My husband and I have been working with JB for years and can't recommend him enough. His advice is practical, thoughtful, and tailored to the stage of life we're in - early 40s with two elementary-aged children - while also taking into account our personal priorities and circumstances. Nothing ever feels one-size-fits-all, which has been a very different experience from what we've encountered with other advisors. What we appreciate most is that JB explains things in a way that feels approachable and grounded, helping us make informed choices without pressure, judgment, or unnecessary complexity. We've always felt like he genuinely has our best interests in mind. read more

JB is easy to work with and consistently has gone above and beyond what I expected of a Financial Advisor.  He is able to support both my husband and I through the process despite having very different needs and knowledge bases about financial planning and investing.  He immediately supported us in rebalancing our portfolio, setting us up with security through life insurance, disability insurance, and recommendations for a Trust and Will law firm.  The support JB provides is inclusive and he is willing to jump on phone calls with you or complete paperwork if support is needed.   Excited to see the additional support that our partnership with JB provides as we continue to grow personally and financially with his advisorship. read more

I've been working with JB for many years now, and I would strongly recommend him for any of your financial planning needs. He has been attentive, personal, and has always had my best interests in mind. If you are looking for an amazing long-term partner in organizing and planning your finances, there is no one better! read more

I've been working with JB for about 2 years, and I couldn't be more impressed. Not only does he provide clear, thoughtful guidance tailored to my goals, but my portfolio performance has exceeded expectations - even in a challenging market (as we've seen more recently). I truly feel like my finances are in expert hands. Highly recommend! read more

Julian has helped us over the last 10 years navigate the complicated world of retirement planning, life insurance and saving for college for our kids and our selves. JB always makes it easy and simple to understands different products. He is very polite and flexible. I am happy with the services he has provided and would strongly recommend to anyone looking for a professional financial advisor. read more

We have been working with JB for a couple of years now. He is extremely knowledgeable in all financial matters, and he has given us advice/guidance in many areas including 401k/IRAs, HSAs, 529 plans, insurance, estate planning, real estate, mortgages, and even taxes (JB actually corrected a financial tax error that my CPA had made!). He devised an investment strategy for us tailored to our specific short- and long-term goals which has to date performed excellently, both in an absolute sense and relative to the indexes. JB does an amazing job at making you feel you are important to him. More than once he has emailed me out of the blue when he has run across an opportunity specific to our plans. He encourages questions and does an excellent job of addressing those questions in short measure. He has exceeded all of our expectations, and I absolutely recommend him to others looking for help with their money. read more

Great experience, fast, thorough and trustworthy. I highly recommend JB based on personal experience with his company. read more

My relationship with Julian began pre-CWM, and found his services to be of the highest level that I had to bring my accounts over so that I could retain him as my Financial Advisor. Julian has advised me primarily on investments, specifically Mutual Funds, and my 401K and Roth IRA plans. He has helped to convert company 401k plans when I switched jobs and rolled over previous investment accounts into one simple and easy to manage portfolio. And most importantly, Julian has provided consistently high levels of service and performance (ie, ROI). I would absolutely recommended Julian and Concierge Wealth Management to all my family and friends. read more

JB has been handling my finances for years, working with me to meet both near term expenses and long term goals. From little things like helping with individual investments to ensuring retirement accounts are properly balanced, JB handles everything to make sure the process is easy and my portfolio is where it needs to be. read more

UPDATE AS PROMISED: We have been using JB as our financial advisor for the last three years. We are super happy!!!! He has helped us get on track for college savings and retirement but also is able to help us understand what we need for our own personal goals and how to get there. Most importantly he is really good at reaching out and making sure we are happy with his service. As a mom of a 4 year old and newborn I REALLY appreciate that he keeps in touch to remind me of our meetings and make sure we aren't letting anything slide - which is soooo easy to do with little kids!! We really are so glad we found him and took the plunge to start working with an advisor so we could stop having anxiety about our finances and how to prepare for the future. Oh! I should also mention that I'm VERY happy with the investments he has made for us and how they are performing. Original post: I will post an update after we have been using Julian for a year or so to let you all know how we feel his money management has worked out for us, but so far I have to say that it has been nothing but a positive experience. I am a nurse and my husband is an engineer so we are a little under educated about financial planning so we really needed help. Julian was able to work with us and put all of our options into easy to understand language so that we could pick and chose what we were comfortable with and start ourselves on a path to (hopefully) future financial stability. I have heard from a lot of people that they "dread" going to their financial advisor, but I have never felt that way about meeting with Julian, it is always an easy and relatively painless experience. We are so grateful for his help and would (and have) reccomend him to anyone! read more

JB will provide you with a level of service that you will not get with any other firm. If I had a question late night or on the weekend I could email him and get a prompt response. When I was looking at buying houses, he gave me several high ranking mortgage brokers to speak with. If you want to feel like you are a top priority, and not just a number at a big bank, I would highly recommend working with him. read more

JB is great. My wife and I were recently married, recently new home owners, and eternally behind on getting our financial house in order. We had old 401ks from prior jobs here and there, a DIY investment strategy for my IRAs/Roth IRAs that I had no confidence in, and a general lack of clarity on what we should be doing. JB fixed all of that, and it's a huge relief. With his help and guidance, I feel like we actually know what we're doing now. He's always eager to help and explain, and has infinite patience for our questions even when they're silly or kinda naive. I can't recommend him enough - he's awesome at what he does. read more

I can't recommend Julian highly enough. My wife and I had no idea what we should be doing with our finances. After a few quick meetings Julian straightened us out, helped us set up accounts to help save for a home, and got all our old 401K's rolled over. He quickly answers any questions we have for him, regardless of how dumb they are, and always leaves us feeling comfortable and confident in our decisions. He really is as good as everyone says, and I'm very grateful that we found him. read more

I have been a client of CWM since 2011. I initially approached JB with a myriad of questions pertaining to my 401 K benefits and overall retirement plans. JB took the time to educate me about my options and has made me feel completely supported and well informed throughout this process. Prior to meeting with JB my investments were scattered and not working to my benefit and towards my goals. I now have a much more effective, efficient and consolidated retirement plan that has consistently shown growth. JB is both responsive and professional to work with. I would highly recommend his service, and that of CWM, to anyone for all areas of personal finance management. read more

I have been working with Julian Morris, now with Concierge Wealth Management, for almost 10 years, and would describe him as a kind, thoughtful, responsible, and knowledgeable financial planner. He works hard to ensure his clients make the right decisions to enjoy the present and prepare for the future . I trust him implicitly with my finances, and would encourage others to do the same. read more

When my wife and I started looking for a wealth manager, we wanted someone that understood our financial objectives and would manage our accounts accordingly with minimal oversight by us. We are both busy working professionals and while I personally keep a keen eye on the market, I do not have the time to do the necessary research to develop a retirement portfolio that matches our risk profile. That is where JB came in. My wife and I started working with JB and Concierge Wealth Management in order to consolidate accounts that we had with a variety of old employers and a different wealth manager. JB was very helpful in working with the other financial institutions to get the funds transferred seamlessly making it a painless process. He then spent several hours with us to outline our goals and develop a portfolio of traditional and alternative investments that met our risk profile. After a year we are happy with JB and the performance of our portfolio relative to the broader market. read more

Working with JB has been great! He is knowledgeable, trustworthy, and accessible. I know I can go to him with any kind of question and I will get a prompt and clear answer. His expertise has been really valuable and I appreciate how invested he is in his clients. He has helped my husband and I get our finances in order and has helped us start planning for the future which we are so grateful for! I would highly recommend JB. read more

I just started working with JB this year. I switched jobs and didn't know what to do with the retirement account that I had started, and I didn't know the first thing about investing. He made the process simple and pain free. He is always available for a phone call or email whenever I have a question. I have no worries about the investment path he has chosen for me based on our conversations about my long term goals. I am confident that he will continue to actively pursue the best investment path for me. I would recommend JB to my family and friends without hesitation!! read more

I have been working with CWM for over 3 years. They are consummate professionals. When we started working together, I had a 401k sitting with my past employer that I didn't know what to do with. They started managing it and I have seen consistent returns over the years. They also built me a financial plan towards my future goals. The partner I deal with really knows his business, and always makes himself available for meetings or questions. Prior to working with him I didn't have a clue. I am read more

I've been a client of Julian Morris' since 2006. His advice and planning have been the integral part of creating a stronger financial foundation for today and my future. He is attentive to my risk tolerance as well as my interests. After I returned from a trip to Kenya, I discussed my interest in the growth of that part of the world with Julian, and he reviewed investment opportunities available, making a solid recommendation. So far so good on that investment. Working with him has been one of the wiser decisions I've made with my money. read more

I can't recommend Julian (JB) highly enough. My husband and I were trying to consolidate our finances and wanted to put together a plan for early retirement. After a few quick meetings, JB help us out with all the decisions, helped us set up accounts to get to our goal, put a realistic plan together and even got all our old 401K's rolled over. Julian is very attentive and he answered all our questions in a manner that I can understand it. He really is as good as everyone says, and I'm very grateful that we found him by taking the advice from the users of Yelp. If I was to describe JB I would say that he is a very thoughtful, responsible and knowledgeable financial planner. My advice will be to have a meeting with him and you will understand why we think he is the right person. read more