AIO Fee Only Financial Advisors

Since first meeting with Bill and his team at AOI, we feel they have really taken their time to get to know us and to listen to what is important to us. They do not offer a cookie cutter approach that only focuses on investment advice but instead, they look at the whole financial health picture and offer their insight and advice. Bill is a friendly, down to earth person and we very much look forward to our meetings with him.
Dec 30th, 2023

I've been with AIO for years. It's good to know that I'm not charged for every transaction, but on a fee only basis, so they aren't trying to boost my bill by adding unnecessary changes. What they are trying to do is boost my quality of life. Over the years, we've worked together on a financial strategy that supports my beliefs! They arrived at our meeting today ready with plans to share about building my future. I truly appreciate their financial assistance and Modis operandi.
Dec 29th, 2023

Always enjoy our meetings with Bill. Hes done a great job with our investments and the meetings are always educational.
Dec 13th, 2023

Bill is very knowledgeable and helpful.
Nov 24th, 2023

Bill does a great job of both managing my money and helping me understand why he makes the recommendations he makes. Much appreciated.
Nov 12th, 2023