“Our experience working with Exemplar Wealth Advisors has been very unique and special. The thoroughness and caring that they put into each unique client’s situation is unparalleled in this line of work. I count it as a privilege whenever I can share our experiences with Exemplar with potential clients. We have been able to enjoy our retirement years without a care in the world about our financial security.”

“Everything was explained with patience and kindness.  Every interaction with everyone at Exemplar has been professional, warm and personal.”

“We have really appreciated the way we were listened to, how our needs and concerns were explored and then all addressed in detail.”

“Exemplar Wealth Advisors have become part of our family, always looking out for our health, wellbeing, and financial security. Their tax planning and charitable giving strategies have saved us significantly while aligning with our values. Their 6% Advantage™ gave us peace of mind in preparing for a no-regrets business sale. With everything from trusts to investments under one roof, we finally have the confidence and freedom to enjoy retirement.”

“After spending almost 30 years managing our family retirement investments, it was a great relief to turn them over to a group both trustworthy and with a conservative investment philosophy like my own. Working with the Exemplar team is more than just a professional relationship. They have taken the time to get to know us and our family so they can better help us plan for our future.”

“In our experience, David has constantly maintained a strong team around him. The message here is that you can always reach a qualified person in your time of need. Without reservation or hesitation, we highly recommend, David Rosell of Exemplar Wealth Advisors for a financially safe retirement.”

“Exemplar has been the only investment advisor we’ve had who’s patiently and thoroughly explained our investments and options in an understandable way.”

“Our experience working with Exemplar Wealth Advisors has been outstanding. All members of the Exemplar team are very accessible, professional, supportive of our goals, highly responsive and… fun to work with!”

“We feel fortunate that David accepted us into your program years ago and have watched over us financially (and personally!) as we moved toward working less and now retiring. We love working with the entire team…”

“The office staff also has helped us over the years filling out any required paperwork and handling the RMDs. Great to have you guys to call!”

“The 6% Advantage strategy was a game-changer in preparing for the eventual transition or sale of my business. It introduced me to tax-efficient strategies and planning approaches I hadn’t considered before. Their thoroughness and attention to every detail of my financial world—past, present, and future—was unmatched. More than anything, I never felt like just a client; I felt like a true partner in the process.”