Latest Articles by David

Mariner Wealth Advisors Review
Learn more about Mariner Wealth Advisors, a full-service Kansas-based financial advisory firm. We explore its services, fees, disclosures and more. ... Continue Reading
June 1, 2022
Creative Planning Review
Creative Planning is a wealth management firm that also offers a range of other services, such as financial planning and business owner services, as well as tax and retirement services. While its headquarters is in the Kansas City metro area, the firm has over 70 additional locations throughout the country ... Continue Reading
April 15, 2022
Congress Wealth Management Review
Congress Wealth Management is a registered investment advisor (RIA) headquartered in Boston with additional locations across the U.S. The firm describes itself as a “manager of managers,” as it often invests client funds with other investment managers. It also offers financial planning and family office services. The firm’s clients are ... Continue Reading
April 15, 2022