We have worked with Chad, David and his team for almost 20 years and will be happy to continue this relationship for as long as possible. Chad is honest and trustworthy and we know our investments out in good hands. The team is quick to respond to any questions or actions that need to be taken. We have developed a friendship with the entire team and know they look out for our best interests as we hit retirement. I'd highly recommend Chad!

I have invested with the Mt Yale Capital Group since their inception and before. Their Team is very knowledgeable and responsive to all of my questions and concerns. I would recommend Mt Yale Capital Group to anyone seeking trustworthy, common sense guidance for their financial well being. I would not still be with them if I was not completely confident and satisfied with their handling of my investments.

Peggy and I have been associated with Chad for over 15 years. Throughout our working years Chad and his team helped us invest wisely and lay the groundwork for our impending retirement. We especially appreciated the close interaction we had with Chad and Dave in developing and implementing changes in our portfolio. Chad's recommendations on types of investments we had no prior exposure to was refreshing and something we had never experienced with previous financial planners. Again, we would discuss the pros and cons but ultimately it was our decision to move on them or pass. Chad, Dave and Becky's decision to leave Wells for Mt Yale came just as we were getting ready to retire. The timing for us to make the decision to move wasn't the greatest but we never hesitated and have never looked back. Our financial future in retirement is rosy and the relationship we've groomed with Chad and his team is more valuable now than ever.

My husband, Mark, and I, Gayle, have known Chad for over 20 years. He and his team have handled our finances efficiently since 2004. I asked for his assistance soon after my father passed. It was a difficult time and Chad turned into a trusted ally. He navigated through liquidating annuities, managing an Inherited IRA and my actual inheritance. He and his team have been consistent, knowledgeable, and genuinely interested in our family. They are available, responsive and easy to deal with. Becky and Dave are never rushed and are interesting people. We are grateful to Chad for his leadership and confidence. Thank you

Chad and his team have served us well for over 15 years. We long ago developed a plan and meet yearly to discuss changes with our goals and with that we have launched recently into retirement. The time slipped by but the ground-work we did years ago with Chad and his team plus keeping in touch with changes now lands us in a position to meet and exceed our retirement goals. Truly an amazing journey and we have been very pleased with all interactions.

Gary and I are so glad that we made the decision to take our money out of Wells Fargo and move to Mount Yale. We cannot say enough how positive it has been working with Chad and Dave. We are not sure when we started working with them at Wells Fargo, but I would guess about 2007! Thanks to Chad and Dave we are enjoying our retirement and not worrying about about our finances! Gary retired January 1, 2009 and I retired November of 2013. We have no debt and are in Florida again this year for the fifth year in a row and enjoying life and no worry because of Chad and Dave taking care of it. We are so lucky to have them making the decisions that protect and grow our portfolio.

I have had the pleasure of working with Chad and his team since 2009, and my investing experience has been nothing short of exceptional. Their knowledge of market trends, proactive adjustments to maintain income and retirement goals, and constant communication on major moves have made them invaluable partners. Beyond being competent financial advisors, they genuinely care about their clients as individuals. Similar to other satisfied clients, I appreciate the real-time updates provided by the Fidelity investment platform for all my holdings. Chad's watchful eye has led to significant growth in my accounts over the years. What sets him apart is his ability to present complex results in understandable terms, his patience in addressing questions, and his openness to involving clients in decisions. Chad is not only trustworthy and competent but also personable and engaging. He has been consistently available whenever I've reached out, reflecting a level of service that goes above and beyond. If you're seeking a financial advisor who combines expertise with a personal touch, I wholeheartedly recommend Chad and his team. They have proven to be the kind of professionals you can trust with your financial future.

Chad and his team have handled my investment needs for many years. They are knowledgeable of the market trends, and anticipate adjustments needed to maintain my income and retirement goals. They keep me informed of all major moves and are always available to answer questions. They truly care about me as a person in addition to caring for me as a client. I would recommend then to anyone seeking to establish a relationship with trustworthy and and competent financial advisors. The Fidelity investment platform gives me real time updates for all my investment holdings.

We have been clients of Chad's for a few years now and are totally satisfied with his services. Our accounts have grown under his watchful eye. I totally trust that he will take care of our investments. He presents the results to us in understandable terms. He is patient with our questions. He allows us to be involved in decisions as much as we want. We have chosen to let him decided what is best, but he would listen to our requests if we would want to have any input. He is easy to talk to and very personable and engaging. He has been available when we have reached out to him.