As a finance professional with several rental properties, a W-2 job, and various other financial interests, I struggled for years with the fragmented nature of managing my wealth. I was constantly juggling Excel spreadsheets, separate accounting systems, and inconsistent tax advice.
I first discovered Range through an Instagram ad in December 2023. What caught my attention was how perfectly it seemed to address my exact needs. When I learned the team was based in Tysons Corner near my home in DC, I decided to check them out.
My journey to Range began with tax frustrations. With my background in finance, I understood the tax code, but the Tax Cuts and Jobs Act made everything more complex. I'd hired a CPA firm, but they just relied on my documentation and still made mistakes. They weren't strategic partners—just people punching numbers into software.
I went in with tax specifically in mind, trying to solve that particular problem. But I quickly discovered Range offered much more: estate planning, education planning, and budgeting capabilities that rivaled dedicated apps like Monarch Money and Mint. Why maintain multiple tools when one could handle everything?
What truly impressed me was Range's tech-centric approach. Their portal integrates all my financial data, allowing advisors to ask better questions and provide more strategic recommendations throughout the year.
I appreciate how Range is disrupting the wealth management space. Traditional players like Vanguard and Schwab have been around for decades, but Range takes a completely different approach.
Before Range, whenever I encountered a financial question—like needing estate documents or understanding my relocation package—I'd resort to Google searches, only to find people selling courses rather than providing actionable advice.
Range completely transformed this experience. Now, I simply send in targeted questions specific to my situation and get practical, personalized guidance. When I moved to Texas and received a relocation package from my job, I hopped on a call with the team. Not only had he thoroughly read through my documentation, but he offered genuinely valuable advice I could immediately implement.
The same happened when discussing depreciation schedules on my rental properties. With Range, I don't need to wade through generic Google results—I have a team of experts ready to help with my specific situation at the click of a button.
There's a fundamental difference between Range and other financial services. The budgeting apps I used to pay for are just tools—like a wrench for fixing specific problems. Traditional financial advisors are like hiring a handyman for one-on-one service.
But with Range, I have both the complete toolbox and an entire company of experts available at various stages of my life to provide value when I need it. I know Range will be there whether I'm organizing my financial life, working through tax paperwork, buying a rental property, starting a family and establishing 529 plans, or setting up estate documents—all under one umbrella.
The holistic approach to wealth management has shown me opportunities I hadn't considered before. From optimizing employee benefits and exploring tuition assistance programs to making strategic decisions about my rental properties, Range helps me identify gaps in my financial strategy and close them.
What started as a search for better tax assistance has evolved into a comprehensive financial partnership that I never knew I needed but now can't imagine living without.
.svg)
.svg)
.svg)
