Karl D.
11/29/2025
We've had an excellent experience working with this fiduciary team. Our primary contact, Brie, is consistantly informative and approachable - her public lectures on fiduciary responsibilities are...
Authentikos Advisory
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1295 E Dunne Ave Ste 215
Morgan Hill, CA 95037
Authentikos Advisory in Morgan Hill, CA takes a holistic approach to wealth management and retirement planning, offering tailored services to help individuals reach their retirement goals. Their team of advisors focuses on understanding each client's unique goals, values, and priorities to create personalized investment strategies for a secure financial future.
With a commitment to continued connection and providing resources to enrich financial knowledge, Authentikos Advisory aims to help clients retire with confidence. Through their Authentic Retirement Plan and range of services, individuals can navigate changing markets and life circumstances with support from experienced advisors.
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Reviews
3.08 reviewsBarry G.
9/22/2025
I should have written this years ago What a disappointment and yes there annuity product is where they make the money for doing nothing No advice no plan not on time and they had a name change...
Dianne H.
8/5/2024
My investments have been stagnant for the last 10 years. They double book appointments, they're not prepared when you come in for your appointment, they forgot to put your appointment on the book...
Susan M.
8/9/2023
Beware of any annuity recommendations. This is where they make their most money. The rider charges are almost as much as you will be receiving yearly. Remember, this is your money. Also, they...
Helen B.
7/20/2018
This is a great retirement planning company. If you're tired of working with investment advisors who are more interested in impressing you with their broad financial vocabulary to convince you...
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