Case Studies

“I cannot recommend Tim and Satori Advisory more highly. From our very first interaction I knew we were in the best hands.

Tim is unlike any other financial planner we have encountered.

The service Tim’s team offers is more than what you would expect financial planning to be. Tim has a holistic approach, is deeply strategic and incredible at empowering you to reach your wealth goals by genuinely understanding your personal objectives.

Tim has always made our relationship feel like a partnership and never a transaction. Not only is Tim incredibly knowledgeable, he is both a genuine and authentic person who cares about the success of his clients”

“Satori Advisory are so unique. They take such a refreshing approach to tax and accounting work. They have never given me any tax surprises and always been proactive with telling me what I need to know before I know the questions to ask. They always deliver above and beyond what was asked. Their depth and breadth of business strategic knowledge is staggering. Being 20 years in business himself Tim, Brett and the team are focused on watching my business grow and my personal wealth”

“Satori Advisory have provided us with outstanding financial advice and services tailored specifically to our needs. Our money has never been working harder for us, and the advice taken has opened up a whole new world of wealth accumulation opportunities we never thought possible.”