What Our Clients Say About Us
“Mike and his team are true financial partners”
What I really wanted was a comprehensive plan that would work for the rest of my life. While many advisors I'd met previously focused strictly on investment portfolios, Thrive takes a holistic approach to overall financial well-being. At the time, I was planning for retirement and considering selling my condo. They advised me through selling the condo and buying a new home, reviewed my health and home insurance to ensure my coverage was appropriate, and walked me through Social Security, IRA distributions, and retirement tax strategies.
Mike and his team are true financial partners. I contact them anytime a question or situation comes up, and we review my plan together twice a year to keep everything in good shape.
I’ve recommended Thrive to several friends and colleagues, telling them how much I appreciate their comprehensive approach that goes far beyond simple portfolio management. Mike and his team are great people, and I trust them completely. — Nancy
“Now three generations of our family work with Thrive”
We had worked with many trading-focused brokers and advisors over the years before deciding to shift our focus to long-term wealth management in 2014. While most of the advisors we interviewed were out of town, Thrive was the only firm that made the effort to travel and meet with us right in our home. Their preparation showed how much they valued acquiring our business, but what really sold us was their candor. There was no hard sell or dazzling landing speech, just an honest discussion about our future with complete respect for our decision.
Moving away from active trading was a major mindset shift, especially for our father, but Thrive dedicated endless time over the years to show us the benefits. They’ve helped us navigate tax strategies and structure benefits for future generations, something we never experienced with past advisors. Now three generations of our family work with Thrive, and they seamlessly coordinate with our other professional advisors to keep our interests properly aligned. The most important benefit we receive is their genuine interest in our entire family; they played an active role in our successful retirements and bring that same comfort and commitment to setting our children up for long-term success. Because of their personal attention and steady approach, I frequently recommend the Thrive team to both individuals and nonprofits. — Brendan & Linda
“Great collaborators who take a lot off our plate”
My wife and I have been working with Mike for about nine years. When we first started, life was getting more complicated. We had young kids, and it wasn’t just about saving anymore. We were trying to figure out retirement, college, investments, insurance, and how to think about the big picture.
I trusted Mike from the beginning. He treated us like peers and really engaged us in a dialogue instead of just telling us what to do. Mike and the entire Thrive team have been great collaborators and have helped us think through planning and how to operationalize all of it. He and his team also take a lot off our plate, whether it’s managing investments or helping with the behind-the-scenes logistics. I’ve recommended Thrive to family and friends. Having someone we trust to talk things through with has given us a sense of freedom and a lasting peace of mind. — David
“Clear communication, patience, and personalized advice”
I was going through a transition when I decided to seek out a financial advisor. I interviewed four recommended advisors over the phone, but when I called Steve at Thrive, he immediately asked if I had time to talk and started asking all the right questions. Since then, Thrive has helped me create strategies for investing, retirement, and risk management. The biggest benefit of working with them is how they make complex money topics easy to understand through clear communication, patience, and personalized advice. I’ve recommended the Thrive team to others because of the great experience I’ve had. — Sheryl
“Thrive and Matt have been there to guide us”
Thrive has given my family comfort that we are on the best possible financial path. We no longer worry whether spending now could impact our retirement plans. Guided by our advisor, Matthew Donahue, we developed a financial plan that allows us to achieve our life aspirations. Whether it’s complexities associated with inherited financial instruments, tax filings, or independence obligations required by our employers, Thrive and Matt have been there to guide us. We could not be happier with our decision to join Thrive! – Joe & Courtney
Testimonials shown are from current clients of the firm. Client testimonials, statements, opinions, and/or likes herein were solicited and are non-representative of all of Thrive’s clients; the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
Plan Now for the
Life You Deserve
Whatever financial questions you have and wherever it is that you want to go in life, our genuine care ensures we’ll find tailored answers. Collaborative strategy sessions, regular goal refreshes, and open coordination with your attorneys, accountants, and other advisors keep every piece of your financial life moving in harmony.
