Selecting an advisor is challenging. Experience, competency, and trustworthiness are essential. Value received must be more than the cost. So how do you make sure you make the right choice?

We believe anonymous client surveys are the most valid way to gain honest, valuable feedback. True Wealth conducts these blind surveys regularly through a third party to continually strive for improvement.

The survey utilizes the Net Promoter Score or NPS, which was created by Bain & Company and featured in the Harvard Business Review in 2003. Today is used by two-thirds of the Fortune 1000 to measure client satisfaction. NPS asks a single question, “On a scale from zero to 10, how likely would you be to recommend our company to a friend?”

This question gets to the heart of client satisfaction. Everything we do, from the advice we give, the service experienced, and the outcomes clients receive, all relative to the advisory fees paid, culminate in client satisfaction.

NPS scores range from -100 to +100. Measuring versus an industry benchmark can be valuable. True Wealth is proud to report NPS score of 81 — significantly higher than the average accounting firm.

If you are a successful individual or small business owner who is overcharged and underserved by a large CPA firm or get lackluster service and little to no proactive advice from the one-or-two-man band down the road, we may be just right for you.