Straight forward, proven advise for those just getting started to long time investors.

I have listened to Chad Burton’s podcasts for over a year. Chad has the unique ability to reach beginners as well a veteran investors. Chad’s 28 years experience and natural financial IQ is demonstrated by his keen ability to synthesize the multitude of variables in today’s economic environment. Chad’s practical advise is understandable to even the newest of listeners. Chad is a Fee Only CFP so the bottom line is when your investments do well, then Chad does well, as simple as that. Chad is part of EP Wealth where one flat fee provides a value added mix of investment planning, in house tax planning, tax return preparation and estate planning. Brilliant!