Idle Clevenger Wealth Management - Decatur (IL)

Rick Planos I have to admit, I have never before had a financial advisor I liked. That probably accounts for my lack of success in that arena as well. I’ve recently moved my assets to Brian Atkins at Significant Wealth Partners in Cary and Deerfield and cannot rave enough. Not only is Brian quick, thoughtful and efficient, he is also the smartest guy in finance I’ve ever worked with. The formulas and algorithms he uses are mind blowing. I finally feel like that part of my life is well managed and has a positive trajectory because it is being handled by the best guy in town!

Michael Frazer Matt McCoy takes care of all my insurance needs and makes the process go smooth and easy. Always a pleasure to talk to and has the answers to any questions I have.

Kelly Pierce Monte and his team have done a wonderful job with our investments. I can send an email and get a response the same day. Feel like they all care about our future.

Chris Filicsky Very helpful and have a great staff.