Working with Justin has been an incredible experience. As a family looking to build long-term wealth while aligning my finances with our lifestyle goals, we could not have asked for a better partner.
What sets Justin apart is his holistic and team-based approach. He takes the time to thoroughly understand every aspect of our financial situation as well as our long-term objectives. With his guidance, we feel like we have a comprehensive game plan that accounts for all the key areas - investments, retirement, tax planning, risk management, estate planning, and more.
Justin does not simply dole out generic cookie-cutter advice. He thinks outside the box and crafts customized strategies carefully tailored to our unique circumstances and priorities. I appreciate how he drives decision-making based on our specific goals, values, and lifestyle needs.
Above all, Justin operates with integrity, expertise, and a genuine commitment to putting our best interests first. He patiently explains complex concepts, provides unvarnished advice, and ensures we (our family) remain on track over the long haul.
Working with a financial advisor is one of the most important decisions for securing your future. With Justin, you can expect platinum service from a skilled professional. We give him my highest recommendation without any reservations.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.