We have been very happy with our Advisor experience thus far. To start with, the frequency of contact far exceeds our previous experiences with financial professionals. We feel informed and empowered to adjust our strategy at all times. Their digital platform is user-friendly and always improving, and whenever we have had an issue, someone has been quick to respond with a solution. The team at Advisor was essential in helping us work through a somewhat complicated situation prior to the onboarding process. The flat-fee model and total absence of insurance and other commission-based products also provide great peace of mind. I have recommended Advisor to several colleagues, and would not hesitate to do so again in the future.
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