Reviews for AIO Fee Only Financial Advisors

Dec 2024
We recently had our biannual meeting with Bill Holliday and AIO Financial. Bill is always very well prepared for our meetings. He has examined our current portfolio and has recommendations as to what should be sold and what to buy in order to balance our portfolio and to maximize our potential gains from the market. He is willing to take whatever time we need to understand our investments and provides guidance and information as to our long term prospects regarding whether or not our current finances will be sufficient to cover our needs in the coming years. We always feel more confident regarding our financial situation once we have met with Bill
Dec 2024
I have worked with this company for several decades. In every way- they have always gone above and beyond the call for me- with respect to my future finances, my personal and professional well being- and regarding my financial education. They will listen closely to you-and help you achieve your individual goals. I cannot recommend this team highly enough!
Oct 2024
AIO has helped me immensely. They educated myself on investments and do so in a manner I can easily understand. Besides keeping my monies in safe investments, they suggest to me to guide my investments thru my life stages, needs, financial goals and are knowledgeable on green investments.

From AIO Fee Only Financial Advisors

AIO Financial is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. We work with you on all aspects of your financial well-being, including: asset management, retirement planning, taxes, estate planning, impact investing. We use the latest software to provide the best experience and planning projections possible for our clients. We have offices in Tucson, Los Angeles, Las Vegas, Boulder, Seattle (Issaquah), Portland (Lake Oswego), and work with clients throughout the world.