TESTIMONIALS
Directly from people who know what it’s like to work with us.
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.
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.
Recording Artist
Dallas, TX
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.
Batman has a utility belt.
IronMan has Jarvis.
We have Stash Wealth.
Consultant
San Antonio, TX
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).
Product Developer
New York, NY
A couple years ago I realized how LITTLE I knew about money. 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 had 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.
Creative Director
Toronto, Canada
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 us 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.
Director of Operations
Charlotte, NC
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 Communications
Boston, MA
If you are looking for excellent financial planners regardless of where you live, Stash Wealth is simply the best. Priya Malani and her team have helped me get my finances in order and feel like I now have a secure plan to meet my financial goals. From our first conversation, I told them that I wanted to start saving for my own house. Priya told me this was possible, which was such a relief to hear because I've always thought this would be impossible! I am 25 years old and I am SO GLAD I set up that initial call.
They are always responsive and help you to understand finances, even if this is not your forte. For me, I am a creative, right-brained person, so finances have always been something that I could never quite figure out. It seemed daunting to sit down with a large company, which is why I always was unsure of how to start. But, my friend read an article about Stash Wealth from Refinery29 and told me that they were far different from your boring Wall Street financial planners. They are real people who care about their clients and seeing them do well. As I millennial, I did not want to be just another statistic and I feel so empowered to be going against the norms to save and invest. Do it early and do it now with Stash Wealth!
Mechanical Engineer
Los Angeles, CA
Just a little background on myself to give some perspective. I am 26 and live in Southern California as a Mechanical Engineer. I have no debt, do a fairly good job saving money, and am always looking to improve my financial situation. I had some money saved up, but almost no experience with investing for future goals. One of my main points of emphasis was to develop a structure (Money Tree) with which my financial situation would grow into. If this sounds like you, or even if you are just starting out, Stash Wealth is a great mentor in this journey, specifically their Stash Plan for individuals.
First off, Stash Wealth is an incredible company. As good as they are at their job, they are better people. It was a pleasure working with them, and tapping into their extensive knowledge base was extremely eye opening. They were receptive to my questions and intentions with my money, and my overall direction in life. They understand the balance between the real world financial system, and the goals of millennials. This includes where you're coming from, where you are, and where you want to go.
The Stash Wealth Team takes you and your ideas very seriously. I never once felt intimidated by them which allowed me to explore financial paths in ways I hadn't been able to do before. Don't be afraid to tackle your financial situation, no matter how good or bad it currently is ("currently" being the key word). It will only get better if you address it now, and it will be easier to improve, the sooner you take on this challenge. One thing (that was very refreshing) was that they stressed a plan with balance. Make a solid plan, stick with it, but also enjoy today. Topics discussed range from daily spending habits, to investing, to retirement, from the nitty gritty, to the overall picture and beyond.
I would recommend the Stash Wealth Team to anyone who takes their financial future seriously. You will be surprised how much you can do today to advance your life for the next 60+ years. It is an investment well worth it. I want to end by saying a tremendous thank you to the Stash Wealth Team. Keep up the great work!
IT Program Manager
Washington DC
Because I'm based out of the DC area, all my meetings with Priya and her team were virtual. You'll set up a series of meetings to establish your baseline, plan next steps, and finally execute your customized plan for your life.
Overall, I've loved my experience working with the team so far. Priya and Mary have been so fun to work with—even virtually. It's like working with non-judgey friends who also are geniuses at managing money. They made me feel more comfortable and confident with each subsequent meeting.
If you would categorize yourself as someone who earns a healthy salary but struggle to save and invest like you know you should, don't be afraid to take the step and sign up! You'll be glad you did.
People Director
San Francisco, CA
Finally! A approachable, trust worth financial advising firm! I've met a few financial advisors and never found a group I trusted or took me seriously. It's been a pleasure working with the Stash Wealth team. They are responsive, quick, detailed, positive, and extremely helpful. I started with a basic understanding of my financial options and after spending time with Priya and Rob I have a deeper understanding of my situation and steps to get me to the next level. I never felt dumb or silly for asking basic questions. They have a realistic approach that's encouraging and refreshing. My schedule is crazy and they did a great job of cutting down the busy work. Every step of the way they provided specific action items with time estimates. I feel confident in their recommendations and trust their judgement. Overall it's been an excellent experience.