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Find a Financial Advisor on Wealthtender

đź“Ť Click on a pin in the map view below for a preview of financial advisors who can help you reach your money goals with a personalized plan. Or choose the grid view to search our directory of financial advisors with additional filtering options.

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Matt Smith, CFA®, CFP® Concert Financial Planning Financial Advice for BigLaw Attorneys
Houston, TX Nationwide
0 Certified Advisor Reviews™
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Jonathan Blumenthal, CFP® Quotient Wealth Partners Our Best Work. Your Best Life.
Dallas, TX Nationwide
0 Certified Advisor Reviews™
Summer finances afloat: stay secure and relaxed with berkshire money management.
Nate Tomkiewicz, CFP®, CRPC® Berkshire Money Management Your Full-Service Retirement Readiness Partners
Dalton, MA Nationwide
9 Certified Advisor Reviews™
Logo of bautis financial featuring a stylized castle icon with a flag on a blue and white background.
Marc Bautis Bautis Financial Secure Your Castle, Achieve Your Dreams
Montclair, NJ Nationwide
0 Certified Advisor Reviews™
Modern professionalism: a person efficiently multitasking on a tablet with a cup of coffee nearby, set against the backdrop of 'elevation financial' branding.
Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™ Elevation Financial Progressive Financial Planning & SRI/ESG Investing.
Westfield, IN Nationwide
0 Certified Advisor Reviews™
Trista Jacobs, CFP®, CPA* Keener Financial Planning Objective financial advice tailored to your unique situation on a fee-only basis
Keller, TX Nationwide
0 Certified Advisor Reviews™
Jake Bartel, CFP®, CDFA® Birchcreek Wealth Management Serving families as stewards of their financial lives.
Cincinnati, OH Nationwide
0 Certified Advisor Reviews™
A minimalist and professional banner featuring the logo of
Scott Gerlach, CFP® Cordant Wealth Partners Financial Advice for Tech Employees
Portland, OR Nationwide
29 Certified Advisor Reviews™
A corporate logo featuring a white bull against a navy blue background with the word
Don P. Martone, CFP®️, CPWA®️, ChFC®️, CLU®️ Merrill Lynch Tax Smart Wealth System for Seasoned Energy and Plastics Professionals
The Woodlands, TX Nationwide
0 Certified Advisor Reviews™
Brett Fellows, CFP® Oak Capital Advisors, LLC Financial Planning for CRNAs
Charleston, SC Nationwide
16 Certified Advisor Reviews™
An elderly couple sits together on a dock, enjoying a serene sunset by the waterside.
J Lawrence Manley Jr., CFA Manley Capital Management Retire Well with Our Simple, Yet Sophisticated Investment Process
Far Hills, NJ Nationwide
0 Certified Advisor Reviews™
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Gerry Barrasso, CPA, CFP®, PFS United Financial Planning Group, LLC Comprehensive Planning and Wealth Management to Realize Your Financial Goals
Hauppauge, NY Nationwide
46 Certified Advisor Reviews™
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