Nevada’s Top Rated Local® Financial Advisers Award Winner: Redrock Wealth Management

Top Rated Local® is pleased to announce that Redrock Wealth Management is the number one financial advisory firm in all of Nevada for 2019!

From retirement planning to investment guidance, Redrock Wealth Management is the financial advisory firm to turn to in Las Vegas.

Redrock Wealth Management has received dozens of reviews on three verified sites with an average rating of 4.97 stars, earning them a remarkable Rating Score™ of 90.92 and a 2019 Top Rated Local award for being ranked the number one financial advisory firm in all of Nevada!

Here’s just one of their many five-star reviews:

“Greg Phelps of Redrock Wealth Management is our financial adviser and consultant. Greg is extremely professional and has helped us make many decisions regarding our present and future financial plans. He is very easy to communicate with and responds immediately to all of our questions and requests. If Greg has a concern about our investments, he immediately contacts us with information and suggestions. We are very confident that he is truly looking out for what is best for our future. I would highly recommend Greg Phelps of Redrock Wealth Management.” – Donnalyn W.

Not Your Average Financial Advisory Firm

We wanted to know what makes Nevada’s number one financial advisory firm so special, so we took a few minutes to talk with the President, Greg Phelps.

The first question we had for Greg was what makes Redrock Wealth Management unique compared to their competition in Nevada. Here’s what he had to say:

“We are one of the few fee-only financial planners in Las Vegas. To elaborate on that, 90 percent of financial planners take a commission on products or investments. We are fee-only, so our mission is aligned with the goals and values of our customers.”

We also asked Greg about Redrock Wealth Management’s mission and how they work to make the world a better place. Greg told us:

“We help people squeeze every last dime out their retirements. Our goal is to make retirement memorable and purposeful.”

Building Success by Doing a Great Job

When we asked Greg what their secret is to such a strong online reputation at Redrock Wealth Management, he said:

“We do a great job, and people leave us reviews. We don’t ask; we just work hard for people. If you deliver what they’re looking for, they tend to refer their friends.”

Apart from building the kind of online reputation any business would envy, Redrock Wealth Management has spread the word about their service through blog posts, webinars and networking.

Every business owner wants to grow their business and build their online reputation the way Redrock Wealth Management has. Here’s Greg’s advice for them:

“Be authentic. Our website is really just a regurgitation of who we are and what we do. We get in the trenches and figure out what works to help people achieve their goals.”


Congratulations to the team at Redrock Wealth Management for being a 2019 Top Rated Local award winner, and thank you so much, Greg, for taking the time to speak with us!

We highly recommend Redrock Wealth Management in Las Vegas. Visit their website today!

Rhode Island’s Top Rated Local® Financial Advisers Award Winner: Balance Wealth Advisors

Top Rated Local® is pleased to announce that Balance Wealth Advisors is the number one financial advisory firm in all of Rhode Island for 2019!

If you’re looking to work with a professional, experienced financial advisor in Providence, look no further than Balance Wealth Advisors.

Balance Wealth Advisors has received dozens of reviews on three verified sites with a perfect average rating of 5.00 stars, earning them a spectacular Rating Score™ of 98.00 and a 2019 Top Rated Local award for being ranked the number one financial advisory firm in all of Rhode Island!

Here’s just one of their many five-star reviews:

“The team at Balance Wealth Advisors has been fantastic! If you are looking for great advice, the best technology available and great protection for your future, I would definitely give them a call!” – Michael M.

Not Your Average Financial Advisory Firm

David Allen, Barrett Costello and Amy O’Connell

We wanted to know what makes Rhode Island’s number one financial advisory firm so special, so we took a few minutes to talk with Independent Financial Advisor and owner, David Allen, Managing Partner and Financial Advisor, Barrett Costello, and Operations Director, Amy O’Connell.

The first question we had for David, Barrett and Amy was what makes Balance Wealth Advisors unique compared to their competition in Rhode Island. Here’s what he had to say:

“We pride ourselves on being comprehensive financial planners. One of the things that really separates us is that we work closely with the other paid professionals in our clients’ lives to make sure everybody has a consensus on what the advice should or shouldn’t be, so that the client can get the best advice. We’re also independent, so we are not told to sell any product or service. This helps to keep the costs low for our clients as well as what makes us true fiduciaries.”

David and Barrett are Managing Partners and have been in the financial industry for over 20 years. The core of their business is located in Wellesley, MA. They have been in the Providence location for 12 years.

David, Barrett and Amy went on to add:

“Meeting our clients’ next generation is a big focus for us. We want to continue those relationships with their family. We focus on taking care of the day-to-day management and implementation of our clients’ investments; we work hard with them to set goals, establish their risk tolerance and discuss future liquidity needs. We would love to have a ‘get acquainted’ discussion with anyone to find out if our services are the right fit for them.”

We also asked David, Barrett and Amy about Balance Wealth Advisors’s mission and how they work to make the world a better place. David, Barrett and Amy told us:

“We work with a few different charities in the community every year, which our clients will take part in as well. We have worked with a local organization, called Family Promise Metrowest, and we are on the board for their annual walk. We also partake in other fundraising efforts for them throughout the year. The team bands together and makes meals or collects various items needed for the people that utilize Family Promise services. Toys for Tots is a huge charity we participate to every December, where we will raise money and have clients bring in toys for us to donate.”

Building Success by Asking for Reviews

When we asked David, Barrett and Amy what their secret is to such a strong online reputation at Balance Wealth Advisors, they said:

“We encourage our clients to let us know how they are using social media and ask what type of review sites they use. We then will ask them to go out to Google, Facebook or Yelp and give us a review if they so desire. Positive or negative, feedback is always welcomed! A lot of our reviews are written by clients that have been with David from the beginning, and they absolutely love what they’ve received from us throughout the years. It is a main focus of BWA to personalize our social media content. We would rather share things that actually are meaningful or relevant to us in the moment versus just posting benign material.”

Apart from building the kind of online reputation any business would envy, Balance Wealth Advisors has spread the word about their service through networking and social media:

“We are part of two different networking groups that help us with getting our business name out there. We religiously attend each and every meeting, typically more than one BWA associate, and we are very active in actually networking with each member one-on-one a few times throughout the year. We learn a lot from the various members, as they are all working in an alternate career. We are also very active on social media with getting our information out there, especially with utilizing videos on who we are, how we’re different and why our clients should care. We try to be as transparent as possible with our website, social media and basically all public interactions in the hopes that people will see the value and know exactly what they should expect prior to ever meeting us.”

Every business owner wants to grow their business and build their online reputation the way Balance Wealth Advisors has. Here’s David, Barrett and Amy’s advice for them:

“Social media is huge. You need to market yourself effectively. Start building your reputation online early. Don’t try to grow too fast. Just work hard and persevere, and you can be successful! Having transparency and honesty with everyone you interact with will go a long way. In our business, we get referrals consistently not only from our clients, but from all people we interact with, attorneys, CPA’s, insurance Reps, etc. We believe that if you always do the right thing by people and act with integrity, it will come back to you 10-fold.”


Congratulations to the team at Balance Wealth Advisors for being a 2019 Top Rated Local award winner, and thank you so much, David, Barrett and Amy, for taking the time to speak with us!

We highly recommend Balance Wealth Advisors in Providence. Visit their website today!

Indiana’s Top Rated Local® Financial Advisers Award Winner: Crown Haven Wealth Advisors

Top Rated Local® is pleased to announce that Crown Haven Wealth Advisors is a 2019 award winner for financial advisers in Indiana!

If you’re looking for a financial adviser who can give you peace of mind and help you plan your financial future, look no further than Crown Haven Wealth Advisors in Carmel.

Crown Haven Wealth Advisors has received multiple reviews with a perfect average rating of 5.00 stars, earning them a fantastic Rating Score™ of 88.00 and a 2019 Top Rated Local award for ranking among the top five financial advisers in all of Indiana!

Here’s just one of the many five-star reviews that got them there:

“Three years ago, we were looking for a safe way to invest our small retirement funds. Casey Marx at Crown Haven Wealth Advisors lead us through the process and has always been ready to answer any questions. Even on the weekend, he answers within a few minutes. That is unexpected, wonderful service! Thanks, Casey!” – Nathanael B.

Not Your Average Financial Advisory Firm

We wanted to learn what makes this award-winning business tick, so we took a few minutes to talk with Casey Marx, the owner of Crown Haven Wealth Advisors.

To kick off our conversation, we asked Casey about what makes Crown Haven Wealth Advisors unique compared to the many other financial advisers in Indiana. Casey told us :

“We’re independent, which means that we have access to everything. We’re holistic, which means that we take all aspects of our client’s financial house into consideration and build a custom plan based on their unique needs, using tools from the entire spectrum. We have a fiduciary duty, which means that we are legally bound to act in the client’s best interest.”

Casey went on to tell us that, because they are independent, they aren’t limited to particular products, which allows them to custom-tailor solutions for their clients. There is no to make a hard-sell, and that makes it possible for their advisers to focus on educating their clients first and being client-centric. They are real, focused on integrity and want to be a firm their clients can trust:

“Clients naturally want to work with you when you are upfront and forthright. Clients want to know someone is working in their best interest.”

We also asked Casey about the Crown Haven Wealth Advisors mission and how they work to make the world a better place. Here’s his response:

“We are a team of professionals whose mission is to ensure that our clients worry more about their life and less about their money. That’s why we designed our Crown Haven RetireSHIELD to identify the amount of risk, fees and loss exposure within your current portfolio. It’s the first step toward building a lifestyle design plan that can help to ensure that your money lasts as long as you need. Our vision is to be the last advisor our clients ever need.”

Casey went on to tell us that he has a passion for what he does, which came from watching his mother invest, lose everything and be a victim of the system failing her after his dad passed away.

Building Success Through Next-Level Service

Casey credits Crown Haven Wealth Advisors’ strong online reputation to providing quality service to their clients:

“Everything starts with service; clients naturally want to reciprocate and share their experience with others.”

Outside of building a powerful online reputation, Crown Haven Wealth Advisors has grown through brand awareness and lead generation, and they’ve maintained visibility through several mediums, including giving back to their community by engaging in charitable endeavors and contributing to local charities monthly. Casey’s ultimate dream is to create a scholarship since he had to put himself through school after his dad passed away.

One other way they’ve gotten their name out there is through Get Safe Radio, which broadcasts proven retirement income strategies in order to help listeners obtain financial freedom.

There are many business owners looking to grow their business and build their online reputation. Here’s Casey’s expert advice for them:

“Measure before you move. Everyone thinks you can blast the internet and turn that into profit, but it doesn’t work that way. Don’t try to shotgun-blast; rather, develop a niche and maintain consistency. Results aren’t immediate.”


Congratulations to Crown Haven Wealth Advisors for being a 2019 Top Rated Local award winner, and thank you so much, Casey, for taking the time to speak with us!

We highly recommend Crown Haven Wealth Advisors in Carmel. Visit their website today!

Missouri’s Top Rated Local® Financial Advisers Award Winner: Keegan Johns Primerica Advisers

Top Rated Local® is pleased to announce that Keegan Johns Primerica Advisers is a 2019 award winner for financial advisers in Missouri!

From a financial needs analysis to investment guidance, Keegan Johns Primerica Advisers in Ballwin is the financial adviser to turn to.

Keegan Johns Primerica Advisers has received dozens of reviews on multiple verified sites with a perfect average rating of 5.00 stars, earning him a marvelous Rating Score™ of 90.00 and a 2019 Top Rated Local award for ranking among the top 10 financial advisers in all of Missouri!

Here’s just one of his many five-star reviews:

“Keegan has been absolutely INCREDIBLE to work with!! From helping our family set up life insurance to our financial planning, he is kind, thorough and takes something that was otherwise overwhelming and daunting to us, and made it approachable and easy-to-understand. We are immensely grateful for all he has done for our family’s financial future and cannot recommend him HIGHLY ENOUGH!!! Contact him TODAY!!!” – Ashleigh M.

Not Your Average Financial Adviser

We wanted to learn what makes Keegan Johns Primerica Advisers different from other financial advisers in Missouri, so we took a few minutes to sit and talk with him.

The first question we had for Keegan was what is it that sets him apart from the many other financial advisers people could choose to work with in Missouri. Here’s his response:

“Simply put, it’s honesty. I truly do what I say I’m going to do. People work with me because they can trust me.”

Keegan went on to tell us that, when he started college, he wanted to be a teacher but found his career path in financial advising instead. He’s been with Primerica since 2011, and these days, he uses his teaching gifts to teach people about money.

We also asked Keegan what his mission is and how he works to make the world a better place. Keegan told us that his ultimate goal is to help families become financially independent.

Building Success by Sticking to His Word

Keegan attributes his strong online reputation to the fact that he always sticks to his word and does what he says he will:

“There is a saying in our industry. If you want to be ‘referable,’ you want to work in a way in which people want to talk to you and talk about how great you are to other people. We try to do what we say we’re going to do and a little bit more.”

Outside of building a powerful online reputation, Keegan Johns Primerica Advisers has spread the word about his services by being heavily involved in the church as well as his community:

“I’ve served on the board for some non-profit organizations. CBMC (Christian Business Men’s Connection) is a really large network in St. Louis that we work with. I’ve also worked quite a bit with avenues that provide counseling here in St. Louis.”

There are so many financial advisers out there looking to build the kind of online reputation Keegan Johns Primerica Advisers has. Here’s his expert advice for them:

“Be extremely intentional. Know what you set out to do, and do not lose sight of it. Figure out what you are doing and why you’re doing it. Running any small business only works with the support of family. I’m grateful for the support of my wife, Katie, and son, Riley!”


Congratulations to Keegan Johns Primerica Advisers for being a 2019 Top Rated Local award winner, and thank you so much for taking the time to speak with us!

We highly recommend Keegan Johns Primerica Advisers in Ballwin. Visit her online today!

Colorado’s Top Rated Local® Financial Advisers Award Winner: Strategic Financial Management, Inc.

Top Rated Local® is pleased to announce that Strategic Financial Management, Inc. is a 2018 award winner for financial advisers in Colorado!

Whether you need help planning for retirement or determining where to invest your money, Strategic Financial Management, Inc. in Greeley can help.

Strategic Financial Management, Inc. has received multiple reviews with an average rating of 5.00 stars, earning them a Top Rated Local award for ranking among the top 10 financial advisers in all of Colorado!

Here’s just one of their many five-star reviews:

“I recommend Strategic Financial Management, Inc. to my friends and family all the time. I have been trusting them for years, and I can’t imagine working with a better group of people.” – Monica B.

Not Your Average Financial Advisory Firm

We took a few minutes to talk with Debra, Executive Assistant at Strategic Financial Management, to learn a little more about the business and how they managed to build such an impressive online reputation.

The first thing we asked Debra was what sets Strategic Financial Management apart from the many other financial advisory firms in Colorado. Debra highlights their one-one-one service and points to the fact that if a customer cannot make it to the office, the team at Strategic Financial Management will go to them!

We also wanted to know what their mission is at Strategic Financial Management and how they work to make the world a better place. Here’s what Debra had to say:

“[Our mission is to] keep your income and wealth working.”

Building Success Through Personable, Transparent Service

When asked what their secret is to such a strong online reputation at Strategic Financial Management, Debra credits Randee’s (President of Strategic Financial Management) years of experience in the business and to the fact that her service is personable and that she is always transparent and available for her clients.

Outside of building a powerful online reputation, Strategic Financial Management has grown through word of mouth and generational repeat customers.

There are so many business owners out there working to grow their business and build their online reputation. Here’s Debra’s expert advice for those business owners:

“Don’t lose track of your clients. Be sincere.”


Congratulations to the team at Strategic Financial Management, Inc. for being a 2018 Top Rated Local award winner, and thank you so much, Debra, for taking the time to speak with us!

We highly recommend Strategic Financial Management, Inc. for all of your financial planning needs in Greeley. Visit their website today.

Virginia’s Top Rated Local® Financial Advisers Award Winner: Financial Freedom Planners

Top Rated Local® is pleased to announce that Financial Freedom Planners is a 2019 award winner for financial advisers in Virginia!

Whether you need help planning for retirement or determining how much life insurance you need, Financial Freedom Planners in Richmond is the company to turn to.

Financial Freedom Planners has received dozens of reviews with an average rating of 5.00 stars, earning them a remarkable Rating Score™ of 93.00 and a 2019 Top Rated Local award for ranking among the top 10 financial advisers in all of Virginia!

Here’s just one of their many five-star reviews:

“My wife and I were newly married and wanted to get our finances straight for the long run when we started working with Charles over a year ago. Before him, we had tried an advisor with a major company who made us feel uncomfortable during our meetings and pressured us to invest our money in ways we did not agree with. Charles was, thankfully, a breath of fresh air with his level of professionalism, knowledge and dedication. Today, we feel confident and well-organized with our financial plans.” – Justin M.

Not Your Average Financial Adviser

We took a few minutes to talk with Charles R. Roberts, founder and Chief Executive Officer at Financial Freedom Planners, to learn a little more about the business and how they managed to build such an impressive online reputation.

We first wanted to know what sets Financial Freedom Planners apart from the many other financial advisers in Virginia. Charles points to the fact that they are hourly or project-based, which results in long-term savings for their clients. At Financial Freedom Planners, they hold themselves to the highest fiduciary standards in the business, and in addition to recommending investments for their clients, they also keep an eye out for their expenses.

The next thing we wanted to know was what their mission is at Financial Freedom Planners and how they work to make the world a better place. Charles shared with us that Financial Freedom Planners’ mission is to help their clients become financially independent and to help them maintain that independence.

Building Success Through Client Satisfaction

Charles credits Financial Freedom Planners’ strong online reputation to their commitment to satisfying their clients and making a positive impact on their clients’ lives.

Outside of building a powerful online reputation, word of mouth has been their main source of growth, as well as referrals from other financial companies.

There are a number of business owners out there who are looking to grow their business and build their online reputation. Here are Charles’ words of wisdom for those business owners:

“Have integrity. Always do the best job you possibly can for your clients and act in the best interest of your clients.”


Congratulations to the team at Financial Freedom Planners for being a 2019 Top Rated Local award winner, and thank you so much, Charles, for taking the time to speak with us!

Are you ready to work with a different kind of financial adviser? Visit Financial Freedom Planners online today.

New Jersey’s Top Rated Local® Financial Advisor Award Winner: McLean Tax Advisory Group

Top Rated Local® is pleased to announce that McLean Tax Advisory Group is a 2019 award winner!

As the number one financial advisor in New Jersey, McLean Tax Advisory Group has a 95.04 Rating Score™, a 4.80 average star rating, and tons of positive online reviews. Here’s just one of those reviews:

“We have been working with McLean Tax Advisory Group for a few years and have been VERY pleased with their service. Scott and George do a great job in presenting financial information in terms that we can understand. We trust their advice. Everyone that we have met in their office is polite, professional and helpful.” -Steve M.

Not Your Average Financial Advisory Firm

Abby, the marketing director at McLean Tax Advisory Group, took some time to chat with us about the business’ online reputation.

We first asked Abby what separates McLean Tax Advisory Group from their competitors. She said, “We provide a knee cap to knee cap experience and our clients are going to get the benefits of universal investments because we are not tied down to any particular company.”

Building Success By being Client Advocates

As for the McLean tax Advisory Group secret to success, if you ask Abby, she’ll say it’s all about offering a uniquely comprehensive service to their clients. In her own words, “We are an independent fiduciary responsible financial firm. We take great pains to handle all of our clients’ retirement needs when it comes to estate planning, taxes, etc. We spend a lot more time with our clients to make sure they understand and are comfortable with the financial decisions they are making.”

As a key player in McLean Tax Advisory Group’s success, Abby knows what it takes to build up an awesome online reputation. So, what’s Abby’s advice to other businesses that want to improve their online reputation?

“Have simple systems in place to make it very easy for your clients to leave you reviews. Do it respectfully and strategically.”


Congratulations to the team at McLean Tax Advisory Group for being a 2019 Top Rated Local award winner, and thank you so much, Abby, for taking the time to speak with us!

Texas’ Top Rated Local® Financial Planner Award Winner: PTT Financial Planning

Top Rated Local® is pleased to announce that PTT Financial is the number one financial advisor in Texas for 2018!

With a 92.52 Rating Score™, a 4.85 average star rating, and tons of fabulous online reviews, PTT Financial Planning is a 2018 Top Rated Local award winner! This just one of those reviews:

“My father passed away four years ago this month and the policy that he bought with at PTT Financial enabled my mom to pay for his burial. After years of medical care and treatment, a funeral was an expense that we worried about when we knew my father didn’t have long to live. [A PTT Financial employee] called one day to tell me about the policy my father had bought especially for his funeral, to our surprise, with [his] help, my father trusted that PTT Financial and [his] special care for his clients would take care of my family in our time of need. Thank you! I would recommend PTT Financial’s services to anyone who has an interest in securing their futures!” -Annela S.

Not Your Average Financial Planning Company

We spoke with Wally, the CFO at PTT Financial Planning, about the business’ excellent online reputation.

We asked Wally what it is that sets PTT Financial Planning apart from other businesses of the sort. However, he made it clear that the PTT goal is to let their work speak for itself. He said, ”We don’t compare ourselves to anyone else. We’re not pushy or claim that we’re better than anyone else. We’ll let our work and reviews speak for ourselves.”

Building Success Through Smart Social Media

During our conversation, we learned that Wally and the rest of the PTT Financial Planning team make an effort to stay active online and utilize their online presence to truly help the people they serve. In Wally’s words, “Our secret to success is continually posting information clients and agents can use, posting helpful content instead of sales oriented content, and trying to post as much as we can.”

Here’s Wally’s advice to other businesses that want to build up an outstanding online reputation:

“Focus on yourself rather than trying to be better than another company. You want to try to better yourself and your company daily.”


Congratulations to the team at PTT Financial Planning for being a 2019 Top Rated Local award winner, and thank you so much, Wally, for taking the time to speak with us!

Virginia’s Top Rated Local® Financial Advisor Award Winner: Weaver Insurance and Financial Advisors

Top Rated Local® is pleased to announce that Weaver Insurance and Financial Advisors is a 2019 award winner!

With a 93.00 Rating Score™, a perfect five-star average rating, and tons of positive online reviews, Weaver Insurance and Financial Advisors is one of the top five financial advisors in the entire state of Virginia! The following are just three of the reviews that got them here:

“We have auto, home, [and] life insurance and our financial planning through Weaver, and [we] are happy with all of them! The representatives are all easy to communicate with by phone, email, or just walking in. We appreciate Weaver Insurance and Financial Advisors!” -Thom

“I have been a customer for over 20 years and have always found them to be very friendly and professional. I couldn’t imagine having my insurance with anyone else!” -Therese

“[I’ve] been working with Liz lately throughout a new home purchase and several vehicle transactions. She has been most helpful and pleasant to work with. I have been an Erie customer for 38 years and have rate shopped many times, no one could ever beat them. First class customer service, and when you call them a person answers!” -Michael

A One-of-a-Kind Insurance and Financial Advisory Company’s Secret to a Strong Online Reputation

Our team spoke with Deb Pardini, the director of marketing at Weaver Insurance and Financial Advisors, about the business’ success online.

What’s the Weaver Insurance and Financial Advisors secret to success? That’s the first thing we wanted to know. “We’ve gotten really good reviews through a reputation mgt team and Google,” Deb said. She and the rest of the Weaver Insurance and Financial Advisors are dedicated to making sure that their clients feel well taken care of, which is why they focus on service in all aspects of what they do. Looking out for the clients’ best interest is part of what makes the Weaver Insurance and Financial Advisers team so great.

Making the World a Better Place By Doing It All

We wanted to know how Weaver Insurance and Financial Advisors changes the lives of their clients. In Deb’s words, “We are functioning as a one-stop shop. We offer insurance services, financial planning, and estate planning — so, we become a lifelong partner that’s trustworthy for our clients.”

Here’s Deb’s advice to other businesses that want to improve their online reputation:

“Word of mouth is great, but online reviews are a huge thing. Focus on growing your reviews online!”


Thank you for speaking with us, Deb! Congratulations to the team at Weaver Insurance and Financial Advisors for being a 2019 Top Rated Local award winner!

California’s Top Rated Local® Financial Advisers Award Winner: Insight Wealth Strategies

Top Rated Local® is pleased to announce that Insight Wealth Strategies is a 2018 award winner for financial advisers in California!

From retirement planning to investment management, Insight Wealth Strategies in San Ramon is the financial adviser to turn to.

Insight Wealth Strategies has received dozens of reviews from four verified sites with an average rating of 4.57 stars, earning them a fantastic Rating Score™ of 84.67 and a 2018 Top Rated Local award for ranking among the top 10 financial advisors in all of California!

Here’s just one of their many five-star reviews:

“I have been using Insight for a few years and have nothing but praise for David and his team. I must admit that for years I struggled with the decision to hire a financial planner. I eventually realized that while I thought my financial DIY was doing OK, I didn’t know enough. As with many projects, there comes a time when recognizing the task is beyond your skill set and hiring a professional is the smart choice. I have zero regrets in my decision to hire David, and wish I had done so sooner.” – Denise D

Not Your Average Financial Adviser

We wanted to know what makes Insight Wealth Strategies different from other financial advisors, so we sat down with David, the owner of Insight. Here’s what he had to say:

“A lot of people call themselves financial planners but what makes us different is that we look at every financial component of our clients’ lives. Taking the long view, we look at a relationship with our clients, not just for years but for generations.”

We also wanted to know why they do what they do at Insight Wealth Strategies and how they work to make the world a better place:

“We make the world a better place by providing comfort and knowledge to our clients about their own financial situation. I do what I do to help my clients see a clear path to their financial future.”

Building Success by Doing the Right Thing

David credits Insight Wealth Strategies’ strong online reputation to their commitment to doing the right thing for their clients and to treating everyone the way they would want to be treated:

“Whether it’s a client, an employee, a team member or a vendor, we are always treating the other person with respect and providing good service.

Outside of building a powerful online reputation, word of mouth has been the biggest source of growth for Insight Wealth Strategies:

“Our clients are our best form of advertising. For every online review, there are probably five to 10 referrals to their friends and family.”

David has also grown his business through social media and a small amount of paid advertising.

Clearly, David knows a thing or to about how to grow a business and build a great online reputation. Here’s his advice for the many other business owners out there working to do the same thing:

“Assume the customer is right, even though you don’t always agree. You have to put yourself in your clients’ shoes and understand their point of view. Take care of your clients and employees, and be patient. If you are doing the right thing, your online reputation will show it.”


Congratulations to the team at Insight Wealth Strategies for being a 2018 Top Rated Local award winner, and thank you so much, David, for taking the time to speak with us!

For all of your financial planning needs in San Ramon, we highly recommend working with Insight Wealth Strategies. Visit their website today!