"Working with Adelia Risk provides peace of mind. I sleep better at night knowing that our client data is being protected. Josh and his team are responsive, highly knowledgeable and helpful. They take complicated topics and make them understandable. We love working with Adelia Risk!"
Jackson Money Management
"Like most investment advisors, I wanted to worry less and prepare for our next audit. Other vendors offered confusing "one size fits all" solutions. Since working with Adelia, we've built a policy that we understand and can achieve! We passed our most recent audit with flying colors."
W. Ben Utley
Physician Family Financial Advisors, Inc.
"Before we hired Adelia, I thought our IT people (me) had the cybersecurity thing covered. 'We' were wrong. Josh helped us find the gaps, close the gaps and document everything so we're as buttoned up as we need to be for our clients and the SEC."
Jentner Wealth Management
I chose Adelia Risk because I understood that they would guide me through a process, not simply provide tools for me to learn and use.
I was not disappointed!