Testimonials

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I brought over about 30Mil and honestly I am comfortable and don’t want to take on anymore clients…the best part about being Indy is that I wrapped the entire 30Mil and at 80% it’s about what I was making when I had 90Mil that I was managing…

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The move has been going extremely well and my new team is amazing. Moving on was difficult, I leave behind great personal and professional relationships. However, I am excited for the opportunity to leave the broker-dealer environment with this transition to a Fee-Only Registered Investment Advisor. The added independence will help me fulfill the fiduciary promise I have made to my clients. 

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Wow…I had no idea there was so much opportunity out there…things have been very successful so far and really appreciate you making these introductions.

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I finally realized I was working harder to build up my name independently for when I left, than I had ever worked to build up my firm while I was staying.

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It was tough to make up my mind at first, but once I was committed, it was full steam ahead and Taylor’s help really confirmed that for me.

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The autonomy. My previous firm was so controlling that I couldn’t be myself and I know that was holding me back from serving my clients the best that I could. I’m a much better advisor for having left.

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It was a no-brainer! I didn’t know what I was doing or how to go about choosing a new bd. It didn’t cost me anything for all of his guidance and I genuinely like working with you guys.

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We used to be a cult of volunteerism, but now we’re just treated as employees.

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One of our clients who knows our industry very well said, “I told you to do this 15 years ago!”

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It was an easy decision once it was clear the values at my previous firm no longer aligned with my own. This was an opportunity for me to create my own culture for others on my team and for my clients.

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I was referred to them from a fellow advisor and just appreciated their down to earth, matter of fact approach.

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