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.

Brendan K.

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.

Jordan Stephanie

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.

Mike A

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.

Thompson Matthews, MD

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.

Daniel Arrowood

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.

Kristen Carlisle

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.

Jarvis Garner

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.

Eric Whitmore

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.

Taruna R.

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.

Bruce

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.

Win Barsachs

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.

Robert F.

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.

Stephanie N.

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.

Daniel K

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.

Alexandria Ellard

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.

Claire Biesty

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.

Doc Carol

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.

PCB

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.

Sarah

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.

Mike S.

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.

Carol Barnard

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.

Jerry Muntz

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.

Mark W

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.

Lyanne D

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.

Paul Parrinello

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.

Aaron Cope

Test

✅ Wealthtender Certified Advisor Review™

Jan 14, 2026

Test

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.

Josh Hayden

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.

Laura Powers

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.

Julie

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.

Heather Blackbird

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.

Kassia

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.

Juan P B

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.

Mary Banfield

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.

Jeanine Michealsen

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.

Ed Booth

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.

K, Osgood

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.

Emma

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.

Brian Distefano

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.

Martin Galarce

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.

paul cox

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.

Thomas B

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.

Anonymous

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.

Alyssa Sussman

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.

Nayarit Briceno

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.

Gregory Gutt

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.

anonymous

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.

Ron

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.

RUBEN J AYALA

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.

Carlos C

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.

Suzy

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.

Nick

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.

Michelle Oh Regie Brown

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.

anonymous

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.

Mike F.

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.

Jack Curran

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.

Ruben

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.

Blake Johnson

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.

Mike Smith and Anna Gunod

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.

Shannon W

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.

Anonymous

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.

Greg Bradley

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.

Trinity Griffin

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.

Cuong Nguyen

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.

Adam Hilton

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.

Anna David K

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.

Paul and Tina

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.

David Schell

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.

John E

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.

Jerry Cabral

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.

Alan Yang

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.

Dale & Nichole

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.

Mark Kreuser

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.

T Taylor

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.

Dustin Pekar

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.

Lisa Hailey

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.

Michael Guerin

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.

Miller Hane

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.

David McKittrick

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.

Sarah Bowers

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.

T-Bird

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.

Kim Harris

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.

Patsy Stewart

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.

Cassie Coy

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.

Albert Loffredo

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.

Patrick D.

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.

Murf Reeves

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.

Joyce Mandan, ND

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.

Duane B.

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.

Brian Kennelly

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.

James and Deborah Carlton

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.

Marilyn Otto

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.

Dan G

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.

Nick

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.

Lori

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 17, 2025

Traveka Wealth has been a great experience. They’re easy to work with, knowledgeable and have done a great job of taking the time to understand what we are trying to achieve financially. Everything is explained in a way that actually makes sense, and our meetings never feel rushed or pressured. Emails and calls are returned quickly as well. They are a great choice if you’re looking for someone to help you plan and build your financial future.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Kaela Braswell

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.

patricia Sperle

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.

Zachary Crockett

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 17, 2025

Great people and communication. Always watching out for you and making the right moved

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Jim Sikora

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.

Chris R Travel Chris

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.

Gail Askew

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.

Thomas Fitzgerald

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 17, 2025

The management of my portfolio has been nothing less than exemplary. I have always felt personally attended to, any concerns or issues addressed immediately. I have been with Continuum Tim Smith for 20 year and could not imagine working with anyone else.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Roland P

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.

Richard Morris

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.

Mike Mauer

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.

Michelle C

Financial Peace of Mind

✅ Wealthtender Certified Advisor Review™

Dec 17, 2025

Yohance is the best thing since sliced bread. He has literally put me and my family into the best financial position and we can all rest well at night knowing that our present and future is protected. I appreciate how kind and supportive he is and that you do not have to be a millionaire to get the attention and support that you need. Continue to fight the good fight of Financial Freedom Yohance, we need 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.

Brittney K.

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 16, 2025

We have worked with Traveka Wealth for years and find them to be trustworthy, reliable, and very knowledgeable investment advisors. I do not like to manage investments, so knowing that our assets are professionally managed gives me great peace of mine. Especially in these uncertain times, I rely heavily on Traveka to keep me focussed on the truly important things and not worry about insignificant events. Traveka lets me sleep well every night! I trust them completely.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Moopzombie

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 16, 2025

I am very satisfied how my investments have been handled all these 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.

Beverly penning

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 16, 2025

Tim and the team are great, highly recommend their approach on investments.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Jason K

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 16, 2025

   

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: Relationship

Disclosure: Current client and father of David Rath

John Rath

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 16, 2025

Great help to me with financial planning. Are keeping me up to date and informed about any changes in investments.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Rusty Nail

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 16, 2025

Daniel has provided the CFO (my wife) and I with a stress tested plan to help us manage our retirement funds in our latter years. He does this by educating us on the various options available to us and insuring we understand many of the finer points. We are big fans of his educational Youtube videos, many of which address a lot of our questions allowing us to present more detailed concerns during our conferences with Daniel. His easy going manner and professional accumen ensure that we exit the meetings confident in our knowledge going forward with the plan. We thank you Daniel for taking good care of us fiscally and look forward to continuing to work with 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.

T Blake

Smart Planning for Business & Family

✅ Wealthtender Certified Advisor Review™

Dec 16, 2025

I’ve been working with Ryan for several years, and he has been there for me through every major transition; both as a real estate professional and a business owner. He’s available, responsive, and consistently thinking ahead for the benefit of my family. I trust him completely and value having an advisor who doesn’t just react to change, but plans for it before it happens.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

NW

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 15, 2025

We have been clients of CCM for many years, and are quite happy with the care we receive from the team at CCM. They are great group of people, and they have served us well. We highly recommend CCM to anyone looking for a high quality, professional group to assist in their financial planning!!! Cindy & Phillip M

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Cynthia Mendoza

Outstanding Educator and Mentor in Quantitative Finance

✅ Wealthtender Certified Advisor Review™

Dec 15, 2025

Professor Rosanna has been an exceptional instructor and mentor in my graduate studies. Her Fixed Income course was one of the most impactful academic experiences during my MAFN program at Columbia. She explains complex market concepts, such as yield curve modeling, risk measures, and hedging strategies, with great clarity and always connects theory to practical applications. She has consistently supported my academic and career development, including providing valuable guidance on quantitative career paths. Her encouragement has strengthened my confidence to pursue advanced quantitative research and a long-term career in the quant field. I am truly grateful for her dedication to teaching and mentorship. She has made a meaningful difference in my graduate experience and future direction.

Relationship to Financial Advisor: Student

Compensation: This reviewer received no compensation for this review.

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

Yichong Chen

Great people, excellent work

✅ Wealthtender Certified Advisor Review™

Dec 15, 2025

I switched my long-time advisor a few years ago. Pax did not solicit me. We deal with scores of financial advisors in our business, and I alwasy enjoyed our interactions with Darryl and his team. Monica has been great, we are informed proactively and fell we have a much better handle on our finances than formerly.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

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

John F. Dini

Educational, Personal and Clear

✅ Wealthtender Certified Advisor Review™

Dec 15, 2025

Before PAX Financial, my wife and I had our retirement accounts with a large financial organization, but we felt completely lost navigating this crucial area of our financial lives. We received no guidance on proper steps to get educated about our options, and never felt confident about our investment strategies or financial plan. When PAX Financial was recommended to us, they were a breath of fresh air. From the start, they took the time to understand our specific situation and personalized our financial goals to match where we were financially. Most importantly, they didn’t just set us up with a plan—they educated and guided us every step of the way as we began securing our financial future. Our experience with PAX Financial has been invaluable, combining deep knowledge and expert guidance with a genuine personal touch. Thanks to their help, our roadmap to financial security is now clear and exciting rather than overwhelming.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: Family Member of an Employee

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

Elvis Q.

What a blessing!

✅ Wealthtender Certified Advisor Review™

Dec 15, 2025

I have been with PAX Financial Group now since 2010, entrusting them with my retirement account. Beginning with Darryl, then Bryan, and now Charles Garcia the past 8+ years. I could not be more satisfied. Charles is very professional and personable, and I feel that I am seen not just a client, but as an individual person, in a caring and holistic manner. Besides all that,, my account has grown steadily and significantly! Thank you!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

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

Gilbert Tamez

Always great financial advice and service

✅ Wealthtender Certified Advisor Review™

Dec 15, 2025

We met ( telephone call) with Ron Zunker yesterday, one of several calls a year to review our accounts. All great service and advice. We like the ability to identify and invest in quality companies and securities that represents our views and ethics from a Christian point of view. Highly recommend. And we are in California.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

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

John C

Excellent

✅ Wealthtender Certified Advisor Review™

Dec 15, 2025

I have been with PAX for well over 15 years. They have done an excellent job with my investments. Wouldn't go anyplace else.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

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

M Martin

Excellence!

✅ Wealthtender Certified Advisor Review™

Dec 15, 2025

I have been a client of Gessner Wealth Strategies since retiring nearly 10 years ago. My experience working with Michelle Gessner and her staff has always been excellent! Michelle keeps my long-term goals in mind and shares her extensive knowledge & expertise accordingly. She explains every detail clearly, which gives me confidence to make the important decisions which affect my financial future. Her advice is rendered timely, and all my queries are addressed immediately. I highly recommend Gessner Wealth Strategies to anyone searching for a professional firm, excellent service, and trusted 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.

Leigh Emerson

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 13, 2025

I had a great experience today sitting down with Dan and his wealth management group. Now that I’m retired he helped me comfortably choose the best options for my family’s future. Thank you!!

Relationship to Financial Advisor: In the discovery, process of becoming a clientOther

Compensation: This reviewer received no compensation for this review.

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

Nick Volpe

Leave worries behind

✅ Wealthtender Certified Advisor Review™

Dec 12, 2025

SWG put together a complete retirement plan for me including a long term spend profile that helps me plan travel, projects, home renovation, and general spending. This way I can ensure to live well and enjoy activities for the rest of my life. I leave the financial worries behind.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Michelle

EOY Review

✅ Wealthtender Certified Advisor Review™

Dec 12, 2025

Josh and team have been great over these last 2yr! He is also very helpful and patient walking my wife and I through initial 2 years of retirement. He is always available for a chat and or meeting to discuss how things are going.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Steven M

Service

✅ Wealthtender Certified Advisor Review™

Dec 12, 2025

I’ve had Bob for over 25 years he is wonderful and always ready to help and great 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.

Linda m

Financial Advisor

✅ Wealthtender Certified Advisor Review™

Dec 11, 2025

Fredrick is very professional, knowledgeable, caring and trusting He goes far and beyond to help with my finances He truly cares about your well being I don't know what I would have done without him this year I highly recommend him

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Genise Howard

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 11, 2025

Simplify Wealth Planning proved invaluable throughout my liquidity event. They helped me make sense of every moving piece, from evaluating complex stock option scenarios to thoughtfully updating our will and trust so that everything reflected our new financial reality. Their ability to break down complicated decisions into clear and actionable guidance gave me confidence at every step. What stood out most was how personalized the process felt. They took the time to understand my goals, my concerns, and the specific details of my situation. They then tailored their recommendations to match what mattered most to me and my family. Instead of offering generic advice, they created a comprehensive plan that addressed both immediate needs and long-term priorities. Their expertise not only helped me manage the windfall effectively but also encouraged me to think ahead about financial security, tax implications, and legacy planning. I would strongly recommend Simplify Wealth Planning to anyone who is navigating a major financial milestone. Their thorough, thoughtful, and supportive approach made all the difference.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Blake Balick-Schreiber

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 11, 2025

I had worked with Bryan before Foronjy Financial and most recently for the last 5 years. They provide a service that is very customized to your "style." They match their advice to your level of comfort for risk, lifestyle, responsiveness, reactivity, etc. They get my A+ recommendation.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Disclosure: *Testimonials from clients have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Chris Eicher

Annual review meeting

✅ Wealthtender Certified Advisor Review™

Dec 11, 2025

Great meeting. I felt very comfortable with our annual meeting. I felt like I was informed about my financial position. I could understand what direction we were going. I was very comfortable asking questions and with the answers. I feel very confident that PAX has my best interest at hand. Overall a very good meeting.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

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

Lisa

I have been pleased with PAX since joining them. My portfolio has increased in value even after the withdrawals I have taken for living expenses.

✅ Wealthtender Certified Advisor Review™

Dec 11, 2025

Of the four investing firms I have use PAX has provided better performance than previous investment advisors. I think PAX pays more attention to performance of individual holdings within my portfolio and takes corrective action on holdings that do not perform to the standards I set for my investments.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

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

Larry Duke

Knowledgeable and empathetic

✅ Wealthtender Certified Advisor Review™

Dec 09, 2025

I've worked with Yohance for several years and he has not only helped me out but taught me financial situations and processes that I didn't know that I didn't know. He was understanding of my goals and issues and he came up with a solid plan for each one and we executed and accomplished them. He truly cares about your situation and is passionate about financial literacy. You will be in good hands with Yohance.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Darryl Walker

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 09, 2025

We’ve had a fantastic experience working with Cadence Wealth Partners and would absolutely recommend them to friends and family — 10 out of 10! The accountability Sean and his team provide helps us stay on track with the things we know are important but often fall to the back burner. We really appreciate that Sean isn’t pushy or salesy — it’s refreshing compared to other experiences we’ve had. He’s honest, genuine, and clearly has our best interests at heart. We’re completely satisfied with the service and wouldn’t change a thing!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Jay Hogg

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 09, 2025

I’ve been handling my own retirement investing for 10 years. I never was sure if I was handling things at the best. When I inherited additional money I needed a trustworthy, knowledgeable company to help me out. Both Emily and Casey were a great help in getting me organized and on a path. We e just started but I feel confident.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

ROSEMARY LIEBERMAN

Great Choice for Financial Planner!

✅ Wealthtender Certified Advisor Review™

Dec 09, 2025

I had the pleasure of working with Daniel, who exemplifies expertise in military retirement planning. Daniel's comprehensive understanding of military-specific retirement matters, such as the Survivor Benefit Plan (SBP), disability benefits, and life insurance, was evident throughout our engagement. Daniel was meticulous in his approach, carefully gathering our retirement aspirations and crafting a detailed, actionable plan that any military veteran would find valuable. The software Daniel utilized to illustrate our financial roadmap was user-friendly and effectively demonstrated our progress toward our goals. For anyone seeking a dedicated financial planner who prioritizes the needs of you and your family, I wholeheartedly recommend Daniel.

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.

Joseph Davis

A Refreshing and Clear Approach To Intelligent Investing!

✅ Wealthtender Certified Advisor Review™

Dec 09, 2025

The personal touch provided by Reflective Wealth made it clear that I was more than account from day one. In the discovery process I felt that there was genuine concern for my financial well being and how to achieve my goals. And, after having known and worked with Bryan over the period of association I can say I still have that feeling with our every conversation. In our discussions I know my opinion is valued and taken into consideration when determining how best to position my investments to achieve my long term financial goals. I appreciate the time taken in discussing my short and long term financial requirements, as well as my investment preferences. From these discussions you have put together an investment approach which is well balanced to meet my stated goals. This interactive approach has proven very effective and allows me to be at ease through the entire process. I know I have the right team working with me to succeed!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Robert A. Al Duncan

Cannot endorse Anthony Aulffo enough!!!

✅ Wealthtender Certified Advisor Review™

Dec 09, 2025

We were referred to Anthony two years ago as my spouse retired & I was deciding when to do so. After an incredibly thorough review of our many accounts, Anthony put together a plan to consolidate our savings & investments. He understood the importance to me of keeping similar investments that my long time 401k plan had since it was very successful. Ater our initial review, we determined I was able to retire as well at age 63! Anthony is always available for questions (like at tax time!) and he makes recommendations to help us have the least tax impact while also 'allowing' us to withdraw funds to help meet our goals. Our investments continue to grow very strongly while also considering our risk tolerance, taxes, withdrawals and goals. My dad had been a financial planner & I know if he were still alive he & Anthony would be working together! We are so very fortunate feel to have Anthony advising us & we've introduced him to friends 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.

Jill Rodney L

Great advice!

✅ Wealthtender Certified Advisor Review™

Dec 09, 2025

I’ve worked with Hannah Whatley for several years now and feel lucky to have her. She’s professional, caring, trustworthy, and prompt. She understands my needs and does a great job explaining things in a way that’s easy for me to understand. She and the rest of the team are quick to respond when I have a question or need something. I highly recommend R&K and especially Hannah!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Lisa R

Hannah Whatley

✅ Wealthtender Certified Advisor Review™

Dec 09, 2025

We are very pleased with the professionalism and rapport that Hannah brings to the team at RK. She is a delight to work with and always has a client first mentality. We have been with RK for over 10 years and are very happy with the work they have done on our behalf. We encouraged our aging parents to invest with RK when they relocated from another state to the Knoxville area for increased care. Hannah has worked with them and has been a great asset to them as they navigate a new process. We could not be more pleased with her support. I highly recommend Hannah and RK.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Randy

An Amazing Lady

✅ Wealthtender Certified Advisor Review™

Dec 09, 2025

Hannah has been handling our retirement account for almost three years. We feel very safe with her. She is trustworthy, knowledgeable, great personality and easy to work with. I would highly recommend her to anyone and everyone!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Donna Bagwell

My wife and I had our annual financial review with Steve and George. As always it was very worthwhile and informative.

✅ Wealthtender Certified Advisor Review™

Dec 08, 2025

We took care of necessary paperwork that was prepared by Steve and we reviewed the coming year's potential market changes that George outlined for us. We always find these conversations to be very informative and provides a way to better anticipate potential market changes that could affect our portfolio. We have been with Steve and George for over 25 years and we have trusted them to meet our financial goals and provide the guidance we needed to create 529 plans for our grandkids as well as take care of the paperwork needed to make contributions to various charities from our IRA that provides us with a yearly tax saving benefit. Steve has helped with us taking the proper tax withdrawals that keeps us in line with what is needed for each tax year. Their help and advice has always been top notch.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Dave and Jackie

Recommended Fee-Only Financial Planner in New York City

✅ Wealthtender Certified Advisor Review™

Dec 08, 2025

We chose Wharton Wealth Planning in New York City because they are a fee-only financial planner and a fiduciary. We felt their interests are best aligned with what we need, given their work style. We've been very happy overall with the advice and recommendations we have received and the changes made to our investments. We would definitely recommend Wharton Wealth Planning to those seeking a fiduciary 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.

Karen R

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 07, 2025

Advisor Rankings has quickly become an important part of the Rather & Kittrell toolbox. Brent and his team's knowledge and organized action on our behalf was a missing piece in our marketing strategy. It's great to work with folks on the cutting edge of SEO, AEO, GEO and who have specific knowledge of our industry. I highly recommend their service.

Greg McMurry

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 06, 2025

Mitlin Financial has been a reliable partner in helping me grow and manage my finances. Larry leads a strong, knowledgeable team, and working with Jorrell Bland over the years has been consistently excellent. He’s patient, clear, and always willing to go the extra mile. I feel genuinely confident knowing my financial future is in their hands.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

John C

Bouchey Financial Group

✅ Wealthtender Certified Advisor Review™

Dec 06, 2025

I've been with Bouchey for 2 years. They helped me plan my transition into retirement and continue to provide sound financial advice. I have reached out on several occasions for assistance and guidance. They are always responsive to 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.

Joe

Great company

✅ Wealthtender Certified Advisor Review™

Dec 06, 2025

We now have been with Bouchey Financial for about 3 years, switched over after our advisor retired. Extremely happy with their response time on different subjects and the whole operation !

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Tom Lyons

Interested in meeting your needs!

✅ Wealthtender Certified Advisor Review™

Dec 06, 2025

I just want to say that in my profession I have had the opportunity to meet a lot of wealth/financial managers and I have enjoyed working with Ed & Vinnie very much. They are diligent, detailed and have a good pulse on my portfolio. They have introduced some different investments to improve the quality. They seem to be reviewing and adjusting as the market warrants!! I also like the idea of the entire staff review and adjustments So thank you all being my watchdog!!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Heidi Harkins

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 05, 2025

I had a meeting with Patrick Kalish to discuss using Continuum's services. Patrick was honest about whether their services were a good fit for me, and then spent almost 40 minutes helping me build a better understanding of managing finances and investments, and offering help later on if needed. Despite not using their services, Continuum has a phenomenal team that I would reccomend to anyone looking for financial planning. I would absolutely return to their services later on when it is appropriate for me to do so.

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.

Luke Gobel

You just found the advisor you've been looking for

✅ Wealthtender Certified Advisor Review™

Dec 05, 2025

Whether you're already retired, nearing retirement, or years (or even decades) away, you'll be hard-pressed to find another advisor as empathetic, experienced, and knowledgeable as Bryan. Bryan and I knew one another for years before I became his client. The minute I realized I needed a new advisor, he was the first and only person I contacted. His onboarding process is simple and easy, and in the span of less than a year, he's already shown me why I won't need to look for another advisor again.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: I work for Derek pro-bono. And he also works for me pro-bono, as the copy editor for my monthly newsletter.

Derek Pollard, PhD

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 04, 2025

I began working with Brandon and Den almost 3 years ago and have never felt more at peace about my financial future. I discovered them when I began searching for a fee only advisor in the Longview area. At the time I had already retired and had been using a brokerage service to manage some small funds. When an unexpected life insurance payout provided funds I was ill equipped to manage, I sought advice from my broker. He seemed to be interested only in growing my portfolio via products he received commissions from. He never seemed to listen to my concerns and goals. I reached out to Brandon and Den who met with me via a zoom call. What a difference!! They provided me with true financial planning, incorporating tax planning. They listened then, and continue to listen to any and all of my goals, and genuinely seem to care that I understand the reasons behind any suggestions they make. I always feel a part of the decision making process. They never push, only educate and explain, so that I am completely comfortable with my plan. I can't recommend them highly enough!!!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Nancy Rees

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 04, 2025

Brent and his team have done a great job for us. We have noticeably improved our website traffic and have gained some terrific new clients who found us through web searches. I love that Brent's firm is solely focused on the investment advisory industry.

Pat Fair

After years of working with him, I can say with full confidence that Bryan combines professionalism, expertise, and genuine care in a way that sets him apart in this industry

✅ Wealthtender Certified Advisor Review™

Dec 04, 2025

I have been working with Bryan Huhn of Reflective Wealth for the almost three years, and the experience has been nothing short of outstanding. Prior to partnering with Bryan, I worked with a large, well-known financial firm where I often felt like just another account in a system. The contrast with Bryan’s personalized approach has been remarkable. Bryan brings a genuine personal touch to financial advising. He takes the time to understand my goals, my family, and the long-term vision I have for our financial future. His low-pressure style creates an environment where decisions feel informed and collaborative rather than rushed or sales-driven. I’ve always felt that he prioritizes my best interests, not products or quotas. What I value most is his level-headed, strategic guidance. Bryan provides clear, thoughtful recommendations designed to support my long-term objectives—especially ensuring my family is well taken care of in retirement and beyond. Through market uncertainty and shifting economic conditions, his steady, disciplined approach has helped keep us on track and confident in the plan we’ve built together. After years of working with him, I can say with full confidence that Bryan combines professionalism, expertise, and genuine care in a way that sets him apart in this industry. I highly recommend him to anyone seeking a financial advisor who will prioritize their long-term wellbeing with integrity and personalized attention.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Michael Forcier

My PAX EXPERIENCE

✅ Wealthtender Certified Advisor Review™

Dec 04, 2025

Jacob Campbell has been my advisor for the last couple of years. I’ve been with PAX when Darryl was still handling clients a few yrs later Bryan Wing became my advisor for a good period of time now I have Jacob Campbell who is also great to work with Darryl and Bryan have definitely showed him the ropes he’s very attentive to my needs with advise etc. You cannot go wrong with PAX and team. Thanks for everything thru the years. Best Mike Lutz

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

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

Mike Lutz

Annual Check Financial Check up

✅ Wealthtender Certified Advisor Review™

Dec 04, 2025

I have been working with Roger Stukkie at PAX financial for several years and I really like him. He is very interested in helping my money grow for me and explains unfamiliar financial jargon, terms that is easier to understand. I don't ever feel pressured to buy or sell anything. He has you in mind when it comes to making sound financial growth decision. He is easy to access and very responsive. Great person to work with.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

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

Nguyet

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 03, 2025

They have taken care of my money so I have received a great return. I really appreciate the fact that when I call they know who I am and I haven’t been transferred to a new Advisor every six months like at prior places I have used. I feel that they listen to my objectives and take that into consideration when giving me 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.

Rhonda Griffin

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 03, 2025

From introduction to joining TwoTen Planning, Stu was professional, kind and wanted to know who we were as individuals and as a couple. Stu asked a lot of questions to get to know us better and what our future goals were. He wasn't just interested in our finances, but also our personal lives so he could not only learn on how to get us to our retirement years but what was important to us now and when we get to that day of retirement. We're blessed to have stumbled across Stu and fully trust in his capabilities and know that God has us in good hands.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Christianna Schartow

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 03, 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.

Allen Cochran

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 03, 2025

Jorrell Bland at Mitlin Financial defines "going above and beyond." Never fails to reach out, to follow-up, to make you comfortable with your decision to have Jorrell take care of your financial future. A great decision to go with Mitlin.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Steve P

Complete One Stop Expertise

✅ Wealthtender Certified Advisor Review™

Dec 03, 2025

Josh is a complete financial expert. Knowing the ins and outs of federal taxes suits him well in financial planning for his clients. The choices he has made to partner with are based on quality of service to his customers, not quantity of commission for himself.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Brian Bartz

Amazing Team of Financial Advisors

✅ Wealthtender Certified Advisor Review™

Dec 03, 2025

We are very happy with our team of advisors. Jamie is fantastic . Scott is always available to talk and answer any questions or concerns we may have, especially tax planning and strategies. We highly recommend Bouchey 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.

Rick Sue

Malissa is the financial advisor you wish you’d met years ago

✅ Wealthtender Certified Advisor Review™

Dec 03, 2025

Working with Malissa has been such a relief. I came in with a lot of questions, a little anxiety, and a whole mix of “Is this normal?” thoughts about my finances. She never once made me feel silly or behind. Instead, she walked me through everything with patience, clarity, and this calm confidence that instantly lowers your blood pressure. She took the time to really understand my goals, my lifestyle, and the big transitions I’m navigating right now. Every session left me feeling lighter and more in control — like, “Okay, I’ve got this. And I’m actually going to be okay.” What I love most is that she explains things in a way that feels friendly and human, not intimidating. No jargon, no judgment. Just really smart, thoughtful guidance. If you’ve never worked with a financial advisor before (or even if you have), Malissa is someone you can trust to help you get clarity, make a plan, and actually feel good about your financial future. I’m genuinely grateful for her support and would recommend her wholeheartedly.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Korey Howell

Tackled a unique situation.

✅ Wealthtender Certified Advisor Review™

Dec 03, 2025

My wife and I are two financially illiterate self-employed artist's who relocated to Iceland, a country of fewer than 400,000 with just a handful of USA expats. Malissa goes the extra mile to familiarize herself with a foreign tax structure that few others in her field have come across. She guided us through our purchase of a home here as well as given us advice as we started both an Icelandic and USA based business. She provides valuable insight to keep us tax compliant in the USA all while growing our investments. We'd be lost without her.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Ethan Clarke

Roth IRA Conversion

✅ Wealthtender Certified Advisor Review™

Dec 02, 2025

Josh assisted me with determining opportunities for the amount I could convert to my Roth IRA from my traditional IRA with little to no tax implications. He was able to provide me with a good understanding of my next steps in my retirement journey including my plans for the RMD this next 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.

Cynthia A

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 02, 2025

Meeting with Russ Thornton gave me immediate confidence and peace of mind about my upcoming retirement. As a woman preparing for this next chapter, I felt truly seen, supported and encouraged. Russ is so knowledgeable, sharing his screen a couple times to help me better grasp how my investments will hold out over the years. I felt excited and grateful to have found such an advisor. I highly recommend him!

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

Compensation: This reviewer received no compensation for this review.

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

Dianne Kelley

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 02, 2025

FFG couples investment management with tax planning so you have a cohesive team working to maximize the effectiveness of your financial strategies. I highly recommend the FFG team; and will be directly recommending to friends and family 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.

Andy B

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 02, 2025

I live in the Midwest and regularly follow financial advisor Terri Savage on WGN News. After taking her advice and using the resources she shared, I began my search for a true fiduciary—and that’s how I found Fiduciary Financial Group. Their philosophy and approach immediately aligned with my goals and values. Trusting someone with my financial future wasn’t easy at first, but choosing FFG has been one of the best decisions I’ve made. The entire team has been outstanding. They communicate clearly, keep me informed about market challenges when necessary, and consistently demonstrate that my best interests come first. Overall, I’ve been very pleased with the growth of my investment portfolio and the peace of mind that comes with knowing I’m working with a team I can trust. 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.

B Bragg

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 02, 2025

I’ve been working with BMM for a few years now and they are so helpful with my financial planning/403b. I recently started working with Michael O’Brien, he has been so amazing to work with. He takes all the time needed to meet or take a phone-call to help with all my questions. Michael makes sure I know all options and reasons before making any decisions. I highly recommend BMM!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

melg82

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 02, 2025

Flavio is very professional helpful and is patient and willing to answer and explain all the questions and or confusing things about money and investing. He always has my best interest in mind. Recommend him for sure

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

felicia acerbo

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 02, 2025

Mr Jorrell always provides the needed information and explains it in great detail.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Roberto I

Trusted Financial Partner

✅ Wealthtender Certified Advisor Review™

Dec 02, 2025

I started working with Yohance several years ago at the recommendation of a friend. Before choosing an advisor, I met with a handful of others, and it quickly became clear that Yohance was the standout and the right choice for me. He is patient and thoughtful, and I use every meeting as an opportunity to learn from the education and insight he shares. Being a good steward of my resources is important to me, and that requires partnering with people who share that commitment. Yohance and his team embody exactly that. They have provided full service support, not only managing my portfolio but also assisting with my trust documents, job contract negotiations, and more. Yohance and the Money Script Management team are trusted advisors, and I am deeply appreciative and grateful to have them in my corner at every turn.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

L.I.

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 01, 2025

5 years ago, we chose Fiduciary Financial Group independently, without a personal connection or referral, and we are extremely pleased with their services. They are professional, knowledgeable, and attentive. Their guidance is always clear and thorough, and they make complex financial matters easy to understand. We always feel confident and well-supported in every step. We highly recommend Fiduciary Financial Group to anyone seeking trustworthy and competent fiduciary 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.

Daniel Smith

Outstanding Personalized Competent Service

✅ Wealthtender Certified Advisor Review™

Dec 01, 2025

Several years ago, my husband and I, chose the Bouchey Financial Group for our assets management. We couldn't be happier!! We have received excellent personalized service. The team of professionals at Bouchey are extremely competent and personable. We feel respected and treated like partners in decision making and our portfolio has done very well under their management. We strongly 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.

Trish M.

Dependable, Honest, Trustworthy

✅ Wealthtender Certified Advisor Review™

Dec 01, 2025

Scott and Katie have been absolutely incredible every step of the way on our financial journey. From helping us plan for our future to annual tax planning, and everywhere in between, they have always provided a personal touch and clearly explained different options to help us make a decision that aligns with our goals. We appreciate their attention to detail, personable approach, and their willingness to explain complex concepts in straightforward terms. If you are thinking about signing on with Bouchey, we recommend it! And we especially recommend Scott and Katie - they are awesome!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Anonymous

Expertise and Accessibility of Wealth Management advisors

✅ Wealthtender Certified Advisor Review™

Dec 01, 2025

My husband and I take great comfort in knowing the depth of knowledge and expertise Vinnie and Marty possess. They have been easily accessible during several recent life-changing transitions and have successfully advised us through each one. The professionalism and customer service exhibited by the team provide us with great comfort that we have chosen the best firm possible. We are forever grateful for their 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.

Anthony and Nora Baratto

Cutting Edge Technology and Client’s Goals First

✅ Wealthtender Certified Advisor Review™

Dec 01, 2025

The team at Bouchey Financial Group utilizes cutting edge technology to: develop detailed financial plans for individual clients; present timely webinars on pertinent financial matters from taxes to tariffs to fraud prevention. While the technology is great the best part for me is the personal touch that I get from meeting with my advisers. They are always available by phone or email to answer questions, but when I am sitting at the table with them it is evident that my financial goals are their top priority.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Rick Elsenbeck

Team Kennedy has great financial planners and friendly staff

✅ Wealthtender Certified Advisor Review™

Dec 01, 2025

Team Kennedy have been our financial planners for more than 10 years and we highly recommend them. They were so helpful with the passing of my dad and paperwork and settling of his estate and walking us through the best way to change over his assets. They also recommended a CPA for us for 2024 to get us through a difficult year. Their staff is both kind and helpful with any questions we 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.

Alan Schaefer

The Heart of a Teacher

✅ Wealthtender Certified Advisor Review™

Dec 01, 2025

We met Brandon Kennedy in 2014 and the first thing we noticed was that he had the heart of a teacher. He took a lot of time to answer all of our questions and was always very patient with us. After reviewing our finances he was able to ease us into retirement when we didn’t think it was possible. We have been retired since 2018 and are very confident and happy with the way our portfolio has been handled. Brandon continues to answer questions, explain market trends, and help us stay on track to reach our goals. The entire team at Kennedy Financial Group are friendly, communicate well, and are very professional. We are grateful for KFG!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

John Rhonda Haener

Strong Drive to Understand of Client Needs & Goals

✅ Wealthtender Certified Advisor Review™

Dec 01, 2025

We decided to get serious about our financial planning this summer and conducted a handful of interviews with prospective financial planners. From the beginning, Brett stood apart from the rest. He asked probing and insightful questions to understand our lifestyle, our goals & needs and how we envisioned our future retirement. With his thoughtful and diligent approach in creating a roadmap for our retirement, our sense of confidence has grown immeasurably since our engagement with him. We continue to be excited to work with Brett 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.

Ed Mary Beth

5 Stars

✅ Wealthtender Certified Advisor Review™

Nov 30, 2025

I cannot say enough about how positive our experience has been working with Nick Faulkner at Integra Wealth! It started with him taking time out on a Saturday to sit down with me and my husband for two hours and reviewing our portfolio and retirement plans. He also reviewed our wills and found a glitch that could have been devastating for our son (not a lawyer- but made an appropriate referral to be sure we were taken care of)! His concern for the whole picture has been commendable and we so appreciate it! As we have consolidated, reinvested and moved around quite a bit of money- Nick has been nothing but professional, transparent, thorough, and very communicative!! He has kept us updated and informed at every step. If you are considering investing, I highly recommend you call Nick Faulkner!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Terri Joyner

5 Stars

✅ Wealthtender Certified Advisor Review™

Nov 30, 2025

Nick is both very generous and intentional with his time. Nick is instrumental in planning for my financial future and the personalized level of service he provides is invaluable. I highly recommend him for anyone who is considering a more personalized 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.

Nathan Caldwell

5 Stars

✅ Wealthtender Certified Advisor Review™

Nov 29, 2025

Matt and Joe are the best. I feel very comfortable with them and are very happy

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Cristy Bone

5 Stars

✅ Wealthtender Certified Advisor Review™

Nov 29, 2025

Bryan has the ability to look at the big picture and convey his reasoning with logic and poise. He is authentic!

Relationship 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: *Testimonials from clients have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Doug Clay

Ten years working with J. F. Williams navigating up to and through retirement

✅ Wealthtender Certified Advisor Review™

Nov 26, 2025

I started working with Matt, Juan, and the rest of the team at J.F. Williams in 2015. I had many questions regarding my transition to and through retirement. When can I retire, when to start social security, will my savings last 30+ years, what about insurance, and all the tax implications? Matt and Juan helped me integrate my investment strategy, insurance needs, and estate planning wishes into a thorough, long-term plan. Their knowledge of appropriate tax strategies proved to be an extremely valuable ongoing piece of the plan. Over the years I have worked with every individual at J.F. Williams. Every issue or question I have had, has been handled competently and respectfully. Two very important qualities. I would highly recommend J.F. Williams to anyone wanting to get started on their own financial plan or those with an existing plan looking for ideas to increase its efficiency.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Anonymous

5 Stars

✅ Wealthtender Certified Advisor Review™

Nov 25, 2025

I highly recommend Trevor Scotto. He has been absolutely wonderful in guiding my son and I through an important transition and has helped us with every aspect on investing and planning for the future. What sets him apart is not just his sharpness and strategic thinking, but also the fact that he leads a talented team of professionals who cover every aspect of wealth management effortlessly. It’s incredibly reassuring to know that we have such comprehensive support. More than than anything, I appreciate the genuine care he shows for my son and our family. He takes the time to connect with my son on a personal level, understanding his interests and aspirations. It’s clear he wants only the best for us, which adds a personal touch to the professional service he provides. If you're looking for a financial advisor who is not only knowledgeable but also kind and engaging, I highly recommend Trevor. We are so grateful for his support 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.

Meghann

Amazing Referral Insight

✅ Wealthtender Certified Advisor Review™

Nov 24, 2025

One of the best presentations on referrals I have ever watched. Tons of actionable ideas and a game plan to implement in your own practice. Yohance makes talking referrals “unboring”. Highly recommend!

Relationship to Financial Advisor: Industry Peer

Compensation: This reviewer received no compensation for this review.

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

Tyler Purcell

Impactful, Personable, and Loyal. A Truly Exceptional Advisor

✅ Wealthtender Certified Advisor Review™

Nov 24, 2025

Yohance has an extraordinary ability to understand who you are at your core, bringing empathy, intelligence, and patience to every interaction. Working with him has been a true gift and continues to influence my family’s life to this day positively. He is a loyal, reliable partner whom you can trust. I recommend Yohance without reservation.

Relationship to Financial Advisor: Industry Peer

Compensation: This reviewer received no compensation for this review.

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

Drew

5 Stars

✅ Wealthtender Certified Advisor Review™

Nov 24, 2025

I have been with Mitlin Financial since the beginning specifically with Larry Sprung and it has been the best choice I could have made. The entire Mitlin team is there to answer any questions I have at any time and have helped me plan my future gearing up to my retirement. Mitlin Financial has a team / family approach which separates them from the rest of the financial institutions in my opinion. I feel confident recommending Mitlin Financial to my family and friends! Beth

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Beth D

5 Stars

✅ Wealthtender Certified Advisor Review™

Nov 24, 2025

Working with Jorrell Bland, Wealth Advisor with Mitlin Financial, has been nothing short of exceptional. From our very first conversation, it was clear that Jorrell brings a rare combination of deep financial expertise, professionalism, and genuine care for his clients’ long-term success. Jorrell takes the time to truly understand your goals, risk tolerance, and personal circumstances. He explains strategies clearly—never overselling, never rushing—just thoughtful, tailored guidance that inspires confidence. His ability to break down complex financial topics into simple, actionable plans is remarkable. What sets Jorrell apart most is his consistency. He follows up proactively, keeps you informed, and ensures every decision aligns with your broader financial vision. Whether it’s retirement planning, investment management, or navigating market changes, Jorrell delivers insight and clarity every step of the way. I trust Jorrell wholeheartedly with my financial future, and I recommend him without hesitation to anyone looking for a dedicated, knowledgeable, and truly exceptional wealth advisor.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Coriless L

Advisors who are committed to your best interest at all times.

✅ Wealthtender Certified Advisor Review™

Nov 24, 2025

My wife and I have been a client of Rick's for 12 years. Alone with his team we have no worry about our investing strategies. They are always one step ahead of me and guiding us in the right direction. They also help us in matters other than investing alone. We feel we are in excellent hands with their top notch 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.

Larry and Brenda

Trustworthy

✅ Wealthtender Certified Advisor Review™

Nov 24, 2025

I've been with Beacon for almost 10 years and couldn't be happier with service and results, while at the same time investing in businesses that share my values unlike my previous funds management company. Like a mechanic that says your car is fine just drive it, to have Beacon tell me to pay off my house rather than put more funds in their managed account...that's trustworthy!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Bill Robinson

decades of 5 star service

✅ Wealthtender Certified Advisor Review™

Nov 24, 2025

I've been working with Charlie and his team literally for decades, starting back when I first entered the workforce. He has guided me through many phases of life and financial situations with expertise and care. As a result I am well-positioned for retirement and he now advises my children, which gives me great comfort. Cannot recommend Charlie and his team highly enough. Try 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: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

SBCT

Insightful, engaging, and (actually) fun

✅ Wealthtender Certified Advisor Review™

Nov 24, 2025

Yohance’s sessions are not only full of useful and relatable content, he also strives to make sure his audience is entertained. I’ve never been more engaged during a presentation than when Yohance is presenting! Would absolutely always have him on my agenda when I see him as a speaker.

Relationship to Financial Advisor: Industry Peer

Compensation: This reviewer received no compensation for this review.

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

Mimi

Thorough and Effective Financial Planning

✅ Wealthtender Certified Advisor Review™

Nov 24, 2025

The SOA approach to Financial Planning works very well for us. The first step was determining our long-term goals (financial and otherwise), our risk tolerance, and our ESG requirements. With Charlie's recommendations we chose a suitable investment strategy. The quarterly Seasonal meetings ensure that our personal papers and tax strategy are updated as needed and provide an opportunity to refine our investment strategy according to conditions in our life and those in the market. The tools SOA uses help us to grasp the "big picture." In particular, the projection of our financial status far into the future helps us to plan better. Charlie and his team have done well for us. Our investments have consistently outperformed industry benchmarks. We always get prompt and accurate responses to any questions we have. His easy temperament and sense of humor make meetings a pleasure, but that does not diminish his concentration and focus--he hears every word we say.

Relationship 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: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Mr. Mrs. Anonymous

Managing our finances with a trusted agent and group.

✅ Wealthtender Certified Advisor Review™

Nov 24, 2025

I’ve known John since he was a teenager, and even then, his integrity and character stood out. That’s why my wife and I have placed our full trust in him to manage our investments and guide our financial planning. We wholeheartedly endorse John and the entire Bouchey Financial Group team to anyone seeking a trusted advisor. They remain deeply dedicated to delivering the warmth and care of a small family business, and that makes all the difference.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Francis Putorti

Immediate response

✅ Wealthtender Certified Advisor Review™

Nov 24, 2025

Immediate response, what better service in this business. If I email, I know quick response is forthcoming. If there’s a slight delay it’s because a bit of research is needed.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Anonymous

Dependable, Educated, and Client-Focused Professionals

✅ Wealthtender Certified Advisor Review™

Nov 24, 2025

I’ve had an awesome experience working with Vinnie and Ed for my accounting and investment management. They are incredibly reliable, always punctual, and consistently go above and beyond to ensure everything is handled correctly and on time. They’re very educated in their field and have a real talent for explaining complex financial topics in a way that feels clear and approachable. They’re also excellent listeners, taking the time to understand my goals and tailor strategies that actually make sense for me. The peace of mind they provide is priceless. If you’re looking for experts you can trust, you won’t find better.

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Craig Hall

Bouchey Financial Group

✅ Wealthtender Certified Advisor Review™

Nov 24, 2025

My wife and I have been clients of Bouchey Financial Group for close to 10 years now. We have great trust in the team at Bouchey and feel very comfortable that we are in capable hands as we prepare to enter retirement in the next 5 years or 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.

PJ Schuman

5 Stars

✅ Wealthtender Certified Advisor Review™

Nov 23, 2025

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Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Don J

5 Stars

✅ Wealthtender Certified Advisor Review™

Nov 23, 2025

Before I met Stacy I was afraid of all things financial and investing in particular. Stacy gently educated and guided me to where I can pretty much manage my own portfolio. I am very proud of that and really enjoy doing it! My yearly check ins now keep me on track I would highly recommend her professionalism as well as her extensive knowledge base. A fee based structure with an excellent fiduciary like Stacy proved to be a winning strategy for me in obtaining financial stability and security. I cannot recommend her highly enough. Give her a call and see for yourself!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Patricia Bussard

5 Stars

✅ Wealthtender Certified Advisor Review™

Nov 23, 2025

Bryan Fornjy ha a beautiful safe space in Santa Barbara to review our financial situation. Forogy Financial feels more like FAMILY! Thank you!

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

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

Disclosure: *Testimonials from clients have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Julie Taguchi