Family Helping Your Family, Every Season of Life
A Family-Focused Approach to Financial Planning
Botkin Family Wealth Management is a father-daughter-son team of experienced financial advisors who believe in building personalized relationships with clients and collaboratively working towards their unique financial goals. Driven by a desire to provide objective and unbiased guidance, we broke away from a large brokerage firm to establish our independent practice, where your needs come first.
What Sets Us Apart
Our boutique firm offers a refreshing antidote to the traditional, impersonal approach found at large institutions. We prioritize open communication, proactive guidance, and meticulous attention to detail throughout the entire financial planning process.
Our Team: Experienced and Certified Professionals
Led by seasoned financial planning professionals, we hold prestigious industry designations and maintain an unwavering commitment to ethical conduct. We are dedicated to continuously expanding our knowledge and enhancing our skills to provide the highest quality service to our clients.
Building Your Financial Roadmap
We believe in a holistic approach to financial planning, encompassing all aspects of your financial life. Our process is designed to:
- Initial Meeting: We listen attentively to understand your unique goals, anxieties, and financial situation.
- Your Financial Plan: We collaboratively work with you to create a customized roadmap to achieve your financial objectives.
- Annual Review Meetings: We regularly review and adjust your plan to ensure it remains relevant and effective as your life and financial goals evolve.
Working With Us
You are not just a client; you are a valued partner in our success. We prioritize open communication, transparency, and a collaborative approach to financial planning.
Let us guide you towards financial security, peace of mind, and a brighter future. Contact us today to schedule a complimentary consultation and discover the Botkin Family Wealth Management difference.Overall Experience with Botkin Family Wealth Management
The reviews highlight the mixed experiences of clients with Botkin Family Wealth Management. While some clients have had a highly positive experience, others have been disappointed.
Positive Experience
The clients who have had a positive experience with Botkin Family Wealth Management praise the company's responsiveness, professionalism, and quality of service. They appreciate the personalized attention they receive and feel that the company genuinely cares about their clients.
Negative Experience
On the other hand, some clients have been turned off by the company's advertising approach, finding it overly self-promotional and unnecessary. They would prefer to hear more about the services offered rather than the company's family history.
commercials Criticism
Some clients have also criticized the company's commercials, finding them annoying and unnecessary. They feel that the commercials focus too much on the company's family history rather than the services they offer.
