Quotient Wealth Partners
Our Best Work. Your Best Life.
Quotient Wealth Partners
Quotient Wealth Partners
Dallas, TX
Serving Clients Nationwide
Our Best Work. Your Best Life.
5 out of 5 Stars
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Primary Advisor Locations
Quotient Wealth Partners
Matt Bennett, CFP®
Matt Davis, CFP®
Jared Davis, CFP®, MBA
Jonathan Blumenthal, CFP®
Markham Hawkins, CRPC®
James E. Warburton III, CFP®
Bruce F. Fitzsimmons
Chris Mohring, CFP®
Locations
📍 Dallas, Texas (HQ): 5430 Lyndon B Johnson Fwy Suite 1150, Dallas, TX 75240
📍 Houston, Texas: 1980 Post Oak Blvd. Suite 1500, Houston, TX 77056
📍 Denver, Colorado: 8744 Kendrick Castillo Way, Suite 500, Highlands Ranch, CO 80129
📍 San Antonio, Texas: 2806 W Bitters Rd. Suite 111, San Antonio, TX 78248
📍 Morristown, New Jersey: 44 Whippany Rd. Suite 107 Morristown, NJ 07960
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Compensation Methods
- Fee Based
About Quotient Wealth Partners
Quotient Wealth is a team of in-house wealth professionals with over combined 150 years of experience. Our dedicated wealth advisors focus on understanding your core values, needs, and aspirations, empowering you to maximize the potential of your financial resources.As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.
Our aim is to help you live your best life by enjoying full control of your financial well-being.
Experience and Expertise
Leveraging their 150 years of combined experience working with corporate executives and senior managers, our founders designed Quotient Wealth Partners to offer in-depth insights into the sophisticated needs and challenges of affluent individuals and their multigenerational families. Our overall approach to wealth management is highly process oriented. Through attentive listening, our advisors attempt to fully comprehend our clients’ circumstances, concerns, and ambitions.
We believe this approach fosters a relationship based on trust and respect and emphasizes educating clients and their families on the various financial options and opportunities they face. We utilize a combination of human decision-making and innovative technology to swiftly identify and carefully develop specific solutions that are tailored to suit individual client needs and goals.
Preparing Today for Tomorrow
Specializing in retirement planning, we look to replace clients’ concerns about the future with confidence in a clear and effective financial plan. We work closely with pre-retirees, active retirees, legacy retirees, and corporate employees, recognizing that each of these clients requires tailored financial planning strategies.
For pre-retirees, we focus on benefits planning, tax mitigation strategy, equity planning, and designing a comprehensive retirement savings plan. We assist clients in navigating complex HR processes at their companies and help them prepare for a stable and secure financial life post-retirement.
For retiree clients, we strive to help them recreate their paycheck, optimize their taxes, and guide them through market fluctuations. Our solutions include tax-smart distribution planning, healthcare planning, family education and communication, estate planning and wealth transfer.
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View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Living in Retirement
- Technology Professionals
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Understanding, Planning & Execution
✅ Wealthtender Certified Advisor Review™
May 11, 2026
In 2017 I received a cold call from Markham at my work. I don't normally respond to these types of calls but after a brief conversation accepted an invitation to a meet & greet. I knew I was in the 10 year band of the retirement window. I went from a roll over 401k to a 12 year self managed account. I managed to exceed market returns but I knew I needed someone to help me take into the finish line. Moving funds to Markham and his team they had a good strategy for 2018 and the pandemic. After retiring in 2022 I moved my full portfolio to him. My returns have exceeded my expectations and I have recommended several friends who are now clients as well. Having a fiduciary working on a recognized platform adds a layer of security for me. Now 10 years into it I'm glad I took his cold call and accepted his invitation.
Relationship to Financial Advisor: Client as of May 11, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt’s revew
✅ Wealthtender Certified Advisor Review™
May 10, 2026
We have known Matt for over ten years. He established our initial portfolio that has been conservative but successful after my retirement. We really appreciate his accessibility.
Relationship to Financial Advisor: Client as of May 10, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent client focused financial planning solutions
✅ Wealthtender Certified Advisor Review™
May 7, 2026
It only took one meeting for me to recognize that I finally found the planner for me in Lucas. With his questions, statements and actions, Lucas consistently makes it clear that what I want and need to be successful is his priority; not selling me something or treating me like everyone else. That level of support and focus has remained throughout or relationship. Also he pulls in experts when needed (eg insurance) and does a great job training on the financial tools suite. Knowledgeable regarding retirement process and converting 401ks and pensions; and receiving inheritance funds.
Relationship to Financial Advisor: Client as of May 7, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Happy client of Markham
✅ Wealthtender Certified Advisor Review™
May 5, 2026
Markham has been managing our retirement finances for 8 years. We first met him at a Lockheed Martin retirement planning meeting. Markham guided through the Lockheed Martin retirement process. He was more knowledgeable than our own company human resources dept on how to fill out their complicated forms to insure we administered our two pensions in a way that suited us. From there it has been a trusted relationship to managed our finances, plan for taxes, and take advantage of Quotient Wealth’s excellent investment team. We are enjoying our retirement while Markham manages our money.
Relationship to Financial Advisor: Client as of May 5, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
We Trust Markham
✅ Wealthtender Certified Advisor Review™
May 4, 2026
We met Markham many years ago when we attended a Savings and Retirement Seminar that he gave to Coors Brewing Company employees. He was young and we were, well much younger than we are now. He spoke to the room of people, but I felt that he was speaking to me. My wife and I knew that he was speaking from the heart about something that he knew about and that he knew was important to us. He took the fear of complexity from us and placed it squarely on his own shoulders. Through the years, we have stayed with Markham and have continued to feel the genuine care from him and his staff. He knows us, our kids, our grand kids, and our dreams and challenges because he listens. Our wealth management has transferred to Joe Calhoun as Markham's duties have changed, but we continue to receive the same regular attention and active care. And we know that if we need or want to talk to Markham he is there for us. Thank you so much.
Relationship to Financial Advisor: Client as of May 4, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A trusted Advisor
✅ Wealthtender Certified Advisor Review™
May 4, 2026
I’ve had the pleasure of working with Bruce for over 10 years, and the experience has been exceptional. He combines deep financial expertise with a clear, patient approach that makes complex concepts easy to understand. Bruce consistently explains options, outlines the impact of each choice on my goals, and ensures our plan stays aligned with my evolving needs. What stands out most is his proactive communication, transparency and thorough follow‑ups. Thanks to Bruce, I feel more confident about retirement planning, tax efficiency, and investing, with a strategy that’s both conservative and growth‑oriented when appropriate. I highly recommend Bruce to anyone seeking a trustworthy, client‑focused financial partner.
Relationship to Financial Advisor: Client as of May 4, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Bruce Fitzsimmons Trusted Advisor
✅ Wealthtender Certified Advisor Review™
May 3, 2026
My husband and I have had a wonderful relationship with Bruce for over years. During that time he has been instrumental in planning and guiding us through many of lifes uncertainties and various market fluctuations. Whenever the need has arisen, he and his staff have always been thoughtful and responsive. Additionally, we meet regularly to review our portfolio performance and discuss the overall market outlook. I have recommended Bruce's services to other family members.
Relationship to Financial Advisor: Client as of May 3, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great advisor and a good friend to our family.
✅ Wealthtender Certified Advisor Review™
May 2, 2026
We have been with Markham for over 12 years. He has always impressed us with his attention to our family, our financial needs and concerns. He has spent countless hours answering our questions and guiding us on how to work toward and achieve our financial security. Taking the steps through our retirement planning and execution was so much easier with the guidance provided by Markham. Also spent time to help us guide our children's financial life. We look forward to many more years of working with Markham.
Relationship to Financial Advisor: Client as of May 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Took The Stress Away
✅ Wealthtender Certified Advisor Review™
May 1, 2026
Chris was able to guide me through the money issues with my retirement, getting remarried, my wife's retirement, both of our 401Ks, buying a house and future planning. He has explained each and everything in clear terminology that we can understand. We feel very comfortable with Chris and his knowledge of this complex business.
Relationship to Financial Advisor: Client as of May 1, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Markum is my "finance guy"
✅ Wealthtender Certified Advisor Review™
Apr 30, 2026
Markum began to work with my late husband to plan retirement years before the actual retirement. I had met Markum more than once at various meetings. When my husband suddenly passed away, all I knew to tell my oldest son, was to search for Markum's name in my husband's emails. My son sent an email to Markum. Markum called me almost immediately. He and another associate met with me and my son within a week to help me find accounts and to advise me as I began to learn how to navigate our investments and how to deal with the finances of my life. I didn't realize until I began to listen to my retired and widowed friends how well my finances were managed with Quotent Wealth Partners. I know if I have any questions or any needs, all I need to do is email, text or call. I quickly get an answer.
Relationship to Financial Advisor: Client as of Apr 30, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trustworthy Guidance
✅ Wealthtender Certified Advisor Review™
Apr 30, 2026
We started working with Markham several years ago, just prior to retirement. He and his team turned what seemed to be a daunting transition into a thorough and detailed plan. This enables us to look forward in confidence, enjoying this next life stage. Markham's expertise and advice have been reassuring and trustworthy. Friendly, professional and always welcoming. Highly recommend!
Relationship to Financial Advisor: Client as of Apr 30, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trustworthy, Diligent, Client Focused, and Extremely Knowledgeable
✅ Wealthtender Certified Advisor Review™
Apr 30, 2026
Matt is a fantastic Financial Advisor. All my dealings with him and his team have been superb. My number 1 criteria for a Financial Advisor is Trust. In discussions and actions Matt has never given me reason to doubt his sincerity and truthfulness. He organizes my quarterly meetings, is always super prepared, and looking for investments that might be good for me and my family. His use of the Financial Planning Tax tools is exceptional. Makes planning for any financial decisions simple. He is obviously very knowledgeable about markets and investing, and can present his thoughts very well and to the point, and understandable even to the lay person. It has been a great experience working with Matt and the Quotient team.
Relationship to Financial Advisor: Client as of Apr 30, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt Bennett Review
✅ Wealthtender Certified Advisor Review™
Apr 30, 2026
We have worked with Matt for over ten years and have relied on his expertise to manage our portfolio. Matt is always honest with us about the direction we need to take with our investments. Matt is also personable and interested in everything going on in his client's life. He has a great backup staff and we are so glad our investments are being managed by Matt and Quotient Wealth Partners.
Relationship to Financial Advisor: Client as of Apr 30, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Easy to understand
✅ Wealthtender Certified Advisor Review™
Apr 30, 2026
Matt has been working with me for 4 years. I am very happy to have Matt as my financial advisor. Matt can explain things to me in simple ways so I understand and learn more every time we have a meeting. Matt also responds to my emails on any questions or concerns I may have very quickly. I appreciate that very much. Matt is personable and a wonderful financial planner, I feel very comfortable talking to him and asking questions. I always have a pleasant experience in our meetings.
Relationship to Financial Advisor: Client as of Apr 30, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted Financial Guidance for Retirement Planning – Bruce Fitzsimmons
✅ Wealthtender Certified Advisor Review™
Apr 30, 2026
I’m a recent retiree from Verizon, and choosing Bruce Fitzsimmons as my financial advisor was one of the best decisions I’ve made. What really set Bruce apart was his thoughtful guidance on future planning—especially his insights around Roth IRA strategies, which other advisors I spoke with never even mentioned. Bruce brings a wealth of knowledge and experience to the table, including navigating challenging downturns in the economy. That perspective gave me a lot of confidence in my long-term plan. He doesn’t oversell or push unnecessary products, and he has a great way of explaining things clearly without talking over my head. He makes it easy to understand the ebbs and flows of the market and what they mean for my financial future. I would absolutely recommend Bruce to anyone looking for a knowledgeable, trustworthy, and approachable financial advisor.
Relationship to Financial Advisor: Client as of Apr 30, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trustworthy and reliable
✅ Wealthtender Certified Advisor Review™
Apr 30, 2026
I have been working with Jared for several years now. Jared helped me.feel more at ease with the retirement decision and showed confidence and enduring planning. Great person to work with.
Relationship to Financial Advisor: Client as of Apr 30, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Over a decade of trust.
✅ Wealthtender Certified Advisor Review™
Apr 30, 2026
Can I say anymore? Yes, complete satisfaction with the service Bruce has provided for over a decade. Through turbulent times in the market, Bruce has always been there to advise us and help us maintain an attitude of less stress. It’s been a pleasure working with him and his team, shoutout to Jennifer. No regrets here.
Relationship to Financial Advisor: Client as of Apr 30, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Knowledgeable and Caring
✅ Wealthtender Certified Advisor Review™
Apr 29, 2026
Bruce and team are always willing to take the time to answer any questions, listen to my concerns and understand my goals. They provide sound advice keeping my financial health as a primary goal. Bruce communicates often because he realizes my financial needs are ever-changing. It is hard to trust your hard earned money with just any advisor, Bruce and team are top notch.
Relationship to Financial Advisor: Client as of Apr 29, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Peace of Mind
✅ Wealthtender Certified Advisor Review™
Apr 29, 2026
I had no idea how to retire, or whether I could/should retire, or what to do or think. The Pandemic happened and I found myself needing to figure it out. Markham. broke it all down into understandable steps that made the process easy. I’m approaching 5 years out of the working world and while I still sometimes contemplate decisions, I don’t fret over money. We’ve got a plan and it’s working. I would make the same decisions all over again and do so with peace of mind.
Relationship to Financial Advisor: Client as of Apr 29, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Patient and understanding
✅ Wealthtender Certified Advisor Review™
Apr 29, 2026
Markham was so patient with me when we 1st met about 2015, I was two years from retirement and needing help with that process but being untrusting when it came to my finances. He never gave up on me and we took baby steps until I grew to trust him. When the time came for my retirement he was there to help every step of the way and still is after all these years. I totally trust him and have followed him from one company to the next. It is not the company I trust it is Markham I trust and I now consider him a friend as well. Great that he is so much younger than I, so I should always have him to help guide me through to the end. Such an absolute delight to have in my corner.
Relationship to Financial Advisor: Client as of Apr 29, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Personalized solutions and thoughtful guidance
✅ Wealthtender Certified Advisor Review™
Apr 29, 2026
I went through a lot of "financial frogs" before I finally met the right financial prince of an advisor. It's not always easy finding someone you can truly trust with your financial future, but I am pleased to share my highest recommendation for my advisor, Lucas Baker with Quotient Wealth. Lucas takes the time to truly understand his clients' goals and concerns, offering thoughtful guidance and personalized solutions rather than a one-size-fits-all approach. His knowledge and attention to detail provide confidence and peace of mind, especially when making important financial decisions. What stands out most is his genuine care for his clients. He is always responsive, patient, and willing to explain every step clearly. His commitment to excellent service and long-term relationships is evident in everything he does. It is rare to find someone so trustworthy and committed to helping others succeed. I would confidently recommend Lucas to anyone looking for an exceptional financial advisor.
Relationship to Financial Advisor: Client as of Apr 29, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
WOW, WOW, WOW
✅ Wealthtender Certified Advisor Review™
Apr 29, 2026
It is not to often that you meet a person such as Matt. In reality many people say what you want them to say in order to close a deal but not Matt! I was referred to him and looked forward to meeting him but I didn’t have any expectations. He spoke about the company and their success which is expected in an initial meeting. So what happened? When it was my turn to have the floor, I had lots of questions and his answers clearly communicated to me that he listens, processes, asks questions for clarity and responds in a manner that I clearly understood. He respectfully challenges my way of thinking and that is what is different about him. That is what I want, because he should be the subject matter expert and educate me to change my thinking if that is necessary to ensure I have a comfortable, peaceful mindset so I can do what I want to do in this chapter of my life. I consider him family because TRUE family looks out for you and protects you. He reaches out to check up on me to see how life is going, he reassures me that my monies are performing well and has also assured me that he will be proactive in reaching out if a market change warrants a conversation. If I reach out to him because I want to chat, share an article that I came across, he is always there for me. And when I see him in person, he and Angela always have a Mexican Coke for me. I tell him, “Your stuck with me.”
Relationship to Financial Advisor: Client as of Apr 29, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt Bennett
✅ Wealthtender Certified Advisor Review™
Apr 29, 2026
Several years with Matt, he has great back up staff, well-diversified, and fairly stable even in this lousy trump environment with some growth. Plans well for future.
Relationship to Financial Advisor: Client as of Apr 29, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trustworthy and Knowledgeable
✅ Wealthtender Certified Advisor Review™
Apr 28, 2026
We appreciate that Matt knows us - our goals and interests. He takes the time to explain and educate us on our investments as well as new opportunities. However, he also listens and provides his advice based on our discussion. He is very forthcoming about the pros and cons of a situation and would never hard sell anything. We trust him and his team to serve our best interests in the long term big picture and the daily tasks as well.
Relationship to Financial Advisor: Client as of Apr 28, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
My friend & financial advisor in retirement
✅ Wealthtender Certified Advisor Review™
Apr 28, 2026
Honest, thoughtful, knowledgable, responsive, genuine, competent, Chris has all the attributes required in a CFP. Highly recommended.
Relationship to Financial Advisor: Client as of Apr 28, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
My friend & advisor in my silver years
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
Chris is Honest, thoughtful, responsive, knowledgeable, experienced,. All the qualities needed in a CFP. Highly recommended.
Relationship to Financial Advisor: Client as of Apr 27, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Outstanding Job
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
As I navigate retirement and manage some health challenges, Lucas has consistently checked in on me. I greatly value his expertise and dedication to my financial planning during this important stage. His comprehensive and proactive guidance has truly boosted my confidence about the future. It’s been a pleasure to work with someone so committed and genuinely caring.
Relationship to Financial Advisor: Client as of Apr 27, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Review
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
I have enjoyed having an investment account with Jon Blumenthal for the last 20 or 25 years. That should provide an accurate picture of my satisfaction with Jon & the other contacts in this company.
Relationship to Financial Advisor: Client as of Apr 27, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Quotient Wealth received this client testimonial by email and received permission from the client to post this online review on their behalf.
Couldn't be more pleased with the level of service!
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
My wife and I partnered with Lucas and Quotient Wealth Partners over two years ago based on a referral from a friend. We had talked to other firms and financial planners but chose Quotient and Lucas based on their level of effort to get to know us and our goals and help us chart a path to get there. Lucas is patient and a great listener. He works hard to help us model various financial scenarios and likelihood of success so we can make informed decisions today. Lucas has helped us get comfortable with our budgeting as we enter retirement, diversify our portfolio, and introduced us to several tax-saving approaches along the way. He has also been very honest and straightforward about risks and likelihood of success and failure. My only regret is not working with a financial planner sooner and I'm sure that is because of the level of service and trust we have experienced with Lucas and the Quotient Team.
Relationship to Financial Advisor: Client as of Apr 27, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Management like Heavy Duty Shock Absorbers
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
Positive review is based on good performance of assets over a long period of time and ability to absorb shock events like covid, wars, political outbursts and weather events that impact the insurance industry. Recovery from negative events has always occurred, followed by periods of positive growth. I am now confident that we will be fine and I I don't have a lot of anxiety. Advisors always respond within 24 hours and I am pleased with the extra lunch-and-learns on special impact topics and strategies. Important that this firm is not conflicted with intentions to sell specific securities or investments. Philosophy is based on performance and customer satisfaction.
Relationship to Financial Advisor: Client as of Apr 27, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Outstanding Service and Long‑Term Results
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
We have been working with Jared through different stages of our financial planning, and we couldn’t ask for a better advisor. He’s incredibly knowledgeable, always available, and consistently quick to respond to any question we have. What we appreciate most is how clearly he explains the reasoning behind his recommendations — including risks, tax considerations, and how each decision supports our long‑term goals. Jared is dependable, always ready to talk, and genuinely committed to helping us make confident, informed decisions. We highly recommend him to anyone looking for a responsive, skilled, and trustworthy financial advisor.
Relationship to Financial Advisor: Client as of Apr 27, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great Person
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
Lucas is a great person, and we enjoy working with him. He cares about his work and checks in regularly with us.
Relationship to Financial Advisor: Client as of Apr 27, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt the Best
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
Matt is a thorough, educative, personable, proficient, and professional advisor. He educates me on processes, goals, and tools. He has a holistic approach to my financial planning. He advises me on the positive and negative sides of endeavors and processes. He is always available and even timely responded to me when he was on vacation in Mexico. I give him an 11 on a 10 point scale!!
Relationship to Financial Advisor: Client as of Apr 27, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A Trusted Advisor for Our Entire Family Since 2014
✅ Wealthtender Certified Advisor Review™
Apr 27, 2026
My wife and I have worked with Jon Blumenthal and Quotient Wealth Partners since 2014, and we couldn’t be more pleased with the guidance he has provided over the years. Jon has helped us with investment management, retirement planning, tax preparation, and broader financial planning strategies, always with thoughtful advice tailored to our goals. What we appreciate most is that Jon has taken the time to truly get to know us and our family. He is highly responsive, professional, and very direct in his communication, which we value, but he also brings a personal touch that makes working with him comfortable and reassuring. During challenging times—including the uncertainty of COVID and even weather-related disruptions—Jon remained steady, accessible, and proactive in helping us make sound financial decisions. The greatest endorsement we can give is that our children and siblings have also entrusted Jon and his associates with their financial planning for several years. That level of trust across our family speaks for itself. We highly recommend Jon and Quotient Wealth Partners to anyone looking for a knowledgeable, trustworthy advisor who genuinely cares about helping clients succeed over the long term.
Relationship to Financial Advisor: Client as of Apr 27, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Jon has made it possible for me to meet and exceed my retirement goals.
✅ Wealthtender Certified Advisor Review™
Apr 25, 2026
I have been with Jon for almost 18 years. In that time he was able to increase my investments 3 fold and I was able to retired earlier then expected. Not only is Jon an expert in retirement planning, he is an exceptional person. He takes the time to explain the plan in terms I can understand and addresses any concerns. On a personal note, Jon was there to give me guidance when I lost my husband and when I was laid off from my job a few months later. He really cares about his clients and their goals.
Relationship to Financial Advisor: Client as of Apr 25, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Awesome to work with
✅ Wealthtender Certified Advisor Review™
Apr 25, 2026
We have been working with Chris for approximately one year. We have had several meeting with Chris and he has been attentive to our questions. He is very knowledgeable and thoughtful. I would highly recommend Chris as your financial advisor.
Relationship to Financial Advisor: Client as of Apr 25, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
over a decade of excellent service
✅ Wealthtender Certified Advisor Review™
Apr 25, 2026
My wife and I have been working with James for over a decade. We always feel James is looking out for our best interests. When we have discussions with him, he always lays things out clearly and honestly and gives us the information we need. He never tells us what we want to hear, instead, he gives us an honest assessment of things and provides options to maximize our future success. I highly recommend James to anyone looking for a financial advisor who is hones, straightforward, and knowledgeable.
Relationship to Financial Advisor: Client as of Apr 25, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
From Uncertainty to a Secure Retirement Plan
✅ Wealthtender Certified Advisor Review™
Apr 25, 2026
Chris has been an invaluable asset to my financial well-being. We began working together during a stressful layoff, and his calm, knowledgeable approach provided the confidence I needed. From our first call, his genuine care was evident. He worked with me step-by-step to build an investment and retirement strategy that funds my passion for travel, while also navigating complex tax and health insurance issues like IRMAA. With plans to eventually handle my estate planning, Chris and his team ensure every detail of my future is secure. He is professional, empathetic, and truly excellent at what he does—my only regret is that I didn't find him sooner!
Relationship to Financial Advisor: Client as of Apr 25, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Chris is the "Best"
✅ Wealthtender Certified Advisor Review™
Apr 25, 2026
I've been working with Chris about 10 years now, and he really turned around my portfolio. I've had some bad dealings with advisors in my past,... and am very happy to say what a fresh breath of air Chris has been; while emphasizing what a truly competent, professional he is. If you need him, Chris finds a way to make himself available fairly quickly. He looks into "everything" for you. Example, I had paid off a whole life insurance policy with a death benefit value of approximately $500,000. Chris looked into it and found where I could take the cash value of this policy, and go with another major company that would UP my death benefit to: $889,000!! There was "NO" money out of pocket and my net gain was a little shy of double! Probably the thing I like most about Chris is his personality. He cares about what you're trying to accomplish, and he really listens. He doesn't continually try to pitch new things to me. Instead, he listens to what my wife & I are trying to accomplish, reflects the likelihood of success through their very sophisticated computer systems, and may make suggestions on how to go about it in the process. Chris has become more than just a Financial Advisor to us,... he's become a friend that we count on for financial counsel and we respect him immensely. I wholeheartedly recommend Chris Mohring.
Relationship to Financial Advisor: Client as of Apr 25, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Lucas ROCKS!
✅ Wealthtender Certified Advisor Review™
Apr 25, 2026
I’ve had the pleasure of working with Lucas over the past year as I prepared for my upcoming retirement and the experience has been outstanding. From the beginning, Lucas took a comprehensive and thoughtful approach to evaluating my financial portfolio, ensuring that every aspect aligned with my long-term retirement goals. One of the most valuable pieces of guidance was his support in transitioning my 401(k) savings into both a traditional IRA and a Roth IRA. He explained each step clearly, handled the process efficiently, and made what could have been a complicated transition feel seamless. Lucas also provided insightful recommendations on incorporating my pension funds into my broader portfolio, helping me feel confident that my income streams are well-structured for the years ahead. In addition, he has maintained continuous attention to developing and refining a comprehensive budget, helping ensure that I stay on track to reach my financial goals both now and in retirement. What truly sets Lucas apart is his personal approach. While guiding me through retirement planning, he was equally attentive to my family situation—especially when it came to considering my aging mother’s financial needs. He approached these conversations with sensitivity, patience, and genuine care, which meant a great deal to me. Throughout the year, Lucas has consistently kept me informed about market trends and financial developments through regular meetings, timely outreach, and educational seminars. I’ve always felt well-informed and supported in making important decisions. I would highly recommend Lucas to anyone looking for a knowledgeable, responsive, and compassionate financial advisor—especially those navigating major life transitions like retirement.
Relationship to Financial Advisor: Client as of Apr 25, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trust Worthy
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
I’ve been a client of Jon and Chris since 2017. They have truly acted as fiduciaries on my behalf ever since. At first I was a nervous client but I’ve grown to trust their judgment and decisions completely. Now I just leave everything to them, knowing Jon since the United Capital days and his great understanding of the market.
Relationship to Financial Advisor: Client as of Apr 24, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Jared has earned my complete trust
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
We had a bad experience with my former advisor, so coming to Quotient and teaming up with Jared has proven to be a great choice. I soon learned Jared and Quotient does things right every single time. I have complete trust in their ethics and their financial acumen at all times. I would encourage anyone looking for an advisor to make Jared and Quotient your first and only choice.
Relationship to Financial Advisor: Client as of Apr 24, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
My Financial Go To
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
Jared has done a great job managing our retirement. He is always on top of things and his advice has proven reliable and accurate. I would highly recommend his services. I always enjoy talking to Jared. He is very personable and shows concern and care for not only our financial portfolio but any other issues we might want to talk about. Thank you Jared for all you do, appreciate it much.
Relationship to Financial Advisor: Client as of Apr 24, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Knowledgable and responsive
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
We have been clients of Both Matt and Brandon for almost 10 years. Matt is knowlegable and responsivle when we have questions and offers different solutions for us to consider. We are grateful to have him as our advisor.
Relationship to Financial Advisor: Client as of Apr 24, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Review on Matt Davis / Quotient
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
I have been working with Matt since I retired with Chevron USA in 2019 and I feel it is the best decision I could have made. I was leery of retiring at the age of '59' but Matt guided me along during retirement and I have total confidence in his judgment. I really do think he has my best interests at heart. We have reviews and he always lets me ask questions and discusses with me any needed income changes and also what we might can expect in the new year. I have had several years of serious health issues and we discuss these along with any upcoming major expenses.....as I built a new home in 2023. Matt - Thank you so much for your support and guidance since 2019. I really appreciate the encouragement you've provided me and I am so grateful that you are my advisor because not only are you my mentor, but I also view you as a friend.
Relationship to Financial Advisor: Client as of Apr 24, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt Davis an Excellent Financial Advisor
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
Matt has been an outstanding financial advisor for us. For years, I expressed to my husband the importance of having someone guide us with financial advice and illustrate potential investments. Personally, I wanted a financial planner whom I could trust to look after my interests in the event of anything happening to my husband, and Matt has demonstrated his commitment to ensuring my well-being.
Relationship to Financial Advisor: Client as of Apr 24, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Jared is exceptional
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
He is knowledgeable, communicates clearly and unemotionally yet is empathetic and compassionate. He never forces issues but helps one understand facts so that one can make a decision with no remorse.
Relationship to Financial Advisor: Client as of Apr 24, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Planning for the rest of my life
✅ Wealthtender Certified Advisor Review™
Apr 24, 2026
Matt and his group of financial planners have helped me plan for the rest of my life. They always have my best interests at heart. They plan and recommend and act with me in their uppermost mind. They know my family and plan for each of us. I am so thankful I have them in my corner!
Relationship to Financial Advisor: Client as of Apr 24, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
More than a decade of great financial help from a trusted partner.
✅ Wealthtender Certified Advisor Review™
Apr 23, 2026
I've been a client with Matt Bennett and his associates in one form or another for well over a decade and perhaps nearing two. They've always been a trusted partner and I now consider them as my friends too. They do a great job of keeping me grounded from doing what I would typically prefer as a saver while working, keeping me from being aggressive as a retiree when I no longer need to take the risk. They have a consistent and steady hand, which is excellent as a financial advisor. Retirement strategy and the investments shouldn't change as the markets get nervous or bullish. This makes for very comfortable and peaceful sleeping at night without worries, no angst. Thanks Quotient Team! Y'all Rock!
Relationship to Financial Advisor: Client as of Apr 23, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Exceptional team
✅ Wealthtender Certified Advisor Review™
Apr 23, 2026
Matt is incredible but the team as a unit is even better. Great advice and guidance and even persuasion when necessary. This team provides incredible support to their clients enabling them to achieve their financial goals and independence. What a great team…. I recommend Matt/team at least a few times a month—- I’ll be a lifetime client.
Relationship to Financial Advisor: Client as of Apr 23, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Lowered my Finacial Stress Level 10X
✅ Wealthtender Certified Advisor Review™
Apr 23, 2026
Matt and his team have been handling our financial portfolio since I retired in late 2022. It has, admittedly, been a good market over the past 3+ years but recent market drops and instabilities have been substantially less painful based on the mix of funds he selected for our particular needs. Our funds are doing quite well. Matt is easily accessible and quick to respond to questions. I have dealt with other financial planners over the past 30+ years but none provided the peace of mind that I currently enjoy with Matt. I am so comfortable with Matt and his team that I convinced my mother and our daughter to move their portfolios to Matt. I am also trying to convince my brother to do the same. I have complete confidence in Matt's understanding of the market and in his strategy for our particular needs.
Relationship to Financial Advisor: Client as of Apr 23, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Incredible Financial Advisor and Trusted Professional
✅ Wealthtender Certified Advisor Review™
Apr 23, 2026
I’ve known Matt for about 10 years know, just a few years before my retirement in 2017. I have supreme confidence in his abilities and greatly appreciate the very personal nature of how he conducts his business. He has the perfect temperament for engagement and is always willing to educate me in investment decisions, even when it takes a little extra time. Top notch individual in all respects!
Relationship to Financial Advisor: Client as of Apr 23, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Exceptional Advisor
✅ Wealthtender Certified Advisor Review™
Apr 23, 2026
Been working with Matt for > 5 years and been with the “United Capital” Group for at least 15 years. Solid advice based on my risk tolerance. A key for me is that Matt knows my wife and is careful to keep her into the conversation. Matt also gets the tax side once you’re in the spending phase of life.
Relationship to Financial Advisor: Client as of Apr 23, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Attentive and proactive advisor. Innovative team.
✅ Wealthtender Certified Advisor Review™
Apr 23, 2026
Matt is a great listener and communicator. He understands the different goals for my husband and me and those for each of our adult sons and their family. As our situations and needs changed, he anticipated how best to respond and modify our investments. Coordinating with our tax preparer makes everything easier. We met Matt as we were preparing for my husband's retirement from ExxonMobil. The Quotient team understood all the options and guided us through the process, making a stressful transition easy. If you're looking for an advisor who is sharp, empathetic, and proactive, and want a firm that focuses on innovative solutions that are best for you, call Matt and meet Quotient!
Relationship to Financial Advisor: Client as of Apr 23, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
All My Research Is Paying Off
✅ Wealthtender Certified Advisor Review™
Apr 23, 2026
A few years before retirement, I started meeting with various financial advisors with the goal to select one to guide us into and through retirement. After talking with over 20 firms, we selected Jon and his team. After 12 years of retirement, we are in a better position now than we ever imagined. Jon's team is always working to improve their service offerings, investment performance, and relationship with their clients. Because of their guidance and results, our retirement has been a great experience and my wife and I can focus on the things we enjoy and not loose sleep over money.
Relationship to Financial Advisor: Client as of Apr 23, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Available And Knowledgeable
✅ Wealthtender Certified Advisor Review™
Mar 16, 2026
Jared is just a phone call away. His expertise has been invaluable many times in periods of transitions and decisions. He is approachable and helps us think through the consequences of our decisions.
Relationship to Financial Advisor: Client as of Mar 16, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great advisor!
✅ Wealthtender Certified Advisor Review™
Mar 16, 2026
I’m enjoying my retirement because Matt and his team manage my money well. Matt listens to my concerns and formulates strategies to work withmy expectations.
Relationship to Financial Advisor: Client as of Mar 16, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Agile and Reliable
✅ Wealthtender Certified Advisor Review™
Mar 16, 2026
Not only is QWP agile and reliable, Matt is the best of the best! He is very personable, responsive and honest. Matt will take the time to understand your personal situation and work with you to build a plan based on your interest and needs to meet your goals. I’ve been with this team a long time and a prime example of someone that started out with a lot of questions and trust issues with someone else handling my current and future retirement funds; while I was working. Now , I’ve been retired almost 10 years and couldn’t be happier!
Relationship to Financial Advisor: Client as of Mar 16, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Focused, relaxed, professional.
✅ Wealthtender Certified Advisor Review™
Mar 16, 2026
Matt has honed in on our specific needs, wants and desires. He has outlined a very sensible plan specific to us. He offers options and timely advice, such as when we recently purchased a vehicle.
Relationship to Financial Advisor: Client as of Mar 16, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt Davis-Excellent Financial Manager
✅ Wealthtender Certified Advisor Review™
Oct 15, 2025
Matt is able to explain our financial situation in a clear concise manner and is very responsive to any questions we may have. He is proactive in anticipating our needs because he takes the time to get to know my wife and I. He has helped us navigate lows and highs in the economy understanding our tolerance for risk vs reward. We could not be happier.
Relationship to Financial Advisor: Client as of Oct 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
FINANCIAL JOURNEY WITH JON BLUMENTHAL
✅ Wealthtender Certified Advisor Review™
Oct 5, 2025
I met Jon during a luncheon in circa 2012 when he was with United Capital. My wife and I subsequently met with Jon for a consultation that primarily discussed financial goals and risk tolerance. I was currently a client of another institution but now wanted a firm 10 year retirement plan in place and with someone that I felt we could TRUST. We provided Jon with an investment and compared him to two other institutions for a 1 year comparison. Key criteria during this period was communication, financial options that were consistent with our financial goals and NOT just the institutions 'options of the month'.
Jon has checked all boxes to-date and we are very pleased with a decade plus relationship that has included multiple companies (i.e., United Capital, Goldman Sachs and now Quotient Wealth Partners. I am now retired, my wife still working and we trust Jon to manage our wealth within the financial goals and risk tolerance that we discussed in our initial consultation over a decade ago.
Relationship to Financial Advisor: Client as of Oct 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
12 Years of Trusted Financial Guidance
✅ Wealthtender Certified Advisor Review™
Jun 25, 2025
I have been working with Matt Bennett, a Certified Financial Planner (CFP), for the past 12 years, and I can confidently say that his expertise, professionalism, and unwavering integrity have made a profound difference in my financial well-being.
Over the years, through various market ups and downs, his ability to listen, explain, and calm my concerns whenever uncertainty has arisen, is what I’ve valued most. His steady, thoughtful approach has earned my complete trust, and I’ve never once felt pressured or unsure about the path we’re taking.
Relationship to Financial Advisor: Client as of Jun 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted, thoughtful and overall great Financial Adviset
✅ Wealthtender Certified Advisor Review™
Jun 23, 2025
Jared is a very professional financial adviser who respects your decisions based on his advise. Always great to talk to.
Relationship to Financial Advisor: Client as of Jun 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great advisor and family friend
✅ Wealthtender Certified Advisor Review™
Jun 19, 2025
I’ve been working with Jared Davis for the past 8 years, and I honestly couldn’t ask for a better financial manager. He’s sharp, dependable, and always takes the time to explain things in a way that makes sense. Jared has helped me stay on track with my financial goals, and I trust his advice completely.
He’s easy to talk to, always responsive, and genuinely cares about doing what’s best for his clients. It’s been a great experience working with him, and I highly recommend Jared to anyone looking for someone who really knows what they’re doing and puts you first.
Relationship to Financial Advisor: Client as of Jun 19, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Peace of Mind
✅ Wealthtender Certified Advisor Review™
May 20, 2025
One year prior to my retirement, Markham took the time to fully understand my financial situation and my plans for the future. My circumstances involve more than just my 401(k). During several discussions, Markham was able to answer all my questions and quickly analyze scenarios, making me feel at ease with my retirement readiness. I could put to rest any racing thoughts and indecision.
Now three years into retirement, working with Markham continues to be a positive experience. My monthly distribution “paycheck”, based on tax-efficient withdrawals and Markham’s full analysis of my circumstances, has allowed me to enjoy my passions each day, post-career. Markham and Joe are always available to talk and give advice when I’ve had market concerns. The Quotient newsletters also serve to remind me how my money is being invested to reduce exposure.
I’m fortunate that I can now enjoy the fruits of my labor with confidence that Markham will be the first to tell me if and when I should make changes to my financial strategy.
Relationship to Financial Advisor: Client as of May 20, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Superb Customer Service and Fantastic Knowledge of the market and how to help you!
✅ Wealthtender Certified Advisor Review™
May 14, 2025
There are not enough positive words to describe Jared and what he's done for me and my family. He has great knowledge of the market and how to set yourself up for success. He's ALWAYS available to answer any questions and help you understand things in your portfolio. I've been with Jared for over 5 years and he really knows his stuff and always goes above and beyond to help and structure your portfolio for long term success! I trust him fully!
Relationship to Financial Advisor: Client as of May 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt Bennett- Simply the BEST
✅ Wealthtender Certified Advisor Review™
May 12, 2025
I actually started working with Matt two years prior to my retirement in 2018. Although I rely on him for financial guidance he has certainly become a friend over the years. I was so touched over his concern for my well being when my husband passed. Matt always answers my questions and addresses any concerns I might have about the market in general in such a way that I can understand. I absolutely have total trust in Matt and cannot imagine navigating through finances and investments with anyone else. HE makes my life SIMPLE!
Relationship to Financial Advisor: Client as of May 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great Wealth Advisor, Great Team!
✅ Wealthtender Certified Advisor Review™
May 12, 2025
Markham and the Quotient Wealth team have been our advisors since I retired in July 2018 after taking a buyout severance package. He and his team have provide solid advice in maintaining our wealth for now and in the future. The quarterly account reviews insure that we meet our financial needs and our financial goals. The monthly market commentaries tie in current events with stock market trends. And the people at Quotient Wealth are always available to answer any questions about your investments. It is a pleasure working with Markham and his team of advisors. They provide the personalized service that meet our needs.
Relationship to Financial Advisor: Client as of May 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Simply the best
✅ Wealthtender Certified Advisor Review™
May 8, 2025
I am also a long time investor with Matt, and his mentor/predecessor, now retired. I've always appreciated honest advice, even if difficult to hear ( only a couple of times!). I wanted to retire and not be dependent on anyone. I wanted to live comfortably, after a lot of penny pinching years. I actually invested a chunk before I retired, so I could see the process. I am more than pleased with how it has played out, some 12 or so years later. I have been a Tim Harder fan since day one. I appreciate the breakfasts and speaker events that emphasize values and motivation, rather than just money. Matt gives of himself, shares his family and work experiences, and is never rushed. Angelica is a wonderful addition.
They are responsive and empathetic. I hope this helps someone else feel great about deciding to work with Matt. Thanks for all the great work!
Relationship to Financial Advisor: Client as of May 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted Advisor
✅ Wealthtender Certified Advisor Review™
May 6, 2025
I met Matt through David Peterson, whom I initially started with in 2005. Matt was later assigned to my account. He has always been readily available. I trust Matt wholeheartedly.
Relationship to Financial Advisor: Client as of May 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Extremely Satisfied and Grateful
✅ Wealthtender Certified Advisor Review™
May 5, 2025
I have worked with Matt for over 10 years, 5 of which have been in retirement. Matt was instrumental in helping me prepare for retirement and helping me feel comfortable with when to retire. I completely trust Matt and Quotient to manage and grow my portfolio. I know peace of mind because of Matt. I have no doubt working with Matt is part of God’s plan for my life. What a blessing to have wonderful, trustworthy and incredibly talented people caring for me and all who choose Quotient.
Relationship to Financial Advisor: Client as of May 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Working with Matt Bennett
✅ Wealthtender Certified Advisor Review™
May 5, 2025
I retired in 2020 and begin working with Matt about two years prior to that. Since the beginning, Matt has been a great advisor/friend, from planning my retirement to actually living in retirement. Every step of the way he has provided sound advice and guidance. I am very happy to be working with Matt and his team, and have recommended him to family and friends.
Relationship to Financial Advisor: Client as of May 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt Bennett - Highly Recommend
✅ Wealthtender Certified Advisor Review™
May 5, 2025
I was referred to Matt by a friend a year ago and could not be more pleased with his financial advice. A year ago, was thinking I wanted to retire in 2027, and he was able to help me build that goal. He met with me frequently to review by investments, invited me to seminars and reassured me I was on the right track. As the saying goes, things change, and I actually retired 2 years prior than my goal and he has walked with me the entire way. Matt, as well as his colleagues are phenomenal at what they do, they are friendly, flexible, and always there when I need them. I strongly recommend Matt and team.
Relationship to Financial Advisor: Client as of May 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Wonderful Wealth Advisor
✅ Wealthtender Certified Advisor Review™
May 5, 2025
My family has been using Matt for 12 years and we could NOT be happier with our decision to work with him. From determining our retirement needs to quality investments, Matt has very successfully guided all our retirement financial needs.
Matt is more than a very successful financial consultant; he has become like family. I know he can help you as well.
The cost structure is also good for us, because the more successful financially that we are, Quotient is more successful too. I HIGHLY advise using Matt for all your investment needs.
Relationship to Financial Advisor: Client as of May 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Mattt Bennett is a great financial advisor!
✅ Wealthtender Certified Advisor Review™
May 5, 2025
Matt has been our financial advisor for over a decade and has been very responsive to our changing goals since our retirement. We fully trust him and the Quotient Wealth Partners team. We are both happy with our results and our relationship with Matt.
Relationship to Financial Advisor: Client as of May 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A big part of our retirement team!
✅ Wealthtender Certified Advisor Review™
May 5, 2025
We have been working with Markham and his team for about 7 1/2 years. Markham is professional, detail oriented and has a great sense of humor. He explains things in terms that we can understand. We trust Markham and his team to do the right things for our family. We highly recommend Markham and his team as financial advisors.
Relationship to Financial Advisor: Client as of May 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trust
✅ Wealthtender Certified Advisor Review™
May 5, 2025
Jonathan and his staff have been working with us for over a decade. His opinion brings peace of mind for managing our retirement. We work together to make the best possible decisions that secure us a comfortable retirement lifestyle. Trust is key in our relationship. Thanks Jon (and staff)!!
Relationship to Financial Advisor: Client as of May 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Markham Hawkins, true professional
✅ Wealthtender Certified Advisor Review™
May 5, 2025
Before retiring in Dec’19 in Colorado, I had multiple people refer me to Markham since he seemed to have a large client base with the company I worked for.
Initially our introduction meetings were in person, but once I retired we moved back to Virginia and all our meetings have been through web-based connections. The quality of service provided from Markham (and Joe) has not deteriorated from when we met in person.
Before staring with Markham as my advisor, I used the larger firms my company offered, they were not personalized and I never had any contacts with individuals. All that changed with Markham as our financial advisor; he asked questions about us, our goals, our vision, and our future financial aspirations.
Markham designed a plan around our lives, our retirement plans and our financial aspirations.
Never was there a question unanswered, and at times Markham becomes the educator to help us make the decisions needed
Relationship to Financial Advisor: Client as of May 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Professional, compassionate and friendly
✅ Wealthtender Certified Advisor Review™
May 2, 2025
I highly recommend Matt Bennett as my financial advisor! He is incredibly friendly, compassionate, and patient, always taking the time to explain things in a way that’s easy to understand. Whether we’re discussing short-term goals or long-term planning, he makes sure I feel confident and informed every step of the way.
Relationship to Financial Advisor: Client as of May 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great to work with!
✅ Wealthtender Certified Advisor Review™
May 2, 2025
We have been working with Markham and Joe for about 5 years and really appreciate the guidance we have received. They are both professional and are always willing to spend time and answer any questions we have. We trust them to do the right thing for us and they always have.
Relationship to Financial Advisor: Client as of May 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Your Success is his Motivation
✅ Wealthtender Certified Advisor Review™
May 2, 2025
I highly recommend Markham as an Financial Wealth Adviser." "Markham has given me and family excellent advice on several issues. He is patient, understanding doesn't patronise and listens carefully to what we say. I am confident that any advice I receive from him will improve my situation for a path forward for my investments and a "Roadmap to Success".
Markham is a solid communicator, trustworthy, knowledgable and customer-focused Financial Wealth Advisor. He has helped us and my family establish a sound financial plan that is tailored to our specific goals and objectives.
Markham continuously keeps up-to-date on how we are tracking towards our plan and makes consultative suggestions when needed., with his support and expertise, I am confident in mine and my family's financial future.
If you are looking for honesty, integrity and hard work, then give Markham a call.
Kindly and Thank you
Relationship to Financial Advisor: Client as of May 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Markham Hawkins our finance guy
✅ Wealthtender Certified Advisor Review™
May 2, 2025
We have used Markham's services for over 10 years. He guided us for our financial planning. Now that we are retired he is our trusted retirement planning expert. He is a great "steward" for our financial future and goes the extra mile.
Relationship to Financial Advisor: Client as of May 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Brandon Ross and Quotient Team
✅ Wealthtender Certified Advisor Review™
May 2, 2025
Brandon and his team have been providing outstanding service to my wife and I for over 15 years and numerous cycles. They are professional, strong communicators, provide solid advice and are diligent and detail oriented with all transactions.
Relationship to Financial Advisor: Client as of May 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt Bennett awesome Financial Advisor
✅ Wealthtender Certified Advisor Review™
May 1, 2025
I've been a client for over seven years. Matt has always given great advise and is very responsive to any questions or concerns. I have recommend numerous family and friends to him over the years and will continue to recommend him. I feel very confident in his ability to advise me on my investments. Thanks so much to Matt and his team.
Relationship to Financial Advisor: Client as of May 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Very Responsive
✅ Wealthtender Certified Advisor Review™
May 1, 2025
Have been withy Quotient Wealth through three or four name changes - (since 2004). I've always been very impressed with the responsiveness of my account manager and his support staff. Matt is always there to answer any of my questions and ensures that my financial well being is top of mind. I have confidently recommended Quotient and Matt to friends who have been looking for competent and capable financial planners and wealth strategists.
Relationship to Financial Advisor: Client as of May 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great Financial Advisor
✅ Wealthtender Certified Advisor Review™
May 1, 2025
Working with Matt is a pleasure. Matt listens to any concerns I have and is patient and understanding. He gets to know you as a person not just as an advisor. I am extremely confident in his financial advice and trust every recommendation he makes. Thanks for being the BEST financial advisor.
Relationship to Financial Advisor: Client as of May 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great Ride
✅ Wealthtender Certified Advisor Review™
May 1, 2025
Angie and I have been working with Matt since we retired from AT&T about 13 years ago when the company was Peak Capitol and he was just getting started in his career. We knew then as we know now Matt was going places and we wanted to go along for the ride. He has always been available to address our questions and concerns; and has been there for us when we needed to make important financial decisions. Thanks Matt!
Relationship to Financial Advisor: Client as of May 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
FIVE STARS PLUS
✅ Wealthtender Certified Advisor Review™
May 1, 2025
My wife and I were referred to Matt by some close friends of ours who were affiliated with USAA three years ago. At that time, we were very disappointed with the very large financial service company we were with and the name I will not mention. This happened when Matt was a part of Goldman Sachs. We were impressed from the very beginning and after some lengthy phone discussions, we knew that our investments would be best served by Matt. We were not used to the hands on approach prior to Matt, but we quickly learned how important our financial investments and personal lives meant to him and his Team. There was no doubt in our minds that we would stay with Matt when the split from Goldman Sachs occurred and Quotient Wealth Management began. I cannot tell you enough how much Matt, Matt Frost and Angelica have provided Pat and I the peace of mind knowing that this Team is overseeing our retirement investments. I encourage anyone who is looking for someone new to watch over their life’s investments to consider Matt and Quotient Wealth.
Relationship to Financial Advisor: Client as of May 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Mr Bennett at Quotient Wealth
✅ Wealthtender Certified Advisor Review™
May 1, 2025
Matt and his team have been managing my portfolio for many years now. I have nothing but profuse thanks for everything they do daily to assist me. Their valued input on my current position has provided the peace of mind for me knowing I am well cared for now and into the future. God bless Matt and his team!
Relationship to Financial Advisor: Client as of May 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt Bennett and the Quotient Wealth Staff
✅ Wealthtender Certified Advisor Review™
May 1, 2025
I have been working with Matt Bennett for close to 10 years. He helped me with financial advice prior to my retirement and continues to manage my portfolio to this date. He and his secretary ( Angelica is probably more than a secretary) have treated my husband and I like family and we totally trust their financial and tax advice. I feel they truly take their fiduciary responsibility seriously and I highly recommend Matt to be honest and sincere with anyone’s investment concerns.
Relationship to Financial Advisor: Client as of May 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
The client comes first here!!!
✅ Wealthtender Certified Advisor Review™
May 1, 2025
Jon and his team keep me informed and engaged throughout the process every year. Their understanding of my needs is captured through detailed questions and discussions. As the market changes they are always in contact with me.
Relationship to Financial Advisor: Client as of May 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Been with Jon for a couple decades:)
✅ Wealthtender Certified Advisor Review™
Apr 4, 2025
Jon handled both my husbands and my retirement plan/planning before we even retired. Glad to have him manage my accounts and keep me informed of what’s occurring that may or may not affect my balance.
Thanks Jon!
Relationship to Financial Advisor: Client as of Apr 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent Financial Management
✅ Wealthtender Certified Advisor Review™
Apr 3, 2025
Matt has been my financial planner for quite some years now, and I rely on him and Quotient Wealth Partners for portfolio management, tax advice, and other forms of financial planning as a retiree. I would not hesitate to recommend him to others who seek top drawer financial planning services.
Relationship to Financial Advisor: Client as of Apr 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Knowledgeable, available, and resourceful
✅ Wealthtender Certified Advisor Review™
Apr 1, 2025
We have been advised by Jared for several years now after researching and interviewing several advisors and companies. Jared listens to your concerns and considerations and develops a plan that works. He has helped us with everything from financial advisement and management, tax planning, estate planning, and moving into retirement. I can reach out to him at anytime with questions or wants and get immediate answers.
Relationship to Financial Advisor: Client as of Apr 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Most Impressed and Highly Recommended
✅ Wealthtender Certified Advisor Review™
Mar 27, 2025
Matt has been extremely helpful, responsive and insightful. Always ready to help and/or explain what their recommendations are and what is best for our family. Most recently, Matt has helped work through some tax return issues to help resolve the potential need for having to make an estimated tax payment. Most importantly, Matt has remained in constant contact with me over the years since our first encounter and discussion, prior to us becoming a client. This demonstrated to us that he was truly interested in how we are doing and his desire to assist us in the best way possible, even if we didn't become one of his clients. I highly recommend Matt for his knowledge, expertise and interest in the wellbeing of his clients.
Relationship to Financial Advisor: Client as of Mar 27, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Knowledgeable, Reliable and Trusted Financial Advisor
✅ Wealthtender Certified Advisor Review™
Mar 27, 2025
I have known Jared for 7 years now during my pre-retirement years, transitioning into retirement, and now during my retirement years. Throughout this time period he has proven himself to be a very knowledgeable financial advisor who treats my wife and me as if we were his only clients. He has an extremely good understanding of the various compensation programs of the companies within the energy industry, and knows how to tailor your specific goals and risk tolerances into a sound investment strategy. He takes the time to explain the rationale behind each of his investment strategies and recommendations, including the risks, tax consequences, pros and cons involved, and how they will affect your financial portfolio and goals. Jared has a proven record of high integrity, looking after our financial interests rather than trying to enhance commissions over a client's best interests as some financial advisors have done. We have been extremely pleased with Jared and would highly recommend him to anyone looking for a knowledgeable, reliable, sound, caring, and ethical financial advisor to help build, manage, and maintain their financial portfolio.
Relationship to Financial Advisor: Client as of Mar 27, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great team to work with that’s treats you like family
✅ Wealthtender Certified Advisor Review™
Mar 26, 2025
I’ve been working with Markham for over a decade now and can tell you he puts his customers needs at a very high level. He listens, asks thought provoking questions and offers guidance to make sure your financial portfolio is on track to meet or exceed your expectations. Joe and the rest of the team are phenomenal as well. I truly feel like I’m working with family members as they are so attentive and considerate with my time and financial goals plus schedule check in meetings with me through out the year. If you want a team that will take care of you this is the one to call. I appreciate all you all do. Thank you very much.
Relationship to Financial Advisor: Client as of Mar 26, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
great advisor, great firm
✅ Wealthtender Certified Advisor Review™
Mar 24, 2025
We highly recommend Matt Bennett and Quotient Wealth Partners. We were a client of the (now retired) original founder of what became quotient when he ‘cherry-picked’ matt to be his replacement. He said Matt would be a good replacement, would be great representative for his clients and the firm. Given time to watch, we wholeheartedly agree. Like all good money managers, Matt is financially knowledgeable, trustworthy and personable; but even more, he is very insightful into the inherent needs of his clients. Another good test is the quality of a manager is their local and support people around him: Angela Mendoza (administration) and Tim Harder (portfolio management) are excellent.
Relationship to Financial Advisor: Client as of Mar 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Brandon Ross and his team at Quotient: five star performers
✅ Wealthtender Certified Advisor Review™
Mar 21, 2025
We have had Brandon Ross, and his dedicated team of Financial Advisors at Quotient, provide me and my wife expert portfolio management advice from the onset of my retirement from Chevron Corp. back in 2021, over 4 years ago. Our business relationship started when Brandon worked for Goldman Sachs Wealth Management, and has continued successfully following the foundation of Quotient Wealth Partners (QWP)
Brandon and his team have excelled from the start by helping us model and build a robust investment portfolio, fit for our life long goals, risk profile and objectives. In only four years, our Quotient portfolio allowed us to ride the difficult and uncertain COVID and post-COVID times, leading to a remarkable composite portfolio growth in the last 15 months of over 12%-15%.
Brandon, and our trusted Financial Advisor Anthony Love, have truly teamed with us to optimize our portfolio, tweak asset mixes when needed and as needed, dial up and down our risk exposure, and suggest new and innovative investment options to capture our thoughts and aspirations. They listen carefully, provide ample face time, always accessible and never rushed, and genuinely live their mission as fiduciaries and protectors of our financial interests, all these with a distinct human touch.
We thank Ross, Anthony and all the other Quotient team members for their great service and wish them continued success.
Relationship to Financial Advisor: Client as of Mar 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly Recommended
✅ Wealthtender Certified Advisor Review™
Mar 20, 2025
Matt has been our advisor and helped us through the decision process related to retiring from ExxonMobil a few years ago. Matt has worked diligently to plan with us to meet our retirement goals. Their strategy of balancing risks and growth is working. The predictive modeling tool that looks at expense assumptions over time in various market scenarios has been particularly useful. Matt is quite adept at running us through these cases at quarterly meetings. I highly recommend Matt and the Quotient team.
Relationship to Financial Advisor: Client as of Mar 20, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A Trusted Financial Advisor
✅ Wealthtender Certified Advisor Review™
Mar 19, 2025
Jonathan has been my financial advisor since I retired 13 years ago. After working for 38 years, I needed a financial advisor to manage and grow my retirement portfolio. Jon has proved to be a trusted advisor that has grown my nest egg based on my risk tolerance. He and this team have educated me on a wide variety of investment products and have implemented an investment strategy that has proven to be successful. In addition to growing my portfolio, he has provided tax guidance, retirement income planning and a charitable giving strategy that minimizes taxes. He also helped us realize that we are in our "GO - GO" years and that we can afford to take trips that we've had on our "Life List" for a long time. We now have a trip booked and look forward to the adventure!
Relationship to Financial Advisor: Client as of Mar 19, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Genuinely Cares
✅ Wealthtender Certified Advisor Review™
Mar 19, 2025
We have been working with Matt and his staff for a couple of years now. We so much appreciated his knowledge and demeanor as we navigated retirement. He always makes sure we are comfortable with our decisions and makes himself available when have questions (and there were many!) We can’t say enough! Matt is an excellent advisor and he truly cares about his clients.
Relationship to Financial Advisor: Client as of Mar 19, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent Advice and Support
✅ Wealthtender Certified Advisor Review™
Mar 17, 2025
I have been working with Matt for at least six years and couldn't be more pleased. With all the market ups and downs we have "stayed the course" with a sound strategy, execution and very favorable results. Matt is professional, thoughtful and pleasant to work with. His advice and company resources are excellent. I highly recommend Matt as your financial advisor
Relationship to Financial Advisor: Client as of Mar 17, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Quotient - Keep up the great work!
✅ Wealthtender Certified Advisor Review™
Mar 17, 2025
My wife and I have been working with Matt and his team essentially since I retired from ExxonMobil several years ago. I couldn't be more pleased with the service and professionalism that Matt provides. These past few years have had their ups and downs and whenever we've had questions, the Quotient team has been readily available and prepared to provide a complete overview of how we're doing. Even during recent uncertainties, I'm confident that we are in good hands. Even though we no longer live in the Houston area (Virginia now), it makes no difference, since communication tools have gotten quite good, especially in recent years.
Relationship to Financial Advisor: Client as of Mar 17, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Wonderful financial advisor
✅ Wealthtender Certified Advisor Review™
Mar 17, 2025
We started working with Matt in 2020 based on very high recommendations from close friends and co-workers. From the beginning, we have felt very comfortable and confident in his ability to help us meet and secure our financial goals for retirement and beyond. He and his team have been amazing and have walked us through every step of our journey. His knowledge and experience, along with his expertise and friendly personality, have put us at ease the entire time. We meet with him twice a year for our review, and he is patient with all of our questions and concerns every time. He takes his time with us, talks very easily, and often makes great recommendations for our financial goals. We feel extremely comfortable that he has our best interests at heart and have definitely recommended him to family and friends. We are very grateful to have Matt and his team overseeing and managing our accounts.
Relationship to Financial Advisor: Client as of Mar 17, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Almost a decade of solid financial relationship
✅ Wealthtender Certified Advisor Review™
Mar 17, 2025
Almost 10 years ago, I was looking for a new financial advisor, and I found James (at a previous firm). James worked with me for a few years as I neared retirement, and I have been with him ever since, staying with him through two firm changes. James has provided periodic reviews which always cover short term recommendations and longer range simulations. His recommendations are provided with sound logic, but he will also not insist or push if I am not comfortable with any proposed changes to my portfolio.
Relationship to Financial Advisor: Client as of Mar 17, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted Advisor for my Family
✅ Wealthtender Certified Advisor Review™
Mar 13, 2025
I have know Jonathan for over 12 years and my wife and I have been his client since I retired 10 years ago. We selected Jonathan not only for his technical competency but also for his ability to explain technical matters and terms in ways we both could understand. A couple of other elements in our selection process was someone younger than us (we wanted our advisor to be sharp when we might not be) and someone that my wife would be comfortable with if I was not around. We have been pleased with the team he has assembled thru the years and the advice and service received. I have recommended Jonathan to many of my former co-workers and some have selected him as their advisor.
Relationship to Financial Advisor: Client as of Mar 13, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Best Financial Advisor
✅ Wealthtender Certified Advisor Review™
Mar 12, 2025
Matt is great!!! He is always professional, straight forward and honest with his answers to our questions or concerns. Our dealings with Matt and his support team (Angelica & Matt Frost) assures us that we are in good hands and they have our best interest in mind!
Relationship to Financial Advisor: Client as of Mar 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Professional, relatable, personal!
✅ Wealthtender Certified Advisor Review™
Mar 12, 2025
When seeking an advisor, we had talked with a few who couldn't get past the "here's how great we are, here are our awards, and look at our performance!" I understand that you need to instill confidence in your clients, but they never got to the here's how we will help you or even how things worked. They never stopped selling!
With James, he explained things in simple terms. I understood how the process works from A - Z from our very first conversation. The plan we ultimately established, the strategies we would follow, and how we would make course corrections, when necessary, etc. We discussed risk tolerance and our long-term goals. James is very easy to talk to, patient, listens well and is very responsive! We have been satisfied with our experience and overall performance working with James thus far and look forward to many more years!
Relationship to Financial Advisor: Client as of Mar 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Strong Financial Advisor With Deep Corporate Retirement Plan Knowledge
✅ Wealthtender Certified Advisor Review™
Mar 12, 2025
Jared has a deep understanding of my employer's complicated retirement plans. That knowledge was very helpful during my retirement transition and provided confidence that I was making the correct decisions and elections all at the appropriate times. His investment strategies are sound and optimize value with correct regard for risk and tax implications. Jared and his team efficiently handle client matters and discussions. Jared always puts clients first, which has created his well-deserved loyal client following.
Relationship to Financial Advisor: Client as of Mar 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent service and adivise
✅ Wealthtender Certified Advisor Review™
Mar 11, 2025
Matt has been our Financial Advisor for many years, and we put our trust in his expertise and knowledge to keep us on track. We look forward to many more years with Matt and his team. Also want to mention Angelica who is always on top of things in the office and the new Matt as well.
Relationship to Financial Advisor: Client as of Mar 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Sound and Timely Advice
✅ Wealthtender Certified Advisor Review™
Mar 11, 2025
Jared's experience working with long-term Energy Industry professionals fits well with our circumstances. He gives sound advice and brings other specialists to bear for our specific situation. Besides portfolio management, we follow advice on yearly Roth conversion amounts so we will be tax efficient when RMD's kick in.
Relationship to Financial Advisor: Client as of Mar 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A professional with a down to earth straight forward approach
✅ Wealthtender Certified Advisor Review™
Mar 11, 2025
We have been working with Bruce for a couple years and from the jump he has made us feel extremely comfortable with the process and his expertise.
Bruce and his staff are always available if we need or have questions. Could not be happier
Relationship to Financial Advisor: Client as of Mar 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Professional and Knowledgeable
✅ Wealthtender Certified Advisor Review™
Mar 11, 2025
The key point about Matt is that he listens to your needs and concerns about your finances. His recommendations are carefully formulated to address your needs. I trust him with my financial future.
Relationship to Financial Advisor: Client as of Mar 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A very experienced, knowledgeable, thoughtful and trusted advisor
✅ Wealthtender Certified Advisor Review™
Mar 11, 2025
Jared advised me in the planning phase of my pre-retirement years, successfully navigated the transition to invest my retirement savings, and created tax-efficient spending strategies in my retirement years. He is extremely knowledgeable, professional, experienced and courteous. He is an attentive listener, insightful, ethical and has earned my trust and confidence.
Relationship to Financial Advisor: Client as of Mar 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Professional service as we plan for retirement
✅ Wealthtender Certified Advisor Review™
Mar 11, 2025
We just started working with Jonathan and Quotient late last year. We're approaching retirement and were interested in help with our finances, tax planning and insurance. It's been an excellent experience which has provided some good assistance as we prepare for the next phase of our lives. The whole experience has helped us feel more comfortable with our retirement plans. My wife and I have been very pleased with Jonathan, Anthony, and Colin at Quotient.
Relationship to Financial Advisor: Client as of Mar 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Long time Client
✅ Wealthtender Certified Advisor Review™
Mar 11, 2025
Have been with the firm through sever iterations since 2013. Matt was helpful with information and advice, not required to help with a family member's tax issues
Relationship to Financial Advisor: Client as of Mar 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent Advisor
✅ Wealthtender Certified Advisor Review™
Mar 11, 2025
Matt has been my financial advisor for over a decade. He is always willing to take time to review my account with me and explain issues that may impact it. I appreciate his expertise and enjoy our chats. He and Angelica always provide prompt responses to my questions and requests.
Relationship to Financial Advisor: Client as of Mar 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Enjoy our Retirement
✅ Wealthtender Certified Advisor Review™
Mar 11, 2025
James Warburton is an incredible listener who sincerely cares about our family’s goals and delivers excellent management of our portfolio. His skilled guidance for more than six years has allowed myself and my wife to successfully transition from the workplace to a comfortable retirement. James is a caring advisor and we greatly appreciate and value his management and the kind and considerate person he is
Relationship to Financial Advisor: Client as of Mar 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Bruce Fitzsimmons gets my vote.
✅ Wealthtender Certified Advisor Review™
Mar 11, 2025
I've known Bruce Fitzsimmons since 2010. He has guided me financially over the past 15 years and I have absolutely no complaints. We meet on a quarterly basis to discuss trends and recommendations. Bruce has always and continues to give me sound advice because he takes the time to fully understand my short-term and long-term goals. He is always available for counsel and easy to work with. Bruce Fitzsimmons gets my vote!
Relationship to Financial Advisor: Client as of Mar 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt is Awesome
✅ Wealthtender Certified Advisor Review™
Mar 10, 2025
I’ve been working with Matt for about 10 years, both while working a hectic career and now in retirement. He has always been responsive, thoughtful, and provided excellent service and financial advice.
I appreciate that he has brought products to my knowledge (e.g. private credit) that I was not aware of and helped me integrate them into my portfolio at appropriate levels
Relationship to Financial Advisor: Client as of Mar 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Knowledgeable & thorough
✅ Wealthtender Certified Advisor Review™
Mar 10, 2025
I have known Bruce for over 10+ years. Based on his knowledge, expertise and guidance, my investment portfolio has allowed me to retire earlier than I expected. Bruce is honest and clearly explains the market trends so I am fully aware of what is going on. His financial recommendations have helped me over the years and allowed me to plan accordingly. Bruce and I meet on a quarterly basis to review my portfolio and how the market is doing. He is always available if something comes up where I need his guidance and/or recommendations. I highly recommend Bruce and his team to manage investment portfolios.
Relationship to Financial Advisor: Client as of Mar 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted Financial Advisor
✅ Wealthtender Certified Advisor Review™
Mar 10, 2025
I have been a client of Jon's since retiring in early 2021. Even before becoming a formal client, Jon was willing to offer investment advice to me. Jon and his team have provided outstanding services including assisting with the completion of my retirement papers, rolling over and consolidating various financial accounts to a single entity, advising on tax planning and tailoring an investment portfolio that meets my long-term financial goals and risk tolerance. I truly appreciate that Jon and his team are always willing to take the time to listen to any concern and clearly answer all of my questions. There is no question that Jon and his team are talented investment professionals, and I could not be more pleased to have Jon and his team managing my finances.
Relationship to Financial Advisor: Client as of Mar 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Review of service provided by Quotient Wealth Partners
✅ Wealthtender Certified Advisor Review™
Mar 9, 2025
We have been very satisfied with Matt and Quotient Wealth partners. He and Angelica have been very responsive to any request that we have asked of them, providing a timely response to any questions or requests that we have made. We trust Matt to provide what he thinks is the best advice for us and our financial future. We are invited to meet with them on a regular basis so that they can provide any additional information that might be of interest to us. Matt and the team provide forums for the sharing of information and answering of questions for clients.
Relationship to Financial Advisor: Client as of Mar 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Journey with Markham since 2013
✅ Wealthtender Certified Advisor Review™
Mar 9, 2025
I met Markham Hawkins in Dallas where I was employed by Texas Instruments. Markham specialized in investment and retirement planning for TI employees and retirees. It was great to have an adviser who was so knowledgeable about all of my income and retirement details. Through happenstance and luck Markham moved to Denver the same year we moved here to be near our daughters and granddaughters. We have followed Markham to Quotient and now he is continuing to advise us during our retirement. This continuity of advice has been so valuable. I look forward to advice from Markham as our finances evolve in coming years.
Relationship to Financial Advisor: Client as of Mar 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 stars not enough!
✅ Wealthtender Certified Advisor Review™
Mar 9, 2025
Matt is the epitome of professionalism. He is extremely knowledgeable of his products and continuously educates us.
We are extremely grateful and fortunate to have him watching out for our well being not only professionally but on a personal basis. Anytime someone near retirement asks for direction on a financial advisor, we are quick to point them in Matt's direction. He is the best financial advisor we have ever had. We trust our finances with Matt at the helm!
Relationship to Financial Advisor: Client as of Mar 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Solid Financial Advisor and Manager
✅ Wealthtender Certified Advisor Review™
Mar 7, 2025
We have been with Brandon and Matt for 10 years. We like the conservative investment management approach they tailored for us and the ease of having Matt handle all our requests like setting up and scheduling funding of education accounts for our grandkids. We appreciate that Matt is customer oriented, responsive and always has time for our questions or requests for advice. Matt reviews our investment strategy and approach with us regularly and we are always impressed by his detailed knowledge of our accounts, investments and tax situation. We could not be happier and feel better about the management of our retirement investments.
Relationship to Financial Advisor: Client as of Mar 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Professional and responsive
✅ Wealthtender Certified Advisor Review™
Mar 7, 2025
Matt and Angelica are quick to respond to questions we have about our accounts. They strive to give us the information or find the answer. We are pleased with their work and happy with the results.
Relationship to Financial Advisor: Client as of Mar 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Client Review
✅ Wealthtender Certified Advisor Review™
Mar 7, 2025
My family and I have trusted James with our financial services needs for more than five years. James and his team helped me evaluate all considerations of retirement planning as I began to contemplate retirement. They also seamlessly guided me through the retirement process once that retirement time was right for me. What would normally have been a scary and apprehensive time in my life was made much easier with James' advice and guidance. James is extremely responsive and ensures that my financial and life-planning goals and objectives remain on track.
Relationship to Financial Advisor: Client as of Mar 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Worthy of Trust
✅ Wealthtender Certified Advisor Review™
Mar 7, 2025
Like many people, my life is complicated. Matt was able to help me with that complicated situation and simplify my financial approach so that it gave me comfort and confidence but did not add to my load. I have been completely satisfied with the service, genuine, caring, and amount of attention Matt has provided. I recommend him with a whole heart. He is worthy of your trust.
Relationship to Financial Advisor: Client as of Mar 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Retirement and Investing
✅ Wealthtender Certified Advisor Review™
Mar 7, 2025
I've worked with James Warburton for over 5 years. James skillfully guided me through the retirement and reinvestment process. Overall portfolio investment returns have met expectations thus far.
Relationship to Financial Advisor: Client as of Mar 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent
✅ Wealthtender Certified Advisor Review™
Mar 7, 2025
My wife and I are very happy with the financial advice, coaching, and expertise we receive from Matt.
Relationship to Financial Advisor: Client as of Mar 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Reliable and Insightful Financial Planning by Matt Davis
✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
I have had the pleasure of having Matt as my financial planner for the past five years. Throughout this period, he has been extremely diligent in finding the best investment options and designing a portfolio that fits our needs in retirement and secures my son's future financial well-being. Matt makes a concerted effort to keep up with our family situation, especially my son's needs for education and growth. He consistently provides a well-planned, diverse portfolio and offers sound advice on the level of risk for my investments, considering our family's unique situation. I have no reservations in recommending Matt to any of my friends.
Relationship to Financial Advisor: Client as of Mar 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Quotient and Matt Are Great
✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
Matt and Quotient are great!!! Matt is compassionate, great listener, customer oriented, well versed in his field of expertise, and a complete professional. He will always give you the facts while being straight forward and honest. When dealing with Matt and Quotient, you know you're in good hands and they have your best interests in mind.
Relationship to Financial Advisor: Client as of Mar 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Responsive
✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
James has been easy to work with over the last 8 years. He works to understand our needs and do what’s best for our family.
Relationship to Financial Advisor: Client as of Mar 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Professional and Caring
✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
Matt has been wonderful in keeping my family informed on issues that concern our financial security. Matt is very good at analyzing our other assets and offers sound advice. I have recommended Matt to other neighbors that are looking to retire in the next few years. Matt is always on time and truly supports our needs. I am very happy with his support he provides.
Relationship to Financial Advisor: Client as of Mar 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Financial Ready!
✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
We appreciate you Matt Bennett. Thank you for your guidance & being readily available to answer our financial questions. Looking forward to a lasting relationship as we enjoy our retirement years!
Relationship to Financial Advisor: Client as of Mar 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great Advisor
✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
Matt consistently demonstrates professionalism and extensive expertise in financial markets and investment strategies. He provides us with comprehensive portfolio reviews and insightful recommendations.
Matt is an active listener, offering personalized and perceptive guidance and fostering a strong, trusting relationship.
We express our sincere gratitude for Matt's expert financial counsel regarding our pensions and investment portfolios.
Relationship to Financial Advisor: Client as of Mar 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt
✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
Matt has been responsible for our retirement plans and our finances for approximately 5 years. We have been very pleased with his pragmatic approach and openness to share thoughts and ideas. Above all, Matt is trustworthy and honest.
Relationship to Financial Advisor: Client as of Mar 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Available and responsive to my financial needs
✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
I appreciate Matt's responsiveness to my questions and requests to move money. If I leave a voicemail, he usually gets back to me within a few hours. I trust Matt to give me good advice and can count on him to get things done on time.
Relationship to Financial Advisor: Client as of Mar 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Perfect for my family and investment style
✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
Matt is a great individual and effectively communicates both across generations and all knowledge levels. My wife and son are less knowledgeable about investing and Matt has the ability to explain issues / investing options in a way they both feel informed and confident they are now and will always be taken care of.
Matt has a broad knowledge of investment options and stays tuned to market changes. He took the time to understand my / my wife's risk tolerances and investing style, then tailored an appropriate portfolio as I transitioned into retirement.
Relationship to Financial Advisor: Client as of Mar 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Competence, Consideration and Collaboration
✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
I have had the pleasure of working with Matt Bennett on my finances for the past 9 years. I’m grateful for his assistance and financial acumen to ensure success for not only my future, but for my children as well. It’s a relief to know I had my finances in order upon retirement and that the Quotient Team are now looking after both my children and their spouses. Thank you Matt for all your sound advice and help through the years!
Relationship to Financial Advisor: Client as of Mar 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
Matt has been our advisor for about 8 years, guiding all of our major financial decisions as we planned for and entered retirement. We meet with him at least twice a year to review our finances, discuss any upcoming expenses or changes, and understand how our financial decisions and external factors will affect us both short term and long term. Between visits, he’s just a phone call away to consult with us on purchases or any other financial concerns. We love his ability to explain complex things in simple terms. In short, we fully TRUST Matt with his expertise to take our money management worries away. As icing on the cake, he’s just a wonderful, warm person—friendly, kind, respectful, and takes a genuine personal interest in our well-being. He feels like family. And as a bonus, we enjoy very low fees. We would VERY highly recommend him and his wonderful, professional supporting staff to anyone in or planning for retirement.
Relationship to Financial Advisor: Client as of Mar 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Responsiveness
✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
Matta and Angelica were extremely responsive and thorough when liquidating some money for our recent car purchase. When a small issue occurred Angelica had a quick fix. It is always a pleasure working with Matt and his tea,
Relationship to Financial Advisor: Client as of Mar 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Financial Peace of mind
✅ Wealthtender Certified Advisor Review™
Mar 5, 2025
Matt has managed our finances for about 10 years. He is incredibly knowledgeable as well as good at explaining things I just don’t understand. He is also just an all around nice guy. We really enjoy our meetings with him. I am so thankful we found him from a fellow USAA colleague. He has given us true financial peace of mind.
Relationship to Financial Advisor: Client as of Mar 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Thank you Markham
✅ Wealthtender Certified Advisor Review™
Mar 5, 2025
Markham started helping me about 15 or more years before I retired. What impressed me the most was his focus on learning about me, my family and my retirement goals. He is a strong listener and professional communicator. He has proven himself as a man of integrity and kindness.
Relationship to Financial Advisor: Client as of Mar 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Early Retirement (and Rugby) Coach
✅ Wealthtender Certified Advisor Review™
Mar 5, 2025
Markham was introduced to me by way of my company’s early retirement opportunity. At a time when I had to make several complicated financial and personal decisions, Markham possessed not just the expertise and tools to assist me but also the personality and compassion that made me feel I could trust his consultation. We have continued to build upon that trust for almost 4 years.
Relationship to Financial Advisor: Client as of Mar 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Peace of mind
✅ Wealthtender Certified Advisor Review™
Mar 5, 2025
We have worked with James for nearly 10yrs. He has helped guide us through the retirement transition taking into account all tax obligations and future earnings. I feel comfortable with his guidance knowing he has our best interests in mind. The intelligence he receives and interprets, i.e. the soft landing after the recession scare, was months before it actually came to fruition. Recently the rebalancing of our accounts was a couple of months before the current market turmoil. His intel and foresight is invaluable.
I have all the confidence in the world in James and his team. I highly recommend his services.
Relationship to Financial Advisor: Client as of Mar 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great experience working w/ Jared
✅ Wealthtender Certified Advisor Review™
Mar 5, 2025
Jared has been managing my retirement savings for several years now and I'm very happy with his knowledge and reliability. He's very nice to work with, easy to get a hold of, and explains complicated financial topics very well.
Relationship to Financial Advisor: Client as of Mar 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Portfolio Management
✅ Wealthtender Certified Advisor Review™
Mar 5, 2025
James has provided excellent advice and guidance throughout the last few years of my professional career and into my retirement. He has provided a sound business plan to support conservative wealth management while effectively lowering our tax responsibilities. James can communicate complicated strategies in a straightforward manner. We have a great partnership.
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Relationship to Financial Advisor: Client as of Mar 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted Financial Advisor!!
✅ Wealthtender Certified Advisor Review™
Mar 5, 2025
We’ve only been a client of Jared for about 9 months now, but during this time we have been through some unforeseen live changes and having Jared available to assist with financial decisions has been a Godsend!!
Previously we had interviewed several financial advisors and didn’t see anything new we weren’t already doing ourselves, after one interview with Jared we felt confident this was the right decision; he lived up to our expectations!
Jared always makes himself and team available, provides clear and practical advice and makes it easy to comprehend.
The decision to go with Jared and his team has taken a lot of worry out of our lives. So grateful to have Jared as our financial advisor.
Relationship to Financial Advisor: Client as of Mar 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Knowledgeable and Reliable Wealth Advisor
✅ Wealthtender Certified Advisor Review™
Mar 5, 2025
I am a retired corporate professional. I have been with Jared Davis of Quotient Wealth Partners a little over a year now. Jared helped me properly plan for my financial future including tax-smart distribution plan, Roth IRA conversion, retirement savings plan, wealth transfer, etc. Jared was very knowledgeable and reliable. He was also very quick to respond. I am fully satisfied with Jared's help in my financial decision makings.
Relationship to Financial Advisor: Client as of Mar 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Consistency and Confidence counts...
✅ Wealthtender Certified Advisor Review™
Mar 4, 2025
Seeking an advisor is not an easy task nor should it be taken lightly. Sharing all your personal financial details (with no secrets) can be a leap of faith. The only way one can do this is to have compete confidence in their advisor. This comes with positive experiences over time. I have worked with James Warburton for over 10 years now. It started with an initial discussion to understand our financial goals and where we want to be. From there, the plan was developed and now we simply make those course corrections as markets and conditions change. I will admit I've been "talked off the ledge" many of times by James based on my emotional investing (panic) versus his calmness and data driven guidance. Long term vision is the key to investing and James brings this insight. Remaining in sync with market conditions, communicating in a timely manner, willing to have those ad-hoc calls but most important having genuine/sincere focus on my financial success are the reasons I trust and recommend James to those seeking this partnership.
Relationship to Financial Advisor: Client as of Mar 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Good Advice and Help from a Professional
✅ Wealthtender Certified Advisor Review™
Mar 4, 2025
Working with James has been a pleasure. He has helped me to consolidate a large portion of my assets into a professionally managed portfolio. This has taken a lot of worry out of my retirement. I look forward to many good years ahead.
Relationship to Financial Advisor: Client as of Mar 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
James Warbuton openness
✅ Wealthtender Certified Advisor Review™
Mar 4, 2025
James Warbuton is the best. A friend of mine introduced to me many years ago when he worked at United Capital. Always very honest, and helping his clients to understand the markets and where the money is invested.
Great personality and easy to talk to. He’s a great addition to Quotient.
TAR
Relationship to Financial Advisor: Client as of Mar 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A great Advisor in Uncertain times
✅ Wealthtender Certified Advisor Review™
Mar 4, 2025
He has helped my wife and I through retirement decisions and COVID uncertainty. These days it’s important to have a solid rock to fasten your financial ship to when the storms are constantly beating down.
Relationship to Financial Advisor: Client as of Mar 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
True professional who cares about his clients.
✅ Wealthtender Certified Advisor Review™
Mar 4, 2025
I was introduced to James five years ago when I was offered an early retirement buyout by my former employer. James asked me about my risk tolerance and goals and we developed a plan on where I should invest my savings. James is a true professional. He is always looking out for my best interest. After speaking with James you can tell he cares about his clients. His staff is great and they always respond in a timely manner. I was in the insurance industry for over forty years and dealt with thousands of clients, attorneys, real estate agents, James is at the top of my list. The best thing about James is he is a great guy you can talk to and he knows is business. Give him a call you will not be disappointed.
Relationship to Financial Advisor: Client as of Mar 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt Davis review by MCM
✅ Wealthtender Certified Advisor Review™
Mar 4, 2025
Matt always makes time to discuss my portfolio.
He has tailored my portfolio to meet my needs,
He helped me transition from my XOM account to the Fidelity account.
He listens very well and works effectively with his staff, namely Lauren who is also very helpful.
He helped me establish an account for my daughter.
Relationship to Financial Advisor: Client as of Mar 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Customer-oriented, prepared, responsive
✅ Wealthtender Certified Advisor Review™
Mar 4, 2025
Brandon Ross, then Matt Davis, have been our advisors over a decade and had nothing but OUR interests and desires foremost in their approach to our financial future. Of course, we were guided in what makes sense for retirees who want to live a comfortable life without extravagances threatening that goal. Gentle, logical, experience-based persuasion is their approach. Our regularly scheduled (quarterly) meetings are held at our convenience, either remotely or in person at their office. Matt is well-prepared for those meetings, fresh with reminders of past decisions, and ready with short- and long-term recommendations for our accounts. Outside of the those meetings, Matt is responsive to our adhoc emails requesting advice on various financial topics, with a personal recommendation or one that comes from other members of QWP with specific expertise. We have been very please with the personal attention and account performance with Matt and QWP.
Relationship to Financial Advisor: Client as of Mar 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A great and responsive team of financial advisors
✅ Wealthtender Certified Advisor Review™
Mar 4, 2025
The team of Matt Davis and Brandon Ross has provided my wife and I with customized and prompt service for several years. They update us on our portfolio and provide very rapid response to our questions and requests for action. I whole heartedly endorse than as financial advisors.
Relationship to Financial Advisor: Client as of Mar 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt Davis our Trusted Financial Advisor
✅ Wealthtender Certified Advisor Review™
Mar 4, 2025
I have been a client of Brandon Ross and Matt Davis for quite a few years. We originally started and developed our relationship when they were with United Capital. This was while I was employed in Houston. I am now retired, and continue to appreciate the financial guidance, support and investment insight that Matt and his team provide me in retirement. In addition, they are helping to prepare my tax return this year which is a nice added service. I plan to stay with Matt and the Quotient Wealth Team for the foreseeable future.
Relationship to Financial Advisor: Client as of Mar 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great Working with Jared
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
I've been a client of Jared's for several years now. He always listens to my needs/concerns, offers thoughtful suggestions, is easy to contact, and helped me navigate to retirement day. Talking with Jared is easy. He speaks in a way I understand. Jared is a great financial planner for me!
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
High level of trust
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
Have been a client for over 10 years and have been extremely happy with Jon’s service. He clearly puts the client above his own interests and has helped me with strategic investment challenges. He has even stepped in to help my young adult kids even though they are not clients. I have a great del of trust in his service and advice.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Jared Davis is our trusted Financial Advisor.
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
Jared and his team helped us create and implement a detailed plan to manage the extraordinary changes in our financial life as a result of retirement.
I have worked with Jared for quite a few years to create a financial model and plan for us, and we followed him to Quotient. Because he understands our financial situation and goals in detail, he has been able to answer a myriad of questions and assist us on almost any related financial topic and helped us navigate our investments including:
- Managing the rollover of our 401(k) to IRA.
- Tax optimization strategies, particularly related to gifting and IRA distributions.
- Helping us answer “What If” questions about retirement.
Just about any question we have had, whether it be about taxes, investment strategies, strategies to help our adult children, or what kind of house can we afford in retirement, Jared has been a valuable adviser to us. Really he is like an honorary member of our family.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt Davis: a trusted financial advisor
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
In 2016 after my retirement, my husband and I started investing with Brandon Ross and Matt Davis at United Capital, and continue with Matt as our trusted and reliable financial planner at Quotient Wealth Partners.
We like Matt because he truly has our financial best interests in mind—for long and short term success. He’s knowledgeable, transparent, accessible, and we like him as a person. A big bonus is that be will patiently answer all my questions with easy to understand explanations.
So far, a good relationship that we plan to continue for a long time.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Top notch financial planning and service provider
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
We’ve been working with Matt since about 2015 with great success. When searching for a financial planning team, we were very impressed with how Matt went about the process. First understanding us as people, a family, and what mattered to us, not just what we should invest in. All that came later after we developed a strong relationship. This was unique in our search and sealed the deal. Performance of our assets has been stellar, and we love the regular contact afforded by Matt and the team. We sleep perfectly at night with confidence we are in good hands that care for us and are focused on their fiduciary responsibilities. No regrets.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt Davis
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
I have worked with Matt for several years since I retired in 2017. My main source of income is the investments he manages. We have enough income and the account has actually gained value during this period. Matt is easy to talk to and willing to answer any questions about investments, taxes, donations, etc.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent financial advisor
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
We have been working with Jared Davis and his team for the past several years. We're very pleased with Jared's knowledge, competency, and transparency with managing our portfolio. He is always available for any questions or concerns we have from 401 to IRA rollovers and 529 transfers. He tailors our portfolio to match our investment style and strategy and always has good advice and suggestions. Our confidence in Jared is further supported by the fact that we have moved our daughters' portfolios under his management. We look forward to continuing to work with Jared as we transition into retirement.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt Does a Great Job
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
Matt has been very responsive to our financial needs as a retired couple. Since he has stepped in as Jon's assistant he has done a great job providing support and advice on managing our wealth plan. He supports us with insights on relevant current strategies for long term success. Responds to our needs when requested when we need him to.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt is doing a great job for us!
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
A couple of years prior to my retirement from a major oil and gas company, and after a lot of background research, my wife and I chose to work with Brandon Ross and Matt Davis at United Capital as our investment advisors. Over the succeeding ten years (it’s been that long?) we have remained with them as their company has morphed from United Capital to Goldman Sachs and now to Quotient Wealth Partners. That, in itself, speaks to the degree of trust that we have developed in Brandon and Matt. Over that time, too, Matt’s skills, capabilities and responsibilities have grown, reflected in his ascension from Wealth Advisor to Senior Wealth Advisor and now Partner. At present, Matt is serving as our principal wealth advisor.
We have elected to continue working with Matt for several reasons. The Quotient and Dynasty teams provide many tools and concepts to their clients, and Matt does an outstanding job of translating these, and any recommended strategies into “civilian speak” to my wife and me as non-professional investors. He then works with us to identify appropriate tactical adaptations to our portfolio that best fit both our long-term and immediate requirements.
We meet with Matt biannually to review the state of our portfolio, go over potential choices, and map out our investment plans. However, Matt does not hesitate to respond at any time should we text him with a question or concern, or if any notable strategic changes need to be communicated from the Quotient investment team. Matt is diligent about following up on questions that he is unable to fully address during our discussions. And perhaps most importantly, although my company retirement earnings have provided the lion’s share contribution to our portfolio, Matt ensures that my wife, too, is equally involved in our investment decisions and planning.
Beyond his technical acumen, we have found Matt to be a friendly and caring individual who is genuinely customer oriented. We always enjoy catching up on each other’s family activities before we get down to business during our meetings. All in all, we have been very pleased with Matt and Quotient and have every intention of sticking with them for some time to come.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt Davis has been a trusted and reliable Financial Advisor
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
I have been working with Matt Davis since 2021, I was referred to him by a friend, and he has been a trusted and reliable Financial Advisor. He has helped me to understand the market and how to invest my retirement money. Matt met with my wife and I and explained the different investment choices and helped us determine what was best for us. He looks at what the market is doing and makes good choices to grow our investments. He is always there when we have questions and is very friendly and knowledgeable.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A trusted professional advisor
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
Jared and his team do a good job of positioning your investments for growth, but remain consistent with your wishes as an investor. The firm pays close attention to trends and developments, and makes adjustments to client portfolios accordingly. Jared communicates well with me as a client. I can speak to him any time within a few hours of my initial call, sometimes right away. The additional services provided to clients, such as tax preparation, are also greatly appreciated.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Talented Advisor
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
Matt Davis is a highly skilled financial advisor with exceptional interpersonal abilities and extensive market knowledge. Matt is meticulously organized and possesses the remarkable ability to provide comprehensive and detailed information, ensuring that clients of all investment levels can confidently understand and trust their financial decisions. We wholeheartedly recommend Matt to any client seeking solid financial planning advice.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellence in Financial Planning and Building Relationships of Trust
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
I moved my families investment portfolios to Jared two years ago, when he was with GS. I made the transition with him to Quotient soon after with a little unease. That feeling quickly faded and my confidence grew greater over the months and years in both he and Quotient. The factors that built that confidence were multi-fold. Jared was always available and quick to work with me on all matters. I appreciated his patience and commitment to my needs and him standing behind all commitments. There were always solid alternative solutions and investment strategies offered and executed to meet my needs for a balanced and conservative investment strategy.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly satisfied client of Jared Davis
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
I’ve been acquainted with Jared for about 7 years. From the first time we met I had a good, trusting feeling about him. He was pleasant and well prepared for our initial meeting. Since retiring almost 4 years ago we (my wife & I) have trusted Jared with our financial future. Although we can’t control the movement in the market, we can count on Jared and his team to keep our best interest in mind and recommend intelligent risk based investment strategies. In summary, we have been very pleased with Jared’s services and would highly recommend him as a financial adviser to family & friends.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Bruce is a patient and thorough counselor
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
Bruce meets with me on a regular basis to discuss the full range of issues that relate to my portfolio and my personal migration into retirement. He has developed a view of my cash flow over the next 3 years and proposed strategies for social security and the expected tax consequences of alternatives. We have a clear view of my resources and the expected growth over time. Bruce and his team are very helpful.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
An Outstanding Financial Advisor
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
Matt Davis is outstanding as a financial advisor, reliable in every way. I fully trust in his sound (and well thought out) advice regarding my financial needs. He is very customer oriented, is a good listener and explainer, and makes himself available when I have special questions / needs --- and he does all of this very hospitably, professionally, and timely. I am confident that Matt has my best interest in mind regarding my financial needs. It is always a pleasure interacting with Matt.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Investing with a trusted friend
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
Matt Davis is more than a financial advisor he has been a trusted friend. Before retirement we meet with numerous advisors but Matt was the only one my wife and I clicked with. One of the most important things to me was that my wife would be comfortable with our advisor in case something happened to me. Matt has always been responsive and offered excellent advise about how to invest our retirement funds that are in line with our risk tolerance. We are raising a grand-child and his knowledge about investing tax free for his future college expenditures has been most helpful. He is also aware of social security and tax implications that can occur from single large sum withdrawals. We love Matt and I don’t think you could go wrong with him as a financial advisor.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Bruce has been available, insightful and respectful.
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
I have worked with Bruce for many years as he advised me about my plans to retire from Verizon. He has helped manage a substantial part of my investments. He listens and understands my concerns and goals. He makes himself available and is respectful of my time and opinions. I enjoy working with him and value his advice.d
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
We highly recommend Matt as a financial advisor.
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
We have been working with Matt for almost 7 years, we find that he extremely competent in financial planning and has managed our portfolio close to what we expected. He is very responsive to our questions and requests.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt Davis knowledgeable and professional
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
I have known and worked with Matt for more than three years. He provides excellent assistance in helping manage my financial portfolio. Matt is very responsive and if he doesn't know the answer, he is sure to find out. He explains concepts well and follows up with written summary to be on the same page with his client, me.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great goal achiever
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
We have been with Jonathan for over 19 years, and have had a great experience the entire time. He listened to our goals and understood our level of risk. With this he and his team set up a portfolio that has exceeded our hopes and goals. We are very pleased with the amount of support that is always available when questions come up. We are very pleased with the team at Quotient Wealth Partners.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Retirement Management with Quotient Wealth Partners and senior financial planner Matt Davis
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
In 2021 after 22 years, I retired from Exxonmobil . There were many questions and insecurities about what tasks and efforts were required on my part to prepare for the brave new world of retirement. Leading up to this moment I had my "head down and butt up" exploring for oil and gas around the world and had not anticipated this next step in life. Several co-workers had recently retired and were taking a monthly pension from the company, but given the insecurity of inflation eating up a pension down the road; I asked around the office to find someone who was in the same boat as I was, and was fortunate to find a co-worker who was working with Matt Davis.
I contacted Matt at his corporate office and he invited my wife and I to come down to his office for an introductory session. I had written up a list of questions for Matt and He also had a list of questions for us.
Our meeting went well, we discussed:
-Living expenses and requirements
-Family situation
-a Will
- Benefactors in case something happened to me
-Investment strategies and investment products
-Inflation/recession and how to maintain and gain value in changing the economy/market
-Yearly Disbursement and family events (marriage of children)
-Taxes
-Social Security
My wife and I discussed our goals and provided these to Matt who was able to provide us with a diverse portfolio which has grown above the rate of inflation since our retirement.
Matt has always been available, and we have bi-annual meetings to review our portfolio and discuss any questions/recommendations for change to be made as well as a look ahead as to our needs as well as investment strategies for the future, given the state of the economy.
Matt is always available as our retirement/investment advisor. We can call or meet anytime on short notice and he will answer any questions and take any action that we may require.
My wife and I are very comfortable with our decision to work with Matt and Quotient Wealth and highly recommend their services.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trust, Guidance = Bruce Fitzsimmons
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
Some years back I was faced with a very unexpected decision - retirement. It came earlier than expected and I was unprepared. A co-worker recommended Bruce and it was great advice. Bruce has provided excellent counsel, guiding my Wife and I forward on a path that has proven to be appropriate and well planned out. He has NEVER not been there when his counsel is needed.
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Thank you!
✅ Wealthtender Certified Advisor Review™
Mar 3, 2025
Since Magda retired from Bechtel, Matt has been our retirement portfolio manager! With my retirement from ExxonMobil recently, it was obvious to continue with Matt as we found him caring, transparent, available, responsive and enjoyed a continuous portfolio performance. A truly trustworthy financial advisor!
Thank you, Matt!
Relationship to Financial Advisor: Client as of Mar 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Outstanding professional service
✅ Wealthtender Certified Advisor Review™
Feb 28, 2025
I have had the pleasure of working with Jonathan and his staff for over 10 years, and I can say without hesitation that they are one of the most outstanding financial professionals I have ever encountered. From the very beginning, Jonathan has demonstrated an exceptional level of knowledge, integrity, and commitment to helping me achieve my financial goals.
One of the things that sets Jonathan and his team apart is their ability to take the time to truly understand my personal and financial needs. Whether it’s retirement planning, investment strategies, or tax optimization, they always offer thoughtful, tailored advice that aligns with my long-term objectives. I never feel rushed during our meetings, and I always leave with a clear understanding of the next steps.
What I appreciate most about Jonathan and his team is their unwavering transparency and trustworthiness. They explain complex financial concepts in a way that is easy to understand, which has been invaluable to me in making informed decisions. They also stays up-to-date on the latest market trends, tax laws, and investment opportunities, ensuring that my portfolio is continually aligned with both my goals and the market landscape.
Over the years, Jonathan and his team has not only helped me grow my wealth but also provided invaluable guidance during uncertain times, offering reassurance and sound advice that has enabled me to stay focused on my long-term financial success. Their strategic insights and proactive approach have been critical in navigating some of the more challenging financial environments, and I’ve always felt confident in their recommendations.
In addition to their professionalism, they have always been incredibly responsive, ensuring that I have access to the information I need whenever I need it. Whether via email, phone, or in-person meetings, they’ve consistently demonstrated an exceptional level of client service.
I wholeheartedly recommend Jonathan and his team to anyone seeking a knowledgeable, trustworthy, and dedicated financial advisor. Over the past decade, they’ve not only earned my respect but also my complete confidence in their ability to manage my financial future.
Relationship to Financial Advisor: Client as of Feb 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Listens to his clients goals
✅ Wealthtender Certified Advisor Review™
Feb 28, 2025
I have had Jonathan as my financial advisor for five years. During our initial meetings I found him to be open to questions about his background as a CFP. He clearly stated his successful work history and future plans. He inquired about my goals after retirement and understood my desire for a conservative portfolio but, also being agreeable to taking advantage of opportunities when presented. I would recommend Jonathan and the other members of his team at Quotient Wealth Partners.
Relationship to Financial Advisor: Client as of Feb 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great Advisor for Retirement
✅ Wealthtender Certified Advisor Review™
Feb 27, 2025
Jonathan has done a great job managing our finances for the last 8 years, both before and after retirement. He clearly explains what he is doing, and the financial results have been extremely good for us. We particularly like how he factors in not just investment decisions, but also effects on taxes, social security etc. We highly recommend Jonathan.
Relationship to Financial Advisor: Client as of Feb 27, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted Long Term Financial Advisor
✅ Wealthtender Certified Advisor Review™
Feb 27, 2025
Jonathan has been my financial advisor for over 23yrs. In that time frame my portfolio has more than exceeded the market trends. He and his team have been extremely knowledgeable of business events and their impact in the markets. They excel at recommending actions based on changing business events coupled with personal lifetime changes.
I feel very fortunate to have them managing my holdings and helping me prepare for my upcoming retirement in the next couple of years.
Relationship to Financial Advisor: Client as of Feb 27, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Jonathan Blumenthal - A Seasoned and Trusted Financial Advisor
✅ Wealthtender Certified Advisor Review™
Feb 27, 2025
Working with Jonathan for the past 20 years has been an absolute game-changer for our financial future! From the very first meeting, he has demonstrated a deep understanding of financial planning, investment strategies, and wealth management. Additionally, his insightful advice tailored to our specific needs and unwavering commitment to our financial goals have exceeded our expectations. He has taken the time to listen and prioritize our goals. Thanks to his expert guidance, we feel more confident and secure about our financial future.
Relationship to Financial Advisor: Client as of Feb 27, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great advisor. Very honest.
✅ Wealthtender Certified Advisor Review™
Feb 27, 2025
Jon is a great advisor. He always find time to meet with Clints and to explains his strategies in investing their money according to the risk they are willing to take.
I know few of his clients.
Relationship to Financial Advisor: Client as of Feb 27, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
High confidence
✅ Wealthtender Certified Advisor Review™
Feb 27, 2025
Jonathan Blumenthal and his team have been managing my financial needs since 2011 and I have been very pleased with the support and results to date. He has earned my respect & confidence with the goal of keeping my retirement financially viable. Greatly appreciate his support & efforts. Highly recommend
Relationship to Financial Advisor: Client as of Feb 27, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Jon has worked with my wife and I for many years and we’re completely satisfied with his work
✅ Wealthtender Certified Advisor Review™
Feb 26, 2025
Jon’s gotten to know us and has been a very responsible fiduciary for us and our money. Since the move to Quotient, his support team has gotten even better.
Relationship to Financial Advisor: Client as of Feb 26, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Matt Bennett, CFP®
Quotient Wealth Partners
Our Best Work. Your Best Life.
San Antonio, TX
Nationwide
Jared Davis, CFP®, MBA
Quotient Wealth Partners
Our Best Work. Your Best Life.
Houston, TX
Nationwide
Jonathan Blumenthal, CFP®
Quotient Wealth Partners
Our Best Work. Your Best Life.
Dallas, TX
Nationwide
Lucas Baker, CFP®
Quotient Wealth Partners
Our Best Work. Your Best Life.
Dallas, TX
Nationwide
Chris Mohring, CFP®
Quotient Wealth Partners
Our Best Work. Your Best Life.
Dallas, TX
Nationwide
Bruce F. Fitzsimmons
Quotient Wealth Partners
Our Best Work. Your Best Life.
Morristown, NJ
Nationwide
Markham Hawkins, CRPC®
Quotient Wealth Partners
Our Best Work. Your Best Life.
Highlands Ranch, CO
Matt Davis, CFP®
Quotient Wealth Partners
Our Best Work. Your Best Life.
Houston, TX
Nationwide
James E. Warburton III, CFP®
Quotient Wealth Partners
Our Best Work. Your Best Life.
Houston, TX
Nationwide
Please see important disclosures below awards View Disclosures
Wealthtender Awards
Quotient Wealth Partners received the 2025 Wealthtender Voice of the Client Highly Rated Firm award.
Award Disclosures
Wealthtender awarded Quotient Wealth Partners with its 2025 Voice of the Client Highly Rated Firm Award on 07/01/25. Rating criteria based on eligible client reviews published on Wealthtender between 1/1/24 and 07/01/25. Although Quotient Wealth Partners compensates Wealthtender for marketing services (including eligibility to be considered for this award, plus a fee if it chooses to license the award logo for promotional use), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. ↗️ View additional award details and FAQs (wt.reviews/awards)
