Four Quadrants Advisory

I wanted to take the time to write a deserving review for Four Quadrants Advisory. I typically don?t write long reviews, but I wanted to provide my actual experience with them. This is a concierge Wealth Advising Company with unbelievable service. I started working with Four Quadrants in late 2019. When I started with them, I owned my office for approximately 15 years. I had under $100K in retirement savings. At the time, I was paying down a loan for my office and my home mortgage as my two bigger exp

Four Quadrants has dramatically changed the way we view our professional and personal financial planning. They are an exceptional group of talented professionals. From the very start they initiated a concise plan that has given us clarity and confidence in our financial future. The comprehensive services, all under one roof, are what really set them apart. Four Quadrants offers us business consultants, financial planners, tax managers and accountants working cohesively to formulate and maintain our fina

Four Quadrants has had such a tremendous impact on our lives from the moment we joined them. To date, we are following a carefully guided plan with a renewed sense of security and well-being. Their advise over the years and clear-cut direction has been spot on both personally and professionally. With Four Quadrants' team approach, you have access to a team that is so knowledgeable and experienced that any need or concern is met with quick and thoughtful responsiveness. We are so grateful for the individuali

4 Quadrants has been a godsend to my practice and personal life. Trying to wear all the hats of a practice owner is a daunting task. Having a group of professionals to help mitigate the workload is a tremendous weight off my shoulders. Especially with all the challenges this past year presented us with, having 4 Quads to help me stay on top of things and navigate us through all the chaos I could not be more grateful! With my third year approaching with 4 Quadrants, I cannot recommend them enough!

We are so happy that we made the decision several years ago to partner with Four Quadrants Advisory! Their talented and professional team members always respond to our questions and concerns with thorough and thoughtful responses. It is extremely helpful to have advisors behind the scenes who can objectively review information and help us to make non-emotional business decisions. In addition, the financial and accounting services have been phenomenal. Thank you to Brogan, Stacy, and the entire team at F

I can honestly say Four Quadrants Advisory has been life changing for me. There are so many hats you have to wear as a business owner and Dentist that it can be completely overwhelming. Right when you feel there are not enough hours in the day to balance work and family life, the worries about saving enough for retirement, repaying massive student loans, and other financial decisions start to kick in. Four Quadrants came up with a plan for me that is working by what seems like magic. Things are getting done

Four Quadrants Advisory has helped me tremendously navigate my practice through some challenging times pre-COVID and even more so during the pandemic. They've been clear and transparent about how to achieve goals between debt management, retirement, overhead, and even without intrusive practice management or doctor decisions. Having it all under one umbrella is great too. The most comprehensive group I've been around.

Over the few years I have been clients with them, they have helped me navigate so many pitfalls and challenges I've faced in my dental practice. Every experience I've had with them has been pleasant and professional and they are very quick to respond to questions I send their way. My wife and I always look forward to our trips to Indianapolis for our annual reviews which are both instructive and fun. My friends that I've referred to them thank me regularly for making the introduction.

Four Quadrants has proven to be an invaluable asset to our dental practice. They have guided us through numerous challenging periods of our business ownership and set us on the path towards a more rewarding and prosperous career.

Four Quadrants has changed our lives! What we never thought was possible in both the practice and home has exceeded our expectations. They all attend to your questions and practice needs with great attention, follow through and the best outcomes. It is so nice to feel safe now and into our future. Thanks, Cheri Auvinen

There is not enough space to detail all the positive and amazing work 4 Quadrants Advisory has done for me in the 2 years since became a client. They allow me to focus on just doing Dentistry. It was best decision I ever made!!

I have been a client of Four Quadrants for 6 years. There simply are not enough words to describe how they took my practice and turned it into a thriving, growing business. I have nothing but positive things to say.

My husband and I just finished our first year as clients with 4Q advisory, which also happens to be my first year as a practice owner. I don?t think I could?ve survived this first year without them. On any given day we might have three or four emails going, all on different subjects, from HR questions, to payroll, to taxes, to personal finances, not to mention PPP and all Covid-related things! They truly make it feel like we are there only client. I can?t wait to see what the future holds for us with them b

I have been with 4Q since 2014 and, in my opinion, a REQUIRED component of a practice. Trying to run my practice without their guidance and assistance on financials and many other things would be impossible. There is no other group out there like 4Q and it was one of the 3 best decisions I made when I began practicing orthodontics! Thank you 4Q!!!

One of the best decisions I made: outstanding financial advising personally and professionally!

Very unprofessional, rude, & prejudice owners.