advisor
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
Cole is amazing. He is always willing to help and explain things in a way that my non-finance brain can understand. I trust him completely!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Mark Lasseigne and Financial Cornerstones
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
Mark has been an outstanding financial advisor for our family. He aligns our retirement planning with our Christian values, explains everything clearly, and brings a calm, steady approach through every market cycle. His knowledge and faith-based investment strategy give us real confidence. Mark has also built a strong team that helps us understand the markets and track our performance in real time. We want to be good stewards for what we’ve been given, and we have complete trust in Mark’s guidance. We highly recommend Mark and Financial Cornerstones
Relationship to Financial Advisor: Client since 04/2014
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Management like Heavy Duty Shock Absorbers
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
Positive review is based on good performance of assets over a long period of time and ability to absorb shock events like covid, wars, political outbursts and weather events that impact the insurance industry. Recovery from negative events has always occurred, followed by periods of positive growth. I am now confident that we will be fine and I I don't have a lot of anxiety. Advisors always respond within 24 hours and I am pleased with the extra lunch-and-learns on special impact topics and strategies. Important that this firm is not conflicted with intentions to sell specific securities or investments. Philosophy is based on performance and customer satisfaction.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Knowledgeable Advisor with a Unique Perspective
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
I met Taylor last year, and I was quickly impressed by how professional and knowledgeable he is. He brings a unique perspective to his work thanks to his previous experience and his understanding of different areas of the financial markets—especially when it comes to working with clients in real estate. He’s been a great resource for my clients who need support in this area, and I feel confident recommending him. If you’re looking to better understand your financial options, I’d definitely suggest reaching out to Taylor to learn more and see if he’s a good fit for you.
Relationship to Financial Advisor: Professional Relationship
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Outstanding Service and Long‑Term Results
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
We have been working with Jared through different stages of our financial planning, and we couldn’t ask for a better advisor. He’s incredibly knowledgeable, always available, and consistently quick to respond to any question we have. What we appreciate most is how clearly he explains the reasoning behind his recommendations — including risks, tax considerations, and how each decision supports our long‑term goals. Jared is dependable, always ready to talk, and genuinely committed to helping us make confident, informed decisions. We highly recommend him to anyone looking for a responsive, skilled, 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.
Great Person
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
Lucas is a great person, and we enjoy working with him. He cares about his work and checks in regularly with 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.
Matt the Best
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
Matt is a thorough, educative, personable, proficient, and professional advisor. He educates me on processes, goals, and tools. He has a holistic approach to my financial planning. He advises me on the positive and negative sides of endeavors and processes. He is always available and even timely responded to me when he was on vacation in Mexico. I give him an 11 on a 10 point scale!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A Trusted Advisor for Our Entire Family Since 2014
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
My wife and I have worked with Jon Blumenthal and Quotient Wealth Partners since 2014, and we couldn’t be more pleased with the guidance he has provided over the years. Jon has helped us with investment management, retirement planning, tax preparation, and broader financial planning strategies, always with thoughtful advice tailored to our goals. What we appreciate most is that Jon has taken the time to truly get to know us and our family. He is highly responsive, professional, and very direct in his communication, which we value, but he also brings a personal touch that makes working with him comfortable and reassuring. During challenging times—including the uncertainty of COVID and even weather-related disruptions—Jon remained steady, accessible, and proactive in helping us make sound financial decisions. The greatest endorsement we can give is that our children and siblings have also entrusted Jon and his associates with their financial planning for several years. That level of trust across our family speaks for itself. We highly recommend Jon and Quotient Wealth Partners to anyone looking for a knowledgeable, trustworthy advisor who genuinely cares about helping clients succeed over the long term.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Client Support by Robin Mitler
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
Robin Mitler is the best financial consultant I have worked with. She's knowledgeable, competent, very personable, easy to talk to, gives well thought out advice and suggests meaningful alternatives. I have worked with her many years now and I always go to her first for her comments and ideas. She is a calm voice when times are tough and I trust her for her thoughts and suggestions on our financial actions. We are pleased with our financial plan and achievements and I credit much of that to Robin.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 26, 2026
Jeremy is a very knowledgeable Certified Financial Planner. Very easy to work with & explains all the online Right Capital subjects in detail & organized. I would recommend him 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 26, 2026
Maria is one of the most thoughtful financial planners. She truly takes the time to listen and understand your financial goals, and puts together a plan that works best for you based on what you really want to happen. She is kind, caring, and generous with her time.
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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 26, 2026
I've engaged Evan's services for almost 15 years! I can attest that he has consistently provided the strong foundation I've needed to navigate life's financial and personal decisions. His genuine desire and commitment to providing the best guidance he can for our family is unparalleled. Best choice I've made for our family's 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.
My experience with Elias
✅ Wealthtender Certified Advisor Review™
Apr 25, 2026
I followed Elias to his new job, and I am happy with the work he continues to do for me. He keeps me updated with real-world developments that could affect my investments, and he checks in regularly to provide updates and make sure I am happy with where I stand and to discuss any potential changes/adjustments.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Jon has made it possible for me to meet and exceed my retirement goals.
✅ Wealthtender Certified Advisor Review™
Apr 25, 2026
I have been with Jon for almost 18 years. In that time he was able to increase my investments 3 fold and I was able to retired earlier then expected. Not only is Jon an expert in retirement planning, he is an exceptional person. He takes the time to explain the plan in terms I can understand and addresses any concerns. On a personal note, Jon was there to give me guidance when I lost my husband and when I was laid off from my job a few months later. He really cares about his clients and their goals.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Awesome to work with
✅ Wealthtender Certified Advisor Review™
Apr 25, 2026
We have been working with Chris for approximately one year. We have had several meeting with Chris and he has been attentive to our questions. He is very knowledgeable and thoughtful. I would highly recommend Chris as your 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.
over a decade of excellent service
✅ Wealthtender Certified Advisor Review™
Apr 25, 2026
My wife and I have been working with James for over a decade. We always feel James is looking out for our best interests. When we have discussions with him, he always lays things out clearly and honestly and gives us the information we need. He never tells us what we want to hear, instead, he gives us an honest assessment of things and provides options to maximize our future success. I highly recommend James to anyone looking for a financial advisor who is hones, straightforward, and knowledgeable.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
From Uncertainty to a Secure Retirement Plan
✅ Wealthtender Certified Advisor Review™
Apr 25, 2026
Chris has been an invaluable asset to my financial well-being. We began working together during a stressful layoff, and his calm, knowledgeable approach provided the confidence I needed. From our first call, his genuine care was evident. He worked with me step-by-step to build an investment and retirement strategy that funds my passion for travel, while also navigating complex tax and health insurance issues like IRMAA. With plans to eventually handle my estate planning, Chris and his team ensure every detail of my future is secure. He is professional, empathetic, and truly excellent at what he does—my only regret is that I didn't find him 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.
Chris is the "Best"
✅ Wealthtender Certified Advisor Review™
Apr 25, 2026
I've been working with Chris about 10 years now, and he really turned around my portfolio. I've had some bad dealings with advisors in my past,... and am very happy to say what a fresh breath of air Chris has been; while emphasizing what a truly competent, professional he is. If you need him, Chris finds a way to make himself available fairly quickly. He looks into "everything" for you. Example, I had paid off a whole life insurance policy with a death benefit value of approximately $500,000. Chris looked into it and found where I could take the cash value of this policy, and go with another major company that would UP my death benefit to: $889,000!! There was "NO" money out of pocket and my net gain was a little shy of double! Probably the thing I like most about Chris is his personality. He cares about what you're trying to accomplish, and he really listens. He doesn't continually try to pitch new things to me. Instead, he listens to what my wife & I are trying to accomplish, reflects the likelihood of success through their very sophisticated computer systems, and may make suggestions on how to go about it in the process. Chris has become more than just a Financial Advisor to us,... he's become a friend that we count on for financial counsel and we respect him immensely. I wholeheartedly recommend Chris Mohring.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Lucas ROCKS!
✅ Wealthtender Certified Advisor Review™
Apr 25, 2026
I’ve had the pleasure of working with Lucas over the past year as I prepared for my upcoming retirement and the experience has been outstanding. From the beginning, Lucas took a comprehensive and thoughtful approach to evaluating my financial portfolio, ensuring that every aspect aligned with my long-term retirement goals. One of the most valuable pieces of guidance was his support in transitioning my 401(k) savings into both a traditional IRA and a Roth IRA. He explained each step clearly, handled the process efficiently, and made what could have been a complicated transition feel seamless. Lucas also provided insightful recommendations on incorporating my pension funds into my broader portfolio, helping me feel confident that my income streams are well-structured for the years ahead. In addition, he has maintained continuous attention to developing and refining a comprehensive budget, helping ensure that I stay on track to reach my financial goals both now and in retirement. What truly sets Lucas apart is his personal approach. While guiding me through retirement planning, he was equally attentive to my family situation—especially when it came to considering my aging mother’s financial needs. He approached these conversations with sensitivity, patience, and genuine care, which meant a great deal to me. Throughout the year, Lucas has consistently kept me informed about market trends and financial developments through regular meetings, timely outreach, and educational seminars. I’ve always felt well-informed and supported in making important decisions. I would highly recommend Lucas to anyone looking for a knowledgeable, responsive, and compassionate financial advisor—especially those navigating major life transitions like 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.
Taylor has helped me feel more confident
✅ Wealthtender Certified Advisor Review™
Apr 25, 2026
Taylor has helped me feel confident about my finances and my goals! I knew nothing about investing before working with Taylor, and I have always felt like I needed more structure. Taylor has so clearly given me a plan for retirement and my investments, and I feel so much more peace knowing where I am headed.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Delivered good thorough advice.
✅ Wealthtender Certified Advisor Review™
Apr 25, 2026
Sweta never tried to push or sell a product. She listened to your goals and objectives. Her learned opinion was never delivered in a pedantic way. Sweta seems thorough and well informed.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
New Investors
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
Elias was very knowledgeable, honest and put a plan to our needs. Office assistant, welcoming and helpful to our calls and in person.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 24, 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.
Trusted financial advisor!
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
Cole is a great financial advisor for me and my wife, Kathryn. We've been meeting since 2022 to discuss a myriad of financial topics. Primarily focused around long-term growth, Cole has offered us fantastic insight into the markets as well as a hand-crafted approach to our specific situation. While I have not sat in on other meetings, I am certain that he applies the same level of care, empathy, and aptitude with everyone he advises. I highly suggest doing business with Cole, he is very knowledgeable about any situation we've asked for advice on. And an important factor - he truly follows through with what he says he will do! We consistently receive a detailed email after our meetings to not only recap our discussion; but for questions he didn't have an on-the-spot answer for, he's always replied with additional information later. All that said - we highly recommend him as not only a trusted financial advisor but as a genuinely good person!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trust Worthy
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
I’ve been a client of Jon and Chris since 2017. They have truly acted as fiduciaries on my behalf ever since. At first I was a nervous client but I’ve grown to trust their judgment and decisions completely. Now I just leave everything to them, knowing Jon since the United Capital days and his great understanding of the market.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Meet my financial advisor: Robert Dignan!!
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
Bob has been my financial advisor for a number of years. He has a professional manner as well as a personal interest in my financial well being. I have found him to be approachable and willing to answer my questions, no matter how trivial. His advice is always appreciated and I feel I have benefitted from his knowledge of all things financial!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Profit on investment is excellent
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
I can be at ease knowing that my investments are managed by someone who does an excellent job.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Exceptional Guidance During One of Life’s Hardest Chapters
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
I cannot recommend Breanne highly enough. She came into my life during one of the most difficult and overwhelming periods I’ve ever faced—my divorce—when I was emotionally drained, completely out of my depth, and unsure of how to protect myself financially. From the very beginning, Breanne demonstrated not only exceptional expertise, but an extraordinary level of care, persistence, and integrity. She quickly recognized that the legal support I had in place at the time was not serving my best interests. With her guidance and encouragement, I made the difficult decision to change representation—something that felt incredibly intimidating in the moment, but ultimately became one of the most pivotal decisions I made during the entire process. Breanne didn’t just advise from a distance—she was deeply engaged, strategic, and unwavering in her support. She helped me navigate attorney interviews, break down complex financial and legal dynamics, and, most importantly, empowered me to make informed decisions at a time when I felt anything but confident. She also helped me recognize and navigate circumstances and agreements from my marriage that I didn’t fully understand at the time—situations that could have had significant and lasting financial consequences. What truly sets Breanne apart is her rare ability to pair sharp financial acumen with genuine compassion. She has a clear passion for helping women navigate divorce with strength, clarity, and dignity—and that passion is not just something she says, it’s something she lives through her work. She advocated for me in ways I didn’t even know I needed, and consistently protected my interests during a time when I was most vulnerable. There were moments when I felt completely uncertain and overwhelmed, and she brought clarity, calm, and confidence exactly when I needed it most. I truly believe that without her guidance, my outcome could have been drastically different. I am beyond grateful for her guidance, and without hesitation, I would trust her again with one of the most important chapters of my 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.
Annual Overview of accounts
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
My accountant referred me to Breanne Just before I retired and she has been managing my investments for about 15 years. I always went with her when she moved on to different firms and my investments have kept growing along with my age. She is the best person I have ever had in my corner and consider her to be a dear friend. I have referred her to friends and family and they seem to be very satisfied with their investments as well. She is always available to me and all her clients, She's the 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.
Extraordinary Certified Divorce Financial Analyst
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
I met Breanne Polonia in 2017 while I was navigating the end of my 20-year marriage. At the time, I knew I needed a financial advisor who could help me plan for an uncertain future. Having stepped away from my career as a Realtor more than a decade earlier to raise my children, I was facing the reality of re-entering life on my own after years out of the workforce. Breanne went above and beyond from the very beginning. She worked closely with my attorney to ensure I received everything I was entitled to—something far beyond what most financial planners would typically do. Throughout the long process, she provided not only guidance but also clarity, helping me understand every aspect of my settlement while building a thoughtful plan to secure my financial future. What stood out most was how deeply she listened. She took the time to understand my goals and designed a strategy that truly reflected my priorities and aspirations. That was nine years ago, and we’ve continued to refine that plan as life has evolved—through putting my children through college, law school, and now medical school. Along the way, I’ve expanded into real estate investments and relocated from California to New York to Texas. Through every change, Breanne has demonstrated an exceptional ability to identify the right opportunities and adapt when needed. I highly recommend Breanne to anyone seeking a financial advisor, and especially to those navigating the financial complexities of divorce.
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.
Information time
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
Always look forward to talk with Breanne every year so she can explain what to look forward to the year to come and the year that just pasted.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Account review
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
Breanne is highly and well versed about our accounts. She provides understandable information and a well thought out path forward.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Breanne Polonia
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
Breanne is a wonderful advisor. She is very professional and knowledgeable. We look forward to our meetings with her and value her advice. Breanne goes above and beyond… helping with many things outside of finances.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
yearly talk with Breanne
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
Breanne explained everything I needed to know about my accounts. I think she is great.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Jared has earned my complete trust
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
We had a bad experience with my former advisor, so coming to Quotient and teaming up with Jared has proven to be a great choice. I soon learned Jared and Quotient does things right every single time. I have complete trust in their ethics and their financial acumen at all times. I would encourage anyone looking for an advisor to make Jared and Quotient your first and only 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.
Authentic and Genuine
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
We felt like they had our best interests in hand, and they just wanted to learn about us and answer any questions we had. So, it felt like, you know, they cared a lot, and they were very authentic and genuine with 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.
My Financial Go To
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
Jared has done a great job managing our retirement. He is always on top of things and his advice has proven reliable and accurate. I would highly recommend his services. I always enjoy talking to Jared. He is very personable and shows concern and care for not only our financial portfolio but any other issues we might want to talk about. Thank you Jared for all you do, appreciate it 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.
Knowledgable and responsive
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
We have been clients of Both Matt and Brandon for almost 10 years. Matt is knowlegable and responsivle when we have questions and offers different solutions for us to consider. We are grateful to have 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.
Review on Matt Davis / Quotient
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
I have been working with Matt since I retired with Chevron USA in 2019 and I feel it is the best decision I could have made. I was leery of retiring at the age of '59' but Matt guided me along during retirement and I have total confidence in his judgment. I really do think he has my best interests at heart. We have reviews and he always lets me ask questions and discusses with me any needed income changes and also what we might can expect in the new year. I have had several years of serious health issues and we discuss these along with any upcoming major expenses.....as I built a new home in 2023. Matt - Thank you so much for your support and guidance since 2019. I really appreciate the encouragement you've provided me and I am so grateful that you are my advisor because not only are you my mentor, but I also view you as a friend.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Knowledgeable, patient and genuinely cares
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
I’ve had a really great experience working with Sonia as my financial advisor. She’s incredibly patient, especially when it comes to explaining things I don’t fully understand about investing. I never feel rushed or overwhelmed—she takes the time to break everything down into small, manageable steps and often uses visual presentations to make things even clearer. What I appreciate most is how approachable she makes the whole process feel. She helped me realize that you don’t have to be a millionaire to start investing or to benefit from having a financial advisor. That mindset shift alone has been huge for me. If you’re looking for someone who is knowledgeable, supportive, and genuinely cares about helping you grow your financial confidence, I highly recommend Sonia.
Relationship 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 Davis an Excellent Financial Advisor
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
Matt has been an outstanding financial advisor for us. For years, I expressed to my husband the importance of having someone guide us with financial advice and illustrate potential investments. Personally, I wanted a financial planner whom I could trust to look after my interests in the event of anything happening to my husband, and Matt has demonstrated his commitment to ensuring my well-being.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly recommend!
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
Sonia is amazing! She helped me navigate my retirement rollover options and ensured a smooth transition. She consistently provided clear and thorough explanations that made each step of the process seamless. She’s always responsive to questions and proactive in developing effective plans to help achieve my financial goals. Additionally, her commitment to continuous growth and improvement stands out. I truly appreciate her insight, guidance, and dedication!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Jared is exceptional
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
He is knowledgeable, communicates clearly and unemotionally yet is empathetic and compassionate. He never forces issues but helps one understand facts so that one can make a decision with no remorse.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Planning for the rest of my life
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
Matt and his group of financial planners have helped me plan for the rest of my life. They always have my best interests at heart. They plan and recommend and act with me in their uppermost mind. They know my family and plan for each of us. I am so thankful I have them in my corner!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
We started with Vince Rossi 30 years ago. Our review of Intelligent Capitalworks today.
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
We started working with Vince in the mid-1990s after attending one of his university “Become a Better CEO” classes. I still remember learning that you can’t win by trying to time the market and the importance of buying quality investments and holding them for the long-term. At first, we didn’t have much money for Vince to manage – most of our savings were in 401K plans - but over the years as we changed jobs and rolled over 401Ks into IRAs, the amount of money Vince managed for us continued to grow. Fast forward to 2020 during Covid. Like everyone else, I had too much time on my hands. Having some conversations with people in the broader investment industry and doing some research, I came to the conclusion that ICW was costing me too much and that I could do better with another advisor with a lower fee. We moved our money to another firm and we did well, but everyone did well after Covid. Then in 2024, I decided to reach out to Vince just to touch base. We had a great talk, mostly about our families and catching up since we last talked in 2020. Based on a review, I learned that our assets would have grown by more had we stayed with ICW and we would have continued to receive the services we wanted by staying with ICW. Vince and I talked about the possibility of coming back to ICW and fortunately Vince welcomed us back. Since coming back to ICW in 2024, it has been a great experience. Our team is available for a call anytime we need them. My wife and I went into full retirement mode last year (2025) and refreshing the plan they created for our retirement makes us feel financially secure, which includes giving us the ability to travel when and where we want. One of the things I really value about ICW are the tools that are available to me as a client that provide a wealth of information on our budget, how much we spend each month in real-time, our cash flow projections, and our sources of income over the years. I can see everything that is important to me to keep an eye on our finances. There are two things I think sets ICW apart. First is ICW’s investment implementation. Unlike many firms that invest in various types of funds and financial products, ICW invests our accounts in well-diversified portfolios of individual securities to help us meet the income and growth requirements of the financial plan they maintain for us. This helps reduce the layers of fees we pay. The second thing that sets ICW apart is its culture – the team at ICW knows their clients intimately and vice versa – we know a lot about what is going on with the Rossi family ̶ we even visited with one of his sons attending the US Naval Academy while we were on vacation in Annapolis. ICW is focused on doing the best job they can for the families they work for, rather than trying to grow the firm by adding as many new clients as possible.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Intelligent Capitalworks invites wealth management 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 23, 2026
We've been working with Andy for several months now and it's been a great experience. He's able to communicate key concepts clearly and knows his stuff. His advice has been great so far and even though I consider myself a fairly sophisticated investor he's already identified significant tax savings I was missing. There are relatively few planners of Andy's skill who are willing to offer fee for service based programs instead of a percentage AUM fee so I've been really happy working with Andy so far and plan to continue doing so and would recommend him to anyone in the market.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 23, 2026
Great experience working with Cadence on our financial goals for the future. The team took time to understand our needs and created a custom strategy that works for us! Thank you!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
More than a decade of great financial help from a trusted partner.
✅ Wealthtender Certified Advisor Review™
Apr 23, 2026
I've been a client with Matt Bennett and his associates in one form or another for well over a decade and perhaps nearing two. They've always been a trusted partner and I now consider them as my friends too. They do a great job of keeping me grounded from doing what I would typically prefer as a saver while working, keeping me from being aggressive as a retiree when I no longer need to take the risk. They have a consistent and steady hand, which is excellent as a financial advisor. Retirement strategy and the investments shouldn't change as the markets get nervous or bullish. This makes for very comfortable and peaceful sleeping at night without worries, no angst. Thanks Quotient Team! Y'all Rock!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Exceptional team
✅ Wealthtender Certified Advisor Review™
Apr 23, 2026
Matt is incredible but the team as a unit is even better. Great advice and guidance and even persuasion when necessary. This team provides incredible support to their clients enabling them to achieve their financial goals and independence. What a great team…. I recommend Matt/team at least a few times a month—- I’ll be a lifetime client.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Lowered my Finacial Stress Level 10X
✅ Wealthtender Certified Advisor Review™
Apr 23, 2026
Matt and his team have been handling our financial portfolio since I retired in late 2022. It has, admittedly, been a good market over the past 3+ years but recent market drops and instabilities have been substantially less painful based on the mix of funds he selected for our particular needs. Our funds are doing quite well. Matt is easily accessible and quick to respond to questions. I have dealt with other financial planners over the past 30+ years but none provided the peace of mind that I currently enjoy with Matt. I am so comfortable with Matt and his team that I convinced my mother and our daughter to move their portfolios to Matt. I am also trying to convince my brother to do the same. I have complete confidence in Matt's understanding of the market and in his strategy for our particular 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.
Incredible Financial Advisor and Trusted Professional
✅ Wealthtender Certified Advisor Review™
Apr 23, 2026
I’ve known Matt for about 10 years know, just a few years before my retirement in 2017. I have supreme confidence in his abilities and greatly appreciate the very personal nature of how he conducts his business. He has the perfect temperament for engagement and is always willing to educate me in investment decisions, even when it takes a little extra time. Top notch individual in all respects!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Exceptional Advisor
✅ Wealthtender Certified Advisor Review™
Apr 23, 2026
Been working with Matt for > 5 years and been with the “United Capital” Group for at least 15 years. Solid advice based on my risk tolerance. A key for me is that Matt knows my wife and is careful to keep her into the conversation. Matt also gets the tax side once you’re in the spending phase of 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.
Attentive and proactive advisor. Innovative team.
✅ Wealthtender Certified Advisor Review™
Apr 23, 2026
Matt is a great listener and communicator. He understands the different goals for my husband and me and those for each of our adult sons and their family. As our situations and needs changed, he anticipated how best to respond and modify our investments. Coordinating with our tax preparer makes everything easier. We met Matt as we were preparing for my husband's retirement from ExxonMobil. The Quotient team understood all the options and guided us through the process, making a stressful transition easy. If you're looking for an advisor who is sharp, empathetic, and proactive, and want a firm that focuses on innovative solutions that are best for you, call Matt and meet Quotient!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Long Term Client
✅ Wealthtender Certified Advisor Review™
Apr 23, 2026
I’ve been with Elias for 25 yrs. He’s excellent at his job. I trust him with my money to the point I followed him from another company. I highly recommend him to anyone.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great Personal Partnership
✅ Wealthtender Certified Advisor Review™
Apr 23, 2026
My husband and I have always shied away from digging into our finances. Cole is incredibly supportive on our goals and takes the time to make sure we are in complete understanding of what he is specifically doing for us. Because of the compensation set up he has in place I am very clear that he has our best interests in mind. One other very unique factor is he is available. His response time is impeccable. I would highly recommend him for his honesty, integrity, and attention to detail.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Smart, Thoughtful, and Reliable Advisor!
✅ Wealthtender Certified Advisor Review™
Apr 23, 2026
Our family has really enjoyed working with Kelly. She does a great job of getting to know you and working with you to identify your needs before offering up advice. Her advice is well thought out and she does a great job of setting steady and realistic targets for goals. Kelly also does a great job of subtlety nudging you towards your goals and helping identify roadblocks if she notices you aren’t making the progress you planned for. We love how easy Kelly is to work with and how much more in control of our life we feel after leaving a meeting with her. I recommend Kelly for anyone who is looking for great financial advice and a true partner in your financial 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.
All My Research Is Paying Off
✅ Wealthtender Certified Advisor Review™
Apr 23, 2026
A few years before retirement, I started meeting with various financial advisors with the goal to select one to guide us into and through retirement. After talking with over 20 firms, we selected Jon and his team. After 12 years of retirement, we are in a better position now than we ever imagined. Jon's team is always working to improve their service offerings, investment performance, and relationship with their clients. Because of their guidance and results, our retirement has been a great experience and my wife and I can focus on the things we enjoy and not loose sleep over 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.
From Career to Comfortable Semi-Retirement—With the Right Guidance
✅ Wealthtender Certified Advisor Review™
Apr 23, 2026
I can unreservedly recommend the team at Plan First Wealth—James, Richard, and Martha. Over many years, they have guided me to a comfortable semi-retirement, providing both strategic insight and practical support along the way. They helped me navigate the complexities of relocating from the UK to the United States, ensuring that the wealth I had built over my career was preserved and well managed. Their support has ranged from thoughtful, almost mentoring-style advice to rigorous analytical work, including detailed Monte Carlo analysis. James and his colleagues have consistently been there for me, combining professionalism with a genuinely personal approach. Thank you PFW.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Guiding my Finances to Match my Priorites
✅ Wealthtender Certified Advisor Review™
Apr 22, 2026
Cole has been amazingly helpful in making sure that I'm properly setup for my future, giving great guidance on how to properly divest to build a strong future, saved me some money along the way by helping me see items that have been missed, and always there to help give guidance whenever making big purchases to ensure that I'm making the best decision for the priorities I have in my life and not being rash.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Future directions from a trustworthy person
✅ Wealthtender Certified Advisor Review™
Apr 22, 2026
The reason I truly trust another with my earnings is develop from an individual who understands the markets and helps us clarify our future goals. Cole has done this over the years and I am thankful for his insights.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 22, 2026
Working with Evan has been a completely different experience from what I’ve had before. He’s easy to work with, highly responsive, and always available. When I have questions, I get answers quickly and clearly. More importantly, he asks the right questions. He’s not just managing money, he’s actively thinking about my long-term financial position and making sure every decision aligns with my goals. Before this, my money was with another advisor, and there was little to no real impact on my financial trajectory. No clarity. No confidence. I was constantly questioning whether I’d be in a strong position long-term, especially if my income changed. That’s no longer the case. He walks me through everything. Every step, every decision, every trade-off. I understand where my money is, why it’s there, and how it’s working for me. That level of transparency builds real confidence. The online portal is another big win. I can log in anytime and see a full view of all my accounts in one place. That visibility matters, it gives me control without needing to chase updates. Bottom line: this is what financial planning should look like. Clear, proactive, aligned with my interests, and built to actually move the needle on long-term wealth. If you’re not getting that from your current advisor, it’s worth making a change.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 22, 2026
Evan has been amazing to work with in guiding how to build my finances investments and overall planning! He is prompt responsive and informative
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 22, 2026
I can't say enough great things about working with Maria. From day one, she took the time to truly understand my financial goals and situation and not just the numbers, but what actually matters to me. That personalized approach is exactly what you'd hope for from a boutique advisory, and Maria delivers it in every interaction. What sets her apart is her transparency. I always know exactly what's happening with my money and why. She explains complex concepts in a way that's easy to understand, Her depth of knowledge gives me real confidence. I trust her guidance completely, and that peace of mind is invaluable when it comes to financial planning. If you're looking for a financial advisor who genuinely has your best interests at heart, Maria is the real deal. 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 22, 2026
Having Nick and his team managing our finances and planning for retirement has been such a blessing!! They are professional, knowledgeable and communicative. Very hands-on and keep us in the loop throughout! They offer a range of services for different levels of financial and retirement planning, but what sets them apart from our previous financial planners is how they communicate with their clients. They not only manage our finances, they make us an active part in planning for our retirement, explaining the whys and whens of decisions, both ours and theirs. It has allowed us to develop a plan that works with our current lifestyle and ensuring we have the best possible outcome for retirement. The whole team is amazing, personable and proficient! We feel much more confident about our financial future since beginning with Nick and the 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 22, 2026
So I’m biased because one of the partners at Cadence is my son Nick. Truthfully it was hard to put my life’s work and retirement in his hands. But…Nick has repeatedly talked me out of some decisions that would have impacted my portfolio to the downside. So while I’m a proud father I’m also a grateful client!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 22, 2026
Darcy is an exceptional financial advisor, and we’re so glad we found her through word of mouth. She is incredibly knowledgeable and communicates complex financial concepts in a clear, understandable and approachable way. What truly sets her apart (in my eyes) is how intently she listens—she takes the time to understand our goals and concerns and really peels back the onion to tailor her guidance accordingly. And, I feel very comfortable in asking what I might think is a dumb question. Darcy is thoughtful and balanced in her approach, especially when it comes to navigating risk, which gives us a great deal of confidence in our financial decisions. We never feel rushed during our appointments; she is patient, attentive, and we feel she is genuinely invested in our success. We highly recommend her to anyone looking for a trusted and skilled financial advisor. Thank you Darcy!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 22, 2026
Flavio is very nice and is easy to work with. If i have any questions Flavio explains everything very well.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Fantastic Financial Advisor
✅ Wealthtender Certified Advisor Review™
Apr 22, 2026
We’ve had the pleasure of working with Winston for several years, and he has been outstanding. He is very knowledgeable and has a great ability to clearly explain complex topics. I trust his judgment and would highly recommend him to anyone.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Advisor & Trusted Partner
✅ Wealthtender Certified Advisor Review™
Apr 22, 2026
We have been working with Cole Williams for a little over a year. Working with Cole has been a great experience. He is consistently proactive in reaching out and keeping us informed, and he takes the time to clearly explain all of our options so we can make confident decisions. What really stands out is his willingness to act as a true partner—always available to talk through different strategies and potential paths forward. It’s clear he genuinely cares about us as clients and is deeply invested in helping us achieve our long-term goals.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Deep expertise and exceptional care
✅ Wealthtender Certified Advisor Review™
Apr 22, 2026
I became a client of Rosanna's at a transitional time in my life and I have benefitted greatly from her sharp instincts, decades of high-level financial management, and her exceptional care and thoughtfulness. These are turbulent times and I am comforted and feel completely confident in Rosanna's ability to navigate this and any financial landscape, and secure in the knowledge that she cares deeply about each and every client. Rosanna's encompassing understanding of how markets move, combined with bold, exacting decision-making and clear goals has given me great confidence in my financial future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
