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"What I appreciate most is that Chris doesn’t just manage investments — he looks at the full picture, from tax planning to estate considerations. Having someone who can guide me through such a major life transition has been invaluable."

"Thomas has been great to help us organize our financial life.  He gives simple and straightforward advice that is super easy to implement."

"We've had a very positive experience working with Andy, his knowledge and insight has helped us verify the strategy around how wealth management can support our short and long term goals."

"Anthony has been an absolutely incredible partner to work with. He has helped me feel comfortable in my financial health and given me plenty of insightful and actionable advice in both financial planning and investments. In addition to being an amazing financial professional, he is also a very genuine guy. You can definitely tell that he cares about you as a person and individual and wants to see you achieve your best. He’s also LGBTQ+ friendly, which is a big consideration for me. 5 stars all around for Anthony and Dynamic FP."

"Excellent, I have worked with Cayden for over a year and he has been very helpful in building a personal financial plan but also navigating difficult financial scenarios."

"The 401 Financial team made investing simple, supportive, and empowering from start to finish."

"Hands down, the best. My husband and I interviewed 2 local attorneys and were not impressed. I own my own business, we have 2 young children, and a variety of assets (rental property, startup equity, etc). We connected with a Concierge to answer initial questions and walk us through the process then met with our attorney (Samantha). She was very patient and super knowledgeable. We felt great about the process and would highly recommend it."

"Superb. Cannot say enough great things about the team and I sing their praises from the rooftop."

"Austin Wealth Management (http://ausintwealthmgmt.com) … they are a planning focused, independent RIA. Like you say, Wall St firms focus on changing 1% of AUM. Austin Wealth focuses on planning ... the deep work that is usually treated as an afterthought or just flat-out ignored"

"Raj Sharma and Chris Kemp at Merrill Lynch - I them for everything you mention. IMHO the real reason I have an advisor is to protect me from myself. I want someone who thinks deeply about diversification and understands how to manage their client (me) through market cycles."