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Whether you see aqua blue bubbles or a lava lamp in the background of this design, what's most important is what prospects will see: yet another glowing and groovy review sharing what a client has to say about working with you.
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Exactly what I hoped for
✅ Wealthtender Certified Advisor Review™
Jul 12, 2026
I came to Jennifer looking for help navigating my finances through some upcoming life milestones. One of my favorite things about working with her is how understanding and supportive she is when it comes to all of the “life things” that inevitably intersect with financial planning. She recognizes these conversations aren’t just about the numbers – they are emotional, and she approaches them with remarkable empathy, thoughtfulness and a sense of humor I deeply enjoy. Her guidance continues to give me clarity and confidence and I look forward to continuing working together. I highly recommend Jennifer.
Relationship 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 Stacy Miller with BayView Financial Planning!
✅ Wealthtender Certified Advisor Review™
Jul 11, 2026
We recently started working with Stacy Miller at BayView Financial Planning, and we could not be happier. Stacy is helping us build a clear, realistic strategy for our current investments and how to best transition them into retirement. She always responds timely to our questions and provides practical, personalized advice. Stacy takes the time to explain things clearly and her patience and transparency completely put our minds at ease. We highly recommend her to anybody looking for a reliable 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.
Outstanding Partnership!
✅ Wealthtender Certified Advisor Review™
Jul 10, 2026
We really appreciate Tim's knowledge, availability, and wisdom. We could not be more pleased with our relationship and results and look forward to many more years of excellent advice, planning, and friendship!
Relationship 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 a Great Communicator
✅ Wealthtender Certified Advisor Review™
Jul 10, 2026
Winston has done a wonderful job managing and growing our investments. He’s attuned to the market and how to align your goals with it. He reaches out regularly to make sure we feel informed, as well as checking in about life. He’s genuinely invested in your wellbeing and 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.
Transformative Financial Planning for Our Dual‑Career Family
✅ Wealthtender Certified Advisor Review™
Jul 10, 2026
Working with Kelly Klingaman has been an incredibly positive and grounding experience for our family. Kelly created an effective framework and strategy for our financial plan, and it’s made a meaningful difference in how we approach our long‑term goals. As a dual‑career couple, finding time for both of us to stay engaged in our finances has always been challenging — especially since one of us tends to be more financially involved than the other. With Kelly’s guidance, we’re both included in the process now. She makes it easy for us to collaborate, understand our options, and make decisions that truly align with what we want for our future. When we first started working with Kelly, our top priority was creating a revocable trust and will to ensure we had a solid plan in place for our children. She guided us through every step, and it’s incredibly comforting knowing that this is handled. Kelly also helped us streamline and organize our investment accounts — 401(k)s, IRAs, HSAs, and brokerage accounts — which has brought a lot more clarity and simplicity to our financial picture. One thing that really stands out is the technology Kelly uses. She leverages a strong, modern tech stack with tools like Flourish, RightCapital, and Monarch Money which provide insights and capabilities you don’t typically find with the average advisor. It makes the entire planning process more transparent, efficient, and easy to stay on top of. Beyond her expertise, Kelly has a great communication style and is genuinely easy to get along with. She explains things clearly, keeps us focused on what matters, and makes the entire experience feel collaborative rather than overwhelming. We're grateful for the progress we’ve made and highly recommend Kelly to anyone looking for a financial planner who combines strong technical skills with thoughtful, client‑centered 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.
Sweta Bhargav
✅ Wealthtender Certified Advisor Review™
Jul 10, 2026
I was in the middle of making a life changing move and I wanted to make sure my finances were order. Sweta took her time with me and went over every little detail with me! I can't thank her 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.
Exceptional, Trusted Financial Guidance Every Step of the Way
✅ Wealthtender Certified Advisor Review™
Jul 09, 2026
Gloria Franz of Franz Tatum Wealth Management has been our trusted financial advisor for several years. When we first sought her guidance, we were contemplating retirement but felt uncertain about our financial readiness. Gloria thoroughly evaluated our portfolio and developed a comprehensive financial plan that gave us a clear path forward. Since then, she has expertly advised us every step of the way—navigating our Trust, tax strategies, annuities, IRA management, and more—to successfully secure our financial independence. Beyond their exceptional expertise, Gloria and her assistant, Haylee, provide a wonderfully personable experience. We always look forward to our meetings, and they are consistently accessible, knowledgeable, and happy to answer any questions we have. Our confidence in their services has led us to refer several friends to Gloria and her team. They, too, have expressed how pleased they are with the excellent financial results and guidance they have received. We highly recommend Franz Tatum Wealth Management to anyone seeking top-tier financial guidance. Partnering with them is a decision you will not regret.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Completely Satisfied
✅ Wealthtender Certified Advisor Review™
Jul 09, 2026
I’m very pleased with the service provided and with my overall experience since deciding to utilize SYKON’s services. I strongly 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: This testimonial was provided by a current client of SYKON. The client was not compensated, directly or indirectly, for providing this testimonial. This testimonial reflects the client’s personal experience and may not be representative of the experience of other clients. It should not be construed as a guarantee, promise, or indication of future performance, investment results, or client experience. Investing involves risk, including the possible loss of principal. No testimonial should be viewed as a recommendation to engage SYKON or as investment advice.
Can't recommend Jeff more!
✅ Wealthtender Certified Advisor Review™
Jul 08, 2026
I found Jeff very late in my professional career, within five or so years of retirement age. Jeff has guided me very patiently and explained things clearly so that I feel confident in my financial situation. What a relief not to have to navigate this alone.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Just what I needed
✅ Wealthtender Certified Advisor Review™
Jul 07, 2026
My husband and I started our relationship with Jonathan while we were still working 25+ years ago. John and Chris provide needed information/ communication and direction. They have managed my investments whereas we work together to determine the best decisions forward for continued growth. Thanks to the entire staff!
Relationship 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 Service
✅ Wealthtender Certified Advisor Review™
Jul 07, 2026
I have been working with Charlie and his team for 10 years. Over this time, he has helped guide me in financial decisions and made sure that we have positioned ourselves well for future investments and retirement. We feel confident that our money is in hands that we trust.
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.
Great financial advisor
✅ Wealthtender Certified Advisor Review™
Jul 07, 2026
Takes the time to explain finances until you understand them and always acting as your fiduciary.
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.
Excellent communication and client service!
✅ Wealthtender Certified Advisor Review™
Jul 06, 2026
From the start of our retirement journey we have had the pleasure of working with Lauren, Tammy and Mike. They have always worked as a team to guide us through our transition to retirement. Carla is always friendly and greets us at the door with a smile! Thank you to Tammy for her patience when we have any requests/questions. She's a gem!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Expertise, Passion, Community Leader
✅ Wealthtender Certified Advisor Review™
Jul 05, 2026
In 2018, when I received an inheritance which included an IRA and a stock portfolio, I immediately contacted Franz Tatum Wealth Management. I had met Gloria Franz 15 years earlier through the Indio Chamber of Commerce. I have admired how active she is in our city with the Coachella Valley History Museum, Woman’s Club, City Planning Commission, to name a few organizations. She is well respected by business leaders and residents of our community. I am very comfortable with Gloria as she explains my financial options clearly and grows my investments, while we work together on my personal goals and plan for retirement in the not so distant future. I highly recommend Gloria Franz for both her expertise and her passion.
Relationship 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™
Jul 05, 2026
I didn’t start using Rather & Kittrell until after I retired in 2019 and I sure am glad that I did. Of course I was a little skeptical of what they initially told me, they laid everything out for me to see so I took the leap of faith and jumped in and it was the best decision I could of made. I recommend them and if nothing else at least go and talk to 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 05, 2026
Working with Zack has been a great experience. He’s incredibly personable and provides a very customized, concierge-style approach to financial planning. I really appreciate the time he takes to understand my goals and the attention to detail he brings to every conversation.He’s extremely knowledgeable and has taught me so much about my finances and long-term financial planning. I always leave our meetings with a better understanding of where I stand and more confidence in the decisions I’m making.I would highly recommend Zack to anyone looking for a financial planner who is thoughtful, knowledgeable, and genuinely invested in helping his clients succeed.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Retirement financial support
✅ Wealthtender Certified Advisor Review™
Jul 05, 2026
James has been excellent in presenting a great plan to handle our retirement funds. He was helpful in consolidating our various accounts into managed accounts in Fidelity. We have more than enough in our cash accounts for normal expenses. The investment accounts keep growing to build a good legacy for our family. My wife and I are happy to be working with James
Relationship 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™
Jul 04, 2026
Working with Jorrell at Mitlin Financial has been an absolute game-changer for my retirement planning. Prior to our meeting, I felt overwhelmed by the complexities of my financial future. Over the past 5 months Jorrell took the time to get to know me, provided clear financial data and built a comprehensive, personalized plan that gives me total peace of mind. 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.
Your quality of life will improve working with Winston
✅ Wealthtender Certified Advisor Review™
Jul 03, 2026
Winston is truly one of the best human beings I have been blessed to know and work with. Genuine, caring, respectful, meets me where I am at and grasps my personal and financial challenges. He knows when and how much to push, taking into account the major life changes I have experienced recently. I am grateful to work with him and Sabrina and am excited to see where his coaching and my investments lead me. Solid, reliable, honest, caring, high integrity with a great heart.
Relationship 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™
Jul 02, 2026
I’ve known Sean for many years and moved with him when he started Cadence. He’s incredibly knowledgeable and provides the sound guidance needed. I’d recommend him for your financial and wealth 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.
Thank you
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
Matt and his team are excellent financial advisors. His team is very knowledgeable and always available to help in a professional and friendly manner. Thank you 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.
I was skeptical but am glad I started working with Matt and his team
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
We had managed our own affairs for so long I was skeptical of the need to involve anyone else in the process. Several years ago we met with Matt to see what services he had to offer. Initially I was hesitant . The patience and practical nature of our conversations over time have led me to believe I should have gotten Matt and his team involved years earlier. The guidance and clarity of thought have made us significant gains and prevented us from making some very costly errors. I particularly appreciate the team’s willingness to talk through things provide possible solutions with pros and cons of each I am very glad we made the decision to invest with Matt 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.
Great experience and clear guidance
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
My meeting with the advisor went very well. They were knowledgeable, patient, and took the time to explain all my options in a way that was easy to understand. I felt comfortable asking questions and received helpful advice for my financial goals. I would definitely 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.
Great service!
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
Tim was terrific! Knowledgeable, caring, a great listener.
Relationship 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 Update
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
Outstandinng...as always!!
Relationship 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 Wealth Update
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
Mark and Tim provided critical updates and guidance to our portfolio allowing us to make on-target retirement 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.
Financial Planning
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
I referred Tim to my Client and friend Bob Campbell to help with his finances. Tim is very trustworthy and I believe Bob will be hiring Tim to help with his finances. Tim is very knowledgeable and I will be a great help.
Relationship to Financial Advisor: Friend of a client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Planning for retirement
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
Tim and company has been instrumental in helping us prepare for and navigate the finances surrounding retirement. Tim is attentive, shows personal interest in us and our needs and has educated us in these new areas of life over the last couple of years. We appreciate him 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.
Learned about my finances and steps to manage them
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
My meeting went great- the advisor was very informative and put me at ease about my situation. He was very kind and compassionate, and is very knowgeable.
Relationship 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
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
Tim was extremely helpful as we planned for retirement. The session provided clear guidance on the items that needed to be updated or added as we move forward with our planning. His insights gave us confidence and a better understanding of the next steps.
Relationship 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 Realignment meeting
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
Mark and Tim are great advisors and genuinely good people. They listen, explain things in a way that makes sense, and help my wife and me feel confident about our financial situation. We’re really fortunate to have decided to work with them, even though it was later in my life, and we wouldn’t trust anyone else with our financial future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
First meeting.
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
Mr Mayer’s approach in this introductory meeting was all that I could have wanted. Every client’s situation is unique to them and he was careful to allow me the time to explain my situation and goals. He reiterated my goals so that I felt reassured he understood them. He was clear in defining his company’s approach and gave me time to ask questions and to affirm my understanding. He broadened my understanding of ethical investing while maintaining growth and profit. I left with a sense of trust. I look forward to working with him in the future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Thorough, personalized service
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
Though covering difficult subjects, my meeting with Tim was seamless and very encouraging. The approach was thorough and clearly tailored to my personal needs, with attention to detail, well-directed relevant questions, and concise but valuable information and advice. Tim generously gave advice on more than I was expecting, and make the whole conversation comfortable and productive. I can't wait to continue working with PrimeauMayer!
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.
Account review
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
Very helpful and answered my questions. Laying out the details of account and options
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Byrne Review
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
Always a pleasure to speak (and seek) Tim's advice.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Thank you
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
Each and every time I visit the office, I am reminded of how blessed and grateful I am to have been led to this team.
You go above and beyond to accommodate, and ease, my insecurities. Because of your competent proficiency, along with genuine warmth, concern, and patience, I am confident and comforted with the peace of mind you bring me.
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.
Financial overview
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
Easy to talk with and extremely helpful with all of my financial needs!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Initial Zoom Meeting
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
Tim Mayer was immensely knowledgeable and professional in our introductory meeting. I would highly recommend him as a consultant.
Relationship 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 company and people
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
I always love my catch up calls with Tim and his staff. I am not the biggest investor, But they make me feel like a million bucks. They are always there to answer all my questions and concerns.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Friends and Allies
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
We have been working with Tim and Mark for over two years now and our only regret is not starting with them sooner. They are a great team that listens to our wishes and dreams and have extensive knowledge in recommending options and plans to guide our journey. We are very pleased with the financial products and their performance that they have 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.
Extremely pleased with PrimeauMayer Financial
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
Tim Mayer talked on a level we could understand and addressed all of our questions.
We feel very at ease having him and PrimeauMayer taking care of our Financial needs.
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.
Excellent Guidance
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
We recommend Primeau Mayer Financial wholeheartedly. They prepared well for our session, and we left feeling satisfied that our needs were met.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
True Allies
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
Working with the PrimeauMayer team is a pleasure and we are grateful for their support, advice, and care. We trust their expertise and are very pleased with our results and financial plans.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Greatly appreciate Jonathan’s support
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
Jonathan “found” me back in 2011 during his Peak Financial days. From day one, he recognized our needs and developed a financial strategy that has supported our needs since then. I have much faith in Jonathan’s knowledge & recommendations and have been with him ever since.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Professional and Knowledgeable Financial Advisor
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
Jared Davis has managed my retirement accounts for a few years now. He is very knowledgeable in various financial matters. He helped me optimize my taxes and guided me through market fluctuations. He is a reliable wealth 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.
Trusted Guidance with a Personal Touch
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
We’ve worked with Lucas for the past two years, and he earned our trust very quickly. He really took the time to get to know our family, understand our goals, and learn what’s important to us. He doesn’t just focus on investments - he checks in on major life events and helps make sure we stay on track as our circumstances evolve. Lucas gives solid advice, helps us manage risk, and communicates in a way that feels just right. He’s proactive and available when needed, but never overwhelming. We’ve felt very well supported working with him and would absolutely recommend him to others looking for a thoughtful and trustworthy 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.
Lucas is my financial hero!
✅ Wealthtender Certified Advisor Review™
Jul 02, 2026
Lucas is awesome to work with. He’s easy to talk to, explains things in a way that actually makes sense, and never makes you feel rushed or confused. He really takes the time to understand my goals and gives practical advice that feels tailored to my retirement needs.He’s super responsive and makes financial planning feel way less stressful. If you want someone who’s smart, trustworthy, and great at offering different retirement strategies, Lucas 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 01, 2026
Working with Richard is a pleasure. He takes the time to listen to our needs and concerns, and his explanations are easy to understand. Richard is always available and very personable, as a result, we feel confident with our financial future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 01, 2026
Amazing financial advisor. So much so that I was on the phone with the customer service line for the financial advising company I was leaving, and the guy on the phone said "your new financial advisor is great, he asks great questions." We are so thankful for Forest!
Relationship 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 Analysis and Execution
✅ Wealthtender Certified Advisor Review™
Jul 01, 2026
Matt is phenomenal. He and his team are able to understand, and address, personality differences and preferences for risk tolerance. Most importantly, Matt’s analysis and detailed planning provides my husband and I with a roadmap that enables us to confidently live well as retirees. 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.
Great team of financial advisors!
✅ Wealthtender Certified Advisor Review™
Jul 01, 2026
We have been Matt’s clients for several years and are very pleased with his comprehensive handling of our financial affairs and his realistic approach to managing our financial future. “The Matts” and Angelica work so well together as a team; they excel at providing guidance in response to our changing life scenarios. They are prompt and thorough and we feel comfortable trusting them with our financial 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.
Trustworthy
✅ Wealthtender Certified Advisor Review™
Jun 30, 2026
It has been a refreshing experience working with Elias. From our first meeting, I felt comfortable and at ease discussing my financial goals. He took the time to explain everything clearly, and listened carefully to my concerns, and never made me feel rushed or pressured. I now have a level of confidence and peace of mind that I hadn't experienced before. The professionalism and patience of Elias, and his team, and genuine concern for my best interests has made all the difference.
Relationship 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™
Jun 30, 2026
My wife and I have found Drew to be a trusted advisor who continuously provides valuable guidance with respect to our financial plan. He demonstrates significant knowledge and wisdom with respect to retirement planning, tax mitigation opportunities and general investing strategies.His respectful approach to providing guidance has allowed us to stay involved in our retirement planning, while knowing that an expert is ensuring we stay on target. Drew is an excellent listener, is detail oriented and has demonstrated great patience while working with us.Level Wealth Management’s flat rate fee approach is fair, and it ensures that the manager’s compensation is in alignment with the client’s (our) financial interests. We highly recommend Drew and LWM.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 30, 2026
My wife and I have relied on DecisionMap since its inception and Paul Bennett for many years prior. Paul and his colleagues have provided tremendous assistance in obtaining and sustaining our financial goals. We are now in retirement and could not be happier, or financially safer in their 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™
Jun 30, 2026
There have been few consumer services we've used in recent times that have delivered the consistent high levels of expertise, personalization, and dependability that DecisionMap has provided us. Their financial planning and strategies have preserved our retirement assets in the worst of financial times, and increased them beyond expectations in the best of times. They not only provide good financial advice, but their accessibility, patience, and perseverance have also provided us a good (and much needed) financial education. We highly recommend DecisionMap to anyone in the market for financial wealth management 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 30, 2026
Rather & Kittrell Capital Management is a great company. They have provided financial assistance/guidance/ security for our family for over 20 years. They are on top of all activities of the local and world markets adjusting our portfolio to meet our desired financial goals. The service provided provides our family with a sense of security I was not sure was possible. People have ask us to switch to other financial advisors, not a chance. Doug & Debbie Drummer
Relationship 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™
Jun 30, 2026
We found Rather & Kittrell through the Dave Ramsey network, looking for advisors who teach as well as guide. Even though we were debt‑free, we didn’t have goals or a retirement plan. RK helped us create both, and earlier this year I retired. I feel completely comfortable with our advisor, Chase Kerby, leading us through the transition from a paycheck to living off our 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.
Thank you!
✅ Wealthtender Certified Advisor Review™
Jun 30, 2026
I am relatively new to the world of investing. I couldn't have found a better group to work with. Matt and his team are responsive, patient, and very good at explaining things to me. I trust having my money invested with them and would recommend them to anyone wanting to work with caring people that look out for your financial interests.
Relationship 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
✅ Wealthtender Certified Advisor Review™
Jun 30, 2026
Jonathan has been my financial advisor for 20+ years. During that time he and his staff have been awesome. Their advise and guidance have allowed me to retire without having to worry about my future financial health. They are always quick to respond with the best advice. Thank you and I look forward to the future. Ray
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Everything you want in a financial adviser
✅ Wealthtender Certified Advisor Review™
Jun 30, 2026
We’ve been with Jon and his team for several decades. He provides everything we want from a financial advisor. He’s extremely knowledgeable about the market and the investment products. He takes the time to know his clients and tailor his efforts to their specific needs. And we have a proven track record that we can trust Jon to look after our interests.
Relationship 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 is wonderful.
✅ Wealthtender Certified Advisor Review™
Jun 30, 2026
I have been working with Matt for eight years now. He is very professional and is easy to talk to. Through the years he has provided guidance and knowledge that has allowed me to surpass the financial goals that I had set for myself. I have recommended him to multiple co-workers and everybody has said they had a positive experience with Matt! I highly recommend him for 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.
Peace of Mind to Enjoy Retirement
✅ Wealthtender Certified Advisor Review™
Jun 30, 2026
For more than a decade, my wife and I have trusted Matt with our retirement finances. He takes the time to listen to our goals, understands what's important to us, respects our comfort level with risk, and offers honest, practical advice that fits our needs. Matt is easy to talk to, explains things in a way that's easy to understand, and is always available when we have questions. Most importantly, he gives us the confidence and peace of mind to enjoy retirement, knowing our financial future is in good 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.
Matt Bennett
✅ Wealthtender Certified Advisor Review™
Jun 30, 2026
...is the best. Professional, collegial, Matt uses his skills to learn what's important to his client and stick with that. Great communicator. Gets me good returns. Doesn't waste my time, gives me clear, crisp responses I can put to work.
Relationship 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™
Jun 29, 2026
I cannot say enough good things about my relationship with Erin & Purposeful Money! It’s so much more than just being a client – it’s a real collaborative partnership based on empathy, communication, transparency, and trust.I had “interviewed” several financial planners with the same set of questions. Erin took the time to not only answer those questions in detail, but set up a meeting to see if we were the right fit. She wanted to understand me – not just my financial anxieties, but my values, priorities, expectations, aspirations. It was a more holistic approach and the reason I ultimately chose Purposeful Money.The past 6+ years working with Erin has been fabulous. She patiently answers my never-ending questions, provides objective financial advice to help me create specific and attainable goals, and adapts as those goals evolve.Since Erin is a fee-only fiduciary planner, her recommendations are based solely on my financial situation and always in my best interest. Not only that, she provides guidance on more than investments – she looks at retirement planning, tax strategies, estate planning, etc., all without trying to sell unnecessary products. The ongoing advice and meetings ensure I’m on the right track.Most importantly, Erin realizes financial planning isn’t just about money. It’s about what it means to each client of hers. It was the first question she asked in our exploratory meeting and has helped guide my financial journey. It’s the reason why my portfolio and my relationship with her is so strong. I look forward to many, many more years working with Erin and enjoying the peace of mind her expertise has provided.
Relationship 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™
Jun 29, 2026
I cannot say enough good things about Paul Bennett and Decision Map Wealth Management. Paul has guided two generations of my family through turbulent financial times. Paul also has become a trusted family friend who was there to help during my Mother’s last illness and complicated estate settlement. I am a person of fairly modest means, but Paul has used his expertise to maximize my resources.Because of Paul I can look forward to a successful retirement that includes caring for a sibling with special needs.With immense gratitude,Elizabeth R. Milner, Annandale, VA
Relationship 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™
Jun 29, 2026
One of the best decisions I have ever made is deciding on Rather & Kittrell as my trusted financial advisement partner. Amanda Howerton is more than just a financial advisor—she's someone I genuinely trust. What sets her apart is that she takes the time to understand what truly matters to me, not just financially, but personally. She listens to my goals, my priorities, and what I want my future to look like, then builds a plan that reflects those values.One of the things I appreciate most is knowing she always has my best interests at heart. She celebrates my progress, and makes sure my plans aligns with my goals.Working with Amanda has given me confidence and peace of mind. Instead of worrying about whether I'm making the right financial decisions, I know I have someone in my corner who is knowledgeable, trustworthy, and willing to have the honest conversations when I need them most.If you're looking for a financial advisor who truly listens, builds a plan around what matters most to you, and will always be honest—even when it's not what you want to hear—I can't recommend Amanda highly enough.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 29, 2026
I have been a client of Tim Eichhorn and Rather & Kittrell since 2005 when I rolled over a 401K for them to manage. Tim and his associates, Robbie and Dixie, have always provided professional and friendly service, and have helped me plan for my transition from full time corporate work. I trust Tim and R&K to help me reach my financial goals.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent advisor
✅ Wealthtender Certified Advisor Review™
Jun 29, 2026
We were recommended to Christian Amsberry when we needed help in getting my mother-in-law's finances in order after my father-in-law passed. When we first had to start the process of reorganizing, gathering and controlling all the scattered accounts, documents, passwords, services, etc that my father-in-law had always taken care of, we quickly became overwhelmed, as neither of us were financial experts. Immediately, and I emphasize that I am not exaggerating here, things got better for us. Christian is calm, clear, empathetic and very helpful. His experience and knowledge were invaluable for us to navigate all the problems and he worked tirelessly to make sure there were no pitfalls for us or my mother-in-law. He guided us through meetings with financial institutions, suggested things that made things smoother and easier for all of us, and never made us or the people we were working with feel upset or incompetent. The stress levels of my wife during these difficult times were alleviated right away, and that alone was incredibly helpful going forward. Christian is a genuinely kind person, and a joy to work with. We actually looked forward to our meetings and catching up with him! He checks all the boxes: Smart, professional, caring, humble and hard working. I really can't say enough about him. I have been extremely fortunate to know a few amazing individuals that I recommend without hesitation, and Christian Amsberry is certainly one of 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.
Trusted and Experienced
✅ Wealthtender Certified Advisor Review™
Jun 29, 2026
It is my pleasure to highly recommend Kevin Brown as a Financial Advisor. We have trusted Kevin to achieve our financial goals for at least the past 30 years. Kevin has the skills and experience you're looking for in a Financial Advisor. He is knowledgeable, listens to your needs and recommends the best scenario that will work in your best interest. Kevin has been a joy to work with through the years. Always a positive attitude, patient, and he puts you at ease and comfort any time you meet with him - never makes you feel rushed. He is always willing to answer any and all your questions. His experience and friendship is invaluable. In our experience and opinion...he is 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.
Honesty, Integrity and Professonalism
✅ Wealthtender Certified Advisor Review™
Jun 29, 2026
We retired and moved to the Aitken area a little over 6 yrs ago. Over that time we have gotten to know Wes and his family well. About a year ago after several discussions, my wife and I decided meet with Wes to learn more about Triton Wealth. We were very impressed and came away confident and ready to move our entire retirement portfolio to Triton Wealth. Siince that time Wes, Mike and the whole Triton team have made us feel safe in our decision. We have been extremely pleased with the honesty, integrity and professionalism Wes and the Triton organiztion has shown us. If you want your retirement nest egg in good hands we highly recommend Triton Wealth!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly recommend Matt Bennett
✅ Wealthtender Certified Advisor Review™
Jun 29, 2026
Matt Bennett is truly a professional in what he does. I was first introduced to Matt 4 years ago and he helped me map out my retirement plan and future. He is friendly, authentic and will truly let you know what he recommends to reach your goals. Since working with him I have referred another friend and my niece who also were very happy with 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.
Fantastic Management Team
✅ Wealthtender Certified Advisor Review™
Jun 29, 2026
Matt and his team have been managing our portfolio for over 11 years. They have been able to give us the best retirement life you could ask for. The good years have outweighed the bad years and the results have given us the best financial stability we have ever had. Don't you just hate it when your financial adviser tell you that you don't spend enough money! Their integrity and professionalism have served us well. With their advice we have been able to travel the world, give money to family when they need it, and live comfortably in our retirement. We have no headaches or concerns knowing our portfolio is in their hands. Thank you Matt and your management 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.
Full Service Financial Planner
✅ Wealthtender Certified Advisor Review™
Jun 29, 2026
My wife and I have been working with Matt since 2020. He provided guidance during my transition into retirement from Chevron and helped us implement a diverse wealth/tax management strategy. Matt and the staff at Quotient are friendly and easy to contact for any questions. We are very happy with our relationship and our portfolio remains strong and diverse, 6 years later. I would recommend Matt to any of my friends and past co-workers.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Best Financial Advisor
✅ Wealthtender Certified Advisor Review™
Jun 29, 2026
Matt has been my financial advisor for many years. He’s very personable and friendly and cares about the well being of the client! I’m extremely pleased with his knowledge and expertise regarding my portfolio! He and his team are always very helpful and his awesome advice is greatly appreciated! I am a very happy and satisfied 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.
Always the great advisor.
✅ Wealthtender Certified Advisor Review™
Jun 29, 2026
James, always current with the markets conditions and have provided amazing guidance on how to manage my investments. Very professional and knowledgeable, I have trusted him for more than 12 years. Highly qualified and always available for questions. Thanks,
Relationship 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™
Jun 29, 2026
We started working with James shortly before I retired from one job and started another in 2021 when he was at a different firm. We appreciate his depth of knowledge and expertise which have ensured we have a well thought out strategy and plan. He listens, is flexible and an overall great 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.
Thoughtful, Knowledgeable Financial Planner
✅ Wealthtender Certified Advisor Review™
Jun 29, 2026
Matt has served as my Financial Planner for several years now and I’ve seen my portfolio grow despite this unpredictable economy. Based on Matt’s knowledge and thorough approach, he has made recommendations that have provided a level of trust easing my concerns in retirement. Additionally, Matt has been very responsive to answer questions and provide advice/feedback in a timely manner. He has exceeded my expectations as a Financial Planner and I would strongly recommend to friends and family.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt B - Quotient; Above and Beyond
✅ Wealthtender Certified Advisor Review™
Jun 29, 2026
Matt B and Quotient continue to go above and beyond to meet our financial needs. By understanding our financial requirements Matt ensures Quotient makes the correct moves in the market take place to achieve our portfolio's bottom line. Matt being a great listener, dedication to his job, and continual drive to understand his customers financial desires, places him a rung above the rest. If you are looking for a person/company with your best financial interests in mind, no need to look any further. Matt B and Quotient is where you need to be.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Best team
✅ Wealthtender Certified Advisor Review™
Jun 29, 2026
I've been with Matt and his team for 13 years. I could not be more satisfied with the way they have taken care of our financial welfare.
Relationship 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- Clarity- Extremely Knowledgeable
✅ Wealthtender Certified Advisor Review™
Jun 29, 2026
James listens to what I have to say and when I’m off, he explains things so I can understand. He is patient Shen I have several questions. James is very familiar with the industry I’m in and is guiding me through the retirement process. He was recommended by a co-worker. I’ve been with James over 5 years and happy I decided to work with him and trust him with my financial investment fund. 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.
Getting To Know You
✅ Wealthtender Certified Advisor Review™
Jun 29, 2026
Quotient Wealth Partners was referred to us from an ex-coworker. Not having ever met Mr. James Warburton we gave him a call. Mr. Warburton made us feel very welcome right away. We were afraid we didn’t have enough retirement money for this company to work with us. Needless to say he made us feel very welcome and was glad to help us with any questions we had. It has been several years now and we have always been treated with much respect. Anytime we have questions about how we’re doing financially, or how can we make our money grow Mr. Warburton has always taken the time to answer any questions we may have. He explains in great detail how it’s best to invest our fund to meet our needs now and 20 years plus. We are very satisfied with 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.
Tremendous Value and Exceptional Service
✅ Wealthtender Certified Advisor Review™
Jun 29, 2026
I left a large broker dealer to start an RIA and one of the first things I was overwhelmed by was tailoring my CRM to the needs of my firm. Jeff and Matthew spent a great deal of time with me learning more about who I am, the types of clients I work with and overall how I wanted my CRM to be structured. They provided a great deal of guidance not only with structuring data but how to get the most use out of the CRM and make it a tool that enhances not inhibits my firm. Hiring them from the start has made onboarding clients much easier and the data I have is consistent from client to client. Jeff and Matthew aside from their knowledge in helping with a CRM are very professional, kind and responsive. Whether you are starting out or have an existing firm and looking to make your CRM more structured I cannot recommend hiring them enough. I will continue to use them in the future as well.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 28, 2026
Not a better firm in the country. Very knowledable and expertise in the field of investments. So glad I found them. Friendly and they go out of their way to make it happen.
Relationship 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™
Jun 28, 2026
I have had the benefit of Paul Bennett's personalized financial planning, council, and execution over several decades now, continuing most recently with DecisionMap Wealth Management. I appreciate the tailored advice, rooted in solid research, risk adjusted for my situation, preferences and goals. I highly recommend DecisionMap if you want an excellent partner for your 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 28, 2026
Paul has been a trusted advisor to me for decades. Over the years, as one of his inaugural clients, Paul has always listened to my goals and continued to keep me focused. And when markets get turbulent, he is always there with a calming, logical explanation. Paul has an amazing ability to translate what can be complex financial strategies and lingo into easy-to- understand language. No question or request goes unanswered. Paul and DecisionMap 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 28, 2026
Personalized and Professional financial planning and management is their strength with client friendly listening and execution. You get all the benefits of a smaller and caring firm instead of catchall investment approaches.
Relationship 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™
Jun 28, 2026
I have only positive things to say. They are conscientious and responsive to questions when I call. And proactive staying in touch.
Relationship 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™
Jun 28, 2026
I can't say enough about DecisionMap; the peace of mind, from handling tuition planning and payments, to long term retirement planning, is worth its weight in gold. 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 28, 2026
My husband and I have been working with Paul Bennet and his group for years, and we intend to stay with them in the years to come. Paul has been a great advisor. He and his staff are responsive and smart. They’ve invested out money well, providing healthy returns on stable investments. And, they’re always accessible when I need them.I would recommend Paul and his group wholeheartedly to anybody looking for solid financial advice. My husband and I have accumulated a nice nest egg, but we’re not super wealthy. We want to keep what we have and grow it responsibly so that we can live comfortably for the rest of our lives. Paul Bennet and the folks at Decision Map are the people I want handling my finances in these turbulent time.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 28, 2026
Over 20 years of working with Paul and his team….excellent support and all my financial goals met…highly recommend for all levels of investment advice.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 28, 2026
I’ve had an outstanding experience with Rather & Kittrell, especially working with Amanda Howerton and her wonderful support team. Amanda has taken all of the intimidation out of financial planning by explaining everything in terms I can actually understand. She takes the time to walk me through different scenarios, answer my questions, and make sure I feel confident in the decisions I’m making.Because of Amanda’s guidance, I truly feel like I’m on the right path to retire comfortably and take care of myself in the years ahead. The entire team is knowledgeable, extremely responsive, and genuinely invested in helping their clients succeed. I highly recommend Amanda, Crystal, and everyone at Rather & Kittrell to anyone looking for thoughtful, trustworthy 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 28, 2026
We have been with R&K capital for almost three years. They have maintained a fairly diverse portfolio, invested into ETFs issued by Dimensional Fund Advisors. Working with Amanda and Sam has been great! Jay & Linda Lord
Relationship 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™
Jun 28, 2026
Steve and I have been with Rather and Kittrell for many years. Chase Kerby is our Financial Advisor. Working with Chase has been a great experience for us. He has advised us through many situations up to our retirement and understands our needs. He's quick to answer any questions or concerns that may arise. We feel blessed to have them in our 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 28, 2026
Everyone at R&K has treated us with respect. They listened attentively to our long-term goals and we have never felt pressured. They have been ready with services and guidance on other areas of our retirement planning. Our team initiates meetings with us periodically to discuss our progress. We agree with their investment approach and have peace knowing our savings are handled by an experienced firm.
Relationship 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™
Jun 28, 2026
I feel they are doing a good job investing my retirement money and are very helpful people 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 27, 2026
Our experience with Rather & Kittrell can only be expressed in positive terms. Dealing with Sam Paganelli and Amanda Howerton has been a pleasure. They have explained all actions to us in understandable terms, been endlessly patient with us, and provided us with what we believe to be excellent financial advice. We could not ask for better service.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 27, 2026
Professionalism, expertise, and integrity are the three most important criteria for me in selecting an investment company.Rather and Kittrell are at the TOP in each category for me based on 20 years of investing. In addition, their PERSONAL INVOLVEMENT separates them from so many other companies.
Relationship 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™
Jun 26, 2026
Level Wealth Management has it figured out: straightforward guidance without the BS associated with most Investment Advisors. No “free” tickets to events because you’re part of “The Club,” no games played. And we really appreciate their flat fee model. It’s just plainly the rational approach—they don’t put on the act that they can beat the market or have superhuman insight as to what’s going to happen next. Drew and Aaron learn who you are and what’s important to you and so-well guide you forward on how best to manage the things that are really important to you when it comes to your finances and your legacy. This is especially important for us as we are entering/nearing retirement. Finally, they are very efficient and quick to respond and we really appreciate how they are so organized and accommodating in setting up quarterly reviews—when we so often find ourselves not paying attention to the things we should, they keep us on our toes!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 26, 2026
Warm, personal, professional service. YellowWood encapsulates what it means to have a sound and caring financial advocate on your side. We are very fortunate that our advisors know us and understand our needs and goals. The team provides us with objective information and recommendations, which gives us the agency to make informed decisions about our future. We would feel much less confident planning our financial outlook without YellowWood's partnership.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Advisory Services are offered through YellowWood Wealth Solutions, LLC, a dba of tru Independence Asset Management, LLC, a Registered Investment Advisor with the SEC. Certain representatives of YellowWood Wealth Solutions, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. With regard to these testimonials and/or endorsements for YellowWood Wealth Solutions, LLC: (i) the individuals providing the testimonials and/or endorsements are current clients; (ii) the individuals have not been compensated for providing the testimonials and/or endorsements; and (iii) there are no material conflicts of interest resulting from the adviser's relationship with the individuals providing these testimonials and/or endorsements.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 26, 2026
Rather & Kittrell have handled my companies 401k and Profit Sharing program for many years. The service is impeccable and I trust them so much that they also handle some of 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™
Jun 26, 2026
The R&K team are fantastic, and truly have your best interest in mind. We have been working with Tim and Chase for over 10 years now, and can not be more pleased with their professionalism, thoughtfulness, and genuine concern for our family and future finances. Many thanks to the entire 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.
Totally Satisfied
✅ Wealthtender Certified Advisor Review™
Jun 26, 2026
Matt and his team have been managing our portfolio for quite awhile, and I have nothing but the highest regard for him personally, and how my wife and I are set up for retirement. His team is always ready to help, and quick to respond to any need that arises. I am so thankful to have Matt as my 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.
Never Failed Me
✅ Wealthtender Certified Advisor Review™
Jun 26, 2026
After using four different Advisors. I switched to James on March 13, 2024. There has never been a day that I have not felt cared for. He has done nothing but increased my portfolio. I will never use anyone else.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Went kicking and screaming being convinced to change advisors..........BEST decision of my financial life!!!!!
✅ Wealthtender Certified Advisor Review™
Jun 26, 2026
What a breath of fresh air. Going on XX years with continued success in all our account needs. He and his staff deserve all the accolades for their patience in dealing with not only our account information, but also future plans to keep up with the changing markets. Thanks QWP..........Suggestion.........They need to add 5 MORE STARS to allow a higher possible rating!!!!
Relationship 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 is an excellent and also caring financial advisor
✅ Wealthtender Certified Advisor Review™
Jun 26, 2026
We have worked with Matt for the past six years, and he played a major role in helping us transition smoothly into retirement. What I appreciate most about Matt is his dedication to ensuring that my portfolio is designed to support my entire family’s financial well‑being, both now and in the future. Unlike many others, he takes the time to understand the nuances of my long‑term plans for my children and makes sure our strategy reflects those priorities. He is consistently available, responsive, and thoughtful with every question or concern we bring to him. Matt is a diligent, caring advisor — someone we genuinely consider part of the family.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Client Review
✅ Wealthtender Certified Advisor Review™
Jun 26, 2026
Matt has grown my accounts while still maintaining annual income to live on. He is able to answer questions about investment types and wisely moved investments from one type to another in a timely fasion.
Relationship 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 Willing to Listen
✅ Wealthtender Certified Advisor Review™
Jun 26, 2026
After reaching out to Matt and his team about some questions I had regarding my account they were quick to both schedule a call with me and a follow up in person meeting. They handled my questions professionally and explained details in a manner I could understand with my non financial background. I really appreciate both their handling of my questions and my accounts.
Relationship 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 wife & I met with Chris again yesterday afternoon...
✅ Wealthtender Certified Advisor Review™
Jun 26, 2026
And we left feeling great about our future, the house we're looking to build in the gorgeous Blue Ridge Mountains of NC, and more. Chris takes the time to go through basically "everything" we needed to be thinking about, as I was somewhat skeptical whther we could afford to do this, or not. Everything I said in my previous glowing review on here is still true. Chris will truly "listen: to you and what your goals are, then work with you to try his best to achieve them. He doesn't try to sell you a bunch of stuff like other advisors I've worked with in the past, but instead... works "with" you and what you have. Again, I highly recommend Chris. He's a passionate, positive, professional that I proudly consider 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.
Excellent Advisor
✅ Wealthtender Certified Advisor Review™
Jun 26, 2026
Chris and the Quotient Team are always a pleasure to work with. They take the time to explain issues in details and always discuss the options you have. Chris is very timely in responding to questions. Upon meeting Chris the first time I was immediately comfortable with him and knew I was making the right choice for a Financial Advisor.. This comfort continues to grow.
Relationship 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™
Jun 26, 2026
I was introduced to James when I was shopping for wealth advisors a couple of months before I retired. I was suitably impressed with James' qualifications and knowledge and joined the Quotient family in November 2024. Since that time, my retirement portfolio has been incredibly well managed - James has been a trusted advisor throughout, and I'm glad that my due diligence on wealth advisors has turned up a gem of an advisor! I highly recommend talking to James/Quotient and seeing if they fit your criteria and requirements. My only regret is that I didn't chat with them sooner when I was in my 40s - my investment portfolio would have been orders of magnitude higher!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Have I got a Planner for you!
✅ Wealthtender Certified Advisor Review™
Jun 26, 2026
I have been with Quotient Wealth, since before they were Quotient Wealth! Lucas is the perfect Planner for me -- he is there when I need him, but more importantly he is not calling me every week trying to sell me something. For me, it is imporant to have a Planner that responds to my calls on a timely basis, and above all, is well prepared when we have a call to discuss my account. He doesn't inundate me with information and products that I don't need, but is right there to provide me information on things that I might want to think about. Thanks Lucas!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Consistent High Quality Advice and Service
✅ Wealthtender Certified Advisor Review™
Jun 26, 2026
Jared has been my financial adviser for 8 years (I'm 61), the last 6 years of my professional employment and the first 2 years of my retirement. Jared helped me to see the path to a comfortable retirement, with great advice 8 years ago regarding optimal use of the savings vehicles that were available to me both inside and outside my company's benefit system. Since retirement, Jared and the QWP team have created an investment plan that fits my risk/reward profile, and my earnings are comfortably outgrowing my short term financial needs. I have recommended Jared to my closest friends and work colleagues, some of whom also have retained QWP for their retirement planning and savings.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Always feels like we are with a great friend who is knowledgeable and helping us transition into retirement life. He will always be a part of our lives so we can seek guidance from someone we truly trust and appreciate
✅ Wealthtender Certified Advisor Review™
Jun 26, 2026
Working with Chris has been an exceptional experience. His professionalism, knowledge, and dedication to his clients are evident in every interaction. He takes the time to thoroughly explain financial strategies and investment options, ensuring that decisions are made with confidence and understanding. Chris is responsive, trustworthy, and genuinely invested in helping his clients achieve their financial goals. He consistently provides thoughtful guidance tailored to individual needs and circumstances, making complex financial matters easier to navigate. What truly sets Chris apart is his commitment to building lasting relationships based on honesty, integrity, and excellent service. His attention to detail and proactive approach have provided peace of mind and confidence in our financial future. I highly recommend Chris to anyone seeking a knowledgeable, dependable, and caring financial advisor. His expertise and dedication make him an invaluable partner in financial planning and long-term 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.
Great Support
✅ Wealthtender Certified Advisor Review™
Jun 26, 2026
Provides timely updates on investments and market. I would recommend him to other prospective investors.
Relationship 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 Review
✅ Wealthtender Certified Advisor Review™
Jun 26, 2026
I have been working with Matt and his Financial Advisors team for several years now. He is very well versed in the overall financial markets and has been able to create and deliver on a financial growth plan that is working very well for me in retirement. I plan to stay with Matt and his team at 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.
Trust worthy Innovative extremely helpful
✅ Wealthtender Certified Advisor Review™
Jun 26, 2026
Matt is a wonderful financial planner. He was instrumental in my husband's retirement. The retirement came abruptly in 2020 and Matt had all the answers and reminders for us to make a smooth transition. Matt has also been helpful in times of crisis with innovative plans that has helped us negotiate thru minor to major crisis in our lives. He has also helped our adult children create their portfolios. I would recommend Matt to anyone wanting quality help with their money management.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Focused
✅ Wealthtender Certified Advisor Review™
Jun 26, 2026
Matt, thank you so much for always being there to make sure that we had all of the necessary information to get us ready for retirement, you have walked us through this process before we were ready to start the process and appreciate you for your focus on our goal to retire and helping us achieve that goal. If there was 20 stars I would give them to you. 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.
Retirement Tax Planning
✅ Wealthtender Certified Advisor Review™
Jun 26, 2026
Sweta was a pleasure to work with. She provided an extensive, detailed financial plan specific to our needs. She showed us how to maximize our retirement savings, while minimizing our tax liability. She was quick to respond to any questions we had. We look forward to working with her in the future when the need arises.
Relationship 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™
Jun 25, 2026
Five stars. Kubrak Wealth Advisors provided exceptional, personalized financial guidance that put me at ease. Their team took the time to understand my goals, explained complex options in plain language, and created a clear, actionable plan. Communication is prompt and professional, and I’ve seen meaningful progress toward my retirement and investment goals. Highly recommend to anyone seeking trustworthy, knowledgeable fiduciary 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 25, 2026
This group is fantastic to work with. We trust our financial future with them 100%.
Relationship 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: Advisory Services are offered through YellowWood Wealth Solutions, LLC, a dba of tru Independence Asset Management, LLC, a Registered Investment Advisor with the SEC. Certain representatives of YellowWood Wealth Solutions, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. With regard to these testimonials and/or endorsements for YellowWood Wealth Solutions, LLC: (i) the individuals providing the testimonials and/or endorsements are current clients; (ii) the individuals have not been compensated for providing the testimonials and/or endorsements; and (iii) there are no material conflicts of interest resulting from the adviser's relationship with the individuals providing these testimonials and/or endorsements.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 25, 2026
I can highly recommend Rather and Kittrell. When my dad became unable to manage his stock account 10 years ago, I met with Lytle and Jay to learn about Rather and Kittrell. It was a great meeting - very informative about their services, very laid back, and zero pressure. During that first meeting, I remember Lytle explaining several paths we could take, but then saying, "We'll do whatever you want to do, and be here to help." Since moving my dad's account to Rather & Kittrell after that first meeting, I have moved my 401k to them also. When we communicate or meet, the entire team (Lytle, Jay, Debbie, Lisa) provides exceptional service. My wife appreciates their patience in answering her questions and addressing items that she is interested in. It is a very professional, friendly firm that treats everyone like family and always looks out for our best interests.
Relationship 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™
Jun 25, 2026
I highly recommend Rather & Kittrell for wealth management and financial planning. They also have given me sound advice during several life transitions. I've been a client of Jeff Hall for years and now I'm also working with Sam Paganelli. From my first meeting with Jeff, I was impressed with his knowledge, professionalism, and attention to detail. He took the time to understand my specific goals and needs before and after retirement. Jeff and Sam are extremely responsive to any questions and routinely reach out to schedule meetings to review my investments. I have complete confidence in their guidance and always feel like I've made two friends and I'm not just another number in a file.
Relationship 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™
Jun 25, 2026
Rather & Kittrell has provided us with trust and peace of mind for almost a decade. Our financial Advisor, Amanda Howerton and her team, have done an outstanding job in helping us meet our financial and retirement goals. They are always available if we have questions for concerns. We don't hesitate to recommend them to friends and family.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 25, 2026
RETIREMENT DAY. Yay!! We did it!!Thanks, Chase Kerby, for you and your team’s steady, well-informed counsel and proactive guidance in helping us achieve our financial goals.My husband and I have been Rather & Kittrell clients for 20+ years or so. In our case, the baton has been passed to a new generation of financial advisors since we first became clients. We’re now in a different and new season of life, with my husband retiring from his job not quite a month now.Yet, Chase was already part of our team, learning and preparing for eventually being our Senior Advisor the last several years. I have nothing but full confidence in Chase and would highly recommend him to anyone—regardless of where they are in their 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 25, 2026
Rather & Kittrell have been my financial managers for 20+ years. Chase Kerby has been my advisor for the past few years, and it is truly a pleasure to work with him. Chase is highly knowledgeable, always professional and personable, and I am confident he has my best interests at heart. He always responds to my inquiries quickly and checks in with me frequently. Chase Kerby and R & K have proven their ability to manage my assets wisely and with the utmost integrity.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly Recommended for Forward-Thinking Financial Planning
✅ Wealthtender Certified Advisor Review™
Jun 25, 2026
I cannot recommend Cliff highly enough as a financial planner. While he is a younger professional, he brings an incredible level of intelligence, sharp acumen, and a highly educated approach to the table. Cliff's attention to detail is unmatched, ensuring that no stone is left unturned when analyzing financial options. What has truly set Cliff apart is his commitment to client education. Instead of just managing accounts, he took the time to thoroughly guide and educate me on advanced tax strategies and significant cost-saving opportunities that I otherwise would have missed. He excels at making complex financial concepts accessible and actionable. If you are looking for a dedicated professional to help plan for your future and, more importantly, secure the financial future of your family Cliff is exactly the person you want in your corner.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 24, 2026
I’ve been with Rather and Kittrell for a number of years. I set my account up with a representative 29 years ago and that representative joined this organization a few months later. Since then, two other employees have coordinated activities and supervised my IRA. Rus Hunt retired, and now Chase Kirby is looking after my account. I couldn’t be more pleased with the services. When I call, I either get the party I’m looking for outright, or they call me back promptly. When milestones creep up, they inform me in a timely manner. I highly recommend this company to help you invest.
Relationship 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™
Jun 24, 2026
I am very glad to have these guys on my side. They represent me well and have walked me through every phase of my financial phase. They are professional and very reliable. I’ve never felt abandoned like I have been with other “financial” people. There great!! I highly recommend them.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 24, 2026
Chase Kerby listens carefully, and advises intelligently to meet the client’s expectations.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 24, 2026
We are very satisfied with the service and counsel we have received from the staff at Rather Kittrell, especially Jay Slage. We have worked with Jay for many years and find him to be attentive to details, well-informed, and has the ability to listen and provide excellent guidance.I would highly recommend Jay and all the staff at Rather Kittrell for all types of investors, new or mature.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Triton Wealth leader
✅ Wealthtender Certified Advisor Review™
Jun 24, 2026
We've been with Triton Wealth from day one and could not be happier. Mike and Wes do an outstanding job and know our financial situation inside and out. They have guided us through some Rocky times and we have come out on the winning side. Their professionalism and industry knowledge is remarkable.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Wes Hoppe does a great job for us
✅ Wealthtender Certified Advisor Review™
Jun 24, 2026
We have been with Triton Wealth since day one. Wes and Mike know our financial situation inside and out and have used their talents to ensure that our financial situation continues to grow. We've been through some Rocky times and they've steered us in the right direction so that our portfolio continues to grow. We are very grateful to Wes and Mike
Relationship 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, Dedicated, and Truly in Your Corner
✅ Wealthtender Certified Advisor Review™
Jun 24, 2026
Working with Ben has been one of the best decisions I have made for my family. He helped us with generational wealth, tax planning, and retirement planning, and he took the time to truly understand our situation before recommending anything. What sets him apart is his depth of knowledge and how much he genuinely cares. He educates you every step of the way so you actually understand your own plan. Never once did I feel like he was looking out for anything other than my best interest. If you are looking for someone trustworthy, knowledgeable, and truly in your corner, Ben 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.
Amazing experience!
✅ Wealthtender Certified Advisor Review™
Jun 23, 2026
Ben is exceptional at what he does. He goes above and beyond to ensure others feel informed and empowered. He breaks down complex topics into simple, actionable steps and makes financial planning feel achievable for anyone. His patience, knowledge, and genuine care make him stand out in his field.
Relationship 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™
Jun 23, 2026
We have been working with Larry and his team now for over 5 years and his financial knowledge is amazing. If your looking to increase your financial future you need to take the time and make an appointment. Everyone in his office is so kind and professional.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 23, 2026
I cannot recommend Rather & Kittrell enough and I have definitely done so with family and friends. Everyone there has been helpful, communicative, and very approachable. They reach out to check on clients quite regularly and are always open to questions and concerns. The idea of financial advisors can make some people nervous and unsure but R&K has a very laid back approach and attitude and make you feel comfortable.
Relationship 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™
Jun 23, 2026
I would highly recommend Rather and Kittrell if you are looking for a financial advisor who is trustworthy, relational, highly competent. We have trusted Jay to manage our estate and he has done so with great care and utmost attention to our desires and wishes. Jay keeps in frequent communication with us through phone, Emails and in person meetings. He responds quickly to any questions we may have for him and is always personable and clearly communicates. It has been wonderful to entrust Jay to invest our finances for us.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 23, 2026
Forthright and Honest, highly recommend this firm.
Relationship 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™
Jun 23, 2026
I trust them completely with my retirement goals. Very friendly and professional . Takes a lot of stress off trying to do yourself . Chase is great 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 23, 2026
Great folks to work with very knowledgeable they always have your best interest at heart i highly recommend Rather&Kittrell and Chase is a wonderful agent 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 23, 2026
I’ve entrusted Rather & Kittrell with my financial future for over 20 years. The staff of R&K especially Chris Kittrell and Amanda Howerton treat me like family. Their financial expertise gives me a comfort level during volatile markets.
Relationship 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™
Jun 23, 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.
A Trusted Partner
✅ Wealthtender Certified Advisor Review™
Jun 23, 2026
Working with Jay and RK has been one of the best financial decisions we have made. From the very beginning, it was clear that they take their clients' goals, concerns, and aspirations seriously. Rather than offering a one-size-fits-all approach, they invested the time to truly understand our unique circumstances, priorities, and long-term objectives. What sets this team apart is the level of personal attention and detailed portfolio management they provide. Every recommendation is thoughtful, well-explained, and aligned with our financial goals and risk tolerance. We never feel like just another account; we feel like a valued client whose success genuinely matters to them. Jay coordinated, and the RK team executed, very personal and unique transactions as we transitioned to retirement. Their diligence and research are particularly impressive. The team conducts thorough analysis before making any investment recommendation, demonstrating a level of care and professionalism that reflects the significance of the responsibility entrusted to them. They continuously monitor market conditions, evaluate opportunities, and communicate clearly, providing confidence that my assets are being managed with both expertise and integrity, and coordinating all of this with our accountants and other stakeholders. If you are looking for a wealth management partner that combines personalized service, rigorous research, and an unwavering commitment to client success, I would recommend them without 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.
Excellent Consulting Service, Great Value
✅ Wealthtender Certified Advisor Review™
Jun 23, 2026
We engaged with ATP to help us restructure our Redtail database and it was the best thing we could have done. Our firm had grown up from a startup without a lot of thought on scalability or properly utilizing the CRM for meaninful reporting, so we required a complete overhaul of how our database was structured and how our team was using it. We engaged with ATP to assist with how best to design Redtail around our existing business processes. They were thoughtful and knowledgeable and helped us redesign and implement the changes. Without them this would have taken us twice as long and probably still wouldn't have it as "figured out" as we do now. Money very well spent.
Best experience I've ever had
✅ Wealthtender Certified Advisor Review™
Jun 23, 2026
I’ve had outstanding experience with their financial and retirement planning services. They take the time to truly understand my goals and explain everything clearly which gives me real confidence in my financial future. Their guidance has been thoughtful strategic and personalized. I couldn’t be happier with the support I’m receiving and highly recommend them to anyone looking for expert 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 22, 2026
The people there are wonderful. They are very knowledgeable, they listen to your needs. They advise but don't insist you do it their way. I can't say enough good things about Chase Kerby. He's the best! I've had a great experience with 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 22, 2026
We have been with Rather and Kittrell for over 25 years and they have done excellent work. I always feel the team is taking care of us and watching out for us. I never hesitate to ask their advice and help if I need it
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 22, 2026
Working with Daniel and the team at Rather & Kittrell has made a tremendous difference for our family. From the very beginning, he took the time to listen to our concerns, understand our goals, and help us create a plan that felt realistic and achievable. He has provided thoughtful guidance every step of the way, helping us make smarter investment decisions and prepare for retirement through our 401(k). What stands out most is that he has never made us feel like just another client. Rather & Kittrell genuinely care about what is most important to our family and our future. Additionally, Daniel has never rushed us or overwhelmed us with financial jargon, and always makes sure we understand our options and felt comfortable moving forward. Because of their support and expertise, we feel more confident and secure about where we are financially and where we're headed. We are incredibly grateful for their guidance and highly recommend them to anyone looking for financial advisors who are knowledgeable, trustworthy, and truly invested in their clients' 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 22, 2026
Straight shooter. Did not steer the conversation towards selling, only offering help if we needed it. Didn't make us feel like we were not competent to make our own decisions. Not pushy at all.
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™
Jun 22, 2026
Eric is friendly, intelligent and always provides good advice. I have known Eric for several years now and he is an excellent advisor in both good economic times and bad economic times. You can count on Eric to give it to you straight.
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™
Jun 22, 2026
Excellent videos on different retirement topics
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™
Jun 22, 2026
We utilized Eric to analyze our retirement plan! After our initial contact he couldn’t have made the process easier. He took time to answer our questions and provide us a plan that we could review and tweak as retirement neared. His easy going personality without high pressure sales was what drew us to him. His vast knowledge of all aspects of retirement planning and his ability to share it in an easy to understand format makes him an easy choice when looking for a financial planner.
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™
Jun 22, 2026
Very informative and routine relevant updates without any pressure to subscribe or make a purchase. Reliable and competent.
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.
Advisors Who Create Impact Beyond Finances
✅ Wealthtender Certified Advisor Review™
Jun 22, 2026
Working with KFG, specifically Robert Dopke, has been an outstanding experience. His guidance is thoughtful, strategic, and always tailored to my goals. What truly sets Kennedy Financial Group apart is how they give back. There’s a real commitment to building and sharing wealth within the community. It’s an honor to be part of something that creates impact beyond just 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.
Finally found the perfect financial advisor.
✅ Wealthtender Certified Advisor Review™
Jun 22, 2026
I am a semi-retired medical doctor. My wife and I are extremely pleased with everything that Drew Cook does for us and our portfolio. Prior to choosing level wealth management as our financial planner, we had been through three financial advisors. One with a small group. The other with a large, well advertised financial planner company, and the third one that we chose after doing a lot of research because they were fiduciary, and fee-only. However, none of them made us feel totally comfortable. It was hard to understand some of the financial jargon and the comfort level was never fully there. Then we did more extensive research and found level wealth management. Their philosophy sounded different than the others and sounded exactly like something that we needed. We have been with level wealth management for a few years now and Drew has been phenomenal. He listens to everything intently. Comes up with the right advice and explains everything in such a way that we totally understand everything. Above all, he is very personable and a great human being. We occasionally get emails from Aaron Parrish as well, and he is very nice as well. We personally feel that you will not regret at all if you choose level wealth management as your financial planner/advisor. You will be very pleased. We Recommend them wholeheartedly.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 21, 2026
Grayson and his team are very professional, thoughtful and caring. We have had a great experience for many years and their advice has helped my wife and I navigate a few difficult situations that we might have had trouble agreeing on if it was just ourselves.
Relationship 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™
Jun 21, 2026
I am so happy that I found Brandon and Den! I am nearing 65 and had many questions about how to structure my finances in my post-retirement life. They analyzed all my data, then produced a plan that answered all my questions and gave me what I consider to be great advice. When my plan was finished, they sat with me for over an hour covering every point, explaining until I understood, and answering all my questions. They are very personable guys and very good explainers. I highly recommend their services.
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™
Jun 21, 2026
Eric is very knowledgeable and takes the time to hear your circumstance and make recommendations AND explain his answer
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™
Jun 21, 2026
Eric was wonderful when we reviewed our retirement plan, answering questions, giving factual advice. We really like reading or hearing any of his social media thoughts on retirement - has really helped in our retirement being successful! Thank you Eric!
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™
Jun 21, 2026
Awesome human being. Never met a financial planner who's willing to just give it to you straight and not ask anything for it. I tend to manage my own portfolio but when the time comes to have someone review our stuff it'll be Eric
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™
Jun 21, 2026
Eric is extremely knowledgeable and easy to talk with. He is able to discuss complicated topic in a way that makes sense. No sales pressure.
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™
Jun 21, 2026
Eric has been very generous with his knowledge & time. Great workshops that have helped me plan in retirement
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™
Jun 21, 2026
Eric is very knowledgeable and helpful when it comes to retirement planning. His insight and expertise are highly appreciated and he doesn’t pressure you into working with him.
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™
Jun 21, 2026
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™
Jun 18, 2026
Rather & Kittrell have been our financial advisor for many years. They watch our accounts very closely. My husband and I have been very pleased. Even when the markets were in a downturn and we were going through COVID. If you are looking for a financial advisor go with Rather & Kittrell. Give them a call today!
Relationship 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™
Jun 18, 2026
Rather & Kittrell was the right move for us as Sam and his team helped us consolidate our holdings and improved our investment strategy. Their comprehensive wealth management process ensured that all areas of life were addressed, not just our money. We are very pleased with the results and wish we had made the move earlier.
Relationship 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™
Jun 18, 2026
Investment analysis and customer service 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 18, 2026
After years of self-managing our retirement savings, I connected with Lytle Rather at Rather & Kittrell. My wife and I were immediately impressed with the focus on getting to know us and understanding the things that we want for our own quality of life. Not some generic formula or protocol, but intentional about planning for the specific lives we want. Since signing on with Lytle, Daniel and the team we have been extremely happy with all aspects their management. Follow-ups occur regularly and they are there for us immediately any time that we need them. We frankly should have sought professional management sooner and are fortunate to have connected with a team that is 100% committed to making sure we remain in the best possible position to live the lives we envision. These folks have been a game changer for us.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 18, 2026
I've worked with Tim Eichorn and the Rather and Kittrell group for the past 12 years. He and his team have provided solid guidance and advice during times when the economy was humming and more importantly when it was troubled. I have found them indespensible particularly in times of financial transition. I would highly recommend Tim and his team 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 18, 2026
These folks, each and every one, are professional, approachable, down to earth, and accommodating in extraordinary fashion. My wife and I are totally pleased not only with the open, understandable communication, but their availability to rapidly respond to our inquiries & 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 18, 2026
We have been clients of Rather & Kittrell for approximately 16 years, and throughout that time, they have consistently provided exceptional service, guidance, and support. We truly could not ask for a better financial firm to partner with.Amanda has been our personal advisor for many years, and her dedication, expertise, and commitment to our financial well-being have been outstanding. No matter how complex or diverse the challenges we have presented, she has always taken the time to thoroughly explore every option and provide thoughtful, personalized solutions. Her knowledge, professionalism, and genuine care make her an invaluable asset to both her clients and the company.We have also had the pleasure of working closely with other team members, including Crystal, and have always been impressed by the professionalism, responsiveness, and teamwork demonstrated by everyone at Rather & Kittrell. It is clear that they work together to provide the highest level of service and support.We are sincerely grateful for the guidance, knowledge, and assistance we have received over the years and highly recommend Rather & Kittrell to anyone seeking a trustworthy and dedicated financial advisory 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™
Jun 18, 2026
We have been so pleased with the customer service and friendliness of everyone in the Farragut office. They show remarkable attention to every detail and will deep dive into anything you want. Sam responds to any text or phone call very promptly, and is just an all around nice and genuine individual. We transitioned to R&K last fall, and we are very happy with our decision to make a change. We now recommend them to all our 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 18, 2026
When my wife and I approached retirement we had the same concerns everyone has…will we have enough money without getting a pay check every week or two?R&K meetings, planning and good information gave us peace of mind. We still feel that way now in our seventies.
Relationship 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™
Jun 18, 2026
I have been with R & K for decades. After my retirement, almost 8 years ago, we began drawing out of our retirement fund. Now, after 8 years of monthly withdrawals, original retirement fund account is still where we started. That sounds successful to me! Thanks for your management, your guidance and now, friendship as well. Jim
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 18, 2026
The folks at Rather & Kittrell CM have been a tremendous resource for me and my wife in attaining our financial goals. Over the last 20 years or so they have more than gained our trust. They look after us like family!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 18, 2026
I transferred a retirement account to R&K about 20 years ago. I got their name through a financial website. It has been one of the best decisions and relationships I have ever had. R&K are not just financial advisors. They have become friends and confidants. Our advisor has been to our house for celebrations and has even sat with me in a hospital waiting room. R&K truly goes above and beyond. I don't know where we would be without 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 18, 2026
We have been working with Tim for 15 years now and have found him to be a pleasure to work with. He is straight forward, honest and dependable. He has also become a good friend during that time. He is a good Christian and strong family man. 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™
Jun 18, 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 18, 2026
Very competent, cares and listens to their clients. Concerned with the differences between retirement money and growth money.
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.
Best decision ever
✅ Wealthtender Certified Advisor Review™
Jun 18, 2026
For 40+ years prior to moving our investments to FTWM, I had the luxury of working with a very knowledgeable and unquestionably trustworthy Financial Advisor—my brother Lew. When Lew retired a few years ago, my husband and I agreed we needed to choose our replacement advisor carefully. I felt up to the task since my long career as a financial services copywriter gave me a fair amount of expertise, but I remained concerned about finding a good match. We feel like we hit a home run with Gloria and Nila. Their diligence in evaluating our circumstances and crafting a well-informed plan unique to OUR specific goals was obvious. And their guidance as we transition into retirement has been invaluable. Finally, their account servicing supported by Client Services Assistant Haylee has been excellent. The fact that they are all extremely personable and share our values is just icing on the cake.
Relationship 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 Financial Advisor and Team!
✅ Wealthtender Certified Advisor Review™
Jun 18, 2026
Assaf has been my financial advisor since 2001. Over the course of this time, he has provided excellent financial investment and planning guidance to achieve the financial goals we set back in 2001, as well as reassurance during various financial downturns over this period, which naturally caused panic. Assaf is very thorough in seeking out the best investment products/options for his clients and helping them stay the course. I have also worked with Sean Craft over the course of these years, and can say that the entire Allegiance Financial team is always available to help and are very responsive. Communications are thorough and timely with appropriately spaced review meetings to stay on track for the set goals. I have referred members of my extended family and friends to Assaf and his team, and he has been their financial guide as well. I would recommend Assaf and his team to everyone.
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.
Rick Post
✅ Wealthtender Certified Advisor Review™
Jun 18, 2026
I have been with Jim for a great deal of time and completely trust him and his team to do everything they can to take care of me! So far, so goood!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Answered concerns about retirement
✅ Wealthtender Certified Advisor Review™
Jun 18, 2026
Alexis was quick to respond and knowledgeable. I had concerns about my retirement finances and Roth conversions. Alexis eased those concerns and gave me a thorough plan for the future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
It has been a positive experience interacting with our advisor and Rather & Kittrell Capital Management. Our needs and concerns are always researched and addressed in a professional timely manner. Our portfolio is reviewed annually or upon request. Anytime a there is a financial transaction to be addressed our advisor and his team researches the need and provides valid points of interest. Overall we are very satisfied and appreciate their services.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Other - Family Member of Advisor
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
Rather and Kittrell Capital Management has been absolutely wonderful to work with. When we first started, we honestly didn't know exactly what we wanted. They provided incredible guidance, walking us through our investment options and helping us pinpoint our exact financial goals. The entire team is super easy to work with and takes the stress out of the process. I cannot recommend them highly enough!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
Great people to work with, very helpful, knowledgeable. Highly recommend R&K Management!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
I have been very pleased with the service and advice i have received from Rather & Kittrell. My advise has always been professional , knowledge, and responsive to my questions and concerns. I am satisfied with the management of my investments and appreciate the guidance provided over the years. What began as a business relationship has developed into a friendship, which speaks to the confidence i have in my advisor. I would recommend this company to anyone looking for wealth management 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
Always very professional and listens to my financial goals and sets the decisions as to what is best for us.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
From the first day five years ago we have had complete confidence in our investments with Rather & Kittrell. All of our questions are always answered and we are also provided additional information to keep us up-to-date on the market. We highly recommend them.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
We have had wonderful experience with Rather & Kittrell. One of the many things we appreciate is their quick response. They are extremely prompt. They are very knowledgeable in guiding us on our financial plan and educate us on our personal plan and questions.My husband and I highly recommend Rather& Kittrell for your 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.
4 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
Very attentive & keep me informed & educated when necessary
Relationship 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™
Jun 17, 2026
Jeff Hall and the R&K Team are always prepared to answer our questions regarding possible solutions for long and short term financial growth. They always show personalized care and patience,
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Other - Family Member of Advisor
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
Tim Eichorn is very knowledgeable in the investment field and the managing of our finances. We trust his advice.Pam Zachary
Relationship 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™
Jun 17, 2026
We have had fantastic experiences with Rather & Kittrell Capital Management. Tim Eichhorn has provided oversight to our accounts. The communication is excellent and the service reflects their values in meeting the client's needs. 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™
Jun 17, 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 17, 2026
Jeff and WaterStreet wealth are a major resource for our agency. His knowledge and understanding of retirement planning and putting his clients in the best situation makes our B2B relationship flourish!
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.
