Client Testimonials

Great Feedback

Brian recommended several improvements to our investing strategy that improved our returns and saved us money on our taxes.

Zach & Aubrie B.

Vero Beach, FL

I was in massive debt and couldn't find my way forward until I met Brian. He helped me navigate bankruptcy and gave me a plan to reestablish my credit and begin saving for the future.

April G.

Melborne, FL

We do most of our own investing but we wanted to get an outside opinion on our approach. Brian reviewed our insurance, taxes, stocks, 529s, and IRAs and made several substantial improvements to our plan.

Jason & Jennifer N.

Long Island, NY

We discovered that we were overpaying a wealth advisor. Brian showed us how to manage our own investments and saved us a massive amount of commissions.