It has been so helpful to work with Kevin these past couple of months! When my husband and…read more I were initially searching for some support with our finances, we were looking for someone who could meet us at our level and explain financial topics in ways we could understand ( HSAs, Roth IRAs, Traditional IRAs, HYSAs, etc.) We were looking for someone who help us understand our current financial picture and whether we were saving enough to be able to retire at our desired age, be able to enjoy our current hobbies of traveling, and pay for medical expenses we will have. As a woman who got married later and came to my marriage with assets, I wanted to make sure I was making smart financial decisions with regards to my investments, savings, and spending habits as I know I will take home less money than my husband. We found that in Kevin and are so grateful for his knowledge and guidance. Kevin has helped me understand my financial portfolio and adjust my investment choices to match my financial goals. He has a unique approach to providing guidance with regards to finances which involves front loading the work together with weekly meetings the first month followed by check-ins and continued financial information through articles on various financial topics. We highly recommend working with Kevin if you are looking for solid guidance around your finances.

Kevin has been such an incredible asset in my life. I knew that I was not confident in how to…read morehandle money and the stressors of bills and student loans after graduating and starting my first full time job. I also didn't know if I was being too hasty in pursuing a financial advisor when I was just starting out; was the investment in a financial planner worth it considering I had little assets, a moderate paycheck, and student loan debt? Since I was rather anxious in not wanting to make mistakes that could impact the rest of my financial life, I decided to look into Kevin. His website drew me in with his focus on millennials and the unique financial challenges we face. He seemed real and truthful which is what I was looking for above all else. Someone to give me real, concrete advice, and not take advantage of me considering my limited understanding in "adult" finances. After my first free consultation I knew I was in good hands and that his website accurately reflected his values. Although it was a financial investment to get a financial planner, Kevin has helped me set up a future that is beyond worth the money I spent/spend. We continue to have check-ins as my financial situation changes and he never holds judgement when I need a concept explained or broken down considering money has a lot of jargon. I now feel confident in my plans for paying off my student debt, investing in my future, and living a normal life all at the same time. I recommend him to all my friends and coworkers when conversations turn to finances as we all navigate this often challenging money world.

Eric Eisler is the best Financil Adviser i have ever met! .. Not only has he worked on Wall Street…read morefor about 20 years, he is smarter then most in his field.. He really understands the market and explains it to the average person so they can understand what he can do for them..He helped me and my family develop an investment plan that was tailored to our needs. Eric made it easy-to-understand, he discussed our long-term investment strategies and helped us keep our financial future on track.. I wouldn't want anyone else handling my $$$$. Call him.. You wont be sorry Eric Eisler 646-245-3958

Eric is a great financial advisor. He's very knowledgeable and is certified. He has been doing…read morethis as a career, compared to other financial advisors who have had other careers, fail, and switch over to try and make money(ex. knife salesman). He knows his stuff, cares about his clients, and he's easy to get in touch with always answering his phone.

I highly recommend Terry Grant, CPA. He helped me understand my finances more clearly, build…read morestrategies to budget better, and plan for long-term savings. I appreciate that he asked good questions and actively listened. He took the time to understand my situation and made recommendations that made sense for me - from accelerating my student loan repayment to improving my retirement outlook. He made my financial life feel more manageable, and it was clear that he genuinely had my best interest in mind.

Was very helpful and gave me a lot of information that let me move forward even though it was a…read morefree consultation and my situation was a simple one was happy to let me reach out again if I ran into any issues

Patrick was great to work with! As someone who is new to thinking about long-term financial goals,…read moreI was a little nervous about where to begin. Patrick patiently answered my many questions and really helped give me clarity about financial planning for retirement. His billing was more than fair, and his follow-up was timely. I would highly recommend him!

Our assets have been managed by this company for several years. Chris Bettencourt, MBA, CFP is…read moreknowledgeable and responsive and has been an excellent advisor. He has gone above and beyond in assisting us with complicated financing for a home purchased in a different state and offering other advice when it's been needed. It's refreshing to work with a financial planner who truly cares about his clients and their needs rather than his own bottom line. Highly recommend.

Chris is a man you can trust. I recently moved to the Bethesda area and have been in search for…read moresomeone to help manage my assets. After doing some research I reached out to Chris and was very impressed with the service he provided. Expecting to only speak with him about setting up an appointment, Chris went above and beyond by taking the time to explain exactly how I can move towards achieving my financial goals rather than waiting for a meeting. Chris is honest and forthright, his mission truly focuses on the best interests of those who seek his expertise.

KEINA CHANGED MY LIFE! I started working with Keina in the…read morefall of 2020 thru spring of 2021 and she changed my life. I came to her post bankruptcy and just desperate for someone to see me and hear me and my shame around money and absolute failure at doing my own finances. From the first phone call with her, I knew she could help me. And she did. She was kind, caring, the best listener and ABSOLUTELY knows her stuff. Keina delivers. Keina is a people person - she worked with me in setting up a spending plan and made sure I knew how to use it once I was done working with her.She and I worked thru all my shame around money and she gave me lifelong tools to be in charge of my finances - not ignore them like most people do. I can proudly say in 2023 - after almost two years after working with her that I still sit down and work my spending plan each week. I cannot imagine my life and finances without it. I know where my money is. I know where my money is going. Keina gave me the trust I need in my own self to do this this - after a lifetime of people telling me I could not. I highly recommend you hiring Keina to change your life!

I cannot say enough great things about Wealth Over Now! I recently completed my 2019 budget and…read moreadded a "helping others" line item due to Keina's recommendation. My family tries to help others often but never thought to add it into our monthly budget. Although this seems simple, it will make a huge difference in the way we track our expenses. What I love most about Keina is that she continues to educate herself in the world of personal finance and she also has a faith-based approach. If you are looking to stop impulse spending, pay off debt, and build generational wealth...I highly recommend Wealth Over Now!

Recommend Equity Planning, have been using them over ten years…read more Marc was able to guide me to the right term life insurance, and the peace of mind that goes with it. Marc has full breadth of understanding of what is in the marketplace. Most people need insurance as part of a financial plan, to insure insurability. Nice to have a "bricks and mortar" store in the form of Equity Planning Inc., they're there "after the sale" to provide stellar service. Might be tempting to shop online for insurance, but it's better to have a knowledgeable, trustworthy person like Marc at your side. I have EPI's business card with my important papers. I'm confident that they will be able to assist my family.

From the owner: Comprehensive financial planning and wealth management solutions…read more Securities offered through Cetera advisor networks LLC, Member FINRA/SIPC. Investment advice offered through CWM, LLC, a Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of and have not been reviewed by Cetera Advisor Networks LLC, CWM, LLC or Equity Planning Inc. as to accuracy or completeness. For a list of states in which I am/we are registered to do business please visit our website.

If it weren't for Bill, who founded Community Ladders, my family would still be drowning in debt…read more He helped us refinance our house and still keep lots of equity. It's not an overstatement that he saved our lives. I can't recommend him highly enough. He's honest, tenacious and accommodating, taking my phone calls anytime of the day. He was very encouraging, which helped us immensely. We were able to get the refi done in a matter of a couple of weeks. To put it in perspective, we tried to refinance with Washington Home Mortgage about a year ago and it was the most horrible experience we've ever had. The process lasted over four months, the mortgage officer was rude, constantly complaining about how long his commute is (uh, not our problem??). He once YELLED at me over the phone. His boss, Diego Calderon, who is the president of WASHINGTON HOME MORTGAGE, was impossible to get a hold of. The paperwork was endless and the lender was miserable and in the end, we walked away when we discovered over $18,000 in hidden fees. There are a lot of nasty people out there. Bill's one of the good ones. I can't recommend Community Ladders highly enough. If I could give a million stars, I would.

I'm not even technically a Community Ladders client yet, but Bill has helped me more than all of…read morethe people who actually stood to make money off of me combined. I recommend them wholeheartedly. I'm in the daunting process of trying to buy my first house, and my personal finances were a hot mess. A friend from the dog park referred me to Bill when my first deal started to go pear-shaped. I was blown away by how much time and energy Bill devoted to advising me, running different scenarios, researching, and generally talking me off a few different ledges. Everyone else in the process was just yes-ing me to death -- my agent, the various mortgage brokers -- but Bill gave me the much-needed dose of reality. I ended up killing that deal (oh, and p.s. Bill was right: he worried that my contract price was too high, and the house immediately sold for $30K less than my contract price). In the meantime, and thanks to Bill's advice, I've worked on reducing my expenses and fixing a lot of Bad on my credit report. I'm in a much, much better financial position now, just a month and a half later, and just about ready to try that whole homebuying thing again. Thanks, Bill! Oh, and the only reason I'm not yet a Community Ladders client is that they have a waiting list. They're that good. So you should sign up now -- but I'm first!

Connor Whitcomb is absolutely amazing. I have dealt with a number of brokerages over the years and…read morehave found them lacking. Not so with Fidelity Investments in Bethesda. Entering retirement is a different ball of wax, and Connor Whitcomb has spent time with us on numerous occasions to advise and educate us. Connor is patient, kind and insightful. We visited him today for our beginning of the year update, and we changed much of our retirement strategy. We are so relieved and confident to have found Connor. He treats us as if we are his only client and always has enough time for us and our "endless" questions. Not all branches are as professional and knowledgeable as the Bethesda Branch. We feel very fortunate and secure with Bethesda's Fidelity Investments and Connor Whitcomb!

Terrible! Set up…read moreannuities with them for retirement income. They are just the most Juvenile, Un-Professional IDIOTS imaginable. You need to be able to Trust people who handle your money. These devils can not be trusted. Go elsewhere with your money.