CORE Wealth Advisors N Delaware St, Indianapolis

I have been a client of Joby and Brad at CORE Wealth Advisors for several years now. I am not a large client, yet, I have always felt as if I mattered and had access to them whenever I had questions. They take the time on a regular basis to review my plan with me and make sure nothing has changed significantly to ensure I am still on track to meet my goals. They make sure they have the full picture and ask questions I hadn't thought of to make sure the plan is as complete and accurate as possible. I have recommended them many times and this year, my fiancé started working with them as well. I'm a fan!

These guys are true professionals that no there craft. Very knowledgeable about the stock market and tax strategy. Recommend them to all my friends and business associates.

Avoid at all costs (pun intended). I wouldn't recommend this company to my worst enemy. Kept wondering why we were losing $$, would make a couple calls and then all of a sudden we would see some financial growth. This was a consistent pattern and a largely consistent problem. They do not practice a fiduciary duty to their clients, which says a lot, and it hurt our family long term. Find a financial firm that puts the clients' needs first and that avoids conflicts of interest. CORE Wealth does not practice these ethics, at least with my family they did not. So beware and please learn from our mistakes. Also, they are not accredited with the Better Business Bureau. Wonder why... Update-- To the Owner's reply: We appreciate your quick response! WOWZERS! This review has clearly received your attention. To address your swift response, firstly, I am correct in reviewing your CORE Wealth firm. I can assure you we are accurate about this. Also, it is understood you have a small firm so being able to count on one hand the number of clients who decided CORE Wealth Advisors was not a fit for them is not a stretch. Second, my scenario, as you put it, is not wrong. Just because you say my family's scenario "does not reflect any of the scenarios in which clients decided to pursue other opportunities" is inconsequential. It could simply mean you are not privy to or were never told entirely as to why anyone decided to take their business elsewhere. Lastly, thank you for welcoming the opportunity to speak with CORE Wealth Advisors about the fiduciary duties you uphold, or rather lack there of. But further correspondence with CORE Wealth Advisors is no longer necessary, wanted, nor warranted, including on this forum. We reserve the right to write a honest review, and we choose to exercise that right. We feel our business was mishandled in more ways than one. Please do not reach out to us again. Review updated: 08/11/20 (same day as original post)

Joby and Brad are exceptional at listening to and partnering with us, helping create a plan, and keeping us engaged as we execute the plan together.