One Star Review... of the One Star Review This isn't a review of Chad Disbennett or Disbennett Wealth Management -- it's a review of the reviewer who posted one star. I've known and worked with Chad for many years. He's honest, straightforward, and always acts in the best interests of his clients. The claims made in that other review do not match the reality I've experienced (or that I've seen countless others experience). My family's portfolio has grown significantly under his guidance, and he's been transparent with fees and advice from day one. He has also helped with our Estate Plans, Tax planning, and the sale of our business. In my opinion, that negative review seems far more like the work of someone with a personal axe to grind -- perhaps a competitor or someone who resents his success -- rather than an actual reflection of his work. And let's be honest: it's more than a little fishy that it came from an anonymous account created in a city where Disbennett Wealth Management doesn't even have clients, seemingly for the sole purpose of posting this review. No one is buying it! The truth is simple: Chad delivers results, treats clients with integrity, and has earned the trust of those he serves. read more

I am somewhat new to Disbennett, but my husband and his side of the family is not. As such, I have had a front seat view of the way in which the wealth management company values its clients. I can say they are timely, conscientious, and thoughtful. Importantly, they are also data nerds with a borderline obsessive interest in evolving market patterns. This means they have a robust understanding of how investments work and they know how to optimize their client's investments. I have seen the impressive product of their investment practices in my husband's finances, and am in the process of onboarding as well. I am registering my opinion now because I notice that there are 8-9 glowing reviews of the business that have been buried by this website. The reviews seem to come from real people who cared enough to write out their thoughts. I'm sorry that their insights were disregarded by the algorithm. Certainly, that would discourage someone from contributing more reviews here. I encourage you to read the "not currently recommended" comments to see for yourself. read more

I retired from AT&T at 55, and like many people making that transition, I had a lot of questions about what to do next. With two kids heading off to college, two restaurants to run, and several rental properties to manage, my financial world is anything but simple. Rolling over my retirement account was the easy part -- the real value has come from the ongoing guidance I've received from Chad and the Disbennett Wealth Management team. They've shown me custom strategies that help me keep more of what I earn, and they've been right there with investment advice, retirement planning, and tax guidance every step of the way. What stands out most to me is the personal connection. Chad isn't just my advisor; he's become a close friend and someone I can trust completely. I would recommend him to anyone, especially business owners and women who want a partner in their financial journey. read more

My wife and I trust Chad Disbennett and his staff investing our money through DWMG. They are friendly, patient, and very knowledgeable with all of our questions and concerns. For years they had been a great help to my wife with excellent financial advice so that when we got married we felt confident to open retirement accounts together through them. Recently Chad switched us to ORION as he had done for his own father to maximize our returns and we are happy with the results. We both updated our wills using their legal services as well. Our interaction with DWMG gives us peace of mind that our finances are well cared for and we are not just numbers on an account. Ultimately, we know that no human investment firm can totally promise a secure future and for that we trust in Almighty God. Having said that, we have confidence in Chad Disbennet and DWMG. read more

In my late 40s, I struggled with where to start with retirement planning or managing my money for long-term growth. Chad and his team really made everything clear. He was patient and knowledgeable in answering my questions and gave me the direction I needed. Today, in my mid-50s, I have a solid plan, better control of my cash flow, and peace of mind knowing my family and I are set up for the future. The crew at Disbennett Wealth has made such a difference in both my money management and my peace of mind when it comes to my financial security. Finally, I feel confident that I'm well on the path to enjoy retirement with financial ease. Chad and his team truly made a difference for me. I recommend meeting with him to see how he can also help set your finances in a steady growth direction. read more

Chad & the entire team at Disbennett Wealth Management are phenomenal. My husband's been with them since 2012 and he had me go with them when I retired in 2022. It was the best decision in my life if you need help with and such, there's no other place that you should be looking at management is the best!!! everyone there is so courteous and professional. Take the plunge and contact them today. read more

Disbennett really helped us get all of our money in a spot that was making money for us. He helped us and my elderly parents complete legal paperwork that is necessary as we all inevitably age and plan for retirement. Chad is unique in his teaching approach and making everyone feel comfortable. He is just pretty epic in all categories! read more

i've had my investments with Chad and his team for nearly a decade, and I couldn't be more grateful for their guidance and support. They've always been honest, friendly and focused on what's best for me and my family. I trust them completely and rest better at night knowing that we are in good hands. read more

Great team. Much more thorough than our previous advisor. Focused on overall wealth management and long term retirement. Clear that they are very talented and they care about you and your family's future. read more