Stash Wealth Reviews

What our lawyers want us to say: Testimonials were given by clients of Stash Wealth. Testimonials are representative of the client's views at the time collected, may not be representative of the experiences of other clients, were given without compensation, and do not provide a guarantee of future performance success or a similar experience or services. All reviews posted to a 3rd party platform can be viewed via Google Reviews or Yelp.

“As a newlywed, my wife and I wanted to align our finances and get started on the right path.”

I'm pleased to say that Stash Wealth was the perfect fit. In addition to providing us with financial advice, they acted as mediators to guide us towards making the right decision as a couple (versus individuals). I've always considered myself financially literate but was still educated by Stash's wealth (see what I did there) of knowledge and resources.

“With Stash Wealth having a fiduciary model, it's comforting to know that our interests are being managed ahead of their profits.”

I'd recommend their team to anyone, but in particular to newlyweds in their 30's. Stash Wealth will help you combine your finances, set expectations, and help you become wealthy automatically (no penny-pinching budget tactics here).

Consultant
San Antonio, TX

“Batman has a utility belt. IronMan has Jarvis. We have Stash Wealth”

We have been with Stash Wealth a little over a year and we feel they are a good fit being a younger generation of Financial Advising. It never feels like they are pressuring us with any services and always gives us options.

Recording Artist
Dallas, TX

“Can't sing their praises enough, especially right now with all the unknowns I'm facing with a recent layoff, potential career change”

Director of Social Media
Brooklyn, NY

I've given so many shoutouts to Stash Wealth to my friends and family, but wanted to also publicly laud my amazing, caring financial advisors at Stash Wealth, who just *get* me (partly because they Facebook stalk me to keep up on what's happening in my life, which I *fully* support).

On reviewing with them where I'm at with my goals and how I'm tracking - and with them knowing all the recent upheavals in my life, including a recent breakup - I noticed an addition to my previously outlined savings plan for a (hypothetical) wedding in two years. Instead of just "wedding," it now read:

"2020: Wedding/awesome dance party."

I started laughing. They explained: "Yeah, we just figured: screw it! Even if she doesn't get married, she’s just gonna have an epic dance party - like, nothing but '90s hip-hop. And yes, we just invited ourselves."

I told them they were, without question, first on the list.

Can't sing their praises enough, especially right now with all the unknowns I'm facing with a recent layoff, potential career change... They've reassured me that yes, I have some breathing room to figure out what I want to do next, and that they're with me along the way through all of this to ensure that not only am I staying on track to meet my goals, but more importantly, that my goals are not judged based on what will be the best financial investment, but instead based on what will make me happiest - they'll work around that and take care of the rest.

Oof, yeah. I needed that criteria reminder. Happiness is my compass right now, not horse sense. Can't recommend Stash Wealth enough. They've made the process of planning for my financial future (and enjoying spending guilt-free in the present) so much easier, and - dare I say - fun.

Eight months into starting our small business, we couldn't figure out why we were growing our client base and portfolio with barely anything in the bank to show for it. After completing our Stash Plan (with a lot of laughs along the way), Priya and her amazing team turned that all around. No exaggeration--Stash Wealth changed our lives.

“No judgement, no wrist-slapping, no "no more dinners out for awhile", just a rock-solid plan to get on the path to being profitable (and eventually, millionaires). If you're looking for a financial advisor who feels more like your friend, and who just so happens to have all the answers. Stash Wealth is the way to go.”

Creative Director
Toronto, Canada

“A couple years ago I realized how little I knew about money.”

Product Developer
New York, NY

I had the basics (savings, budgeting, etc.) and understood the end game (retirement). But what about all those decisions in the middle? It's hard to talk about, because everyone comes from a unique place: $ saved, debt accrued, etc.

For example, my biz school friends went straight into jobs that made money from the get. I dropped out, waited tables, and worked for free.

I was ready to make the biggest decisions of my life, but no help to answer questions like:

  • If I want to buy a house in 3 years, how much money do I need?

  • Am I buying a house for the right reasons?

  • If I'm ready to start a family, when do I start saving?

I started working with a Stash Wealth advisor and it's been amazing. I got:

  • Personalized, actionable advice. 100% customized plan

  • Told me exactly how to reallocate my money

  • Then helped me open and close the right accounts.

  • Crazy good response rate.

“Anytime I've had a question, my advisor would answer it in a few hours”

As a millennial, taking a deep dive into your financial health can seem like a daunting task. The team at Stash Wealth not only takes the complexity out of it, they make the entire process enjoyable!

The Stash Team tailors a plan for your financial future based on the personal goals you'd like to achieve, while not compromising your current lifestyle. I highly recommend Stash Wealth to anyone who feels that while they might be a high earner, they aren't necessarily sure how to properly save.


Director of Operations
Charlotte, NC