jason Fila

Review of Conestoga Wealth Partners

I am a local CPA who is familiar with AJ's commitm...

I am a local CPA who is familiar with AJ's commitment to his clients. Some of the things I think are the most important are that his fees are straightforward (nothing hidden) and he is a fiduciary (i.e. required to make the best decisions for his clients). AJ makes no extra money on churching an account - this is one of the most important things for me when looking for a financial advisor. Due to the fact that AJ and I are both involved in the Silverdale business community, it's turned out that I have several clients-in common with AJ. I haven't met anyone who isn't very pleased with AJ. They've mentioned his frequent attention to their specific situations (even when they didn't feel like they had large portfolios to manage). Recently I was able to see a presentation that AJ did for my business group. He explained things clearly and impressed me with his expertise.