We have worked with financial advisors and accountants for more than twenty years. I should say up front that Devin is our son, and that he and his business partner (Sanjay) now handle our planning. We are clients of the firm, and no one paid us or asked us to write this. I am writing it because of how they actually work. They shape every meeting around our goals and around what we genuinely understand, instead of talking over our heads. They are reliable, easy to reach, and they coordinate directly with our CPA whenever something has tax implications, which our previous advisors never did. The example that stays with me: Devin went back through decades of our old brokerage statements on his own initiative and found cost basis that had never been recorded, which meant we had been paying tax twice on the same money. Several well-regarded advisors and accountants had looked at those accounts over the years and none of them caught it. Our CPA confirmed the correction, and we recovered about $40,000 through amended returns. That was our particular situation and I would not expect anyone else's to look the same. We trust them, and we are grateful.									

										​I have nothing but great things to say about Artham Advisors. Devin is helpful, patient, dedicated, collaborative, and exceptionally knowledgeable. As someone who simply doesn't have the time to track every market variable, it pays dividends to know Devin has it covered. As advertised, it feels like having a personal CFO.									

										Sanjay’s expertise and professionalism gave us tremendous confidence in our financial plan. He takes the time to understand your goals and provides thoughtful, unbiased advice that’s truly in your best interest. I highly recommend Artham Advisors to anyone looking for a knowledgeable and trustworthy financial advisor.									

										Sanjay has been an invaluable partner in managing my financial planning. His deep expertise, personalized approach, and commitment to my long-term goals have made a significant difference. I highly recommend Artham Advisors!									

										Sanjay is an excellent advisor. He showed us how my husband could retire from corporate America and start his own business while still having enough money for retirement. He meets with us regularly to make updates to our investments and stays on top of our life changes.									

										Sanjay was great to work with. He completed a full comprehensive review of all our finances and future plans. With this information he developed a full investment strategy, discussed tangible tax efficient tax strategies and broke down approaches to achieving our long term goals. He's very smart and also enjoyable to work with taking the right amount of time to thoroughly explain all his recommendations. Thanks Sanjay!									

										Sanjay is a true professional, extremely knowledgeable, personable and courteous									

										When we came to Sanjay, we were a little disillusioned with the financial consultants we had in the past. Some had knowledge, but could rarely give us the personalized attention we wanted. Others never even made contact except when we needed to sell stock.So after our first meeting with Sanjay, at the recommendation of our son who had worked with him in the past and spoken highly of him, we were really satisfied and truly surprised. His as-a -matter -of- fact attitude, made us ( me actually) have the guts to ask what I thought were foolish questions. But we soon felt that any topic was welcome on the list of issues of concern.To this day we look forward to our periodic meetings to review our portfolio’s results, and even venture into other topics of a non- financial nature. And he even has an interesting reading list!									

										It has been amazing working with Sanjay to accomplish our financial goals! We needed more guidance and explanation than our last advisor offered. Not only has he set us up with investments that are performing beautifully but he also advises us on business decisions and short and long term financial goals. He reaches out for quarterly meetings and I actually enjoy them! I literally sleep better knowing that an expert that cares about my family's financial future is looking out for us.