January 1, 2018
Our founder forms his Registered Investment Advisory business with the primary mission to preserve objectivity in Financial Services.
August 15, 2019
Advice Only: A Retirement Planning Methodology & Handbook is self-published on Amazon
March 3, 2020
Advice Only® Online Books & Courses is formally registered by the United States Patent and Trademark Office
Advice Only® App goes live on Google and Play stores
The world's first objective virtual assistant for financial services is developed.