Tilia Fiduciary Partners, Inc.

"Alexis and Walker sat down with me and very thoughtfully addressed my questions and educated me on suggested next steps. They really understood my financial history and aligned all of their suggestions with our future goals. Their kindness and expertise will really open up a lot of doors for us in the future. Thank you, Tilia!"

"Ryan and the team at Tilia= amazing! Ryan should also add the title of “financial educator” to his long list of credentials. I started with Tilia approximately 5 years ago. I was very hesitant to hire a financial advisor. I did not know much about the stock market or retirement options or financial independence. Ryan walked me through the process and answered all of my MANY questions incredibly fast with well-informed, thoughtful responses. Now, with what Ryan has taught me, I manage my own portfolio and am on track to retire early. They are focused on each individual client and can tailor their services to meet the level of involvement you need. He genuinely cares about financial health while ensuring that they use money for what is important to the client. He is focused on the future and also living life now! I have referred almost everyone I know to them! (And they all had great experiences!) I can’t say enough good things about them!"

"Such a lovely event at Banter, arranged by Tilia! It was great to hear from travel agents who have obviously done a great deal of traveling! They had very helpful travel tips that I’d never considered. Additionally, I had a wonderful time meeting other Tilia associates (Walker) and getting to chat with Alexis D. about food & drink, as well as talking with other attendees! Thank you Tilia team…I look forward to more events such as this."

"Alexis was very professional. She did a great job listening to my goals and breaking down individual steps for me to work on. I was impressed by the amount of research she prepped before our meeting. Even though I do not meet the requirements of working with Tilia as a client, Alexis still gave me her full attention, provided excellent resources, and an outline for what I can do to improve my finances. As soon as I reach the first goals, it is my full intention to work with her in the near future. I fully recommend."

"I have been with Ryan and his team for 4+ years and have nothing but positive things to say about them. As a young professional, I struggled with trusting that I was doing my best to manage my financials and am so thankful I found Tilia at the time that I did. They are always prepared with personalized insights and have let me be as involved / uninvolved as I have felt comfortable with. Through navigating career changes, rental property buying/selling, and potential business investments, I have always been confident that they have my best interests in mind. I've seen the (somewhat) short term growth in my account and fully trust that my long term financial goals are on the right track to be met."