Troika Capital Advisors LLC has been my investment partner for the past few years. Their professionalism and expertise have helped me grow my portfolio steadily. I trust their advice and appreciate the personalized service they offer. I wouldn't hesitate to recommend them.
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Questions about Troika Capital Advisors LLC
What is Troika Capital Advisors LLC?
Troika Capital Advisors LLC is a fee-only, fiduciary Registered Investment Advisor firm headquartered in Atlanta, Georgia, specializing in personalized financial planning and evidence-based investing for individuals and families.
How does the fee structure work?
The firm operates on a 100% fee-only basis, meaning Kyle Roney and the team are paid solely by clients based on the value of assets under management, avoiding any product provider commissions or incentives.
How can a new client get started?
Clients can start by requesting a call to discuss whether working together makes sense, with no cost or obligation for the initial introductory meeting to determine if they are a good fit.
What specific services are offered?
The firm provides services including savings and investing, tax planning, insurance and risk management, debt management, stock options, business succession, inheritances, college savings, retirement planning, estate planning, and evidence-based investing.
What is the core mission of the firm?
The team emphasizes combining experience with empathy to help clients declutter their lives by guiding them past financial complexities straight to what their money means to them.
How long has the firm existed?
The firm has been providing conflict-free investment advice for nearly 20 years, having been founded in 2010 after Kyle Roney served as Director of Financial Planning at a wealth management firm for high-net-worth families.
What compliance standards does the firm follow?
According to the website, the firm is a fee-only, fiduciary advisor at all times, required to always act in the client's best interests ahead of anything else.
How does the firm coordinate with other professionals?
The firm communicates with other professionals such as tax preparers, attorneys, and insurance agents to ensure alignment as part of the comprehensive planning process.
How does the firm simplify complex topics?
The firm believes finance does not have to be overcomplicated to be highly effective, focusing on ongoing education and guidance as a big part of the client partnership.
What is the approach to evidence-based investing?
The firm structures low-cost portfolios to capture future expected returns tailored for personal financial goals and appetite for investment risk, preparing clients to stay the course over time.
How does the firm connect wealth with client goals?
The firm helps clients identify what they have to save, invest, spend, and eventually bequeath to loved ones, organizing assets into the right accounts in the right places.
What is the goal of the financial planning process?
The firm helps clients resolve their most pressing financial questions and seize opportunities available to them while letting go of efforts that are not worth their time.
What do recent reviews say about the firm?
Recent reviews from December 2023 to January 2022 consistently praise the team for being knowledgeable, responsive, professional, and providing personalized advice that helps clients achieve their investment objectives.
How can I contact Troika Capital Advisors LLC?
You can reach Troika Capital Advisors LLC by phone at 7706173149.
What is the official website of Troika Capital Advisors LLC?
The official website of Troika Capital Advisors LLC is troikaadvisors.com.
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12 Reviews
I recently used Troika Capital Advisors LLC for my investment needs and I must say they exceeded my expectations. The team was very knowledgeable and provided me with valuable insights. Their expertise in the market helped me make informed decisions. I highly recommend their services.
Troika Capital Advisors LLC is a trusted partner when it comes to financial advice. Their team is knowledgeable, responsive, and always puts my best interests first. I have been impressed with their level of service and expertise. Highly recommended!
👌 I've been a client of Troika Capital Advisors LLC for a while now, and I must say they are outstanding. Their team is always available to address my concerns and provide timely advice. I am extremely satisfied with their services. Highly recommend! 👌
Troika Capital Advisors LLC has been instrumental in guiding me towards my financial goals. Their team is highly professional and knowledgeable. They have consistently provided sound advice tailored to my needs. I would highly recommend their services.
I recently had the pleasure of working with a finance firm for my investment needs. The experience was great, and I found their team to be professional, knowledgeable, and responsive. They provided me with valuable insights and helped me make informed decisions.
👍 Troika Capital Advisors LLC is an outstanding company. Their team is dedicated, knowledgeable, and always ready to assist. I am extremely satisfied with their services and the returns on my investments. High-quality service with a personal touch. Thank you! 👍
I recently worked with a financial firm and the experience was exceptional. They were knowledgeable, professional, and provided excellent support throughout the process. I was impressed with their expertise and personalized approach.
I recently worked with a financial services provider, and I must say the experience was exceptional. They were professional, knowledgeable, and provided excellent support throughout. I was impressed with their expertise and personalized approach.
I have been a client of Troika Capital Advisors LLC for several years now, and I can confidently say they have exceeded my expectations. Their team is highly skilled and always goes above and beyond to provide excellent service. I highly recommend them!
I had a great experience with this company. They were professional and prompt in handling my investment portfolio. The team provided me with clear and concise information, allowing me to make well-informed decisions. Highly recommended!
😊 I cannot express how satisfied I am with the services provided by Troika Capital Advisors LLC. Their team is excellent and has helped me achieve my investment objectives. Their advice is on point and the level of service is unmatched. Highly recommended! 😊
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About Troika Capital Advisors LLC
- Website
- troikaadvisors.com
- Phone
- 7706173149
- [email protected]
- Address
- 310 Cambridge Dr
- Categories
- Investment management
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