My husband and I have been working with Evor and Johnny for 4 years now and couldn't be happier. We…read morefound them through a website that listed fee-only financial management firm. This appealed to us because we were looking to hire someone who would manage our investments according to what would be best for US, not where they would get the most commissions. I don't like dealing with accounting stuff and was dreading the process before our initial appointment, but they ended up making it fun for us, yes, FUN! We did some exercises that helped us define what kind of a life and future we wanted, where we saw ourselves and the process from there was pretty easy. Evor and Johnny exceeded our expectations as far as the services they provided. We were expecting someone to manage our accounts, but they went over our trust documents, disability insurance, taxes, and had great referrals to the best of people in all those areas. What I like most about working with Evor and Johnny is that they are very pleasant to deal with, easy to get ahold of and answer any questions you may have, personable, transparent, have high level of integrity, and truly care about your personal goals and future. I have been recommending them to friends and family and anyone looking for a trustworthy financial advisor.

Evor's services are great! Read my story below:…read more I met Evor doing a small construction project at his home years ago. I found out what he did for a living and we ended up talking about my investments. I could tell immediatly he was on his game. I had a hodge podge group of investments new and old both, brokerage, IRAs, Roth's, etc. that just ended up in a box - unwatched. Even though I dreaded changing all the accounts over, Evor made the process seamless! He filled out ALL the forms, made all the calls, gave me my tax info, all I had to do was sign the forms... Now I have the peace that he is taking care and watching my investments. He emails or calls me when he feels we should move money from one sector to the next, sends out an informative news letter AND I now get all my investment info in one nice package that is easy to understand. To top it off the fees he charges are very resonable. I would highly recommend his services.

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

My biggest annoyance with Mercer is that their portal support is only open until 2 PM Pacific time,…read moreMonday through Friday. This is an easy, probably not very expensive fix. The quality of your service will depend on your specific financial advisor and their support. If you have an inattentive advisor, you should request an alternate.

I had my initial conversation with Mercer today. The gentleman I spoke with was not really helpful,…read moreas i dont currently work with Mercer. Its like when I was in my 20's just starting out with TD Ameritrade and couldn't speak with anyone because I only had 25K invested. Now im in my 60's and have more but because I dont currently have my investments with them they wont give any advice. Just want to know how taking a distribution from an inherited IRA might effect my social security. They wouldnt work with me at T D Waterhouse and Mercer does want to give out any ( free advice ) is what Mr Deskin called it. Glad im with Schwab, the young man I work with there is great. SHWAB EVERYONE

These guys are simply the best. My wife and I worked through several other wealth management…read moreproviders before finding a home here with Jeremy and the Conversant Wealth Management team. We haven't regretted it and we haven't looked back! Jeremy always ensures that we are valued clients, he keeps us up-to-date with established quarterlycheck-ins, but is always available at any time whenever we have questions or are requesting his guidance. They use all of the most advanced wealth management tools that provide us the ultimate visibility into how we are performing, allowing us to stay on track with our goals and make adjustments in real-time. Highly suggest Conversant for your wealth management needs!

We have used Jeremy as our financial advisor for over 20 years. Cannot say enough good things…read moreabout him and Conversant Wealth Management. We can't imagine where we would be without him. You will be in the best hands with Conversant.

As a Customer Insights Researcher for a large financial services firm, I knew long ago that I fell…read moreinto that segment of people who needed help managing toward my financial goals - I just simply did not want to wade through all of the complexity of investing and take the time to learn everything necessary to make sound decisions. And so for TWO YEARS I interviewed prospective financial advisers but for a variety of reasons could never quite pull the trigger. That is, until I learned that Joe Harrison was forming his own financial advisory firm. Hallelujah! Finally, someone I could trust implicitly to act in my best interest and understand the complexity and uniqueness of my particular life context. Make an appointment with Joe and experience for yourself his deep knowledge of the financial services space and investing options coupled with his excellent listening skills. The result is a customized financial plan that will have both the right and left hemispheres of your brain buzzing with happiness. For me, overwhelm and anxiety is replaced with peace of mind and I am so happy that I found the right person, Joe Harrison, to help me achieve my financial goals.

This review is very late, I actually thought I left one about a year ago. I am really happy I…read morefound Joe. After meeting with him for just 1 hour, we had a specific plan to take control of our financial future. He was engaging and had a ton of good ideas. Working with Joe was easy and absolutely worth it. I highly recommend him. Joe gave us a simple plan that helped us focus our financial resources which helped reduce our taxes and also provide for a more stable future.

I've known Amie for years as a performer, and after discovering they were also a professional…read morefinancial adviser, I jumped at the chance to meet with them. I've worked the last 15 years as a professional freelance musician and teaching artist, and had never met with a financial adviser, so I came in quite nervous, though eager to learn. Within minutes of our first session, she laid out some excellent core tenets for me to follow, assessed my financial situation, was realistic and transparent, suggested several easy steps for me to start. She did all this while being supportive and encouraging - allowing me space to drop any guilt or shame for having "started late" on things like building retirement savings and investments. She was professional, knowledgeable, kind, and followed up immediately with a write-up with action items for me. Needless to say, I feel infinitely more confident and clear on next steps, and I'm excited to continue working with her. Do yourself a favor and hire Amie for a financial planning meeting! It's one of the most important steps I took in adulthood and you won't be sorry.

My wife and I engaged Amie for financial planning help to get a sense of how far we are from…read moreretirement. We found her super nice to work with, but we also ended up feeling that the service she provided was too simple for our needs. I think the level of detail in her planning would be appropriate for someone who is new to the basics of financial planning, and could be the right choice for clients who might get overwhelmed by too many details. But we ended up not feeling confident in some of her advice because we wanted to get at the underlying details. Here is an example. Aime provided us with a financial calculator to predict whether our portfolio was sufficient to generate sufficient income for retirement. This calculator was based on a single predicted rate of return in the market. We have since learned that such calculators ignore a significant factor, called "Sequence of Return Risk", which are accounted for by other calculators. When I brought this up with Amie, she said she had no objection to us using other calculators, so long as we didn't get overwhelmed. There were a couple of other examples where we would have appreciated more detail. For example, she recommended a 100%/0% stock/bond allocation. Since this is substantially different from typical advice, it would have been nice to hear more justification than she provided. Anyway, I ended up feeling that Amie is a great resource for beginners to get their finances in order. But for people further along, where there are significant risks to making mistakes, the simplicity of her approach may be insufficient.

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

I met with Benjamin because I had a specific tax planning question and was exploring the idea of…read moreworking with an advisor. He took the time to ask questions and understand my situation and my needs He basically said "you don't need me, but go talk to my accountant." No sales pitch, just straightforward advice. None of that gut feeling you get when someone is trying to sell you something that you don't understand or don't think you need but you go along with anyway because they're the "expert." Benjamin will be my first call whenever I do need a financial planner.

Seriously, it is time to fire your financial advisor if they are charging a percentage of your…read moreassets. You deserve a fiduciary who is focused on your needs, not their ongoing cut. I started working with Benjamin after a major life setback and felt completely lost. He grabbed my hand and helped me take the financial steps I needed to regain control of my future. He is kind, compassionate, and truly encouraging. He helped me make important adjustments to my finances that I should have made years ago. What I appreciate most is that he does not overcomplicate things to make you feel dependent on him. His goal is to educate his clients so they can take the reins themselves.