There was life before Chad, and life after Chad. He has single handedly made my life better by being a compassionate, practical, thoughtful, ethical, humble, generous and nuanced financial advisor. Managing money and running my own business was so scary before meeting Chad. I had heaps of financial fears, overwhelmed that I was doing everything wrong everyday. Having the chance to work with someone who is willing to be in the weeds with me and really look at my specific issues took 10000 pounds of weight off my shoulders. I’m sure I’ve referred him to dozens if not two dozen people by now. I wish for everyone to have someone who can help them navigate the challenges of money with someone has kind hearted as Chad. The world would be a much better and healthier place. I’m so grateful I met him. We all deserve to have this expertise and thought partnership without feeling so alone. Thank you Chad!!
Relationship to Financial Advisor: Client as of Jun 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.