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August 2023 by Steve Fisher
After interviewing several advisors I went with Quarry Hill Advisors. Kyle and his team have been responsive, professional and personable, Their investment strategies and philosophy and financial approach / overview checked all my boxes.
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April 2023 by Jeff Erickson
Kyle is a great guy, easy to talk to and does great work.I feel lucky to have found him.
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November 2022 by Denny Cheng
Immediately dismissed from initial consultation with no prior communication. After reaching out discovered they believe I am not of financial interest to them. I believe there could have been a better approach to decline to work with an individual than outright cancelling a meeting with no prior communication.
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July 2022 by Jesse G.
My wife and I met with Kyle from Quarry Hill in 2021 while looking for a new financial advisor. We had an introductory meeting where Kyle listened to our situation and asked some great questions about what we needed in an advisor and told us about what they do and a bit about how they work.We felt great in that initial meeting and set up a follow up meeting where Kyle was able to explain their philosophy (important), how they make money (also very important) and specifically what services they would be able to provide to us.That second meeting was helpful because after learning about what we were looking for Kyle was able to ask something to the effect of "Are you looking for a guidebook? Or are are you looking for a sherpa?" I am sure those weren't his exact words, but the point was... Quarry Hill really focuses on taking the burden of managing money for folks who either have little interest in doing all the work themselves or just have better things to do with their time; they are really good Sherpas. Turns out, my wife and I both really felt like we wanted to play a more active role in managing our finances, but were mostly looking more for occasional guidance. Kyle was very generous and recommended a specific local advisor who would be more of a fit and cost less. We followed that advice and ended up going with his recommended advisor.I really value the time he spent with us. I really felt like he had our best interest at heart and I would highly recommend meeting with them if you're looking for a full-service advisory.
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January 2022 by Tim D.
I was a customer of Ameriprise for over 11 year. My Ameriprise advisor "sold" me several Ameriprise products that paid large commissions to him but were a terrible investment for me. In addition, I was unable to get a straight answer about the amount I was being charged for their service, getting answers like, "Oh not much." and " It just comes out before you even see it." My portfolio dropped by nearly 40% during my time with Ameriprise, my advisor retired, hummm, my wife and I basically had to sell our home, that was paid for. We later discovered we were being billed for questions we asked, the total amount being around 3%. Quarry Hill has been the complete opposit. Flat 1% with no "hidden" fees and unlimited questions with no additional charge and unparalleled investment savoy. I couldn't recommend them highper. And by the way, we have more money to live on than before and our investments are increasing at the same time.
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November 2021 by Amy Shadis
We have really enjoyed working with Quarry Hill advisors. They helped us through some financial transitions and plan for the future.
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November 2021 by Wesley Lyons
Kyle is one of the sharpest CFP(R)'s I know, especially on tax planning, investments, and financial planning.
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November 2021 by Sherry Johnson
If you want honesty, candor, and a thoroughly values-led approach to personal finance, Quarry Hill is a great choice.
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November 2021 by Celeste Bosn
Cannot say enough great things about Kyle and his team!
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November 2021 by David Robertson
The highest integrity and knowledge. Would be lost without Quarry Hill Advisors.
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November 2021 by Mary Bulvanoski
My husband and I highly recommend Quarry Hill Advisors for financial planning. As customers since 2017, we have enjoyed personal attention and sound financial advice--areas of strong concern to us as we manage our transition through early retirement (and the steps beyond).Kyle Moore explains financial information and ideas for our consideration in a way that is easy to understand, yet not at all condescending. Shelley Austin, who joined Quarry Hill along the way, is also knowledgeable, helpful, and easy to talk to.We are quite happy with our decision to seek guidance from these well-researched and very personable professionals.
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November 2021 by Liz Porter
I recently switched my entire portfolio from a large brokerage firm to Quarry Hill. I am very, very pleased with my decision. Both Kyle and Shelley are consummate professionals. They are extremely knowledgeable, great educators, and excellent at listening to my questions, goals and dreams, and allaying my concerns. They helped me put together a plan that gives me confidence in my future financial health. They really help me move the ball forward in my planning, and they have given me excellent client service every step of the way. They made the logistics of the transition smooth, efficient, and low maintenance for me. As in every facet of life, communication is key and I have excellent communication from Quarry Hill, including reminders of next steps in the planning process and upcoming important timelines. In terms of the onboarding process, Quarry Hill was extremely prepared and walked me through every step of their thought process and recommendations so that I was fully aware and could voice my opinion and ultimately reach a mutually agreed upon strategy. They are very comprehensive in their disclosures, including everything from their fee structure to their recommendations for your investments. I am a professional as well, so I value and respect Quarry Hill’s professionalism. Another key factor is their attention to detail. I feel confident that this attention to detail serves their clients well and eventually brings financial success to the planning and investment process. I can’t recommend them highly enough.
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November 2021 by Tom Sagui
My brother recommended Kyle to us about 5 years ago. After an initial meeting, my wife and I decided to use Kyle as our financial advisor. Since then, we have been extremely happy with Kyle's handing of our finances. He is clear about his investment strategy and matches that with our risk tolerance. He and Shelley have been very responsive to questions and never make us feel foolish for asking. Highly recommended.
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November 2021 by Brandon Berg
We have been very happy with Kyle and Quarry Hill Advisors. His practical methodical approach immediately builds confidence. Since working with Kyle, we are much more comfortable with our short and long term financial position.
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November 2021 by Ben Wacek
The Quarry Hill Advisors team has a unique ability to take complex financial planning and investment management topics and make them easy to understand. They are experts and have a deep understanding of how to best help their clients reach their financial goals. I'd highly recommend them.
