Richard has been monitoring my investments for a decade now. Life has thrown me a few curveballs recently; the Team at Pathwise has help me adapt to life changes so I can continue to do what I do without being concerned about finances as well. They listen, they care, they are flexible and have gone beyond the call of duty in customer service. I have every confidence that they are taking care of my business in the utmost professional manner, while I take care of myself, my life and my family.