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Russ Thornton

I help women in their late 50s and early 60s retire with comfort and confidence

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Contact Me
Wealthcare for Women Russ Thornton
Atlanta, GA

Serving Clients Nationwide

I help women in their late 50s and early 60s retire with comfort and confidence

41 Certified Advisor Reviews™
Rate this Advisor

404.254.6993

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Health Care Planning
  • Investment Management
  • Loss of Spouse or Partner
  • Money Psychology
  • Retirement Planning
  • Taxes
  • Women & Wealth

About Me

Hi, I'm Russ Thornton. I’ve been managing wealth for over 25 years and have helped countless women get ready for retirement, care for their families, build wealth—and most importantly, live great lives.

When I was a young man, my mother went through a divorce.

Despite being a smart and hard-working woman, the divorce led to some significant financial challenges. For example, she was forced to declare personal bankruptcy.

What she needed was someone in her corner to help her navigate financial uncertainty and look out for her best interests.

Unfortunately, I was too young to help her. As an adult, I devoted my career to becoming a champion for women like my mother. That’s why I started Wealthcare for Women: to empower you to make financial decisions that enable you to live a great life—without having to worry about money.

➕ A little more about me

Beyond business, here are some things you should know about me.

🎶 I love music. I love playing it, listening to it, thinking about it… You name it, I’m into it.

🎣 I’m a family man. My wife, Elizabeth, our dog Winnie, and our various foster dogs mean the world to me. We love spending time together in the great outdoors of Atlanta or Lake Oconee. If there’s a little fishing involved, all the better!

🤝 I believe in giving back. Elizabeth and I volunteer with Angels Among Us Pet Rescue. I’m also proud to serve on the board of trustees for Georgia Eye Bank.

😊 I’m proud of my work. I get great satisfaction from my client work, and I was selected as one of Investopedia’s 100 Top Financial Advisors in 2019, 2020, and 2021.

Affiliations

  • Fee Only Network

Primary Location

Atlanta, GA 30342, USA

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and let’s have an initial phone conversation to determine if working together makes sense. There is no cost or obligation for this call.

Offers Investment Management

Yes

About our Firm

Wealthcare Capital Management is an SEC Registered Investment Advisor with a simple vision: Long-term financial success measured through the achievement of life goals that you value. This vision requires breaking all paradigms on financial advice and the advisor-client relationship. Wealth is everything your money can’t buy. Money allows you to enjoy your wealth. We want you to enjoy your wealth with measurable confidence, but without unnecessary investment risk or unnecessary lifestyle sacrifice. We are the future of financial advising. Disclosures: https://goo.gl/gRGSgn

Wealthcare Capital Management Services:

✅ Goals-driven investing: goals-connected, risk-managed, cost-effective
✅ Creating lifestyle-based Wealthcare plans that balance living well today while being prepared for an uncertain tomorrow
✅ Implementing highly tax and transaction cost efficient model portfolios
✅ Monitoring status of the Wealthcare plan’s comfort level using simulation analysis
✅ Delivering new advice based on changing investment valuations or client goals

Education

Furman University, BA, Business

Volunteer Experience

My wife, Elizabeth, and I volunteer with Angels Among Us Pet Rescue. I’m also proud to serve on the board of trustees for Georgia Eye Bank.

Awards and Honors

  • Investopedia 100 Top Financial Advisor of 2019, 2020, & 2021

Badges

Hobbies and Interests

  • Animal Rescue
  • Boating
  • Family
  • Fishing
  • Music
  • Reading
  • Volunteering

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Divorce
  • Living in Retirement
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

Early Retirement

✅ Wealthtender Certified Advisor Review™
Jul 1, 2024
Russ is a wonderful advisor. My husband and I decided to retire early… but only after speaking with Russ. He was all in even before our actual funds were available. He helped us in setting up Social Security and when my husband turned 65 with Medicare. He put us in touch with folks who do the leg work for you which in turn gave us both piece of mind. He’s very personable and makes you feel like you’re a friend not a customer. He works hard to make sure we are ok with future life changes. You can discuss what your goals are and he will do the numbers and tell you what he thinks is best to make sure you reach those goals. When you achieve your goals he will be the first to congratulate you. Speaking as someone who had no clue as to obtain this information on my own…he had the patience and explained it in layman’s terms. You cannot go wrong using Russ. I would and have recommended him to my friends and family. I have nothing but good experiences with Russ and his team.
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.
Avatar for Tammy and Neal Smith
Tammy and Neal Smith

Gain confidence about being “in” the market

✅ Wealthtender Certified Advisor Review™
May 10, 2024
During my divorce in 2017, all of our shared assets were liquidated and I was in an “all” cash position at a time when interest rates were around 1%. Having experienced big losses in the 2000 bust and again in the 2008 housing bust, 10 years later I did not have the confidence to make a move back into the market. Russ came highly recommended to me by another financial consultant as a person ideal for my situation. He got to know my goals and values, guided me through his plan to reinvest me into the markets, created an investment model and retirement path. He regularly checked up with me and we would discuss any updates for the model. It was all easily understood and mapped out the risks/ rewards with clear charts and graphs. He’s always been very responsive and easy to reach. Exactly what I needed!
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.
Avatar for BL
BL

Regularly recommend Russ and his newsletter

✅ Wealthtender Certified Advisor Review™
Apr 1, 2024
I subscribed to Russ' Wealthcare for Women newsletter 3 years ago after divorcing at 57. I took seriously his prompt to write with questions. When I did, he decided my question merited a phone conversation. Because he consistently focuses on the lifestyle and values of his clients, he is well-practiced at listening carefully and asking the sorts of incisive questions that help to clarify my motives and objectives. I recently worked through mortgage refinance options with him, and believe I've made the best decision for the present largely because I knew my options. We've both rescued mutts of dubious parentage and like to discover new music, so we have friendly conversation around those topics. He's very personable and easy going, and regarded as a family friend at my house though we've never met. His business phone is in the contacts on the house phone, and I've told my daughters to call him with money questions if something happens to me and they need help. I ran that past him first--he was okay with it. I always feel sorry for any friend of mine who has failed to take my recommendation to at least subscribe to his newsletter.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Gail D.
Gail D.

Maneuvering through the scary stuff!

✅ Wealthtender Certified Advisor Review™
Mar 27, 2024
My husband and I have been with Russ for a number of years now. We have maneuvered through many life changes including jobs, college tuition for kids, and now, moving to (what will be) our retirement home. We chose Russ because he was the first financial planner that took the time to know who we were before making recommendations. It is great to call him (even on a Saturday before you make an offer on a house) to get confirmation that the plan will work!
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.
Avatar for Helen Daniell
Helen Daniell

Trusted Advisor to Georgia Eye Bank

✅ Wealthtender Certified Advisor Review™
Feb 28, 2024
Russ has had a long and tenured relationship with Georgia Eye Bank. He has be an outstanding financial advisor and in 2023 led a change in investment policy that should help Georgia Eye Bank achieve their financial goals for years to come.
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.
Avatar for David Collerain
David Collerain

Integrity & Trust

✅ Wealthtender Certified Advisor Review™
Feb 28, 2024
I have worked with Russ since 2016 when I needed to take control of my financial future. Working with Russ from the very beginning, I feel heard. Russ asks intelligent yet empathetic questions to ensure that I he understands my goals and motivations behind them. Russ will help you achieve your goals, and he will also challenge you appropriately if you are thinking too small. I trust Russ implicitly and fully recommend him and his services to anyone who needs a partner for their financial future.
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.
Avatar for Tricia B.
Tricia B.

Responsive and knowledgeable Professional

✅ Wealthtender Certified Advisor Review™
Feb 28, 2024
Russ has consistently shared his knowledge and experience in a way that has always given me a high level of comfort thus permitting me to follow his advise with confidence. His easy demeanor makes working with him a pleasure. He is always responsive to my questions and concerns. Finally, his communication skill has permitted him to reach out to my granddaughters to help them with their growing financial needs. All of his support is and has been greatly appreciated.
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.
Avatar for Alan
Alan

Responsive

✅ Wealthtender Certified Advisor Review™
Feb 28, 2024
I have been working with Russ for several years. What really impresses me is his responsiveness when I need assistance. He gets back to us very quickly when we have a question or problem to solve. He is also a good listener and always looks for the best solutions to accomplish our goals. His financial planning tool has been extremely helpful to us in planning and living our retirement.
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.
Avatar for Jamie
Jamie

So helpful! Knowledgeable, kind and a great listener!

✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
Russ has been instrumental in helping us sort through our current and future options as we plan for our retirement future. He has really taken the time to listen carefully to what's important to us, what we'd like retirement to look like, and some of our worries too. His support has helped us take a view of living our lives now at the same time as saving and planning for the future. We would highly recommend his services to anyone and are so grateful for his support in our journey!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Laura J
Laura J

A great advisor

✅ Wealthtender Certified Advisor Review™
Apr 21, 2023
Russ has worked with us since we planned our retirement. He focuses on our whole life plan, not just our investments. He has helped us to achieve key goals we have. His advice and planning work with us has also helped us to be comfortable and able to enjoy our lives. I would highly recommend him to anyone looking for a financial planner.
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.
Avatar for Betty C
Betty C

Independent, Professional, Comprehensive

✅ Wealthtender Certified Advisor Review™
Mar 17, 2023
I have been a client of Russ for several years and am very satisfied with his advice and support. Russ in an independent, fee-based adviser. He focuses on conservative and low cost investment options. He worked with me to design a comprehensive financial plan with an investment portfolio constructed based upon available financial assets, investment goals and investment risk tolerance. I take comfort from the fact that as an independent adviser, Russ does not build portfolio's with his own firm's proprietary investment products. His investment style is long-term and avoids fads. Russ also provides me with advice and assistance on other important matters, including life-style and “next chapter” planning. He likewise works with third party experts on matters such as planning for Medicare. Russ has got strong communication skills and is always responsive when I have a question and also is pro active on reaching out to me as a client.
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.
Avatar for Kevin C
Kevin C

Professional, Knowledgeable, Responsive

✅ Wealthtender Certified Advisor Review™
Mar 9, 2023
My husband and I highly recommend Russ for your financial planning needs. We are long time clients and have trusted his steady guidance and timely advice. He helped us set goals which enabled us to strike a great work/life balance and now in retirement, we are living the plan/dream!
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.
Avatar for Barbara P
Barbara P

I trust Russ 100%

✅ Wealthtender Certified Advisor Review™
Dec 5, 2022
I live in Japan and I became his client when my other financial manager could not provide service to Japanese (who live in Japan) any longer. Because of my old manager's introduction I trusted Russ from the very beginning without even meeting him once since 2015. I saw him for the first time in 2019 when I traveled to New Orleans Russ came to see me with his wife. It was a very nice meeting. Right now I am working with my Japanese accountant to plan a gifting strategy to my children. Russ has been super helpful getting back to me and give appropriate instructions right away. In fact, being very prompt is a large part why I depend on and trust him this much. He is also good at listening to me and not forcing me American ways. He knows we have different rules and customs especially when it come to tax consequences. I am very happy being a client of Russ. I hope we can continue this wonderful relationship for a long time.
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.
Avatar for Michiko
Michiko

Russ is amazing!

✅ Wealthtender Certified Advisor Review™
Nov 29, 2022
Last spring we spent 2 months with Russ going over our finances to prepare for retirement. He went above and beyond our expectations. I love the way he has a wholistic approach. He gets to know what makes you tick and what your vision for your life is and bases his financial advice on who you are. And his caring never stops.
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 Margaret Goins
Margaret Goins

Trust

✅ Wealthtender Certified Advisor Review™
Nov 29, 2022
Russ Thornton has been our family advisor for years. We trust him to help us manage our money. He is knowledgable about the markets and also with the laws concerning taxes among other issues. But what is also important to me is when I was managing my parents estate. I knew that he understood the importance of being able to take care of my Mom after my Father passed away. I asked a million questions and not once did he make me feel bad about it. I trusted him and he was available and willing to help. It doesn't get more important than having a person to help through those 7 years. Emotions are high during those times and the responsibility can be overwhelming. Thank you Russ.
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.
Avatar for Diana Cartee
Diana Cartee

5 star

✅ Wealthtender Certified Advisor Review™
Nov 25, 2022
I have known Russ for a lot of years. He has always been helpful and always ready to answer questions. I trust Russ and appreciate all he has done for me.
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.
Avatar for Becky
Becky

Trusted friend and Knowledgeable advisor

✅ Wealthtender Certified Advisor Review™
Nov 23, 2022
My wife and I have been clients of Russ since the Merrill Lynch days. He not only has become our trusted financial guide through our working careers but also retirement. We rarely look at the market's ups and downs knowing that Russ is on top of it and will make decisions that are in our best interest. He is a trusted friend and has always been there as a sounding board when needed. We also introduce Russ to our son, who he advises as well. Keep up the great work you do for us and our family. We are grateful for that. Keep the Wednesday blogs going.
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.
Avatar for Ron & Linda
Ron & Linda

For years, our advisor.

✅ Wealthtender Certified Advisor Review™
Nov 22, 2022
For many years, you have advised us and guided us in matters of investments and in matters of life. You have not only provided us with advice, but also resources to help us navigate life’s challenges. You are kind, trustworthy and knowledgeable, and we are grateful for the role you play in our lives.
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.
Avatar for The Allgoods
The Allgoods

Personal and caring

✅ Wealthtender Certified Advisor Review™
Nov 22, 2022
Russ takes a personal interest in your investments and regularly checks in. He has been a comfort and guiding light through this maze we call retirement.
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.
Avatar for Greg
Greg

Russ is a financial advisor on steroids!

✅ Wealthtender Certified Advisor Review™
Nov 22, 2022
I've been working with Russ for years now; he was an advisor for my brother when Russ was still with Merrill Lynch, and my brother recommended I work with Russ. I have been so grateful for that brotherly advice. Russ really looks at the whole picture, not just advising me on my finances but on so many other aspects as well. He has been a great sounding board on all sorts of decisions, providing excellent advice and resources, as well as helping me think through the pros and cons of decisions short- and long-term. And I feel like he cares about me as a person, not just about how my financial situation is doing. Just generally, Russ is a great guy -- smart, accessible, easy to work with, and just plain nice. I have been pleased to recommend Russ to others who have also become clients.
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.
Avatar for Cheryl
Cheryl

The perfect advisor for us

✅ Wealthtender Certified Advisor Review™
Nov 21, 2022
Russ is the perfect financial advisor for me and my wife. His philosophy matches ours, from investing to how we want to enjoy our lives. His wholistic approach captures all of our needs, possibilities, and what-ifs to consider. He is extremely responsive and always notifies his clients when he might not be available due to vacation, travel, etc. Russ has a calm demeanor that allows us to know that all things are taken care of and thought through. He is always checking in to see if he can help, but not in an aggressive manner. In our meetings with Russ, he always seems to pull out ideas that we hadn't thought of and that we need to consider. His weekly emails are very helpful and often provoke new thoughts to consider as well. In general, he is a very thoughtful and kind individual who just happens to be very good at financial and life planning. We are lucky to be working with him.
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.
Avatar for Jack Curran
Jack Curran

Long Term Retirement Planning

✅ Wealthtender Certified Advisor Review™
Nov 21, 2022
Russ was introduced to me by my brother in law Jim Cartee. Russ had handled his finances since his retirement over 10 years ago. Jim had lots of confidence in Russ and was very impressed how Russ handled his retirement portfolio. Even though Jim had been taking money out of his retirement funds each month, he has more money today than the day he retired. I had my retirement funds spread out 3 different places. I contacted Russ and he reviewed by retirement funds and came up with a plan that would give me piece of mind in my retirement years that I had enough money to retire and do the things me and my wife want to do. Even with the ups and downs of the market, I feel confident Russ has built me a plan that will last long term. Russ is very good communicator and is always available if I have questions.
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.
Avatar for Ray Edwards
Ray Edwards

Dependable, caring, and always available

✅ Wealthtender Certified Advisor Review™
Nov 21, 2022
We have never had a financial advisor until we met Russ. He has educated and challenged us on how to enjoy our future. He has a plan for us that covers Long Term Care, Tax Planning, Medicare, Travel, Social Security, Gifting, Investing, and his Chicken Soup recipe. The world now is nothing but chaos, Russ can give you honest answers and a plan to outlast the chaos. We highly recommend Russ.
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.
Avatar for John & Mary
John & Mary

After my divorce, I needed good financial advice.

✅ Wealthtender Certified Advisor Review™
Nov 21, 2022
My ex-husband had always handled our more complicated financial matters. As a newly-single woman in my 60’s, I had no idea how to manage all of the accounts. My forensic divorce CPA suggested I call Russ Thornton. I’m so glad I did. I told Russ that I knew nothing about high finance and would, therefore, be asking dumb questions. He never made me feel uncomfortable. Russ is so good at explaining high finance in layman’s terms. Within just a matter of days, Russ had mapped out a financial plan to carry me for the rest of my life. He is helping me out of a bad annuity and has already saved me quite a bit of money by doing so. I needed to buy a house for myself, and Russ helped me every step of the way, advising on what I could afford and how much I could spend on remodeling. I then came into a large inheritance, and Russ advised me to pay off my mortgage, rather than invest so that I’m not carrying any debt. He has advised me on where to do my banking, which CPA to hire, which estate attorney to hire, etc., etc. You name it, he has it covered. I have been working with Russ for little more than a year, now. He has been like my guardian angel. I have never worked with anyone that has better communication skills than Russ. I always receive a reply the very same day, if not within minutes. Russ has become like family to me. I feel so incredibly fortunate to have Russ handling all financial aspects of my life.
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.
Avatar for Ann M.
Ann M.

In it for the long haul…

✅ Wealthtender Certified Advisor Review™
Nov 21, 2022
Russ has been our financial advisor since his early days at Merrill Lynch and continued to help and advise us through our careers and now into our retirement years. One of the hardest decisions I made was to retire early. Russ helped me understand the financial consequences of that decision by clearly explaining the big picture of our finances at the time and projecting scenarios of what things might look like in the future. That was 11 years ago, and I have never regretted my decision to retire early. Russ has been a partner in our lives by having us focus on what’s truly important to us and how that will lead to achieving our best lives . Russ is a thoughtful listener, a gifted communicator, and an expert financial and personal advisor. We would not be where we are today without his guidance and friendship.
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.
Avatar for Laurie and Vic Spigener
Laurie and Vic Spigener

Great service and professional approach

✅ Wealthtender Certified Advisor Review™
Nov 21, 2022
Russ has been a wealth of knowledge with practical application. He took the time to understand my wife and mines goals. Gives us honest and straightforward feedback but gives us margin to make the decision best for our family. He makes himself available promptly when we need. He is professional and caring. Highly recommend him!
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.
Avatar for Hunter T
Hunter T

My friend and financial adviser

✅ Wealthtender Certified Advisor Review™
Nov 18, 2022
Russ has managed my family finances for a number of years now. Always keeping me updated with changes/approaches as our family needs have changed. Always available and checking with me to see if our needs have changed. His family members and my family members go back to school days, so he has been very helpful and understanding with the disease situation and death of my wife. This has required a lot of financial shifts of our finances. Russ has been there to help make decisions and physical moves of our finances. Would and have recommended Russ to friends and family.
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.
Avatar for Tom Kirchoff
Tom Kirchoff

Knowledgeable, great communicator and very personable

✅ Wealthtender Certified Advisor Review™
Nov 18, 2022
My husband and I have utilized many different financial advisors during our careers but I think we have finally found THE ONE! After Russ had very successfully assisted my sister and brother-in-law with their investments, he then took over my mother’s inheritance after my father’s death. My father was also a financial advisor and I too have a college degree from the College of Finance at the University of Tennessee; therefore, I understand and appreciate the importance of having the right person handling our investments. We heard such good things about what Russ was doing for our other family members and this was just not happening for us with our Advisor in Nashville or in our hometown. So, we started moving our funds to Russ and he was so impressive that he now handles all of our investments! And has done so for about the past 4-5 years. Best financial decision we ever made! One of the most impressive things to me is the communication Russ has provided throughout this time that we had never experienced before. He even communicates with me, not just my husband because he realizes that I too worked and need to know this information. He makes me feel as equally important as my husband who is now the only one generating income. Often times the wife is overlooked in these situations but not with Russ. I highly recommend Russ Thornton!
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.
Avatar for Kim Edwards
Kim Edwards

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 7, 2021
Thanks to Russ Thornton’s keen guidance and skilled understanding of the financial world, I learned about how to plan financially for the future. His expert understanding of various aspects of the financial world complements his custom-fit approach towards understanding one’s life priorities in connection with financial decisions. His kindness, generosity, and care is most evident in the advice he gives, meant for one’s individual circumstances. He sincerely wants to better the lives of others through the financial education he provides.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ayla Rapoport
Ayla Rapoport

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 25, 2021
Russ is amazing and I can't recommend him enough! He is incredibly kind, patient and generous with his time and knowledge. He only has your best interest at heart and explains everything so that it's clear and easy to understand. He is happy to answer any and all questions and is always prepared. I know that I can trust him with my finances and that he is there to support me so that I can make the best decisions. No matter how much or little you have, Russ is worth the investment!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for 0 0
0 0

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 22, 2020
Russ is an amazing person and a life-changing financial advisor! If you are thinking of meeting with him, here's what to expect: It will be clear from the start that he is in your corner. He will listen carefully to learn more about your particular circumstances, and he will explain options to you in a way that makes you feel good about the positive steps you've made already and empowered to do even more to secure your financial future. He will communicate clearly and introduce you to possibilities that you probably never would have considered on your own. You will also feel that he understands the balance between planning for long-term security and enjoying your todays with your family. And he'll help you customize the right plan for you and your circumstances in achieving the best balance possible. And, finally, in addition to being incredibly knowledgeable and a skilled financial educator, he is just a warm, supportive person who will make you feel at ease right away. I think he may be starting a podcast sometime soon! So definitely be looking out for that! And just know that if you choose to meet and work with Russ, it will be a positive, empowering experience and not an exhausting and stressful one. He is the best!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tracie Stewart
Tracie Stewart

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 10, 2018
Russ is highly organized, kind, super helpful and efficient. I learned so much helpful information in a short period of time.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Zoe Barracano
Zoe Barracano

Five Stars

✅ Wealthtender Certified Advisor Review™
May 23, 2018
I just wasn't expecting to get the sound and thoughtful call that I had with Russ. It was so helpful. He and I spoke about my specific situation, and he shared his screen, so I could see exactly what savings and investment possibilities might work well for me. He was so informative and so transparent. I knew I was dealing with a true professional and someone who really understood some of the fears women can have approaching financial advice. I put our discussion into an action plan, and feel more confident than I have in many months! Thank you so much Russ.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dianne K.
Dianne K.

Five Stars

✅ Wealthtender Certified Advisor Review™
Mar 25, 2017
Russ was very helpful in planning for my future. He spent time trying to figure out what would be best for me. Thank you.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Barbara B.
Barbara B.

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 27, 2016
Russ is a trusted resource with a wealth of knowledge in assisting with all aspects of financial planning. Russ does an amazing job of explaining and simplifying what can otherwise be very intimidating material. I highly recommend Russ for all your financial planning needs.
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.
Avatar for Janene M Ganus
Janene M Ganus

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 24, 2016
It is a rare soul that doesn't feel it...the weight and consequence of all decisions made with respect to Finances. None of us are born knowing or understanding its complexities. They must be learned. I promise you...you won't find a better, more informed, more competent, kinder, gentler, more caring, character-excelling teacher/guide than Russ Thornton. He is genuinely gifted with respect to his ability to explain what is often times complex subject matter...in simple understandable laymen's terms; making the convoluted and complex...accessible. Wise decision-making about Finances...begins with choosing Russ Thornton as your always truthful, trusted, exceedingly trustworthy counselor/guide/teacher.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for mary g.
mary g.

Five Stars

✅ Wealthtender Certified Advisor Review™
Nov 14, 2016
I first met Russ when I discovered my financial planner was not guiding me in the right direction. A friend recommended him and said he was very honest, knowledgeable and had dedicated his life to helping woman plan for their retirements. I called Russ and he immediately came out to my house, examined all the funds my current planner had gotten me into and listen emphatically to my long emotional tale. Within a day, he sent me a comprehensive report on every fund in question and,sure enough, I had been sold more than one fund with high upfront fees! Russ would not accept any compensation for his time and expertise, and told me that helping women with their finances was of the upmost importance to him. He is one of the most compassionate individuals I have ever met - authentic, skilled and cares about his clients like they were his own family. If it wasn't for Russ, I would have been stuck in an annuity until I was far into my 80"s with much of the money lining the pocket of my previous planner. You can trust this one!!! He won't steer you and your money down the wrong path!!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Elizabeth G.
Elizabeth G.

Five Stars

✅ Wealthtender Certified Advisor Review™
Nov 8, 2016
Russ is generous with his time and Knowledge. He gives great advice and you know he is looking out for your best interest. He is also incredibly kind and will make anyone comfortable speaking with him. The best part is, I am now confident about the choices i'm making with my finances. Thanks Russ!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lori Z.
Lori Z.

Five Stars

✅ Wealthtender Certified Advisor Review™
Aug 31, 2016
Russ is not only an incredibly smart and knowledgeable money manager, he also has a calming and caring attitude to what can be a troubling subject. He is very patient and takes the time to get to know you as an individual; your personality and the things that are important in your life. He explains complex issues in a no-nonsense manner and is very responsive. He was a rock during a difficult time and I highly recommend his services.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sam L.
Sam L.

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 24, 2016
Russ is amazing. If you have the opportunity, work with him. I'm so thankful that I did!!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Emily Knab
Emily Knab

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 12, 2014
Russ is a trustworthy financial advisor who specializes in working with women. He is direct, a good communicator and a really nice person as well. He has made it his work to help women who are widowed and divorced. He is a fiduciary advisor which means that he must put his client's interests first and works to educate his female clients as he works with them. I read his newsletter as well.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dr. Mary Gresham
Dr. Mary Gresham
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