Working with Preston Foreman for over 20 years has been one of the best financial decisions we’ve made. My husband and initially were overwhelmed but Preston took the time to understand our goals and created a clear, personalized strategy. Preston consistently communicates and explains complex market shifts in simple terms. Preston truly earned my trust.									

										Preston has been our financial advisor for over ten years now, so we've experienced boom times, recessions, career changes, city changes, a major renovation, three property purchases, and a pandemic together! During that time, our investments have steadily grown in Preston's care. More specifically, he has always carefully taken into account our career and retirement plans and appetite for risk when advising us. He's also reliable, responsive and just a great guy. We highly recommend.									

										I have known Preston Forman over 20 years.  In the beginning my late husband and I had a very complicated and mix portfolio that was to
difficult for us to handle.  After meeting Preston, we  felt confident that he was going to take care of our portfolio.  In good time, 
Preston's financial expertise our investment portfolio in the right direction.  Not only he organized and also balance our portfolio.
We have trust Preston's financial insides that has evolved from a professional relationship to a friendship.
It is a pleasure to do business this way.									

										After being laid off from a major publishing house, I began working as a freelance editor. Shortly thereafter my husband quit his job to run his own law practice. We were too busy making money to properly manage it. Thankfully, my husband and I were friends with Preston Forman—a smart, trustworthy mensch—who we hired to be our financial advisor. Preston quickly responds to queries and explains complex ideas in a way that even I, who am barely financially literate, can understand. His calm, steady guidance has helped us amass the kind of portfolio that allows us to fully fund our daughter’s college account and save for a comfortable retirement while living well now. If you are seeking a financial advisor, do yourself a favor and hire Preston Forman.									

										Preston has worked with our family for nearly 20 years.  In that time he has expertly steered us through the highs and lows of financial cycles as well as supporting key life events. His sage advice and deep partnership cannot be overstated as we moved through the different stages of our lives, with the focus on our goals, not products. Trust, professionalism and caring are the words that come to mind in describing Preston. If anyone is looking for an advisor to guide them through these often complicated matters, do not hesitate to contact him. He has our highest recommendation.									

										We’ve been working with Preston for over 15 yrs and it has been a fruitful and enriching experience. He is insightful, responsive, steady and measured while also being agile to respond to what’s happening in the market. We’ve been through the recession, job changes, elections, the pandemic, childbirths etc. Preston continues to provide excellent guidance mindful of who we are and what we’ve said we want for our financial future. Through it all, Preston has vindicated our trust and faith in him and our partnership. Aside from the great substantive guidance, Preston is an extended family member. We feel seen, heard and cared about in this relationship as clients and as two people who came from humble beginnings and are building a future to ensure our son has the best we can provide and that we are able to enjoy our golden years in ways that our parents could’ve only dreamed.									

										My husband and I have trusted our financial planning with Preston for many years.  He has seen us thru ups and downs of the economy including the 2008 crisis.  His professionalism and knowledge of the market continues to give us confidence that working with him is the best decision we made.  But not only is he excellent at his job, he has also become a good friend.  I highly recommend Preston to anyone who is looking for a financial planner.