AWM - Advisor Wealth ManagementReviews of advisor.com

So far so good (few months in). It’s been helpful to have an all encompassing financial advisory team and I’ve felt more confident in my financial position because of it

Our advisor asks good questions and helps us to prioritize our goals.

The team at Advisor were warm and friendly from the get go. They were clearly knowledgeable and experienced in what they do but never pushed to make a sale. After working with them, I found that the way in which they work with my life and financial goals sets them apart from other financial advisory services. The fact that these services now include tax preparation is just icing on the cake.

My advisor has truly taken the time to learn my history, my current financial situation, and my short and long-term goals for the future. The organization has taken the time to make sure that I feel comfortable and confident not only in the service is being provided but in, the financial recommendations. I have regular check-in’s with my advisor and I’m recommended a diversified list of investment opportunities not just stocks and bonds. I would recommend to anyone, regardless of their financial fluency, who is looking for a trusted advisor that will make recommendations and give options for their specific situation, and not an out of the box solution used for all clients.

Living in NYC and working 60+ hours a week I knew I was overlooking aspects of how I was managing my money, I knew I should be doing more I just kept pushing it off. The team at Advisor understood my pain right away and gave me peace of mind knowing that they had my back. They have given me visibility as well as implemented a strong investment strategy that I'm confident will bring the results I'm looking for. Well worth the help.

What's been great about joining Advisor is the accountability I've had gained over my finances. Having someone to provide me easy steps to make progress combined with regular follow ups is simple, but it works. I also don't feel like just another file in a big firm's account, I feel like someone who's known by name even though I'm an average person. Before joining, I felt stuck between feeling like I needed to do something more deliberate with my money and feeling like my situation isn't sophisticated enough to warrant expensive guidance. Advisor has bridged that gap for me beautifully. I highly recommend!

Great team and exceptional experience! I’ve learned invaluable insight into my financials and it feels great to know I have a dedicated representative to reach out to anytime! Highly recommend.

The advisors at Advisor have been super helpful, very thorough and patient. I have been very impressed and incredibly happy with the way they have approached dealing with an adult that acts like a kid with their money. Helping me to establish good habits for the short term and planning for the long term at the same time. I would recommend them to anyone I know.