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Truly a trusted advisor
✅ Wealthtender Certified Advisor Review™
Feb 11, 2026
I have been working with David for nearly twenty years. He helped us with our investments and retirement accounts and later guided me through retirement and widowhood. He carefully determined my risk tolerance as I went through these different stages of my life and has given me wise counsel in all my choices. As a consequence, I am in sound financial shape fifteen years after retirement. David and his team are always accessible and know me as an individual not just an account.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
David Maigret my trusted financial advisor!
✅ Wealthtender Certified Advisor Review™
Feb 11, 2026
I am honored to say that I have put my faith and trust in David to help me secure a long-term and secure financial future. We have now worked together for approximately a decade. As a hard-working commercial Fisherman not one penny that I have ever made has come easy. With that being said, I can’t imagine anybody I’d rather work with to help me grow my retirement portfolio and help guide me with strategies to secure a long-term and comfortable financial future. Especially as I am approaching the years that retirement is on my mind. He is the best! As soon as you have your first conversation with him, you’ll know he is passionate about his work and truly cares about his clients.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Thorough, Thoughtful, and High Touch Service
✅ Wealthtender Certified Advisor Review™
Feb 11, 2026
My family runs a 3rd generation wealth management business, and so I didn't think I "needed" any outside advice. I decided to branch out and worked with Kelly for a year with my husband as we were family planning and making sure we had our finances and my small business in a good place for an extended maternity leave. Kelly's guidance has shaped my entire perspective of our wealth-building journey and was 10fold more in depth, personal, thorough, and clearly laid out than any advice I've ever received from my family. I am grateful for what we learned from her and look forward to working with her again when the time calls.
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.
Exceptional Guidance and Transparency
✅ Wealthtender Certified Advisor Review™
Feb 10, 2026
Joe was incredibly patient with us as we launched our company over the past year. He has a very hands-on, matter-of-fact approach that is both transparent and reassuring. Joe is one of the best in his field, and I would highly recommend him to anyone looking for a true financial partner; someone who takes the time to hear your concerns, understand your priorities and long-term goals, and put an efficient, thoughtful plan in place to address 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: Each client's situation will vary. Experiences highlighted here may not be indicative of those of most clients and may be different from those experienced in the future.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 09, 2026
The Traveka team is great. We recommend them without reservation. Bill and Kathi Closs
Relationship 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™
Feb 09, 2026
My wife and I became clients of Tuyyo Planning Group in January 2025, after interviewing many prospective financial advisors. Our primary objective was to find someone knowledgeable we could trust to guide us on things like retirement accounts, investments, wealth management, RMD’s, tax strategies, and social security. Luis is fantastic. He is not a broker on commission, so you won’t hear any sales pitches for financial products. There is no conflict of interest in the services he provides. He also makes himself personally available to meet and answer questions. I would enthusiastically recommend Tuyyo Planning Group for retirees seeking financial peace of mind.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 09, 2026
I’ve been working with Tony and Elyse for 8 years. They devised an excellent retirement plan and their advice is always thoughtful and aligned with my best interests. I feel confident that my finances are handled with integrity, care and long-term vision.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
In Great Hands
✅ Wealthtender Certified Advisor Review™
Feb 09, 2026
From the very start we have felt our future is in great hands with Ian. Very thorough with covering all aspects of the process. He explains his philosophy and how it applies to our planning. He listens to all of our questions/comments and carefully shows/explains so we are very comfortable and highly recommend Ian.
Relationship 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: Fee based financial planning and investment advisory services are offered through Fortis Capital Advisors, LLC. 7301 Mission Road, Suite 326, Prairie Village, KS 66208 . Fortis Capital Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC). Additional information about Fortis Capital Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or services Fortis Capital Advisors, LLC offers, or that its personnel possess a particular level of skill, expertise, or training. Additional services may be available through a Bespoke Private Wealth Partners partner under their licensed capacity, fee structure, and specific terms and conditions. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss during periods of declining values. Securities Offered through Great Point Capital, LLC. Member FINRA/IEX/SIPC Information about securities-registered professionals may be found at FINRA BROKERCHECK
A Planner you can Trust
✅ Wealthtender Certified Advisor Review™
Feb 09, 2026
Joe and I have known each other since high school and we actually worked together briefly right out of college. During that year of work together I could see just how passionate and dedicated Joe was to his work and his clients. Once I moved on to a different career path there was no one else I’d rather trust handling my money and help me plan for the future I envision
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Each client's situation will vary. Experiences highlighted here may not be indicative of those of most clients and may be different from those experienced in the future.
Outstanding Financial Advisory Firm
✅ Wealthtender Certified Advisor Review™
Feb 09, 2026
I am honored to recommend Kennedy Financial for its A+ service to clients. I have worked with them for 8 years and the staff consistently shows integrity, character, warmth, customer service, hospitality and a depth of knowledge and analysis in financial affairs. They value educating their clients, providing resources for learning and direction and always listen attentively and respond quickly to needs. When you work with them you benefit and grow as a person along with your assets.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
15 Years
✅ Wealthtender Certified Advisor Review™
Feb 09, 2026
I want to thank CochranMickels for fifteen years of steady growth in my Trust and Savings Accounts. Your availability and counsel have provided me with a secure financial plan that allows me to be confident that those who succeed me will benefit. In addition, it is comforting to know that I can call on CochranMickels when questions arise on wills and other financial related matters.
Both you and my account executive, Lucas Staples, have been a pleasure to do business with. I look forward to more years of financial security with your company.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Investment advisory services are offered through CochranMickels Retirement Specialists, LLC, a state-registered investment advisor. CochranMickels Retirement Specialists, LLC and its representatives are only authorized to offer advisory services where properly licensed or exempt from licensure. Investing carries risks, including potential loss of principal capital. Our firm does not endorse external links, nor is it responsible for third-party content
Not just a Financial Planner
✅ Wealthtender Certified Advisor Review™
Feb 09, 2026
We have been working with Joe for many years now. He not only makes great investment advice but also secure your wellbeing for the second half of our lives. Joe is very trustworthy and always there for us. Also he is very patient with answering all my questions. We are very happy we have him as a financial advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Each client's situation will vary. Experiences highlighted here may not be indicative of those of most clients and may be different from those experienced in the future.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 08, 2026
I own Southern Roofing here in Charleston and have worked closely with Evan for years both professionally and personally. He is a very genuine person that takes time to go out of his way to help people. He has a wealth of knowledge, is a great communicator, and is a joy to be around. I would highly recommend working with Evan and his team at Sage Street Wealth.
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.
Life Changing Guidance
✅ Wealthtender Certified Advisor Review™
Feb 08, 2026
My wife and I both work in finance -- in fact I myself am a Certified Financial Planner®. But we believe in having a third party to "look at our stuff" and help us make wise decisions. For our specific experience working with Kelly, it was the Life Planning exercises that really facilitated a breakthrough in our lives. As we start our family, having the clarity that we do about what's most important to us, and then the encouragement and coaching to move towards it is really profound. Kelly is a wonderful financial advisor and an incredible human being.
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™
Feb 07, 2026
We’ve loved working with Stu and Two Ten Planning. Stu is incredibly relational, patient, and gifted at simplifying complex financial topics. He brings a thoughtful, faith-informed perspective to planning and is deeply knowledgeable and proactive in helping us anticipate potential hurdles well ahead of time. Highly recommend him to anyone looking for a trustworthy, values-driven financial planner.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Very Knowledgeable and a Great Resource!
✅ Wealthtender Certified Advisor Review™
Feb 07, 2026
Joe has been awesome to work with over the last 2 years! He has guided me down my financial journey and has steered me in the right direction since day one. He is always available when I have questions about our strategy and has truly helped me better understand what we are doing and why we are doing it. I look forward to continuing to work with Joe in the future as my planning needs change, as I am confident that he has my best interests in mind.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Each client's situation will vary. Experiences highlighted here may not be indicative of those of most clients and may be different from those experienced in the future.
A Great Advisor to Work With
✅ Wealthtender Certified Advisor Review™
Feb 07, 2026
I've been with Joe for awhile now. He's been instrumental in advising me on my business, managing my cash flow, and helping me with estate planning. I couldn't be happier with his 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.
Disclosure: Each client's situation will vary. Experiences highlighted here may not be indicative of those of most clients and may be different from those experienced in the future.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 06, 2026
Marcel helps make everything as seamless as possible. Great communication, availability, and willingness to go the extra mile for clients to answer any and all questions.
Relationship 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 Relationship
✅ Wealthtender Certified Advisor Review™
Feb 06, 2026
Joe has been a pleasure to work with. We are going into our second year together. His communication is top notch. He’s very knowledgeable and always sharing new information he learns. In our first year he’s helped me through home buying, a growing business, tax strategies and planning, planning for my young son and another baby on the way. Very happy to have this relationship and excited to grow with Joe over the years.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Each client's situation will vary. Experiences highlighted here may not be indicative of those of most clients and may be different from those experienced in the future.
A Financial Planner You Can Trust and Rely On
✅ Wealthtender Certified Advisor Review™
Feb 06, 2026
Hiring Joe has been one of the best decisions I’ve made. He brings a clear, structured process, is extremely organized, and helped me build a financial plan and long-term trajectory I feel genuinely confident in.
I’ve worked with Joe for over a year, and during that time I’ve gone through job and compensation changes. Each time, he was quick to adjust my plan, proactively walk through the implications, and even review related documents to make sure I was making smart decisions.
Joe is thoughtful, responsive, and steady—exactly what you want in a financial planner. I’ve already recommended him to colleagues and friends, and wouldn’t hesitate to do so again.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Each client's situation will vary. Experiences highlighted here may not be indicative of those of most clients and may be different from those experienced in the future.
Yearly review
✅ Wealthtender Certified Advisor Review™
Feb 06, 2026
After 20 years of working together, I can’t recommend Joshua Smith highly enough. He’s incredibly helpful and the most honest advisor I’ve ever known. I trust him so much that I’ll continue to be his client no matter where he goes.
Relationship 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 client meeting with Vinnie and Katie
✅ Wealthtender Certified Advisor Review™
Feb 06, 2026
When ever I meet with Vinnie and Katie (and sometimes Paulo), I come away knowing that my portfolio is being well managed. I appreciate that they are proactive, and reach out to me to review my holdings and discuss my financial situation. Every experience I have had with Bouchey has been a positive one.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Very Happy Client
✅ Wealthtender Certified Advisor Review™
Feb 06, 2026
I’ve been a client of Joe’s for about 3 years now. He’s professional and very knowledgeable. He Takes the time to understand what you want, answer any of your questions and clearly explain his thought process. I’ve made significant progress and diversification solely thanks to Joe’s hard 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.
Disclosure: Each client's situation will vary. Experiences highlighted here may not be indicative of those of most clients and may be different from those experienced in the future.
Joe is very knowledgeable and helpful!
✅ Wealthtender Certified Advisor Review™
Feb 06, 2026
I have been a client of Joe’s for a little over two years now. He’s very professional, knowledgeable, and really helps you understand everything. He always takes his time to check in and is available any time I have a question about something . I feel safe and comfortable knowing that I am in good hands with Joe! I would highly recommend Joe to anyone who is looking for a financial advisor!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Each client's situation will vary. Experiences highlighted here may not be indicative of those of most clients and may be different from those experienced in the future.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 05, 2026
TJ has done an amazing job translating our financial picture in a way that brings both my wife and I much valued peace of mind. To me, that’s the whole point of financial advisory and TJ sets the example.
Every time we meet with him, he’s very careful to first, understand what’s top of mind for us, address those items and secondly, walk through a very comprehensive financial update/review with suggestions that always leave us with actionable outcomes that we can be excited about.
Both my wife and I are extremely grateful for TJ’s partnership. We would both unequivocally recommend him and his services at Memento regardless of what stage of life you may be in.
Relationship 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™
Feb 05, 2026
My husband and I chose Evans Wealth Management in 2021 to assist us with our retirement planning, and it has truly been the best decision for us. Since I retired in 2022, we have worked together to create a comprehensive retirement goal for my husband. This plan encompasses everything we need, from charitable planning and business appraisal to continued investment growth.
While we are extremely satisfied with our portfolio's performance, what we appreciate most is the frequent communication, the high quality of service, and the trustworthy relationship we have established with the team.
If you are looking for assistance with your retirement planning, I highly recommend Evans Wealth Management.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 05, 2026
I used Ataroke Wealth to help me decide when to purchase a home in the DFW area and determine the best financial approach. Taylor was fantastic to work with and answered all of my questions thoroughly. I’ll definitely be using them again in the future!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Truly outstanding
✅ Wealthtender Certified Advisor Review™
Feb 05, 2026
James came highly recommended by a friend, and I cannot recommend him highly enough. I've been a client for several years, through major transitions, and James has been a truly exceptional advisor through it all.
I had worked with another financial advisor before James, and I always came away from meetings feeling unheard and more confused. My experience with James has been the exact opposite - I feel heard and I have a sense of clarity.
A few things set him apart in my mind:
His clear communication style - I always come away feeling like my questions were heard and answered in a way that made sense to me. He breaks complicated jargon down into plain English. His emails are short and clear - my favorite!
His patience - He patiently explains concepts and recommendations to me as many times as I need to feel confident in my understanding.
His down to earth style - James is a human being and talks to me like I'm a real person too. He started out by understanding what I value, to inform our planning. He doesn't make me feel bad for not being a financial expert myself. He helps me figure out what I need to worry about and what I can let go of.
His respect for my values - I highly value simplicity, and I really feel that James has heard that and is helping me keep my financial picture as simple as possible. When we discuss financial options, he always points out which path will move me toward that goal.
I feel so much more confident in my financial planning with James on my side and have already recommended him to several 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.
Joe is so knowledgeable
✅ Wealthtender Certified Advisor Review™
Feb 05, 2026
Joe is professional, responsive, and easy to work with. He breaks things down in a way that actually makes sense. Would definitely recommend him to anyone looking for a financial advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Each client's situation will vary. Experiences highlighted here may not be indicative of those of most clients and may be different from those experienced in the future.
A Truly Client-First Financial Advisor
✅ Wealthtender Certified Advisor Review™
Feb 05, 2026
I’ve been consistently impressed with Ryan’s professionalism and integrity. As a fee-only advisor, he does not sell investment products or receive commissions, which allows his advice to remain objective and clearly aligned with his clients’ best interests. He is adept at advising clients across all stages, from highly complex financial situations to those just beginning their financial journey. Ryan is highly knowledgeable, thoughtful in his recommendations, and takes the time to explain the reasoning behind each decision. Just as important, he is personable, ethical, and genuinely cares about us—qualities that have built real trust with my wife and me
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Cornerstone review
✅ Wealthtender Certified Advisor Review™
Feb 05, 2026
I have utilized Financial Cornerstones services for many years. Mark has provided great expertise, which has helped attain my long-term goals. If you’re looking for a sincere, dedicated company, Mark and Financial Cornerstones have done an excellent job for me.
Relationship to Financial Advisor: Client since 2018
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™
Feb 04, 2026
When my husband and I approached a point in our lives that we had a young son, adequate savings and discretionary income, it became important to me to get professional guidance on investing that money in ways that met our short and long term goals. It was important to me to find a professional who would provide options far behind a 529 savings account for our son, 401ks for us and simple stock investment. We interviewed multiple professional and Brett stood far apart from every other business.
Brett and his team provide the best customer service in the industry, always able to answer questions by our accountant or even one of us on a random weekday. He has tailored our savings plans to meet unique and ambitious goals for our family. He has offered diverse savings options for our son that even an accomplished accountant wasn’t aware of. He is invested in our financial success and works extremely hard to serve his clients. I don’t feel like a number or a paycheck, or like I’m being sold anything.
Brett and his team have gone above and beyond every step of the way as our wealth manager for years now while his competitors are offering a fraction of the services and personalization he is.
Relationship 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 Forteris Wealth Management. No compensation was provided for this statement. While the client's ongoing relationship with the firm represents a potential conflict of interest, no material financial incentive exists for this recommendation.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 04, 2026
Nicholas St.George has been so helpful with my retirement plan. Not only managing my finances but always has an ear to help with any planning advice I need. I appreciate his encouragement to plan for a comfortable retirement. Thanks Nick ‼️
Relationship 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™
Feb 04, 2026
We have been with Evans Wealth since the firm was started and have always counted on his counsel for investment accounts and estate planning. We consider Sam, Joy and Lilly Grace to not only be great advisors but they are our "go to" source for ethical, christian based advice that we know we can always rely on.
Relationship 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 tailored to your needs
✅ Wealthtender Certified Advisor Review™
Feb 04, 2026
I learned of Kelly's services through mutual work colleagues and knew immediately she would have a service level that fit me. Having been a work colleague of Kelly's, I knew she would provide the best level of everything, including expertise and investment planning. I received the exact level of service I needed and was put through necessary paces to help get my finances organized and under control. The great planning and guidance has put some concerns at ease and given me confidence I'm at the right place for now and the future
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
The Best
✅ Wealthtender Certified Advisor Review™
Feb 04, 2026
As someone who has been self-employed for the past thirteen years, James and his team have been invaluable to my success, helping me establish retirement accounts, pay off student loan debt, and begin investing for the first time. James has been extremely supportive, very communicative, and quick to respond to any questions or concerns I might have. I cannot recommend him highly enough. Hiring him has been hands down the best financial decision I've made for myself, especially as a small business owner.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Patient, Thorough and Fully Committed to Success
✅ Wealthtender Certified Advisor Review™
Feb 03, 2026
Michael Hart was an excellent tutor throughout my CFP studies. He was patient, thorough, and fully committed to my success. Michael offered clear explanations, practical advice, and valuable tips that helped me understand the material and stay confident during the process.
If you’re looking for a CFP® tutor, I highly recommend him. As long as you’re willing to put in the work and stay committed, Michael will put you in the best place to succeed. Best of luck to anyone beginning the journey.
Relationship to Financial Advisor: CFP tutoring student
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 03, 2026
Traveka provides consistently thoughtful and sensible advice and they are very responsive.
Relationship 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™
Feb 03, 2026
Excellent in providing sound investments ask for Nicholas and make it rain $$$$$$ thanks nick!!!
Relationship 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™
Feb 03, 2026
EDIT: Here I am, years later, writing another great review for Evans Wealth Management. Evans has considerably increased my investments, helped me with estate planning questions and walked me through how to best make charitable donations. Most of all Sam has made me secure in my retirement. I am worry free thanks to him and I can't recommend EWM enough. I have complete trust in Sam which adds to my confidence in my future. Thank you Sam and Lily!!
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I consider it one of my smartest decisions to have Sam Evans manage my money. I didn’t want to deal with it in retirement so I turned it over to Sam. Doing so has allowed me to relax knowing that I’m in great hands. I knew Sam for several years before we established a business relationship so I already knew that he was of sterling character, a fine person. I highly recommend Sam!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Review Meeting
✅ Wealthtender Certified Advisor Review™
Feb 03, 2026
Joshua Smith is the most knowledgeable and trustworthy financial advisor. I have trusted him for over 20 years. He has tremendously helped me with all of my finances during my retirement! All of the office staff is like family and treats me with respect!
Relationship 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 Partner
✅ Wealthtender Certified Advisor Review™
Feb 03, 2026
Josh has been managing my account for 15+ years. He prepared a portfolio while I was working that has now sustained my retirement requirements. He and his staff have always given me sound advice as well as managed my portfolio extremely well.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Superior Financial Advising, Outstanding Advisor
✅ Wealthtender Certified Advisor Review™
Feb 03, 2026
Brett has managed our portfolio for several years, providing steady gains through his expert oversight. He is knowledgeable, well-trained, and communicates financial concepts clearly and patiently. Brett never makes us feel uncomfortable about asking questions, and his understanding of finance is impressive and reassuring. In short, a tremendous Financial Advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial was provided by a current client of Forteris Wealth Management. No compensation was provided for this statement. While the client's ongoing relationship with the firm represents a potential conflict of interest, no material financial incentive exists for this recommendation.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 02, 2026
I have worked with Evans Wealth Management (EWM) for wealth management, retirement planning, and investment management, and I couldn’t be more pleased with the experience. EWM provides truly personalized advice and takes the time to listen and understand my goals before recommending any strategy.
EWM has also been extremely helpful in developing thoughtful approaches to charitable giving and tax-efficient planning. I never feel like I’m being sold a one-size-fits-all solution — everything is tailored specifically to my needs.
Sam demonstrates high ethical standards, professionalism, and genuine care for his clients. He is someone I fully trust and I highly recommend EWM.
Relationship 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™
Feb 02, 2026
Sam Evans has proven to be excellent with his investment skills and his service. He communicates frequently and quickly answers my inquiries taking action as necessary. I’m have been a very satisfied client of Evans Wealth Management for 10 years.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 02, 2026
Sam and Lily have done a great job advising us and helping us with a realistic retirement plan. With the uncertainty that comes with an impending retirement, there’s always worry that you have missed something. Sam and Lily fill those gaps and ease those fears and have given us great confidence that we can reach our personal retirement goals! We highly recommend EWM!
Relationship 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™
Feb 02, 2026
I met with Mr. Evans regarding setting up a retirement plan and overall financial planning. The scope of his knowledge was impressive. He spent a great deal of time with me and definitely had my best interest in mind. His service is very personalized for the individual
investor
Relationship 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™
Feb 02, 2026
This Firm is outstanding . Sam is always available to answer question , guide and help 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.
Sierra Pacific is Great
✅ Wealthtender Certified Advisor Review™
Feb 02, 2026
The folks at Sierra Pacific are simply fantastic. They are very responsive and informative. Ive been with them for 2 years now and could not be happier
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Brett Fry is an expert in his field.
✅ Wealthtender Certified Advisor Review™
Feb 02, 2026
My experience with Brey Fry has been nothing but positive in every way. Brett is extremely knowledgeable, experienced, respectful and considerate. He is always helpful and available if I have any questions. I feel fortunate to have Brett 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.
Disclosure: This testimonial was provided by a current client of Forteris Wealth Management. No compensation was provided for this statement. While the client's ongoing relationship with the firm represents a potential conflict of interest, no material financial incentive exists for this recommendation.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 01, 2026
Being with Evan’s Wealth Management has made my transition to retirement smooth as silk. Sam’s guidance with my retirement, and tax planning, tax savings, investing, and estate planning has taken the worry out of the biggest transition of my life and encouraged my confidence in a fruitful retirement and comfort for my family 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 01, 2026
We truly appreciate Sam’s knowledge, approach, attention to detail, and focus on market fundamentals, which make him an outstanding advisor. Additionally, the way he builds and maintains personal relationships with his clients is a key trait that sets him apart. We strongly recommend Sam and Evans Wealth Management.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 01, 2026
Sam Evan took us by the hand to help us prepare for our retirement. With the wealth planning we did, me and my husband feel great about our future retirement!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Very pleased with Brett Fry and his team at Forteris!!!!
✅ Wealthtender Certified Advisor Review™
Feb 01, 2026
We have been with Brett and his team for several years. Brett did a fantastic job at navigating us through the retirement process (in the beginning) and has continued to provide top notch service to us for the past three years of actual retirement. Being somewhat of a "numbers person" myself, I often thought I could have managed retirement just fine without much assistance. However, my wife and I have learned that turning over this daunting responsibility to someone is has been one of the best decisions we have ever made. We have zero financial stress knowing that Brett and the rest of the Forteris group have our backs and are definitely looking 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.
Disclosure: This testimonial was provided by a current client of Forteris Wealth Management. No compensation was provided for this statement. While the client's ongoing relationship with the firm represents a potential conflict of interest, no material financial incentive exists for this recommendation.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 31, 2026
I have been working with Evans Wealth Management for a few years now. I came to them because I had a couple pensions I wanted to convert and also wanted to start doing some Retirement Planning. I was inexperienced in these topics and how to do proper investing. I have learned a lot since working with this company. They are extremely knowledgeable and really added a personal touch to the work they prepared for me. It is greatly appreciated and I have a much better understand of the preparation I need to be doing.
Relationship 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™
Jan 31, 2026
Sam's knowledge, attention to detail, and focus on market fundamentals makes him an excellent advisor. What truly sets him apart is how he maintains personal relationships with his clients. Our results have been superb throughout our business relationship, but the personal touch has truly augmented those results. I strongly recommend Sam and Evans Wealth Management.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 31, 2026
Sam and Lilly Grace have been a great partner to help my wife and I with our retirement panning, taxing planning, etc. His knowledge, insight, and transparency has been very much helpful and appreciated!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 30, 2026
We love working with Sally and her team. She has the right people and the right tools to help us 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™
Jan 30, 2026
Brett Fry has been our financial advisor for a little over a year. We are extremely pleased with his attention to detail, knowledge, and communication. Brett follows up with us on a regular basis and has positioned us for retirement at a risk level we are comfortable with. He has exceeded our expectations in every way and highly recommend him to anyone looking for a financial advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial was provided by a current client of Forteris Wealth Management. No compensation was provided for this statement. While the client's ongoing relationship with the firm represents a potential conflict of interest, no material financial incentive exists for this recommendation.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 30, 2026
I’ve worked with TJ for years and he’s been such a trusted partner throughout our time working together. Would recommend to anyone looking for a partner to navigate 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™
Jan 30, 2026
After careful consideration, my wife and I joined Mitlin financial services in 2011. It was one of the best decisions we had ever made. This came at a time when we both were about to transition from working careers to life after retirement. It isn't just about the financial aspects of that transition, its about the emotional reality of leaving a work environment to "now what."
Larry Sprung and later on Jerrell Bland, helped guide us thru our life's plan. Good advice is priceless. As we progressed form working to a consulting business to full retirement has its challenges. And Mitlin was there to help us by adjusting our plan to fit our evolving circumstances. That included making a will early on and a Trust for our assets. There advice and council are invaluable. I would recommend this firm to anyone who is looking for financial security and growth. I did that very thing for our son who is a K-9 NYPD officer.
My advice to you is make that call and talk to a Mitlin Financial advisor, they will do what is right for you and your families current and future needs. You wont regret it!
Regards
Pat Scomello
Relationship 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™
Jan 30, 2026
One of the best decisions, prior to retirement, was to select Evans Wealth Management as my Financial Advisor, beginning in 2019. Sam Evans provides personalized support and recommendations tailored specifically to me, rather than a generic package I had seen from a big-box institution. Additionally, EWM provides regular updates regarding the State of the Markets, Portfolio Reviews, sharing information on Living Well topics. All of these are reasons why I can – and have – recommended talking with Evans Wealth Management.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five-Star Experience
✅ Wealthtender Certified Advisor Review™
Jan 30, 2026
I recently began working with Brett, who is my first financial advisor, and the experience has been very positive. He is personable, professional, and communicates clearly. What I appreciate most is his ability to explain financial concepts in a way that’s easy to understand, especially for someone new to financial planning. He takes the time to answer questions thoroughly and makes the process feel approachable rather than overwhelming. I feel comfortable and confident moving forward under his guidance, and I would highly recommend him to anyone looking for knowledgeable and supportive financial advice.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial was provided by a current client of Forteris Wealth Management. No compensation was provided for this statement. While the client's ongoing relationship with the firm represents a potential conflict of interest, no material financial incentive exists for this recommendation.
A Truly Transformative Planning Experience with Michael Acosta
✅ Wealthtender Certified Advisor Review™
Jan 30, 2026
My wife and I are roughly ten years away from retirement, and despite decades of steady saving through our corporate 401(k) plans, we realized we had very little clarity about what we actually needed to retire comfortably. For years, our “professional management” consisted of a single annual call with a Fidelity representative, which left us without a real understanding of our long‑term outlook or whether we were on track. We knew we needed more than that.
From the moment we began working with Michael, the experience was completely different. Michael dedicated the first six meetings—yes, six—to gaining a full, detailed understanding of our entire financial picture. He approached our situation globally, patiently gathering information, asking thoughtful questions, and making sure he understood not just our numbers, but our goals, priorities, and concerns.
Once he had the full picture, Michael built a comprehensive retirement plan that finally gave us visibility into our future. For the first time, we could clearly see what we have, what we need, and how we can retire on schedule. His roadmap is practical, well‑documented, and easy for both of us to understand. Michael has a gift for explaining complex financial concepts in plain language, and that has made all the difference.
A few weeks ago, my wife told me she finally feels confident about our financial future—something she directly attributes to Michael’s professionalism, clarity, and steady guidance. That alone speaks volumes.
Michael stays in touch with us every quarter, reviewing our progress and adjusting the plan as our situation evolves. He is proactive, engaged, and genuinely invested in helping us achieve our goals. His consistency and communication are miles beyond anything we experienced before.
Working with Michael has been one of the best financial decisions we’ve ever made. He has given us clarity, confidence, and a clear path forward. We are grateful for his expertise and highly recommend him to anyone seeking a knowledgeable, trustworthy, and truly dedicated financial planner.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Personal views of this client and their experience do not suggest future results. No compensation was provided.
Trustworthy & Reliable
✅ Wealthtender Certified Advisor Review™
Jan 30, 2026
The Bouchey Financial Group has earned my trust through their consistent professionalism, communication and approach to results. I am confident that my finances are being managed with genuine care and expertise.
Relationship 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™
Jan 29, 2026
Brett and the Forteris team are doing a wonderful job managing my portfolio. We started out this financial “journey” based upon not only my age and budget needs, but also taking into account my personal appetite for risk vs stable growth when it came to various types of investments. In each year to date ( which I think is now at least 6 years), Brett has managed to exceed all goals net of his fee. In addition to these great results, Brett is very responsive to any questions or other inquiries . I recommend Brett and the Forteris team with the highest possible recommendation I can give.
Relationship 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 Forteris Wealth Management. No compensation was provided for this statement. While the client's ongoing relationship with the firm represents a potential conflict of interest, no material financial incentive exists for this recommendation.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 29, 2026
We have been working with Tony and Elyse for over a decade and always appreciate their honesty and integrity. They have been caring guides for our finances over the years, and provide peace of mind and great (financial and emotional) support now that we are retired.
Relationship 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™
Jan 29, 2026
TJ is great, he's helped me and my family develop a solid plan for strengthening our financial position and set a clear path for retirement. 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™
Jan 29, 2026
Matt and his Sonmore Financial Team members have been taking care of our financial planning needs for about 5 years, including the last 2 since we’ve retired. Their professionalism, friendliness, and communication skills are off the charts. Matt has great expertise in financial planning coupled with sound investment, tax & Medicare strategies. We routinely highly recommend their services to friends & 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™
Jan 29, 2026
I'm part of a professional network that includes Charles Petitjean, and I can attest to his integrity and the high level of service he provides. While I work in a different capacity, the way he handles client relationships and his deep knowledge of financial strategies is impressive. He is a valuable resource for my network, and I never hesitate recommending his services to friends, family, and my personal clients every time. Great professional partner and an even better person to help guide your financial future.
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™
Jan 28, 2026
Frequent communication on my account via phone conversations and face to face discussions. This is very important. Discussions include status of market and other investments that includes trends and expectations for the future along with economic conditions - regarding their influence. Continuous monitoring of my account with actions to adjust accounts due to current market changes and anticipated changes. Dream Life Wealth Management through my investments is in line with my life 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.
Great Partner For Your Future Wealth
✅ Wealthtender Certified Advisor Review™
Jan 28, 2026
Highly recommend Bouchey Financial Group. They are great at handling the day-to-day adjustments that keep us moving toward our goals but are also knowledgeable, responsive and take the time to explain things so we can make informed decisions on the bigger strategy.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Valued advisor
✅ Wealthtender Certified Advisor Review™
Jan 28, 2026
Sweta has been an invaluable advisor to me. She is knowledgeable, trustworthy and demonstrates true care for her clients. She explains complicated actions very clearly, is responsive and makes it easy to implement successful plans. I have been working with her since 2023 and I feel so much more confident about my financial future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 27, 2026
Russ Thornton is an excellent communicator and gives easy to understand financial updates and 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™
Jan 27, 2026
We really enjoy working with Russ.
He has helped us to better understand our personal financial goals and life priorities. He offers great follow up and follow through, keeps us informed and motivated, while helping to simplify the financial options available to us in easy to understand terms and examples. Russ is always ready to help us find an answer to any financial question we ask. He has some great tools for running scenarios that help understand how well one’s portfolio would keep on target for meeting personal financial goals, through changing and challenging market conditions and life events.
Relationship 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™
Jan 27, 2026
It’s been about a year since my wife and I moved our finances to Dream Life Wealth Management, largely because we know and trust King Mirtalipov. Working with him has only reinforced that decision. King is exceptionally knowledgeable, consistently professional, and always willing to make time for us whenever we have questions or need guidance.
If you’re looking for a financial advisor who truly cares about his clients and their long‑term goals, I highly recommend reaching out to King.
-Hugo
Relationship 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™
Jan 27, 2026
Very informative
The information he shared with me gave me a new understanding of finances in simple terms. I left feeling empowered.
Relationship 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™
Jan 27, 2026
Terry is not only an extremely knowledgeable professional, but he is also very passionate about the work he does. You can feel confident working with him that any guidance he gives you is based off of experience and data.
Relationship 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, Honest & Proven
✅ Wealthtender Certified Advisor Review™
Jan 27, 2026
I have known Marcus for many years. First when he was associated with another entity and now with Narrowgate Wealth Mgt. Marcus won me over with his knowledge and great advice on investing for retirement. But that wasn't why I have made the decision to continue to stay with Marcus, although that is an important reason no doubt. It was more his demeanor, very personable, his faithfulness, his demonstrated trust and proven record of following through on every step along the way. As such, he has become a friend through our journey together and I have introduced him to my family for investment strategies.
In closing, I am not one to write reviews; however, for Marcus and his team at Narrowgate, it was easy. When good news deserves to be spread, I am happy to do so. He and his team has earned 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.
Financial Growth with a Heart
✅ Wealthtender Certified Advisor Review™
Jan 27, 2026
I found Sweta during a tough time in my life where I didn’t know what to do with a small inheritance from my mother who had passed. Sweta makes me feel safe, secure, and like she actually wants ME to grow and learn. Our partnership has been vital in the continued growth of my and my husband’s business and our personal financial security. I’d suggest everyone contact her; she truly cares and wants the best for her clients!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
The Gold Standard for Client-Focused Advisory
✅ Wealthtender Certified Advisor Review™
Jan 26, 2026
The onboarding process at Sierra Pacific Private Wealth was seamless and highly efficient. Their team provided expert guidance in optimizing my tax position through sophisticated planning strategies and offered comprehensive support in both the formation of my LLC and the strategic management of my real estate portfolio.
The advisors are exceptionally knowledgeable and demonstrate a genuine dedication to ensuring I am equipped to make well-informed financial decisions. I highly value their professional insight and attentive 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.
Professional and Personable
✅ Wealthtender Certified Advisor Review™
Jan 26, 2026
Chris does a great job staying in touch and helps push along goals and putting that money to work. He takes the time to understand you, and you goals. Most recently, jumped on a call with me and loan company to sort out issue together.
Relationship 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™
Jan 25, 2026
We’ve been working with Matt since before he started Sonmore Financial, and our experience has been nothing short of exceptional. Matt truly has the heart of a teacher—he takes the time to help us fully understand every investment and financial plan we consider. His extensive knowledge of financial planning topics has given us confidence in every step of our journey.
What stands out most is that Matt never pressures us into making decisions or purchasing products. Instead, he carefully explains options and recommends paths when appropriate, always focusing on what’s best for us. On top of that, Matt is incredibly personable and easy to talk with, which makes what could otherwise feel overwhelming completely stress-free.
If you’re looking for trustworthy and professional financial advice from someone who genuinely cares about your understanding and success, we would highly recommend Matt at Sonmore Financial.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 24, 2026
Russ has managed my account better than any previous financial consultant! My investments have done extremely well!! Russ handles all transactions as soon as I make a request!! I have been very pleased and would recommend him to my 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.
Wealth of Knowledge
✅ Wealthtender Certified Advisor Review™
Jan 24, 2026
I was in the process of transitioning into retirement and needed guidance on structuring my portfolio for sustainable cash flow and tax optimization. Chris helped me clearly define the parameters of my retirement goals and translated them into a thoughtful, well-designed portfolio strategy that he then helped me implement.
Throughout the entire process, Chris made a point of ensuring I fully understood the rationale behind every decision, which gave me confidence and direct control over my portfolio rather than feeling like I was handing it off blindly. His ability to explain complex concepts in a clear, practical way was invaluable.
Chris is extremely knowledgeable, objective, and genuinely focused on my long-term success—not on selling products or services. I felt supported, informed, and respected at every step.
I highly recommend working with Chris if you’re looking for a financial advisor who is strategic, transparent, and truly client-focused.
Relationship 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, Thoughtful Financial Guidance
✅ Wealthtender Certified Advisor Review™
Jan 23, 2026
Working with Michael has been one of the best decisions my partner and I have made for our financial future. From the beginning, he took the time to understand our full picture, not just our assets, but our goals, responsibilities, and how we want our life to function both now and long term.
Michael’s guidance stands out for its clarity, discipline, and intentionality. He has helped us make thoughtful decisions around risk, liquidity, and long-term growth, while always keeping real world practicality front and center. He explains complex topics in a straightforward way, makes sure we understand the trade-offs of each option, and never pushes an agenda. Every recommendation feels purposeful and tailored, which has allowed us to move forward with confidence and alignment.
What we value most is the level of trust Michael has built. We feel secure knowing our plan is well-structured, resilient, and designed to hold up over time. If you’re looking for a financial planner who is knowledgeable, ethical, responsive, and genuinely invested in his clients, we highly recommend Michael.
Relationship 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™
Jan 23, 2026
Russ has always done a great job in communicating with me as to where we stand in relation to the strategy that we built for my investments. He and his team respond quickly and thoroughly so that I never feel as though I am just a number to him. I have recommended him to several colleagues over the years and will continue to do so going forward.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent work rebalancing my portfolio
✅ Wealthtender Certified Advisor Review™
Jan 23, 2026
I recently connected with Sweta to help rebalance my portfolio and identify areas where I was over- or under-exposed as I work toward my financial goals. She took the time to truly understand my needs and conducted a thorough review of my portfolio before recommending a clear path forward. When walking me through the proposed changes, she did an excellent job explaining the rationale behind each decision, which helped me better understand my overall portfolio and strategy. I now feel confident that my portfolio is positioned appropriately, which was exactly what I set out to achieve. I highly recommend her services.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Outstanding Review with Southshore Financial Planning.
✅ Wealthtender Certified Advisor Review™
Jan 23, 2026
I am a medical doctor about one year away from retirement and have managed my own investment portfolio throughout most of my career. As I approach retirement, I wanted a comprehensive, objective review of my entire financial and retirement plan. After researching several options, I chose Chris Shoup at Southshore Financial Planning largely because of his transparent and reasonable fee structure.
Chris did an exceptionally thorough job analyzing my full financial picture. He uses a very organized, step-by-step planning process that includes a series of focused meetings, which allowed us to thoughtfully build a plan together. The final product was detailed, refined, and well thought out. It addressed cash flow projections, tax considerations, Roth conversion strategies, Social Security timing recommendations for both spouses, and asset allocation with appropriate adjustments.
He also covered the broader aspects of estate planning, including insurance considerations and coordination with legal documents. Importantly, Chris did not push any specific financial products. As someone who is cautious about advisors who aggressively promote annuities, I greatly appreciated his objective, advice-only approach.
I was extremely pleased with the entire process and found his recommendations to be sound and well worth the investment. If I decide to work with a full-time financial advisor in the future, Chris will absolutely be my first call. There is a lot to like about his management style and fee structure, and I would highly recommend him to anyone seeking thoughtful, unbiased financial planning.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 22, 2026
We've been working with Allen since he started 7 Saturdays Financial. It has been an outstanding experience from the beginning and continues to be! Allen's knowledge of all aspects of financial planning is impressive. His answers to questions are concise and easy to understand. He has established a highly organized system to guide our financial goals. And maybe more than anything Allen understands and values the importance of family in all our decisions. We are beyond thankful that we connected with Allen and look forward to many years working together.
Relationship 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™
Jan 22, 2026
My financial advisor of over 20 years passed away suddenly this summer, so I started the daunting task of hunting for a new advisor that would manage my 403B with low fees, low stress, and personal attention. I am so happy that I found Steve Witter from Bentham. I knew he was the advisor I was looking for after our first conversation over the phone. He gave me valuable information and suggestions that I was in the dark about and made it all easy to understand. He was knowledgeable, responsive, and quickly handled all the confusing details to help get my account/insurance in order. I am so thankful and relieved I found someone who can answer my questions, understand my financial needs & can lead me in the right direction for my 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.
Work ethic, Dedication
✅ Wealthtender Certified Advisor Review™
Jan 21, 2026
Yohance has been amazing. He is knowledgeable, patient and persistent. He has great team building skills and really takes one’s value into consideration. He has been a huge blessing.
Relationship 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™
Jan 21, 2026
I’ve had an excellent experience with Continuum Wealth Advisors. Both David Rath and Jen Henry are knowledgeable, approachable, and genuinely committed to helping clients achieve their financial goals. They take the time to explain strategies clearly, answer every question, and provide personalized guidance that makes you feel confident about your decisions. Their professionalism and attention to detail make working with them a true pleasure. I highly recommend David, Jen, and the entire Continuum team to anyone looking for thoughtful, trustworthy financial advice!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Financial Advisor Review (Symphony Wealth Group)
✅ Wealthtender Certified Advisor Review™
Jan 21, 2026
The staff at Symphony Wealth are professional and courteous. I appreciate their deep financial knowledge, guidance and care. My wealth advisor is Amber Andregg; Amber has managed my investments and financial plans for many years. She provides comprehensive strategies that meet my short and long term goals. Their office is conveniently located in Plano near the tollway and Legacy.
Relationship 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
✅ Wealthtender Certified Advisor Review™
Jan 21, 2026
I have been associated with Sweta since 2022 and it has been a great experience because she took time to understand my unique financial needs and created a plan that suit me. She is always available to address any questions or concerns and does bi yearly meetings with me to discuss any changes to my situation and adjust my plan accordingly! Thank you Sweta!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Retirement Planning
✅ Wealthtender Certified Advisor Review™
Jan 20, 2026
My wife and I very much enjoyed our experience working with Sweta. She is very knowledgeable and was a pleasure to work with. This was our first time working with a financial advisor. Sweta prepared a very detailed, but easy to follow financial plan. Her professional direction has helped us get our financial house in order in preparation for retirement. We truly value our relationship with Sweta and look forward to her continued support in the future.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 19, 2026
We have been working with 7 Saturdays Financial since 2024 and cannot say enough good things about Allen and his team. Their unique guardrails approach and detailed planning gives us the confidence that our long term retirement goals will be solid and achievable. Would highly recommend connecting with Allen!
Relationship 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™
Jan 19, 2026
Rated 5/5. With Simplify Wealth Planning, I gained clarity on retirement readiness and crafted a solid diversification plan. They also helped me right-size my insurance, which gave me peace of mind about my future. The team’s insights ensured I’m on track for my desired lifestyle. I would recommend Simplify Wealth Planning because their advice was tailored and insightful.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
3 year feedback with Financial Cornerstones
✅ Wealthtender Certified Advisor Review™
Jan 19, 2026
Upon retirement 3 1/2 years my wife & I initially used the financial organization who had been managing my company sponsored 401k program. They converted my 401k and pension disbursement into an IRA to go with our personal IRA savings, and quickly invested our lifetime of savings into companies and funds, some of which I recognized as a mis-match of values (ours to theirs). Every day of retirement for those first six months I was worried about our savings. Those worries went away when we moved everything to Financial Cornerstones. Thank you for the peace of mind!
Relationship to Financial Advisor: Client since 10/2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Results Driven while Aligning Values
✅ Wealthtender Certified Advisor Review™
Jan 19, 2026
Financial Cornerstones has surpassed my expectations with investment management and retirement planning. Not only do they align with my values through faith based investing, but their customer service is top-notch. I appreciate the "Mark on the Markets" update to keep me abreast of current market impacts, and our review sessions to make sure my long term goals are priority. The professionalism is unparalleled, and I highly recommend Financial Cornerstones to anyone looking to align their beliefs with how they live their live and invest.
commitment to ethical investing. They delivered solid results and excellent customer service, making them a top choice for anyone looking for reliable financial guidance.
Relationship to Financial Advisor: Client Since 12/2/2018
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Expectations Greatly Exceeded!
✅ Wealthtender Certified Advisor Review™
Jan 19, 2026
We've been extremely impressed by the professionalism, preparedness, sophistication, warmth, and hospitality exhibited by the team at Brindle & Bay. Connie and Tori have been such a pleasure to work with. We are just so happy about the choice we made to partner with them to manage our wealth. It's early on in our relationship still, but we are confident that we have made the right choice.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 18, 2026
My husband and I recently moved to Austin and had some financial related questions. Brady Lochte at Axon Capital Management was very helpful and informative. We really appreciated how Brady took the time to explain what a fee-only fiduciary advisor does and how financial planning could benefit us.
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™
Jan 18, 2026
Sonmore Financial has exceeded my expectations. This is the first financial company I worked with that didn't make me feel like just a number. I most enjoy the face-to-face QBR's for clarity and future 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™
Jan 18, 2026
I’ve had an excellent experience working with my financial advisor, Mr. Terry Scipio. He took the time to truly understand my goals, explained complex financial concepts in a clear and approachable way, and provided thoughtful, well-structured advice. I always feel informed and confident in the decisions we made together. His professionalism, responsiveness, and genuine commitment to my financial well-being really sets him apart. I highly recommend Mr. Terry Scipio to anyone looking for trustworthy and knowledgeable financial guidance.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 18, 2026
Where do I begin? The Mitlin team has been part of my life for MANY years. Jorrell has been instrumental in helping me organize my finances and plan for my future. He has provided strategic advice, attention to detail, and proactive communication, all of which are a cut above the rest. I appreciate the teams’ professionalism and confidently recommend their services. It has been a JOY to work with them.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
We love working with Joe at Mayfair Financial
✅ Wealthtender Certified Advisor Review™
Jan 17, 2026
For many years, the majority of our investments were managed through a big name firm. Although our nest egg grew, they weren’t forthcoming on the fees we were paying. They also didn’t offer expertise in goal setting or living off our investments post-retirement.
We were seeking a fee-only, fiduciary advisor. Joe at Mayfair Financial stood out first based on his outstanding qualifications: Ph.D. in Economics and a Master's in Personal Financial Planning, CFP, EA and CRPC. You can tell he was a great teacher to students and still for his clients. When he says he helps clients untangle the complexities of financial markets for retirement planning, we wholeheartedly agree. Joe offers sound advice for how to structure our investments for growth today. He also gives easy to follow advice about budgeting and withdrawal strategies that will allow us to maintain our standard of living without prematurely depleting our nest-egg.
Working with Joe, we find he is kind, thoughtful and patient. He is always willing to take the time needed to help us understand the complex and sometimes counterintuitive concepts of growing and maintaining wealth for a secure and happy retirement.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 16, 2026
Working with Keith has been a great experience. He took the time to understand my situation, and explain options in a way that makes sense. Keith's advice was objective and tailored specifically to my goals and timeline.
Relationship 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™
Jan 16, 2026
Since engaging with Scipio Financial Services, I have been extremely impressed by their ability to make my portfolio grow in value. Their careful and watchful eye and attention to detail has brought me great financial wellness and success. As a new client, I am confident that this financial engagement with my investment portfolio will continue to benefit me and my family as we move ahead.
Relationship 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, Patient, and Strategic Guidance
✅ Wealthtender Certified Advisor Review™
Jan 16, 2026
I’ve had a wonderful experience working with Nick. From the very beginning, he has demonstrated an exceptional ability to truly listen—to my goals, questions, and concerns. He takes the time to explain financial concepts clearly and thoughtfully, making the process educational, approachable, and never overwhelming.
What stands out most is his patience and forward-thinking approach. He doesn’t rush decisions and consistently helps me think not only about where I am today, but where I want to be long-term. He brings a calm, strategic perspective and ensures each step aligns with both my values and future plans.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Going above and beyond to help me reach goals
✅ Wealthtender Certified Advisor Review™
Jan 16, 2026
Diana has gone above and beyond in our relationship, and I am forever grateful. She is super consistent and always follows up with me, helping me pick up where we dropped off every time. I've implemented many new habits upon working with her, and I feel so much peace of mind knowing my financial house is in order and in her hands. I'd highly recommend Diana as an 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.
One of the best financial decisions I have made!
✅ Wealthtender Certified Advisor Review™
Jan 15, 2026
I have been working with Brandon for 20+ years and it has been one of the best financial decisions I have made! He is knowledgeable, patient, and listens to your personal goals and formulates a plan based on what YOU want/need. Saving for my retirement is one less thing I have to stress about, because Brandon takes care of everything!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
The best team to care for your finances
✅ Wealthtender Certified Advisor Review™
Jan 15, 2026
I searched quite some time before finding a financial advising team that I trusted. Brandon is an excellent leader who genuinely cares about all of the firms clients and employees. Not only does the team at Kennedy financial make wise investment choices, they genuinely care about their clients at a personal level. They have celebrated with me through some very good times and lifted me up when I’ve been at my lowest times. They are truly an extended family to me. My brother and some very close friends have also joined the team after seeing and hearing what they’ve done for me. I am so very blessed to be a part of the Kennedy financial group for over 10 years now! You can’t go wrong going the Kennedy Financial Group.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Financial Assistance
✅ Wealthtender Certified Advisor Review™
Jan 15, 2026
I have used Kennedy Financial Group for years, first with a business 401k account then with a personnel account. They have always been extremely helpful and do what they say. They have good ideas in how to navigate tax and wealth strategies. I am now able to live a financially comfortable retirement life due to their help.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
We love Stacy!
✅ Wealthtender Certified Advisor Review™
Jan 15, 2026
We’ve had several meetings with Stacy over the last few months. We are really enjoying the experience! She is very thorough and kind! She is helping us do an overall financial plan and a thorough retirement planning review.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Danika helped me move from overwhelmed to thinking big!
✅ Wealthtender Certified Advisor Review™
Jan 15, 2026
I highly recommend Danika and the entire team at XENA Financial Planning. I began working with Danika with a specific goal: to improve my financial literacy around my compensation and develop a clear understanding of my net worth. In the two years since, I've made major strides thanks to her support and education.
What sets Danika apart is her ability to take financial concepts that once felt inaccessible and make them click using plain language. She never makes me feel judged for what I don't know. Instead, she presents options clearly and helps me arrive at informed decisions. She also keeps her finger on the pulse of the market and legislation and is proactive about explaining how shifts might impact my personal situation.
I'd recommend Danika and XENA to anyone looking for a team that is empathetic and informed. She's helped me fundamentally reframe my relationship with money. Where I once approached finances with fear and intimidation, I now feel confident managing my own financial life and thinking bigger about 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™
Jan 14, 2026
Steve did a great job explaining measures that should be taken prior to retirement.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
High Integrity Financial Planner with a Broad Skillset
✅ Wealthtender Certified Advisor Review™
Jan 14, 2026
I have known Doug for over 20 years and he has provided me with investment advice as well as offering family planning. I am blown away by how much he knows and services that he provides his clientele.
In today’s world, many people in finance always take the easy route — this is the antithesis of Doug’s approach. Doug provides value by going the extra mile and deeply caring so that he can help plan every goal and hit every milepost for his clients for a good price. Doug is not in the game to collect a large percentage of your portfolio and sit back — he prices fairly and puts in the work
Thank you for being a high integrity life financial planner, Doug!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Test
✅ Wealthtender Certified Advisor Review™
Jan 14, 2026
Test
Professional and approachable with personalized plans
✅ Wealthtender Certified Advisor Review™
Jan 14, 2026
From the first outreach we had with James his response was extremely approachable and friendly, while also being a true professional and setting expectations. Often times in the financial planning world, advisors can be too cold and calculated, or solely focused on how much money you can bring over, but was not the case here. After having an exploratory call and explaining our scenario James outlined how he would approach everything and was never pushy to move "all of our money" over as many planners attempt to do, but rather showed us all of the options him and his team could provide. After working with James for almost a year now and throwing him a few unexpected curveballs that life has come up with, he is a constant solid consultant and provides us with what the plan would do if XYZ happened, rather than his "opinion" of what we should do with our life. It's been a huge value add and stress reducer to have that third party professional advice as we navigate life with a growing family and all the things that come along with it. We wouldn't be able to achieve the things we are, with the reduced level of stress, without James' 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.
Best financial decision we've ever made
✅ Wealthtender Certified Advisor Review™
Jan 13, 2026
My husband and I have been working with James since 2019 when we were relative newlyweds, and I can safely say working with him has changed our financial lives forever. He finds ways for our income to work harder for us, and has been alongside us on the journey the whole way, from selling a house and learning how to invest, to welcoming our two sons and saving for their future, to crafting a financial plan that will help us retire without burden. Most importantly, he connects with us as humans and helps us uncover what our values and goals really are, not just for retirement but for *today*. I have referred several of my friends to him (and they are now devoted clients), and would recommend James to anyone looking for a better, happier path forward.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Empowered in my financial literacy!
✅ Wealthtender Certified Advisor Review™
Jan 13, 2026
I came to Danika at the recommendation of colleagues who have worked with her and thank goodness I did. I had been working with a financial planner and an investment broker who were condescending and talked down to me as a woman consistently telling me they'd "just take care" of my money and "not to worry" when I'd ask them questions so I could learn. Working with Danika is a complete change from that experience. She empowers me to learn, includes me in decision making and ensures that my investment portfolio aligns with my values. I've learned so much from her, feel confident in making decisions and am never afraid to ask questions so I know I understand decisions we are making. What a refreshing take on financial planning compared to the traditional "finance bro" approach!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Brilliant, warm, trustworthy
✅ Wealthtender Certified Advisor Review™
Jan 13, 2026
Working with James has helped us so much. I know we have someone in our corner that works carefully with integrity to do what we need to achieve our goals for stability both in our present and future. He has incredible skills at translating the possibilities and scenarios our funds create (or may not create given the volatilities involved). He then builds them out and keeps us informed along the way. They have user-friendly online tools and responsive communications systems. I can't recommend James and this team 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.
Thoughtful, reliable, engaged financial advising
✅ Wealthtender Certified Advisor Review™
Jan 13, 2026
My husband and I have been working with Danika for almost a year and she has already been invaluable in so many ways. She has helped us get a handle our existing accounts, set up new investments based on our values and priorities, ensured we have the right level of insurance, and have a will in place, and more. It is so reassuring knowing that we have an expert on our side, helping us make the right moves thoughtfully, and keeping us on track. Danika and her team have been a delight 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.
Proactive, pragmatic, and handles complexity
✅ Wealthtender Certified Advisor Review™
Jan 13, 2026
Danika has been great to work with. My financial situation is complicated—international considerations, equity compensation, real estate projects, lots of moving pieces—and she's one of the few planners I've talked to who actually seems to enjoy the puzzle rather than defaulting to generic advice.
What stands out most is how she's always thinking ahead. She's literally planning, not waiting for things to happen and reacting. Detailed meeting notes with clear follow-ups, reaching out before big financial events rather than after, and actually digging into problems that don't have easy answers. Her team is also responsive when things need to move quickly.
What makes me happiest about working with her is that she's pragmatic. It all starts with what I want from my life, and then we work backwards from there. Not the other way around.
If you're looking for someone who can handle non-standard situations and thinks through tradeoffs with you rather than at you, she's worth talking to.
Relationship 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™
Jan 12, 2026
I have worked with several of the investment professionals who are now at Traveka for many years and they are exceptional. If you are in need of stellar wealth management services, I would look no further - this is the team you want in your corner. I have had nothing but positive experiences with them.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Combines Expertise With A Personal Touch
✅ Wealthtender Certified Advisor Review™
Jan 12, 2026
I have worked with Peter Garelick as my financial advisor for over three years, and I can say without hesitation that he brings a level of personalization, responsiveness, and trust that is rare in this field. Peter consistently takes the time to answer every question thoroughly, ensuring I fully understand my options and feel confident in my decisions. I have never felt like “just another client”; he stays closely aligned to my evolving goals, life priorities, and broader financial strategy.
Most notably, Peter was an invaluable partner during a career layoff. He helped me stay grounded and pragmatic, guiding me through realistic decisions that protected my balances and long-term outlook while I navigated the transition to my next role. His counsel during that period was steady, thoughtful, and deeply reassuring.
If you are looking for a financial advisor who combines expertise with a truly personal touch and ongoing attentiveness to your life and career, I highly recommend Peter Garelick.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
No longer very good
✅ Wealthtender Certified Advisor Review™
Jan 12, 2026
Used to be a good site a few years ago, but the quality has noticeably gone downhill. I found several inaccuracies in just a few minutes on the site, so I had to leave. It's a shame to see.
Retirement Planning
✅ Wealthtender Certified Advisor Review™
Jan 12, 2026
Brennan what incredibly helpful with a positive outlook on my retirement goals. He was very easy to speak with which made the topic of money more comfortable to discuss. The communication and return on his financial evaluation were timely and thorough. I enjoyed the time that we interacted.
Relationship 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 advice!
✅ Wealthtender Certified Advisor Review™
Jan 10, 2026
Jane did a fantastic job providing very detailed advice and laying out all of my options. Would highly recommend for anyone needing financial advice or support!
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™
Jan 09, 2026
We have been nothing but impressed since starting our journey with Evan almost 8 years ago. He built a fianncial plan for our family that we feel confident in, both short term and long term! This plan has helped us achieve goals that we did not realize were possible and more importantly it provides us with financial peace of mind. Evan is always available to lend a hand, offer advice, and ensure that we stay on track toward our goals as well. He has made complex decisions more manageable for us and we hope to continue working with him for many years to come! I highly recommend Sage Street 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.
20 Years of Trusted Family Financial Guidance
✅ Wealthtender Certified Advisor Review™
Jan 09, 2026
I have known Bob Porter personally for over 25 years, and he has served as my family’s investment advisor at Porter Investments for two decades. Over that time, Bob has proven himself to be a professional of the highest integrity. He is never too busy to talk through our finances, always providing straightforward, honest evaluations that have been instrumental in securing our family’s financial future. What I appreciate most is the care he takes to explain the 'why' behind his advice—his website is also a fantastic resource, full of helpful articles that make complex financial topics easy to understand, like the great overview in the article 'How to Manage Your Spouse’s Social Security Benefits.' If you want an advisor who treats your future as if it were his own, I cannot recommend Bob 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.
An advisor that gives real value
✅ Wealthtender Certified Advisor Review™
Jan 08, 2026
Omar is knowledgeable, creative (can think outside the box), professional, and a very good person. Always there to answer your questions and give you fiduciary advice. I have been working with him for approx. five years and I plan to extend and expand the relationship.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 08, 2026
Russ is really caring, approachable and communicates in a way that helps you feel comfortable when talking about money. He is very patient and always willing to help.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 08, 2026
I have been a Mitlin Customer for a few years and have had nothing but a positive experience. Jorrell has been a great wealth advisor, I truly believe he understands my goals and vision, and wants to help me reach those milestones. He has taken time to address any questions or concerns I have, and he has provided me with realistic and optimistic assessments of expected market performance. Very happy and would highly recommend!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Informative
✅ Wealthtender Certified Advisor Review™
Jan 08, 2026
I was reluctant to seek help prior to retirement to fulfill my long term financial goals and plans. Intentional Living was a step in the right direction by providing answers or direction to questions I had.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Absolutely amazing!!!
✅ Wealthtender Certified Advisor Review™
Jan 07, 2026
Omar Morillo is an exceptional wealth advisor AND person. He goes above and beyond in making me feel secure, he is honest and trustworthy, and his financial literacy is incredible. Because he takes the time to truly listen, he excels at tailoring advice to fit the personal needs of his clients. He made it possible for me to get a bridge loan to buy my new home, made the most of my finances from my old house, and expertly maximizes my overall profile. I 100% recommend Omar with the deepest gratitude and respect!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
It is Simply wonderful working with Omar
✅ Wealthtender Certified Advisor Review™
Jan 06, 2026
Omar is an exceptional advisor. Beyond the outstanding customer care provided by him and his team, his depth of knowledge and experience consistently translates into real, measurable growth. He takes the time to tailor solutions to each client rather than relying on a one-size-fits-all approach. 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.
President
✅ Wealthtender Certified Advisor Review™
Jan 06, 2026
We are extremely happy with the work Omar Morillo has done for us. He is our Retirement Plan Advisor and has also guided us through different areas of Financial Advising, and we could not be more satisfied.
Omar is highly knowledgeable and brings a great deal of experience to everything he does. He takes the time to clearly explain complex financial topics and always makes sure we understand our options before making any decisions. His guidance has given us confidence and peace of mind when it comes to our retirement planning and overall wealth management strategy.
What truly sets Omar apart is his professionalism, honesty, and genuine interest in his clients’ long-term success. We trust his judgment completely and truly value his advice.
We highly recommend Omar Morillo to anyone looking for an experienced, reliable, and knowledgeable financial and wealth management advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great service
✅ Wealthtender Certified Advisor Review™
Jan 06, 2026
always available for any questions or concerns, schedules review of accounts and goes over the details so that there is a clear understanding of the account.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Recommending Omar Morillo
✅ Wealthtender Certified Advisor Review™
Jan 06, 2026
Omar was referred to me by my accountant to help setup a Defined Benefits Contribution plan about ten years ago. I felt so confident working with Omar that I eventually transferred my Raymond James holdings over to him. Omar is highly intelligent, passionate about his business, cares for his customers, very trustworthy and extremely responsive. Omar is a great listener and offers thoughtful advice. My portfolio has been preforming well based on many of Omar's recommendations. In addition to Omar being my wealth advisor I now also consider him 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.
MD
✅ Wealthtender Certified Advisor Review™
Jan 06, 2026
EXCELLENT 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.
This is your guy great person to work with very happy
✅ Wealthtender Certified Advisor Review™
Jan 06, 2026
I reached out to Omar a couple of years ago, just weeks before the end of the year, when I was facing a serious tax situation. What could have been incredibly stressful turned into a major win thanks to him. Omar saved me a substantial amount of money on taxes and helped me set up a pension plan, all in a very tight timeframe and with impressive efficiency.
Since then, he’s been consistently checking in and staying engaged. We have ongoing conversations, and it’s clear he genuinely cares about my financial well-being, not just the transaction. Omar is a great person, extremely knowledgeable, and has helped me tremendously with all of my financial advisor needs.
I can confidently say I wouldn’t be where I am financially today without his 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 06, 2026
We're so grateful to have found Stu as our financial planner. He's thorough, thoughtful, proactive, honest, and professional. It's not only about building a financial plan with Stu, but also a long-term relationship. After several initial meetings of gathering data and getting to know us and our needs, we're more than confident that Stu has put together a solid plan for us to follow into our retirement years. We appreciate you Stu, and look forward to the growth of our relationship in the years to come.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 06, 2026
My wife and I (both in our early 30s) reached out to Keith to ensure we were on the right track for retirement. While we were already good at saving, we struggled with how to effectively allocate those savings toward our specific long-term goals.
Working with Keith over the last 4 months has been eye-opening. He didn't just give us a generic plan; he built a customized investment and savings strategy tailored specifically to us. He also walked us through retirement nuances we hadn't previously considered and provided expert insight into our questions regarding taxes and insurance. Keith truly took the time to understand our situation from day one. We’ve just finished our initial plan and feel much more confident in our financial future. We highly recommend him to anyone looking for a proactive, knowledgeable 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.
Thankful
✅ Wealthtender Certified Advisor Review™
Jan 06, 2026
Ali is a fabulous financial advisor. She listens, explains things in straightforward and comprehensible way, always responds to my calls or emails in a timely manner, and is overall a delight to work with. She has reviewed with me all of my current documents such as long term care, taxes, other insurance, etc. Ali follows up with me on "to do" items so that I do not miss a deadline, such as prepayment of taxes. She has also assisted me with an appeal to Medicare re my monthly premium. You can't get any better!! I am extremely Thankful to have found Ali and finally feel confident on where and how my money is invested.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
I Highly Recommend Alexis Hongamen
✅ Wealthtender Certified Advisor Review™
Jan 06, 2026
As a long-time DIY investor retired for 15 years, my primary goals have been capital preservation with just enough growth to outpace inflation. For the last few years, this worked well through a conservative portfolio heavy in CDs, bonds, and physical gold bullion coins, with minimal stock market exposure.
However, shifting circumstances created challenging dilemmas: declining interest rates reduced my fixed-income yields, while upcoming required minimum distributions (RMDs) from my IRAs and 401(k) would push more income into taxable accounts. This risked increasing my modified adjusted gross income enough to trigger higher Income-Related Monthly Adjustment Amounts (IRMAA) surcharges on Medicare premiums. This pulled me in two opposing directions: needing growth while minimizing taxable income.
That's when I decided to consult a professional financial planner, specifically seeking a fee-only fiduciary to avoid conflicts of interest. Using directories like the Garrett Planning Network, I identified three qualified candidates. After talking with Alexis Hongamen, he seemed to be perfect, so, I hired him immediately.
I'm very happy with that decision. Alexis quickly understood my situation during a complimentary Zoom consultation and eventually crafted tailored recommendations that directly addressed both dilemmas, including strategic use of a Multi-Year Guaranteed Annuity for reliable, tax-efficient growth.
Despite his office being in Orlando (and me living about three hours away), communication has been seamless via email. He responds promptly, thoroughly, and with clear, precise explanations to all my questions.
I highly recommend Alexis Hongamen of Total Financial Planning for anyone seeking unbiased, expert financial advice. His fiduciary approach and client-focused service are outstanding.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
College Financial Planning
✅ Wealthtender Certified Advisor Review™
Jan 06, 2026
We were referred to Peek Financial by our college counselor while navigating college planning for our high school senior. Justin Peek and Madelyn Roberts provided truly outstanding service. Justin guided us through the college financial planning process using clear, easy to understand language, which made a complex topic feel manageable and stress free.
Their proprietary college financial planning software gave us valuable clarity around our financial obligations. Justin also went above and beyond by helping us appeal one college’s financial aid package, which resulted in an additional $6,000 per year.
We highly recommend Justin and the team at Peek Financial for college and financial planning 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.
A Trusted Advisor Who Goes Above and Beyond
✅ Wealthtender Certified Advisor Review™
Jan 06, 2026
I have worked with Lei for about two years and have been extremely impressed with her professionalism, knowledge, and genuine care for her clients.
From the very beginning, she took the time to truly understand my overall situation — not just my finances, but also my family circumstances, career, and both short-term and long-term goals. Because of this, her advice has always felt thoughtful, personalized, and well-aligned with my individual needs rather than generic or one-size-fits-all.
She is consistently responsive and approachable, whether in scheduled planning meetings or through quick questions by email. I always feel heard, and she takes the time to explain options clearly and patiently. She is very knowledgeable and stays current on changes in the economy, tax rules, and financial policies that could impact planning decisions.
What really sets her apart is the comprehensive nature of her guidance. She is willing to learn and delve deeply into various areas, ensuring that her advice reflects the comprehensive financial picture rather than isolated pieces.
On top of her technical expertise, she is kind, patient, thorough, and an excellent communicator. She consistently goes above and beyond expectations, and working with her has given me confidence and peace of mind about my financial planning.
I would highly recommend her to anyone looking for a knowledgeable, thoughtful, and truly client-focused financial advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Caring, Trusted Retirement Planner
✅ Wealthtender Certified Advisor Review™
Jan 06, 2026
I have had the privilege of working with Brennan over several years, first at Fidelity and now through Decima Wealth Consulting. Throughout this time, Brennan has consistently demonstrated exceptional expertise in financial planning and a truly holistic approach to wealth management. What sets Brennan apart is his commitment to understanding each client’s unique circumstances and goals. Brennan invests the time to listen carefully, ensuring that every financial strategy is tailored to the individual’s needs. His ability to distill complex financial matters into clear, actionable steps makes the planning process both accessible and empowering. Having worked with other financial planners in the past, I can confidently say that none have matched Brennan’s personal touch, genuine care, and unwavering trustworthiness. Brennan’s communication skills and dedication to client success are second to none. For anyone seeking comprehensive and personalized wealth management, I highly recommend Brennan! His professionalism and client-focused approach make him an outstanding choice for achieving your financial goals.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 05, 2026
My wife and I have worked with Russ Thornton for several years now. Russ is an exceptional financial advisor. His personal attention and sincere interest in our interests, goals, and needs is rare in today's financial services world. Russ admits he isn't a fit for everyone but if you are looking for someone to truly understand your situation and goals, how to live a life that you want and not focus the latest stock fad, then you need to have a conversation with Russ. He will open your mind and heart to what drives you, where you want to get to, and how to get there on your time table.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Strong financial guidance for a busy family
✅ Wealthtender Certified Advisor Review™
Jan 05, 2026
Working with Malissa Marshall has been transformative for us. As two busy professionals with a growing family and limited time to untangle complex financial planning, Malissa instantly brought clarity, structure, and peace of mind to our financial life.
From the beginning, she made everything feel manageable — translating complicated tax and planning concepts into clear, actionable guidance, always tailored to our unique situation. What stood out most was how she not only helped us understand what decisions to make, but when and why — helping relieve the stress of guessing or second-guessing big financial moves.
We also appreciated that Malissa has real expertise in cross-border tax and financial planning. This is a major plus given our European roots and future possibility of moving back to Europe. Her experience with international tax scenarios gave us confidence that nothing will fall through the cracks, no matter where life may take us.
Importantly, she's thoughtful, patient, and always a great reminder of the steps we should be thinking about next. That's exactly what we needed given how little time we have. Malissa doesn't just give advice; she helps you feel confident about executing it.
Overall, we highly recommend Malissa — she’s professional, caring, and truly excellent at what she does. We couldn’t be happier with her support and 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.
Great Financial Partner and Friend
✅ Wealthtender Certified Advisor Review™
Jan 05, 2026
We found Bryan after researching diligently advisors and was struck by his story first and foremost - which was front and center, which already gave us a level of trust and respect before we even met him. After meeting him for the first time, we knew almost immediately that we had found the right Financial Advisor for us. Unlike going with a big brand, we were intrigued that Bryan came from that world, but instead was inspired to build his own smaller firm, taking on clients he related with, trusted and wanted to see succeed. He was candid about how he got here, what drew him to start his own firm and was very clear in his vision for his clients.
Our first few meetings were to level-set and really get to know each other. He asked some deep questions about where my husband and I wanted to be, what our values were and where our priorities were in relation to each other. While I commented it almost felt like a therapy session - it was vitally important as he crafted our next 50 years of financial future to know that we were on the same page. We are at a point in our careers and life where we were / are about to make some monumental decisions, and working with Bryan helped us secure a safety-net and comfort that we had an ally in making those decisions.
He helped us plan for our Surrogacy journey to have our first child, which we have already kicked off thanks, in-part, to Bryan's planning. I dare say we might not have ever gotten here so quickly unless Bryan had planned accordingly, and provided a financial pathway for us to feel confident that we could do it. We had originally thought we would be able to afford surrogacy 'down the road' but he looked into our finances and savings, and from day one was confident we could make 'down the road' a reality in under a year, and pushed us to finally officially start the process earlier this year when he gave us the green light financially. This is not just financial planning - Bryan is a true part of our decision-making process of some huge impactful decisions for our family, and we are grateful.
Results-wise - besides being able to make our surrogacy journey a reality sooner than we could've ever thought, our finances look great, he explains where we are at in a very clear, accessible way and the tools he uses has given us a level of security and comfort we couldn't have dreamed of a few years back. Bryan also helps us stay flexible, pivots quickly and stays in constant contact - really putting a human-face and personality behind this process, rather than just using dashboards and platforms.
We would both highly recommend Bryan for financial planning and wealth building to our friends and family (and have!).
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 04, 2026
Mike and Upbeat are truly fantastic. We began working with Mike early on in our careers and relationship and genuinely believe he has had a big impact on our success and quality of life. Mike is thoughtful, responsive, and very good at what he does. He assists us in so many parts of our life that I would never have initially even considered. Highly 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™
Jan 04, 2026
Stu was very professional and informative in using his financial knowledge to best tailor a plan for me, just starting out working fresh out of college. He was very friendly and easy to work with. No only does he provide advice, but he was able to provide different spreadsheets and graphics that I can mess around with after our meeting to plan for my future. Stu was great to work with and I won’t be working with anybody else!
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™
Jan 03, 2026
I moved my account management to FFA due to my advisor, Angel, joining. I appreciate that FFA works independently with unbiased advice, and Angel is the best when it comes to proactive, hands on management (and growth!) of my personal finances. I can’t say enough good things about his work, whether it’s connecting me to tax professionals, ensuring my money is properly managed to grow for my eventual retirement, or ensuring I have extra liquidity in a pinch, he’s always steered me right and I feel comfortable and confident with him at the helm.
Relationship 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™
Jan 02, 2026
I contacted Tim online for advice about an interstate real estate purchase and he could not have been more helpful. He responded quickly and gave me valuable, accurate advice. I highly recommend his services and will definitely seek his guidance in the future.
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.
Very happy with Traveka
✅ Wealthtender Certified Advisor Review™
Jan 01, 2026
Tony has been an excellent financial advisor. He is very generous with his time and has patiently guided us through the complexities of financial planning. Tony is a great communicator and always available to us. He respectfully tailors his advice according to our risk tolerance and personal circumstances. His judgment has been quite sound over the years we have been working with him. Tony has earned our trust. Overall, we are very happy with Traveka’s services and plan to stay with them for many years to come.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 30, 2025
Very responsive and personal service. I totally 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™
Dec 30, 2025
Aaron is a great financial advisor! He always takes time to answer questions in a thoughtful way.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: The ratings and comments reflect each client's own views and opinions.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 30, 2025
Keith has been our financial advisor for almost a year; from the very first meeting, his integrity and transparency were obvious. He explained everything clearly, never use pressure tactics, and consistently put our goals first; no hidden agendas or commission were driven by his recommendations. Throughout this year our confidence in him only grows. If you're looking for a financial advisor you can genuinely trust with your future, Keith Hensley is the one. What stands out most is his complete trustworthiness, he was transparent about his fee, never push unnecessary products and truly act in our best interest as our advisor. We've felt completely at ease handing over our finances to someone so honest and reliable. I can't recommend him 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™
Dec 29, 2025
It's providence - that's how I found TwoTen Planning and Stuart. I was looking for a financial advisor who understand the complexity of corporate compensations, RSU, ESPP and tax planning for retirement. From his bio and what I can check out, Stuart seems a good fit for my situation and after our first meeting I had a good feeling about this relationship which will be long term! After several months of working through my messy finances and consolidating everything so I can have a holistic picture of what everything look like, I feel confident enough to begin the work on the mission that I feel convicted to start for a while now. Finally, I feel that Stuart truly care and that's the best endorsement I can actually make.
Relationship 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 anyone starting out on their financial planning journey!
✅ Wealthtender Certified Advisor Review™
Dec 29, 2025
I had never considered getting a financial advisor until recently, as I feel comfortable with managing my month-to-month accounts but had never really considered what to do longer term. Taking the plunge into this world seemed intimidating, but with a bit of guidance I decided to seek out someone who works on a fee-only basis for initial assessment, to minimize conflict of interest and to really understand my situation and help me shape my long-term goals.
I reached out to several advisors, and I liked that Jane took time to ask me about myself personally—my life, my values, my dreams—before I needed to make a commitment. I’m very happy I chose her to help me chart out my financial future. Knowing that I was new to financial planning, she approached the process with care, curiosity, and thoughtfulness so that I could feel comfortable and in control at every step of the way. She was thorough in her explanations, accommodating to my questions, and helped me along with the many tasks involved in getting my finances in order. Along the way she also demonstrated a much higher-level acumen that instilled trust in me to continue my journey with her into long-term management.
Overall she was a really great fit for my situation — uncertain how to approach creating a financial future for myself, and needing attention, patience, and practical help. Would highly recommend her to anyone at the same place on their 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.
Retirees working with Joe
✅ Wealthtender Certified Advisor Review™
Dec 29, 2025
My wife and I are in our 70's (myself late 70's) and moved from MA to New York City a year and a half ago and are renting an apartment. We have been contemplating buying a coop, and wanted some professional advice on whether to do that or continue renting, and how long our money would last under either scenario. After a couple video calls, Joe presented us with very detailed analyses of the options, including under different possibilities such as with or without figuring in potential long-term care costs. Joe is very knowledgeable and also easy to talk with. We especially liked that besides just putting out numbers he spends time talking about our preferences in different scenarios and their implications. E.g. the stability of owning vs the potential problem of feeling a need to move because of a major financial downturn and then not being easily able to sell a coop. He really listened to what we said and worked with that but at the same time would call us on what he felt might be unreasonable ways to look at something. This was very valuable. Bottom line is that we came away from it (it was set up as a one-time consult project) feeling we had a far greater understanding of our financial situation and how to proceed. We will definitely go back to Joe in the future when it is time to reassess things.
Relationship 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 from Bouchey Financial
✅ Wealthtender Certified Advisor Review™
Dec 29, 2025
Staff is wonderful ! We feel very comfortable knowing Bouchey Financial is taking great care our money .. thanks to Paolo and Scott!!
Relationship 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™
Dec 28, 2025
Stu is someone to trust with building a well-thought out financial plan and is not in the business of leading someone down a path through sneaky sales tactics but rather listens intently to provide his interpretation on what is best for someone financially.
Relationship 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™
Dec 28, 2025
My wife and I have been a client of Mitlin Financial for approximately 7 months now. Mitlin was recommended to us by my sister and brother-in-law since I would be retiring in September of 2025. I am so glad we called to schedule an appointment with Jorrell.
We were going through some changes in our life with me retiring, going on Medicare etc.
After the meeting my wife and myself were impressed with Jorrell's professionalism and knowledge. He answered any questions we had and explained everything clearly.
Jorrell took care of transferring my 401k over from my former employer and transferring my wife's over from her former employer also.
He also made the process much easier with recommending other firms Mitlin works with regularly for help with going on Medicare (Kevin) and introducing us to an Account (Joe) for tax preparations and questions.
It's a good feeling knowing Jorrell and the rest of the Mitlin team is looking out for our future!
John & Theresa E.
Relationship 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™
Dec 27, 2025
Jeff has been a solid resource for our post retirement rebalancing of investments and tax planning. He listened very carefully to our wants and needs at all times. Carefully tailored our Roth conversion strategy to best meet our specific goals. Great listener and has solid knowledge transfer skills. We Highly recommend Jeff as a trusted fiduciary resource .
Relationship 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™
Dec 26, 2025
Highly recommend Kevin for anyone seeking a fee-only financial planner. He focuses on what actually makes sense for your family rather than pushing products. We loved that his plan was easy to follow, whether we managed it ourselves or used his services via Altruist. It’s rare to find someone so transparent and dedicated to their clients' 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.
He'll have you save, but not at the cost of enjoying life
✅ Wealthtender Certified Advisor Review™
Dec 26, 2025
We've been with Bob for more than 20 years now. He takes his fiduciary responsibility very seriously. He's easy to talk to, and is willing to discuss ANY topic- finances, bike rides, cars...it's part of why we've stayed with him. From a financial perspective, he has been priceless for our asset management, providing advice on everything from life insurance to saving, to spending more...yes, spending more on the things you want to do! We ask him how to choose investment options in other accounts that he does not manage and doesn't get paid for: work 401Ks, college savings accounts (he even helped identify which one was the most effective for saving), and HSA investment options. His approach has always been to make sure you're saving enough for your family plans and goals, but not to the point that you can't enjoy life. If you want to travel, he will help plan for it. Kids going to college or apprenticeship...no problem. When you're nervous about current events in the market or the world in general and the potential impact to your finances, he'll usually be able to talk you off the ledge. He also has a network of other professionals if needed. From taxes to wills and legal support, Bob can point you to someone that he trusts- so you'll start from a position of trust as well.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 23, 2025
Daniel did a wonderful job helping my wife and I navigate my retirement at 62 and our move to Mainland. He pointed out things we did not consider and presented a plan that handled the transition perfectly. Daniel’s fee-only payment plan was perfect for us in this situation. Kudos to Daniel for reducing our stress about finances during a crazy year!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 23, 2025
Very helpful and always available. I like dealing with 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.
Disclosure: The ratings and comments reflect each client's own views and opinions.
Jordan Gilberti
✅ Wealthtender Certified Advisor Review™
Dec 23, 2025
Jordan Gilberti went above and beyond any CPA or financial advisor I’ve worked with. He’s personable, knowledgeable, and genuinely trustworthy. He delivered exactly what he said he would on time, clearly organized, and well executed.
His communication was outstanding, and the follow-up plan he provided after our consultation was thorough, actionable, and easy to understand. I left the process with clarity and confidence in my financial direction. I highly recommend Jordan to anyone looking for a professional who truly does what he says he’s going to do.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 22, 2025
I am incredibly grateful for the guidance and support I’ve received from my financial advisor. They are not only knowledgeable and strategic, but genuinely care about my goals and peace of mind. Every question is answered with patience, clarity, and encouragement, making even complex financial decisions feel manageable. I truly feel supported and confident knowing my financial future is in such capable 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™
Dec 22, 2025
Excellent service for my needs! Continuum is a one stop shop for all your financial planning and tax needs. A great group of people to work with.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Family relation
Disclosure: Mike is a current client and the father of an employee.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 22, 2025
The best! Fee-based, objective financial planning. Routine sessions are always well-structured with clear objectives, and the team has great availability for ad hoc 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™
Dec 22, 2025
Relationship 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: The ratings and comments reflect each client's own views and opinions.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 21, 2025
Relationship 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™
Dec 21, 2025
As a DIY'er for nearly 25 years, I realized I could benefit from the help of a true financial professional. After researching several CFP's I found Kevin from a dedicated search for a fee only, trusted, and certified advisor. After seeing and reading his online content, several appearances, and writings, I met Kevin and never looked back. I've found Kevin to be knowledgable and trustworthy- with a no-pressure approach to his services. Kevin uses an excellent set of tools to onboard and walk a new client through the steps needed to ensure a successful outcome. I would highly recommend Kevin to anyone looking for financial planning and investment 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 21, 2025
He is very informative and pleasant 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™
Dec 21, 2025
Relationship 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: The ratings and comments reflect each client's own views and opinions.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 21, 2025
Relationship 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: The ratings and comments reflect each client's own views and opinions.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 19, 2025
This is the greatest team assembled to take care of our finances in this uncertain time. They do all the worrying and hit home runs for os.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Honest, Knowledgeable, Focused, and Compassionate
✅ Wealthtender Certified Advisor Review™
Dec 19, 2025
Our family was seeking an experienced-well versed professional Christian firm that we could trust and have our best interests in all matters. We found that team in PrimeauMayer!
Relationship 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™
Dec 18, 2025
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Contact Josh sooner rather than later!
✅ Wealthtender Certified Advisor Review™
Dec 18, 2025
I attended one of Josh's free community workshops about taxes in retirement and estate planning. He is pragmatic and personable, traits which make him an effective presenter. He is now my trusted financial advisor and I am sleeping better! Josh is a good listener, patiently answers all my questions, and it is clearly evident to me that he has my best interests in mind as he offers guidance and advice. It has been reassuring to build a comprehensive plan with someone who is particularly knowledgeable about issues of concern for those who are 55+. Meet Josh...you'll be so happy you did!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly recommend.
✅ Wealthtender Certified Advisor Review™
Dec 18, 2025
Josh has been invaluable helping us with our financial and tax planning. He is friendly, knowledgeable and interested in helping us with our individualized financial goals, not a one size fits all plan.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A boutique firm that makes the cut
✅ Wealthtender Certified Advisor Review™
Dec 18, 2025
I am thrilled to be getting advised by Foronjy Financial (after having been provided advice by a national firm for 25 plus years and having tried getting sound advice from an all-online company for just under one year). Yes, I pay fees. But this boutique and local firm is attentive to my needs, responsive, and genuine.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Review of Bouchey Financial Group
✅ Wealthtender Certified Advisor Review™
Dec 18, 2025
We have been very impressed and very pleased with the Bouchey Financial Group, with whom we have now worked for 2 years. They have been extremely knowledgeable, pro-active, meticulous and careful, and have worked with us closely and consistently to clearly answer any questions we have. We fully endorse Ryan Bouchey and his excellent 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.
Bouchey Financial Group - a trusted company for my investments
✅ Wealthtender Certified Advisor Review™
Dec 18, 2025
I moved my IRA to Bouchey Financial Group 5 years ago and I have been so impressed with the entire organization. I'm a person who needs my financial advisor to initiate semi-annual meetings to discuss my portfolio, changes in my lifestyle and income, and other factors that affect my investments. Prior to joining Bouchey, I had to reach out to my financial advisor to set up those meetings. In addition, there was little change in the investments that I had initially made and although they did okay, the increase was not as good as it could have been.
Since I have been with Bouchey, my portfolio returns have exceeded my expectations. I really appreciate the time they take to meet with me on a regular basis and help me with changes to my account. Not only do they have certified financial planners but also have wealth advisors, CPAs and tax planners. Bouchey has regular webinars discussing the economy and the effects on investments which are very useful and informative. I also get an email whenever there are sales or purchases in my portfolio, explaining the rationale for those changes.
Overall, I am thrilled that I moved my account to Bouchey Financial Group and appreciate the services they provide me.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great experience
✅ Wealthtender Certified Advisor Review™
Dec 18, 2025
It has been a great experience working with David and Wharton Wealth Planning. We love the fee-only advisor financial advice we receive from Wharton Wealth Planning a significant aspect of the experience, and it helps increase our confidence that we truly are getting top advice. We thought we were in reasonably good shape for retirement, but having it reviewed, planning it, and improving our situation were huge help. We now have a better and more comprehensive plan that shows how we can manage our finances in retirement. They do a thorough intake process over several meetings to identify goals, risk tolerance, and get to know clients. They really took the time to get to know us and find what is important to us, so that they could cater our portfolio to our actual priorities and plans. And additionally, they make the process simple and as easy as possible.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great, Approachable, Available Financial Partner
✅ Wealthtender Certified Advisor Review™
Dec 18, 2025
We've been clients of Southshore Financial Planning for the past 4 years and felt it has been well worth the investment. We have a somewhat complex financial profile with multiple businesses including our primary business being highly seasonal and commission based. Chris is adept at determining our risk tolerance, talking through various investment strategies, covering implications of risk/reward of those strategies, thinking through and planning out cash flow, as well as helping us align our finances with our long-term personal goals. Beyond his wealth of knowledge, Chris down to earth, very approachable and accessible to bounce ideas or talk through implications to our overall financial plan at a moment's notice outside of scheduled meetings he normally coordinates. They provide us thorough analysis as well as additional technology to help us manage our day-to-day finances. His office also offers additional services beyond investing to ensure you and your family are thinking about all aspects of your financial picture from insurance to estate planning and tax review and then some. Nearly every meeting we have, we leave with something that Chris has brought to the table for us to consider. Lastly, although they have in-house services, as a small business themselves they're respectful of other small businesses you may already have a relationship with, such as a CPA, and are still willing to review those documents to ensure your maximizing all areas of your financial health. This is not to get more business for themselves, but to ensure your other vendors are doing their best for you as well. When we set out to find a financial advisor, we were looking really for an financial expert to be our partner to help us understand and navigate the very complex world of personal financing and we that's exactly what we have with Chris and Southshore Financial Planning. I cannot recommend him enough.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted advisor
✅ Wealthtender Certified Advisor Review™
Dec 17, 2025
Jenn was there when I needed her the most — an unexpected layoff as I was building long term goals. She was calm, thoughtful and put together an action plan that was easy to follow.
I value her insight, ability to pivot if needed and calm demeanor. She’s the best.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 17, 2025
I began working with Josh over a year ago after attending one of his seminars. I'll be the first to say I don't easily trust others in providing input on my finances. However, Josh has a sense of honesty and integrity. He is also an educator and can explain ideas when its unclear to me. I feel that he gives me worthwhile advice, and has my best interest in mind when doing so.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 17, 2025
Simplify Wealth provided great and timely advice to me on handling ISOs ahead of an acquisition. Marcel was informative, thorough, and incredibly responsive which helped me to make the best decision for myself and family. I really appreciated the partnership Marcel showed!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: The individual was not a client and no fees were charged for this one-time assistance.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 17, 2025
Simply put C
ontinuum is a very professional and comprehensive service group for my financial needs and 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 17, 2025
Continuum Wealth Advisors are awesome at what they do I recommend them to anyone wishing to invest and watch your money 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.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 17, 2025
Twenty-four years ago, we joined Continuum Wealth Advisors, expecting they would organize and update our portfolio as needed in the changing world of finances. We continue to be very pleased with the service and advice we received over the years. Thank you to all the members of Continuum Wealth who have simplified our lives. The Fitzgeralds
Relationship 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™
Dec 17, 2025
Relationship 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™
Dec 17, 2025
Mike is a great, knowledgable, personable and (importantly) very patient CFP. He's been available and super helpful as both someone who can objectively evaluate/sanity-check what I'm already thinking and also fill in the gaps of areas I don't understand as much. Lucky to have him as my CFP!
Relationship 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™
Dec 17, 2025
Working with Jorrell Bland and Mitlin Financial has been a great experience. Jorrell is very responsive, always follows up, and has been incredibly helpful in guiding us as we plan for our future. I would 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.
