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    Principle Accounting

    4.3 (6 reviews)

    Services - Principle Accounting

    Tax planning

    Audit and conflict resolution support

    Current year tax preparation and filing

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    Waddell & Reed

    Waddell & Reed

    (1 review)

    Don't bother. I hired W&R in August of 2015 for a financial plan. In March, I finally gave up and…read morerequested my $300 back because I still didn't have a usable plan. The first advisor I was assigned to was inexperienced and not mature enough to admit when he made mistakes. He diregarded my input, left important parts out of the plan he created for me, had math errors and did not have the grace to own his errors or correct them. In fact, he told me one mistake was my fault and stuck with that story even after I pointed out where I had given him the info he said he didn't have. Not someone I'd want to handle my money! I asked for a refund or a new pairing. The second advisor I was assigned to had a great presence and a good grasp of what I wanted. I liked the guy and felt relieved that maybe, after all these months of waiting, I'd get a good plan and get back on track. Sadly, it took a ton of calls and e-mails to get follow up from him. The plan he created looked good and I left pleace. When I got home, I realized a significant calculation had been left out. No problem, I e-mailed him the details and asked for follow up. 6 weeks and a reminder later, I still didn't have that nor had he prepared the forms to move my IRA to them as he'd told me he would. Blessing in disguise! I finally asked for a refund. This was literally over 6 months after I'd paid for a complete financial plan, had 4-5 meetings and put a ton of energy into following up and pushing these advisors along. The refund was issued promptly and without argument, although the e-mail acknowledging it came with a statement about how I'd gotten two plans for the price of one. That made me laugh, and made it abundantly clear that the culture of being unaccountable reaches high up in this particular office. Please keep your money far from these folks. Since I still don't have the plan I hired an advisor for, if you know of a good one please do message me. I'd love to try a new firm, one that takes pride in their work and doesn't require constant prodding to deliver the work they promise.

    Physician Family Financial Advisors Inc

    Physician Family Financial Advisors Inc

    (8 reviews)

    I learned about Physician Financial Advisors on a physician forum. I had an initial phone…read moreconsultation with Ben today, and he was very informative and thorough. He explained how his firm's process works, asked me questions on what I was looking for and how he can help. He offered alot of good advice, gave encouragement and provided great feedback on how to approach our finances going forward. He is affordable and also thorough with his services and knowledge. I highly recommend him and his firm. Looking forward to keeping in touch.

    I have been working with PFFA for about 2 years now. I have worked with several other financial…read moreplanners over the years. These advisors are the most open-minded and accessible that I have worked with. The three primary advisors at PFFA are relatively young (but pretty seasoned and experienced), energetic, well-trained, thorough, and pro-active. They have been working under the guidance of Ben Utley, who started the firm, and is still a presence though not as active. The fee structure is a fixed monthly rate, has nothing to do with the amount of assets, and is very reasonable. This is different than fees that are based on Assets Under Management (AUM), which are most often 1%, so if you have $1 million of investments, your fee is $10,000 annually. They have experts in retirement planning, college funding, and choosing investments. The investment strategies that they recommend tend to be based on index mutual funds rather than individual equities or actively-managed mutual funds (akin to the advice of John Bogle, founder of Vanguard). They use Betterment as their custodian (though they are happy to work with you if you have your assets with another custodian), and the three advisors do a lot of the legwork at Betterment for you. I could not be happier with their work, guidance, and concern for me and my family.

    Principle Accounting - financialadvising - Updated September 2026

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