Client Testimonials
“We have been with them from the beginning, and it only keeps getting better.” - Dan and Terri C.
“I have been a client of Dent Wealth Advisors for over 20 years, and their service has consistently exceeded my expectations. The team goes above and beyond, blending deep financial expertise with kindness, understanding, and flexibility. Their ability to adapt and provide thoughtful guidance has made a meaningful difference in my life, and I am forever grateful to be part of their firm.” - Donna S.
“Choosing Dent Wealth Advisors 30 years ago was one of our best financial decisions. Their expert guidance has helped us navigate complex estate, tax, and financial planning with confidence. The team is professional, proactive, and deeply knowledgeable, always staying ahead of market and regulatory changes to maximize our benefits.
Through regular reviews, they ensure our plans evolve with our needs. When we sold our company and retired, they guided us every step of the way, creating a plan that not only sustained but enhanced our lifestyle while allowing us to give back to causes we care about.
We are profoundly grateful for Dent Wealth Advisors—their dedication and expertise have provided us with financial stability and peace of mind.” - Gerald and Janice P.
“For over 25 years, the Dent Wealth team has provided me with sound, reliable advice, allowing me to enjoy a worry-free retirement. They’ve consistently supported me through tough challenges, serving as a steady hand when I needed it most. Their guidance has been invaluable–I’m not sure I could have done as well on my own. I am forever grateful.” - Pat F.
“Our family foundation has had the privilege of working with Dent Wealth for over 23 years. Their expert management and guidance have given us a solid sense of security about our foundation’s future. They are professional, personable, and exceptional at what they do.” - Sharon H.
“Working with Dent Wealth Advisors has given me a greater sense of security about my future.” - Bea F.
“For me, it goes far beyond just investments. I truly feel a personal connection and know they genuinely care about me — something I never experienced with my previous advisor.” - Liz M.
“It may sound weird to say, but Fred Dent is a central figure in my life. We are never out of touch for very long. He contacts me when there are significant life events going on. He contacts me if there are changes in the market. His constant presence in the background gives me a great deal of comfort, knowing that somebody with his ability is looking out for me. For the same reason, it gives me a great deal of security.” - Rick A.
“The Dent team has excellent communication built around a solid planning process. We sleep well at night knowing that they have their head in the game.” - Bill and Debbie H.
“Working with Dent Wealth has honestly been one of the best decisions we’ve made for our family. Right from the start, they took the time to really get to know us — our goals, our worries, and everything in between. What makes Dent Wealth stand out isn’t just their deep knowledge or strategic insight. It’s how much they genuinely care. They’ve helped us plan for the future in a way that actually makes sense, breaking things down so it never feels overwhelming. There’s a huge comfort in knowing we’ve got someone we trust looking out for us. Someone who sees the big picture and always keeps our best interests front and center. Whether it’s making a big decision or just checking in to see how we’re doing, Dent Wealth is always there with solid advice and a calm, clear approach. We feel more confident and secure about our future thanks to them. It’s not just about financial management. It’s about having a partner who’s truly in your corner.” - Kim and Troy W.
“The personal service, responsiveness, and attention to detail have been outstanding. They’ve taken the worry out of the process—so much so we’re starting to wonder what we used to stress about. It’s given us a deep sense of confidence (and maybe a few extra hours of sleep).” - Jack and Elinor G.
“Dent Wealth is more than our trusted advisor. They are our family. We follow their guidance, and we’ve never been concerned with our future.” - David and Crissi F.
“We are a young couple just getting our financial house in order. The Dent team has helped us plan for our future in a way that gives us peace of mind. They have even helped us embrace possibilities we didn't know existed.” - Mathew and Luisa L.
“They go far beyond just managing our money. They've helped us peel back the layers of our financial onion to the core by uncovering needs we didn't know existed and created a comprehensive legacy plan that gives us financial security for the rest of our lives, and beyond.” - Kevin and Linda W.
“The most valuable thing Fred and his team provide is structure and stability. They’ve given our family a clear framework that helps us understand what’s possible—and just how far we can go with the wealth we’ve built. It’s brought us clarity, confidence, and peace of mind.” - Stephan C.
“We both feel genuinely heard when we share our concerns—which is rare. It’s clear they have the experience and expertise to back up their advice, and that gives us real confidence. We’re making long-term decisions that affect our whole family, and it’s a relief to know we’re not doing it alone.” - Jim and Amy D.
“It might sound a little backward, but by tailoring our financial plan to match our personalities and how we think about money, they actually make us feel more in control. It’s like they ‘get us’ —and instead of forcing us into some cookie-cutter strategy, they built a plan that fits. It's oddly freeing.” - David and Tison
“The most important thing to me is my family’s legacy—making sure my kids and grandkids are taken care of. Not only are they doing that, but they even treat my grown children like royalty. Honestly, sometimes I think my kids call them more than they call me—and I’m okay with that. It lets me relax knowing they’re in good hands.” - Charles T.
“The Dent Team cares—not just about our finances, but about us as people. They take the time to understand what really matters to us. Having that kind of support gives us the confidence to pursue our goals and live with purpose.” - Peter and Christine G.
“Fred and his team have given us personal and individual attention, paying heed to our station in life, our goals and priorities, and our family risk tolerance. They regularly review our portfolio to ensure that we are suitably positioned as changes take place in the world’s economic markets. We very much appreciate the personalized attention and care that we receive from Dent Wealth.” - George and Carol A.
“Working with Fred and his team has been a game changer. Years ago, I entrusted them with my financial concerns, which freed up so much mental space. Now, instead of worrying about finances, I can focus on what truly matters: taking care of my family. I couldn’t be happier with the peace of mind they’ve provided!” - Fred G.
“It’s hard enough to find a competent advisor—let alone one who is a fee-only fiduciary. That distinction matters to us. Their expertise and transparency have given us real confidence in our plan and a sense of stability in a world full of unknowns.” - Rick and Darla L.
“When we first met with DWA, Fred's first question was—‘How have you backed up your family’s photographs?’— that told us that wealth meant more than just money. Through market dips, big life events like weddings and grad school, and uncertain times, Fred and his team have always been calm, clear, and proactive. Their transparency, realistic forecasts, and helpful online tools give us both clarity and confidence. Just as George Martin was ‘the Fifth Beatle,’ DWA feels like the fifth member of our family—quietly guiding us with professionalism, warmth, and care.” - Christopher and Amy B.
“Before working with Fred Dent and his incredible team, my wife and I worked with ‘wealth advisors’ who never really listened to us. Over time, we became incredibly frustrated as our dreams and what our wealth meant to us were discounted or placed in a box to be sold on this or that product. Thank God we discovered Fred Dent and his team! From the beginning, they heard us, supported us, and guided us along the path to financial peace of mind. Simply put, Fred and his team met us where we were and partnered with us to get us where we want to be. We are so very grateful.” - Mike and Erin G.
“We’ve relied on their team for over 25 years, and their service has always been outstanding. They’re approachable, responsive, and incredibly effective at resolving any issue that comes up.” - Gerald and Annette R.
“What I value most about DWA is their genuine commitment to understanding me, personally and financially. Their proactive communication, thoughtful guidance, and deep respect give me confidence and peace of mind. It’s rare to find a firm that not only handles your financial affairs with such care and agility, but also builds a relationship grounded in trust and education.” - Gus L.
“One word stands out when we think of Dent Wealth Advisors: Integrity. A team that we can rely on who demonstrates respect, kindness, and are helpful in guiding our financial future.” - Ron and Carol H.
“Before I met Fred and his team, my finances were all over the place—each part seemed fine on its own, but nothing really felt connected. They saw the big picture and brought it all together, like a symphony conductor who helps each instrument find its place in the music. I now feel more confident and in control, like my financial life is finally working in harmony.” -James P.
“Dent Wealth Advisors has provided a consistent set of services for our family going back more than a decade. They not only provide strong day-to-day support but also offer good advice on a wide range of financial topics whenever we need it. Fred and his team have seen us through a recession, COVID-19, the purchase of one business, and the launch of another. This is in addition to his guidance of my father's portfolio into and through the retirement stage of life. If we send an email or pick up the phone, there is always someone there to answer, and, if need be, to act. This type of availability and flexibility is not something you see every day. Dent Wealth Advisors offer a boutique atmosphere and a partnership that you can confidently rely on over a period of years. I highly recommend their services to anyone looking for guidance in their financial life.” - George and Julie S.
“They’ve taken the complexity out of managing my wealth, which lets me focus on living the life I’ve worked hard to create. I no longer worry if I’m making the right moves—I know I am.” - Margaret F.
“After 25 years of working with Dent, I can honestly say the greatest gift they’ve given me is peace of mind. They’ve taught me the value of patience—how to think like a long-term investor instead of getting caught up in the noise of market fluctuations. That shift has brought a deep sense of calm and confidence to how I approach my financial life.” - Paul B.
“Thanks to Fred and his team, we sleep like a babies—no spreadsheets dancing in our heads at 2 a.m., no panicked ‘what ifs.’ Just pure, uninterrupted REM sleep. It’s like financial melatonin, but without the side effects.” - Ray and Kristie B.
“I’ve always hated managing my money—it was a constant weight on my shoulders. Since working with Fred and his team, that burden has been lifted. They’ve taken over the complexity and responsibility, and I feel at ease knowing that someone truly has my back. It’s clear that they put my family’s best interest first every step of the way. With them in our corner, it’s one less thing I have to worry about—I have peace of mind.” - Jimmy and Connie A.
“Fred and the team get us. They know what we value and what we’re building. It is always a pleasure working with Fred, and what stands out most is how much they care. It’s more than business—it’s personal.” - Bob and Ann G.
“They don’t just invest our money—they invest in us. From the very beginning, they took the time to truly understand us inside and out before making a single investment decision. That level of care gave us the confidence to delegate our day-to-day financial life to someone who genuinely knows what they’re doing—and does it well.” - Kathy and Kevin P.
“The market can feel like a bumpy road, but the Dent Team has been our emotional shock absorber through it all. Their steady presence and caring guidance have brought us real peace of mind. They’ve helped us stay grounded and focused—so we can keep our eyes on the future we’re building, no matter what the headlines say.” - John T. and Nancy V.
“It gives us a real sense of comfort knowing someone is watching over our money every day. Just having another set of trusted eyes on it takes a lot of the stress off our shoulders.” - B.B.
“They have helped us uncover the ‘why’ behind our financial decisions—bringing clarity and purpose to how we use our wealth. Coming from different backgrounds and beliefs about money, we were unsure how to align our visions. With their guidance, we’ve merged our future into one cohesive path. Beyond that, they’ve been a steady, enjoyable accountability partner, helping us stay focused and on track without ever feeling pressured.” - Jim and Rachal W.
“Dent Wealth managed my mom’s investments for a couple of decades, so I didn’t think twice about engaging them as my own financial advisor when I needed one. I knew she was in good hands with them, and now I enjoy that same feeling of security. They give me straight answers to my questions, and are able to explain complicated financial situations in terms I understand. They know what they're doing, and I feel completely comfortable with them making decisions that are in my best interest.” - Ann M.
“Nearly 14 years ago I had the great fortune of having DWA recommended to me by another long term client of theirs. Absolutely the best recommendation of my life. After listening to my goals, needs, and concerns, they formulated a plan for my success. I have always found them to be highly professional, always available, and “relationship” driven. DWA makes you feel like they are not just your financial advisors, but friends. During these 14 years they have expertly guided me through the ever changing financial world allowing me to achieve my goals and live my life’s dreams, with peace of mind.” - Angela B.
“For over 25 years, my wife and I have benefited from the outstanding service of the entire team at Dent Wealth Advisors. Their expert financial guidance has been instrumental in helping us achieve our priorities and goals. We deeply value the peace of mind that comes from knowing our financial assets are actively and carefully managed. DWA keeps us well informed, offering insightful analyses and thoughtful recommendations tailored to our needs. Their intelligent approach to navigating the ever-changing global financial landscape ensures we always receive sound, strategic advice.” - David B.
“Through every market high and low over the years, Dent Wealth has been a steady hand. Their disciplined approach keeps us focused on what truly matters, giving us confidence no matter what the market brings.” - Ronnie and Betty F.
“They have lifted the burden of worry from us, giving us true peace of mind.” - Will and Mary M.
“Dent Wealth Advisors has been a trusted partner for our family for many years. They treat our future like it’s their own future.” - Mike A.
“They listen to our goals. That gives us trust and peace of mind.” - Miller J.
“I’m going through a major life transition. The support I’ve gotten from Dent Wealth Advisors has been remarkable. It gives me a great deal of comfort.” - Pat P.
“Trust is a funny thing. It takes time. It has to be earned. Fred and the team have earned it. They get us.” - Luanne and Thomas W.
“I recently completed a multi-year process of adopting a child from Africa. The support I got from Fred and the others on the team helped make it possible. They went above and beyond in helping me make my dream come true.” - Tara H.
The testimonials presented are from current clients of Dent Wealth Advisors and are provided voluntarily. Clients are not compensated for their testimonials. No material conflicts of interest exist between Dent Wealth Advisors and the clients who provide these testimonials. These testimonials may not be representative of the experience of all clients, and there is no guarantee of future performance or success.