Milly Beebee17 days agoFrom
Aubrey has been my financial advisor for a few years now, and I cannot speak more highly of him. I consider myself a decently financially literate person and was mostly looking for someone who I could bounce ideas off of and who could serve as a check for me. Ive spoken with many other "financial advisors" and found they were not up to snuff, but Aubrey is the real deal. He's super knowledgable in a wide range of opportunities and after speaking with you and understanding your needs is able to outline your best opportunities. Hes great both for people with more standard financial setups, along with people of significant wealth and complex needs. Most importantly he has his client's interests as heart, which is proven by his payment model where he only charges hourly instead of a % fee (which is a huge scam and super unfair to most clients, but very lucrative to advisors). As you can tell I couldnt recommend him more highly. If he has availability for you, snag him.
Mia Smith17 days agoFrom
I've really enjoyed working with Aubrey! He is really focused on understanding your personal money mindset/journey, and helping TEACH you the basics towards building and implementing a financial plan. He is knowledgeable, patient, and available. I have worked with several other advisors in the past, and really appreciate how easy he made things for me to undersetand. 100% recommend!
Manny M17 days agoFrom
I loved my experience with Aubrey. He was very thorough and provided super detailed budget templates for me to work with. His guidance assisted me in getting all things sorted as I prepped for buying my first home. He is gentle and didn't hesitate to call me out on blind spots. There was a whole lot to clean up on my end and he helped me get there with grace and ease. Highly recommend his services.
