We were referred to Sanctuary Financial Advisors, specifically Sarah and Jim, by my lifelong mentor and New York Times bestselling author, Dan Solin, known for “The Smartest Investor” book series. This referral has proven to be the most valuable advice we have ever received. From our initial consultation, we felt an immediate sense of trust and comfort working with them. Throughout the process, they have patiently educated us, about the various financial options and decisions we have made and/or may make in the future.
As we approach retirement in the coming years, Sarah and Jim have provided exceptional guidance, enhancing our confidence in our financial decisions and the savings we have accumulated. They have shown us a roadmap specifically looking at our situation. Their expertise spans fund distributions, tax implications, long-term care, and Medicare planning. As fiduciary financial planners, they demonstrate transparency in their fee structure and excel in clear, compassionate communication. Their ability to alleviate anxiety throughout the planning process has been invaluable.
In retrospect, we only wish we had engaged their services 35 years ago! We wholeheartedly recommend Sanctuary Financial Advisors to anyone seeking professional, trustworthy financial guidance.
Relationship to Financial Advisor: Client as of Aug 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.