Reviews for Forest Dutton, CFP®, MSFP, MBA

33 Certified Advisor Reviews™

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 1, 2026
Amazing financial advisor. So much so that I was on the phone with the customer service line for the financial advising company I was leaving, and the guy on the phone said "your new financial advisor is great, he asks great questions." We are so thankful for Forest!
Relationship to Financial Advisor: Client as of Jul 1, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Devi Walters
Devi Walters

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 17, 2026
We have been very pleased with the work Brightworks has done in helping us plan for our retirement! I highly recommend Brightworks!
Relationship to Financial Advisor: Client as of Apr 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Carol Pascutti
Carol Pascutti

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 17, 2026
Very knowledgeable, personable, and caring. Forest will take time to listen to your needs and goals and work with you to meet those financial goals. He is always readily available. He takes the stress out of financial planning!
Relationship to Financial Advisor: Client as of Apr 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Debra Huss
Debra Huss

4 Stars

✅ Wealthtender Certified Advisor Review™
Apr 16, 2026
   
Relationship to Financial Advisor: Client as of Apr 16, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kevin Hart
Kevin Hart

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 16, 2026
Forest is very professional and helpful. He is quick to respond
Relationship to Financial Advisor: Client as of Apr 16, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tracie Hewett
Tracie Hewett

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 16, 2026
Forrest Dutton is a great advisor. Always available and ready to help. He readily finds answers and responds to all of my questions.
Relationship to Financial Advisor: Client as of Apr 16, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mary Gail Monts Chamblee
Mary Gail Monts Chamblee

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 6, 2026
Forest is highly capable and well educated in his field. Who Forest is as a person, in addition to his effective approach, instills confidence within the client to make successful transactions. Highly recommend!
Relationship to Financial Advisor: Client as of Feb 6, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Chad Maier
Chad Maier

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 4, 2026
   
Relationship to Financial Advisor: Client as of Feb 4, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ellie Butler
Ellie Butler

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 3, 2026
Forest is so pleasant to work with and very knowledgeable of helping others navigate investing their money.
Relationship to Financial Advisor: Client as of Feb 3, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Nancy Harris
Nancy Harris

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 3, 2026
We have had great experiences with Forest and staff. They are knowledgeable and professional and have your best interests at heart. Highly recommend!
Relationship to Financial Advisor: Client as of Feb 3, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for D Rathbun
D Rathbun

1 Stars

✅ Wealthtender Certified Advisor Review™
Jan 28, 2026
   
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lisa Etheridge
Lisa Etheridge

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 22, 2026
   
Relationship to Financial Advisor: Client as of Jan 22, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: family member
Avatar for Mark Dutton
Mark Dutton

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 11, 2025
Donn and I are so very thankful for Brightworks and the excellent guidance and knowledge given in helping us to navigate our financial options for our future. Upon my retirement in 2012, David Poole was my guiding light to financial security and was always patient and helpful in explaining it all. Now, with Forest at the helm, he has continued that same knowledge, patience and guidance as we are now both retired. I am very thankful for his wisdom and watchcare of our finances. We feel very confident that trusting in Forest and Brightworks will ensure and protect our finances for our future.
Relationship to Financial Advisor: Client as of Sep 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Nancy Kerr
Nancy Kerr

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 7, 2025
Brightworks has really helped us establish and maintain our financial planning goals. They have helped us understand the process and explained to us he hows and whys. Communications are great and if we have any questions we can get immediate help. I would highly rcommend them to help with your financial goals!
Relationship to Financial Advisor: Client as of Sep 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Greg Pound
Greg Pound

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 5, 2025
Once you meet Forest, you get a sense of calmness and integrity about him. My wife and I have felt comfortable with the financial advice he has shared with us. I would highly recommend scheduling a meeting to discuss setting your financial plan motion and letting Forest guide you through the years.
Relationship to Financial Advisor: Client as of Sep 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jody Mills
Jody Mills

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 4, 2025
   
Relationship to Financial Advisor: Client as of Sep 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for J Greenley
J Greenley

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 25, 2025
   
Relationship to Financial Advisor: Client as of Aug 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Brittney Queen
Brittney Queen

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 25, 2025
   
Relationship to Financial Advisor: Client as of Aug 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: family member
Avatar for bonnie dutton
bonnie dutton

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 25, 2025
Forest has been wonderful to work with! We can be dummies when it comes to some of this stuff, but he's been so patient and good at explaining everything to us. Very knowledgeable and great at getting us set up for success in the long run! Highly recommend!
Relationship to Financial Advisor: Client as of Aug 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Hart Traylor
Hart Traylor

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 25, 2025
A small, local firm that offers consistent, personal attention to my investment needs.
Relationship to Financial Advisor: Client as of Aug 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Becky Ansley
Becky Ansley