We recently sat down with the VP & Partner at Lewer Financial Advisors to understand more about his firm, his 401(k) practice, and how he came to work with Betterment.
Advisor Spotlight: Paul Sydlansky, Lake Road Advisors
For our second Advisor Spotlight, we welcome Paul Sydlansky, founder of Lake Road Advisors, an independent, fee-only financial planning firm. Advisor: Paul Sydlansky Firm:…
Advisor Spotlight: Devon Klumb, RhineVest
For our first ever Advisor Spotlight, we welcome Devon Klumb, Financial Planner at RhineVest, a fee-only financial planning firm based in Cincinnati. Advisor: Devon Klumb,…