Net Worth Advisory Group

I found NetWorth Advisory G. through a family friend's recommendation. One of my best financial decisions was moving my investment account over to them. I'm truly glad I did!
Ray and his team are experts in their field, as well as organized, trustworthy, and compassionate. I know my family's investments are in good hands.
Ray, Kristy and LeAnn are great people to work with.
It's a blessing to have known them!

My wife retired before I did and we had Fidelity managing her accounts. After 3 years we had barely moved in the positive direction. It seemed to be a cookie cutter system and it just wasn’t working for us. Once I was able to retire we needed a better system and our grandson, whom was going to college to be a CPA suggested talking to the founder of Net Worth Advisory Group. He created this company with some great directions that we needed. They have an incredible team and work super hard for us. Our net worth has increased over $400K in 3 short years. I am now getting my siblings to work with

Net Worth Advisory Group has taken the best care of our retirement funds and given us the security of knowing we will have the finances to take care of us in our old age. We especially like the biannual reviews of our entire net worth and the quarterly adjustments to our stocks and bonds. This gives us the level of risk which we have chosen and also the steady growth over time which we prefer.

I moved my investment accounts over to Net Worth Advisory Group after moving into consulting several years ago. Ray’s knowledge and genuine concern about my accounts were very impressive from day one and have never wavered. His six-month reviews include reevaluation of lifetime forecasts based on changes in my entire portfolio. He‘a provided forecasts of how his investment strategy has protected investments versus the stock market during poor market performance periods in the 80’s and early 2000’s. My experience with his company has made me comfortable to the point where my reviews of my

I have been a client of Net Worth for a little over 11 years. I joined their group a year before I retired and have been retired for 10 years. I have 11 friends and family members who I recommended join their company. I strongly recommend that you contact them and ask for a copy of Ray's book - you need to understand the difference between fee based and fee only financial advisors and how they manage your money. Net Worth is a fee only company so their interest is making you money. For me, after 10 years of with drawing a fair amount yearly, being a of client of Net Worth, I have quite a bit more

Ray has been our financial planner fo 16 years. He is honest and trustworthy which are two must have characteristics when dealing with people’s money. Ray knows his business and is highly professional and patient. He developed a financial plan for us that is understandable, flexible, and meets our needs for growth and risk tolerance. We appreciate the regular review and plan update meetings. I especially like his quarterly review of fund performance which insures appropriate fund adjustments are made. Ray’s research is detailed and easily understood. He is also very responsive to my calls and

Our family has benefited greatly by working with Net Worth Advisory Group over the years. They expertly tailored an investment strategy and monthly plan for our needs and risk level and then routinely make adjustments to ensure quality returns. The staff is very open, transparent and timely with communications and they always answer our questions quickly and accurately. They collaborate well with our family attorney and accountant who appreciate their accurate documents and data. In the current economic environment and market conditions I can't imaging a better firm to use to manage and grow our

One of the best financial decisions we made was to have Net Worth Advisory Group handle our investments. The company has done well for us and includes us in any decisions involving our investments. Also, the reviews it has with us every six months, lets them know if there are changes or upcoming changes in our needs. We also like that we can go to the site where our investments are held at any time and access the information. Plus the site notifies us every time there is a trade made with our investments -- nice to have that third party coverage.

We switched our financial planners over to Net Worth after I read Ray's excellent book (20 Retirement Decisions You Need to Make Right Now). I was so excited to have access to a financial planner with such a clear and understandable vision of how to manage investment risk. We have had a team of three people work with us, initially meeting quarterly, now twice a year. Ray's firm is "fee based", which means that their only incentive is to make the best decisions for their client. I strongly recommend them.

We have been with New Worth for about 2 years now (working with Ray and Kristy), and have been very happy. Since they are fee only, their only motivation is to help us make money. With past financial advisors, we have been steered into funds that were profitable for the advisor but maybe not the best for us. We have never had to worry about that with Net Worth. Even with funds that normally charge a fee to get into, the fees are refunded to us.
They consult with us twice a year to make sure we are on track to meet our financial goals, and answer any questions. At the consultation a list of action