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Advisor Spotlight

Recent Articles

Advisor Insights

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,…