Resounding results. Rave reviews.
Discover how we’re helping our members get the most out of life with their money.
“Our advisor Emily was extremely thorough and clearly knows their craft. They put in a lot of time and effort to help us review our finances and develop a solid plan. We highly recommend them to anyone looking for top-notch planning.”
Mark J.
Business Owner
New Jersey
Home Purchase
"The level of detail and orientation toward our specific goal of buying our dream home in LA went way beyond what I would ever be able to do on our own!"
Paula W.
Tech Executive
California
Family Planning
"Our CFP® professional Adrianna calmed years of anxiety and uncertainty around finances in just 2 working sessions. Our plan is clear, concise, and actionable. We now feel confident about our family's financial future, thanks to their support."
Jordan M.
PR Consultant
Colorado
Retiring Early
"Domain Money's plan to help us retire by 55 was so thorough! Our advisor was straightforward, had clear guidance, and was extremely knowledgeable. He went much deeper than any other financial advisor I have worked with in the past!"
Leslie W.
Technology Sales Executive
New York
Tax Minimization
"My advisor Christine identified a deduction that my CPA didn't spot that saved me $1,300!! Thank you Domain Money!"
Jennifer A.
High-Earning Business Owner
Texas
Investments
"Our CFP® professional Michael built us a solid investment strategy and plan, was very knowledgeable, and even spent the time to ensure we were getting the right help after our plan delivery. Couldn’t have asked for more!"
Stephen W.
Product Manager
Arizona
Alyssa and Jacob S.
Software engineer and marketing manager
.
California
Plan Type
Strategic
“I felt very confused by what I should do and now it all makes sense. I feel more confident and am no longer daunted by my finances or frozen with indecision. I’m already recommending Domain to other coworkers and friends!”
Christine was very patient, informative, and overall wonderful to work with. We’ll definitely be using her expertise for the foreseeable future.
Michael P.
dcb98029a4e34e520c587d936c7441fa
Christine was great end to end. The right balance of professionalism, realism, and levity. No question too small or too big. Kept the process moving without being overwhelming or pushy. Great job.
Heather T.
dcb98029a4e34e520c587d936c7441fa
Christine is amazing! This is everything that I was looking for in regards to help with my family's financials.
Allison R.
57af76921858fe27c30e0cde34275a05
Michael was very helpful, clear, and walked us through every aspect of our plan. Would highly recommend to anyone else.
Jack M.
57af76921858fe27c30e0cde34275a05
I’m already recommending Domain Money to other coworkers and friends. I felt very confused by what I should do and now it all makes sense. I feel more confident that I can tackle my short and long terms, and also realize that I’m closer than I initially thought. I’m no longer daunted by my finances and frozen with indecision, I feel capable of managing this on my own now. Thanks Domain!
Aja S.
57af76921858fe27c30e0cde34275a05
My wife and I had a fantastic experience working with our Domain Money CFP®. They were extremely thorough and clearly know their craft. They put in a lot of time and effort to help us review our finances and develop a solid plan. After working with Domain, we felt much more confident in how our investments were distributed. Not only are they professional and knowledgeable, but they're also incredibly kind. We highly recommend Domain to anyone looking for top-notch financial planning.
Mark J.
The second Strategic Plan session with my CFP® was extremely informative and helpful. I felt that they really understood my questions and goals for the Strategic Plan. All good things to say about my CFP® in particular! My original review noted some areas for process improvement, but I have appreciated all of the efforts Domain Money has made to improve upon my initial experience. I look forward to continuing to work with them in the future.
Brigid M.
dcb98029a4e34e520c587d936c7441fa
I am a huge fan of Domain Money and my personal CFP® Adrianna was fantastic! She was smart and professional, and quickly grasped my unusual and diverse financial history and presented us with an actionable and understandable strategy that we can revisit annually. I would highly recommend both Domain Money and Adrianna!
Brian P.
My Domain CFP® was easy to work with and seemed very knowledgeable.
Scott P.
dcb98029a4e34e520c587d936c7441fa
Michael was very helpful throughout the process with our situation being a bit unique. He was willing to sort through multiple budgets to get our details in line and provided a lot of clarity for both short term and long term strategies.
April E.
57af76921858fe27c30e0cde34275a05
My Domain CFP® spent so much time to understand our situation and provide fantastic advice. I had reservations about using an advisor and I was so pleasantly surprised. Fantastic investment and I feel we not only met with someone who knows his space - also he was friendly and someone both my husband and I felt at ease with. Thank you!!!!! A huge weight has been lifted knowing more about our financial outlook.
Elaine H.
dcb98029a4e34e520c587d936c7441fa
Super productive experience! We have clear action items and comfort that what we have been doing is on the right track. Our CFP® listened to our goals during our initial consult and addressed everything and more in the delivery meeting. We are super happy with the experience.
Elizabeth R.
57af76921858fe27c30e0cde34275a05
We couldn’t be happier with Adrianna. She has taken the time to get to know us and our goals and she has given us the assurance we were seeking that we are on the right path to retirement. Her action plan is clear and there are recommendations I would not have considered without her input. We look forward to continuing to work with her!
Tom H.
dcb98029a4e34e520c587d936c7441fa
Amazing service
John P.
dcb98029a4e34e520c587d936c7441fa
Adrianna was amazing. So knowledgeable and personable. A great asset to the business
Pamela A.
16eff4daf29ea08797eb0a361989e306
The level of detail and orientation toward my specific goals went way beyond what I would ever be able to accomplish on my own. Her expert advice is so appreciated and I've already recommended Domain to friends who are coming up on some life changes and looking for guidance.
Allyson W.
57af76921858fe27c30e0cde34275a05
Alicija was extremely thoughtful and articulate throughout the process. She explained everything well and made this is a collaborative experience.
Amit G.
57af76921858fe27c30e0cde34275a05
Adrianna was great at communicating with us. She answered all of our questions and really understood what we were trying to achieve with our financial plan.
Abby D.
dcb98029a4e34e520c587d936c7441fa
Domain Money took great care of me throughout this whole process of planning my retirement. I felt like our CFP® saw 'the big picture' in terms of my life goals. He pays the closest attention to details. Nothing was left undone. He even remembered my family members' names. My Essential plan is so helpful to me to follow through with retirement tasks and goals. I need that kind of direction. Best of all, I have peace of mind and not fear of what lies ahead for me financially. I trust Domain and can recommend them without hesitation. I'm so glad I chose Domain Money. What a cool business model. Pay a flat fee instead of getting churned for AUM fees over time. Great company for help with retirement planning. Kudos to the team!
Patricia
57af76921858fe27c30e0cde34275a05
This is exactly what we wanted, exactly what we needed, and what we wanted from our advisor 4 years ago!
John
57af76921858fe27c30e0cde34275a05
Our CFP® was very helpful and knowledgeable. He explained things clearly and without judgment. He ensured we understood a section before moving on, and took the time to get to know us better.
Aubrey
57af76921858fe27c30e0cde34275a05
I got exactly what I wanted out of the initial assessment phase and truly appreciate the model of setting an initial plan with the opportunity for updates along the way. Adrianna was responsible to any question I had and she set me up for success with a measured plan a long with laying out options for how to handle my financial future. Looking forward to being a Domain customer beyond my initial plan creation.
Reed
57af76921858fe27c30e0cde34275a05
Our Domain CFP® listened to us, was clear with what we should/could do, encouraged us, and also made us laugh.
Katie
57af76921858fe27c30e0cde34275a05
Adrianna is great and I will continue to work with her in the future!
Erin
57af76921858fe27c30e0cde34275a05
Our CFP® was wonderful to work with! She listened to us and put together a great, achievable plan that hits the goals we care about.
Whitney
d746780ef28c5f8c4ba35044d401c3ad
Our Domain CFP® has been exceptional in understanding our financial situation and adapting his methods to suit our specific needs. Thanks to his tailored approach, we feel confident and in control as we move forward with his plan. We highly recommend Domain Moneyfor anyone seeking a knowledgeable and adaptable financial advisor.
Eric
dcb98029a4e34e520c587d936c7441fa
Personal and knowledgeable advice. All questions were answered well and backed up by sound reasoning.
Christian
16eff4daf29ea08797eb0a361989e306
My Domain CFP® was fantastic to work with. She truly listened to all our goals in our first meeting to put a financial plan together that covered everything we asked for. She has an exceptional ability to dumb things down for her clients in a way that never makes you feel like you’re asking dumb questions. I look forward to using Domain Money for all future financial planning and would highly recommend to all my family and friends.
Emma
dcb98029a4e34e520c587d936c7441fa
Domain Money is the company I had been looking for. It was an amazing experience. Our CFP® is professional, empathetic, thorough, kind, thoughtful. A great experience and I cannot say enough positive things. A very positive experience. Perfect. I’ll refer everybody I know to them.
Lynn
c53c0e3e2879b810ee96474488d44d8d
We are new to personal finance and only just now in a position to even think about saving and investing. Domain offered packages that were perfect for where we are in our personal finance journey. Our CFP® helped us understand the recommendations she was making so we also learned along the way. She even broke up her recommendations into bite-size steps so we didn't feel overwhelmed. We are already seeing the benefits.
Suraya
dcb98029a4e34e520c587d936c7441fa
Domain is an incredible financial resource, even for people that are already financially savvy. We've worked with our CFP® for years—she helped develop a framework and plan for saving and investing that helps us meet our financial and life goals. The process of working with Domain helped our family clarify those goals to begin with. They're extremely knowledgeable and approachable. Our CFP just gets it!
Eli
dcb98029a4e34e520c587d936c7441fa
We have worked with our Domain CFP® for several years and value the original plan she developed, as well as all of the fine-tuning over the years. They are the best!
Brianna
My husband and I have worked with our CFP® for years and she is the absolute BEST. She helped us create a strategy to meet our short-term and long-term financial goals and is always available to answer questions and talk us through new situations that arise. I'm not as financially savvy as my husband, but she is so approachable and makes it all so easy to understand. She is funny and personable. I can't recommend them enough!
Erica
I highly recommend Domain Money. Our CFP® has been instrumental in helping our family assess our financial health and make strategic changes to better prepare us for retirement, education and other financial goals. She is an excellent communicator and a highly strategic thinker. Both my husband and I have financial services experience at top firms and agree our CFP is one of the best. We continue to reference our strategic plan and get tremendous value in quarterly check-ins.
Christine
dcb98029a4e34e520c587d936c7441fa
Adrianna was super knowledgeable, supportive, and helpful. Domain Money's onboarding process is straightforward and effective. While I'm in the early stages of following the plan they've developed for me, it's logical, clear, and useful. I'd recommend them to family and friends.
Zach
We've had a fantastic experience with Domain Money. Our CFP® helped us with a detailed and deep analysis of our finances in a way that remained actionable and easy to understand. She is incredibly responsive, always ready to answer questions and provide clarity. In addition to being knowledgeable, she is exceptionally personable, making every meeting enjoyable. We highly recommend her services to anyone looking to gain control of their financial future.
Edmund
dcb98029a4e34e520c587d936c7441fa
We have been working with our CFP® for about 5 years now and it has been the absolute best decision we've ever made. It was incredibly helpful to see all of our finances presented in her report and when she explains it all so clearly it's just so reassuring. We had been trying to buy a house for several years. After we started working with Domain we were much more confident and finally able to make it happen.
Sarah
d746780ef28c5f8c4ba35044d401c3ad
Domain Money is tremendous. Our CFP® changed the way we think about finances, budgeting, saving and spending. And she's a joy to work with. Don't know what we would do without her!
Jacob
dcb98029a4e34e520c587d936c7441fa
We highly recommend working with Domain Money. Our CFP® spends time analyzing our finances and produces an easy to implement strategy based off our goals. She is super approachable and helpful with any questions or concerns. We feel very comfortable with her and know that she is there to guide us with any financial changes that life may bring.
Aaron
dcb98029a4e34e520c587d936c7441fa
I had procrastinated for a long time to take care of my finances and have a solid plan, mainly because of lack of deep knowledge and the thought that it would take way too much time. I am so glad I talked to Domain Money and wish I had done it 5 years before I did. The whole experience was a lot easier than what I was dreading!
Marcella
I have had an excellent experience working with Domain Money! Our CFP® has been our sage voice of financial reason since 2014. She is incredibly knowledgeable and professional. We have completely appreciated her straightforward communication style and her financial acumen. Thanks to our recurring meetings with Domain we feel confident that we are on the right track for college and retirement savings.
Maeve
d746780ef28c5f8c4ba35044d401c3ad
Our CFP® is an easy person to talk to, realistic about specific lifestyle needs, and crafty to find unique ways to save money, get out of debt, and is very thorough and organized about ways to curb spending.
Nicole
dcb98029a4e34e520c587d936c7441fa
I was in the market for financial advice. You'd think as a 30-something millennial I'd have my finances together, but alas no. I saw an ad and was intrigued to learn more. The whole process seemed so put together and tailored to my needs and goals. Given how much I spend on other things, this seemed like a bargain if it unlocks a greater financial future for me. So yeah, it's worth it!
Alexander
dcb98029a4e34e520c587d936c7441fa
Domain Money is exactly what I was looking for! Adrianna went above and beyond what I was expecting. She gave me a detailed view of my current financial situation, a clear path forward to reach my goals, and specific action items to reach those goals. Not only did I get a fantastic Essential Plan, but she created a personalized financial model for me as well! Best of all, I now have someone to go to for any financial questions.
Aaron
My CFP® helped my husband and I get clarity on our financial situation by facilitating meaningful discusses that helped us set realistic goals. I am forever grateful to her for her straight talk. Highly recommend Domain Money to anyone who doesn't know where to start.
Millicent
d746780ef28c5f8c4ba35044d401c3ad
Our CFP® provided really excellent advice, which she took the time carefully to explain. She was very responsive to our questions, and gave us the tools to feel more confident about our strategy moving forward. Domain's service was a FANTASTIC value, especially compared to an advisor who charges a percentage of AUM. We will definitely continue to use Domain Money's services moving forward, and will definitely recommend our CFP to friends and family.
Anthony
dcb98029a4e34e520c587d936c7441fa
Great communication. Easy to work with. Super informative.
Tyrese
57af76921858fe27c30e0cde34275a05
Working with Domain was an excellent experience. We dug into our savings, expenses, college planning and retirement planning. Our CFP® was very straight forward and unbiased in her assessment and advice. We will continue to work with her.
Eric
d746780ef28c5f8c4ba35044d401c3ad
Our CFP® was encouraging, thorough, and understanding of my specific situation.
KB
57af76921858fe27c30e0cde34275a05
Adrianna is a pleasure to work with and produced high quality information with an actionable one page summary.
Tyler
57af76921858fe27c30e0cde34275a05
We had really great and enjoyable conversations that led to a valuable and actionable plan we feel ownership of.
Chelsea
57af76921858fe27c30e0cde34275a05
Our CFP® is a rockstar, down to earth financial planner. She worked with us before our first child was born in getting organized and streamlined with our big picture finances. With her guidance, in less than a year, our net worth increased by 8%! She's very flexible with meetings and even made house calls because of our young baby. I'm a financial coach and have recommended her services to many local clients.
Carrie
d746780ef28c5f8c4ba35044d401c3ad
Our CFP® is a rockstar, down to earth financial planner. She worked with us before our first child was born in getting organized and streamlined with our big picture finances. With her guidance, in less than a year, our net worth increased by 8%! She's very flexible with meetings and even made house calls because of our young baby. I'm a financial coach and have recommended her services to many local clients.
Erin
57af76921858fe27c30e0cde34275a05
Domain Money was exactly who my wife and I were looking for. Our CFP® was able to create a detailed plan for us that gave us peace of mind as we embarked on purchasing our first home. She's down to earth and able to simply convey complex concepts so that you're able to understand your entire financial picture with ease. We did the Essential plan and it was the exact level of detailed that we craved. I've recommended her to friends who also had a great experience.
Jeff
57af76921858fe27c30e0cde34275a05
Adrianna helped us with significant analysis on our financials but also approached our conversation in a way that made it not 'scary'. She's a kind person and was flexible + personable in her approach with us - all very much appreciated! We'll be coming back to check in for future needs and to keep us on track!
Kristin
dcb98029a4e34e520c587d936c7441fa
Adrianna did a fantastic job and went into great detail on what exactly I need to do to achieve my goals, and even highlighted different scenarios. I will be recommending Adrianna and Domain Money to everybody!
Aaron
57af76921858fe27c30e0cde34275a05
Adrianna is kind, she got the big picture and she was efficient in her questions that were relevant provided feedback guidance and took her time to answer all my questions. Her feedback was helpful. Gladly recommend Adrianna to whomever is considering Domain Money.
Joanna
57af76921858fe27c30e0cde34275a05
Empowering Leaders at the World’s Most Prestigious Companies
Your success story starts here
Ready to connect with a financial advisor who will listen to your unique needs and create a personalized plan for you?
Adrianna Adams
CFP® professional
Emily Barbe
CFP® professional
Christine Damico
CFP® professional
Alicija Dearth
CFP® professional
.webp)
David Jackson
CFP® professional
Matthew Forney
CFP® professional
.webp)
Chelsea Hodl
CFP® professional
Jameson Onyebuchi
CFP® professional
Cody Winter
CFP® professional
Sara Wright
CFP® professional
Jimmy Murphy
CFP® professional
.webp)
Kendall Meade
CFP® professional
Tom Wareing
CFP® professional
These scenarios are from clients of Domain Money Advisors, LLC and may not be representative of the experience of all clients. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials. Some testimonials have been edited for length. Past success does not guarantee future results, and no assurance can be made that any client will achieve similar outcomes. Every individual’s financial situation is unique, and results will vary based on personal circumstances.