This financial group has been so comforting for me knowing this honest, transparent, and friendly company helps me manage all my finances. They have been invaluable to my livelihood. Todd, Nick and Terri are always responsive to any questions and concerns.
Can't recommend Cousino Wealth Advisors enough.
– Ella T.

My experience has been wonderful with Cousino Wealth Advisors. I've been a client for 20+ years. Their reputation is excellent and demonstrated by the fact that of my "initially accepted" invitations to family members, as well as personal and professional friends, are still with Cousino Wealth Advisors. They have never lost sight of the fact it is the client's money, not theirs, and they have put my interests first. Cousino Wealth Advisors also know that the risk-return ratio drives almost every aspect of a financial plan, and they structure the portfolio and reallocate assets as time and goals change. Lastly, Cousino Wealth Advisors are able to analyze and plan a portfolio in the context of various metrics, such as standard deviation, beta, strategic asset allocation, tactical asset allocation, and drawdown; all very helpful IMHO. Perhaps the strongest testimony is that while I have personally challenged Cousino Wealth Advisors at various times, they have always listened, never have responded defensively, and have always offered their advice re-iterating; the final decision is mine. Looking forward to many more prosperous years with Cousino Wealth Advisors.
– Robert T.

Todd Cousino has been our financial advisor for 25 years and counting, a period which included events with such negative impact on portfolios as the Great Recession of 2008/2009 and the COVID pandemic. Following Todd’s advice throughout that time we have been able to send our children through college, retire at age 59, maintain a standard of living in retirement that is more than comfortable, maintain charitable contributions, have no concern about our funds not being sufficient to see us through this life, and hopefully pass on a legacy to our children and others.

It was only a year or so into our work with Todd that he made a great impression on us. It wasn’t because of financial returns, but because of Todd’s character. At that time Todd was a young advisor just starting out in his career and trying to build a clientele. He contacted us and told us he did not believe the financial management group he worked for at the time was treating their customers fairly. Specifically, they were not allowing their customers a choice of investment products that may be in the best interest of the customer, but rather were steering them into products that maximized benefit for the company.

Todd chose to leave that company and start out on his own. It was a courageous decision, but it was based on principle and care for his customers, not on his own security. Todd’s interest for you is just as important to him as his interest for his own family.

Our adult children are now Todd’s clients, as are other friends whose judgment we trust.
– Ann & Miles J.