Insights

“Wedmont is truly an innovator in the delivery of financial advising services. We are confident we are getting the best unbiased advice and service in the market. And with their flat fee model, we are keeping more of our returns invested for further growth.”

Brian, Wedmont Client**

Massachusetts

"Wedmont has built me an excellent portfolio and my advisor has been incredibly patient with me. He has created multiple retirement simulations to really give me an idea of how and when I could retire. I highly recommend Wedmont without reservations."

Ramin, Wedmont Client**

Colorado

“My wife and I have been delighted with our decision to select Wedmont as our financial advisor. We are receiving Goldman level service at Vanguard pricing. The flat fee brought us to Wedmont, but the service keeps us there.”

Thomas, Wedmont Client**

Florida

“We were drawn to Wedmont by the extraordinary cost savings of their flat fee model; we've stayed because of the excellent personalized service. Their investment savvy has grown our nest egg while dramatically reducing our taxes on gains. Hiring Wedmont was a great decision that has us feeling calm and confident as we prepare for retirement and beyond.”

Katherine, Wedmont Client**

Massachusetts

“Our experience working with Wedmont has been fantastic. I’ve recommended Wedmont to so many of my friends and will continue to do so.”

Michael, Wedmont Client**

Virginia

“I spent a long time looking for financial advisors who provided comprehensive advice and planning, were accessible, were true fiduciaries, and didn’t charge fees based on the size of my portfolio. Wedmont met all my criteria, and the team have exceeded my expectations. I have full confidence in Wedmont and could not recommend them more highly.”

Elizabeth, Wedmont Client**

Pennsylvania

“My experience with Wedmont has been outstanding! My advisor is knowledgeable, professional, personable, and a good listener who understands my concerns and priorities. The advice has been thoughtful and balanced with both the short and long-term horizon in mind. I feel totally confident in my choice to use Wedmont.”

Philip, Wedmont Client**

New York

“We had self-managed for years, but frankly (and fortunately) our situation became too complex. After interviewing multiple advisors over a year, we ultimately chose Wedmont. They’ve offered a perfect blend of high touch service and investment guidance grounded in fact-based research, and do so for a fair and appropriate fee. We’re huge fans and deeply appreciative.”

Steven, Wedmont Client**

Florida

“We had self-managed for years, but frankly (and fortunately) our situation became too complex. After interviewing multiple advisors over a year, we ultimately chose Wedmont. They’ve offered a perfect blend of high touch service and investment guidance grounded in fact-based research, and do so for a fair and appropriate fee. We’re huge fans and deeply appreciative.”

Steven, Wedmont Client**

Florida