Jonathan Porter
Vice President and Assistant Secretary at First Citizens Bank | Sr. Software Engineer
Aaron reached out to me on LinkedIn offering financial services tailored to engineers. Naturally, I was skeptical—LinkedIn pitches can be dubious, especially when it comes to sensitive, high-risk matters. Still, I agreed to hear him out. After vetting him, I shared my financial statements, and Aaron delivered a remarkably thorough, thoughtful analysis of my situation. Never tried to pressure sell me. He answered every question in detail, never overstating his ability to outperform my existing hybrid advisor/robo-investing strategy. That honesty gave me confidence he was committed to earning my business.
A few months and a couple conversations later, I decided—mainly because his fees were lower—to hire Aaron. It turned out to be the right decision. The responsiveness, availability, and depth of discussion he showed during courting and onboarding carried through as client.
Aaron’s approach is entirely different. Even with routine check-ins, Aaron has provided reassuring insight into my portfolio’s performance and, when relevant, communicated his current investment strategy and any adjustments in light of market events. When new investment opportunities arose and I asked the same questions, he gave me a detailed answer about the range I could risk and why—ensuring that my retirement prospects remained unaffected and my safety net stayed intact. He didn’t shy away from clarifying my tax implications and made it very clear where the money would be withdrawn to avoid a large tax hit. Furthermore, when I was presented with several ways to invest in another venture, I consulted Aaron, and he was fully committed to helping me work through the pros and cons of each option. He not only educated me but also gave me guidance to choose an invesment option.
There’s a ton I haven’t touched on, but suffice it to say I was sold on Aaron before—after this interaction, I felt fortunate to have him as my advisor. I’ve even recommended several people to reach out for a consultation and see whether Aaron is a good fit. If nothing else, a consultation with Aaron will likely leave you with insights on your financial picture and knowledge you can leverage.
The testimonial shown is from a current client based on their experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance for success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. SMRU 8258439.1