AdvicePay Financial Advisor Community Blog

AdvicePay Success Stories: Integrated Wealthcare

August 20, 2020 By: Shannon Beck

Integrated WealthCare is a multi-specialty wealth management firm, serving the unique needs of physicians and medical professionals. They have over fifteen years of experience guiding physicians in the development of personal financial success,...

Read More

Topics: User Experience, Case Studies

Success Stories: Chad Chubb, CFP®, CSLP®, WealthKeel LLC

July 21, 2020 By: Shannon Beck

Chad Chubb is a Certified Financial Planner™, Certified Student Loan Professional™, and the founder of WealthKeel and lead advisor.

He’s passionate about working with physicians and their families to create financial plans that take complex...

Read More

Topics: Case Studies

Success Stories: Kaleb Paddock, CFP®, Ten Talents Financial Planning, LLC

June 25, 2020 By: Shannon Beck

Kaleb Paddock, CFP®, is the Founder of Ten Talents Financial Planning. Founded in August 2018 in Parker, Colorado, Ten Talents Financial Planning is rooted deep in bringing confidence and clarity to their clients' financial situation. As a fiduciary...

Read More

Topics: Case Studies

Success Stories: Valmark Financial Group®

January 24, 2020 By: Honor Randall

For three generations, Valmark Financial Group® has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and changing needs of...

Read More

Topics: User Experience, Case Studies

Fee Increase Success: Cumbie Advisory Services, Inc.

October 22, 2019 By: Honor Randall

Implementing fee increases can be a considerable challenge for financial advisors. However, since the cost of doing business rises every year, it is important that you also get your clients in the habit of paying an additional percentage each year....

Read More

Topics: Practice Management, User Experience, Case Studies

Success Stories: Mason & Associates, LLC

August 09, 2019 By: Lucy Robeson, CFP®

Mason & Associates, LLC, has ambitious plans to redefine the financial planning industry, client by client. They are an independent financial planning firm located in Newport News, Virginia. 

Read More

Topics: User Experience, Case Studies