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Wealthtender is dedicated to helping you find the best financial advisor for your individual needs. Our goal is to empower you with the information you need to make more informed and educated hiring decisions. Wealthtender does not provide investment or legal advice through this website – we leave that to the pros.

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📍 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.

Luis Guardia, CFP®, AIF® Tuyyo Planning Group A Family Firm With A Family Feel!
Austin Nationwide
Eric Simonson, CFP®, CRPC®, CLTC® Abundo Wealth Flat Fee Financial Planning For All Of Life’s Adventures
Minneapolis Nationwide
Nick Covyeau, CFP® Swell Financial I help people over Age 50 pay less in taxes in retirement
Costa Mesa Nationwide
Bryan Courchesne DAIM The first Registered Investment Advisor dedicated to crypto
Newport Beach Nationwide
Cady North, MBA, CFP® North Financial Advisors We help women dream big and navigate their financial freedom.
San Diego Nationwide
David Barfield, CFP® Datapoint Financial Planning Hourly Financial Planning. Simply pay for the time you need when you need it.
Canton Nationwide
David Warshaw, CFP®, CLU®, ChFC® The Wealthplan LLC President at The WealthPlan LLC
Fort Lauderdale Nationwide
Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax Riskin Wealth Management, LLC Focused on helping you grow, preserve, and enjoy your wealth!
Newtown Nationwide
Clint Haynes, CFP® NextGen Wealth Helping you build a retirement with pleasure, purpose, and peace of mind.
Lee’s Summit Nationwide
Lytle Rather, CFP®, AIF® Rather & Kittrell Together we can design a plan that will guide to a successful financial future.
Farragut Nationwide
Jesus Marquez, CFP® EZ Financial Group Achieve your financial freedom the EZ way.
Pearland Nationwide
Russ Thornton Wealthcare for Women I help women in their late 50s and early 60s retire with comfort & confidence
Atlanta Nationwide
Jason Siperstein, CFA, CFP®, RMA® Eliot Rose Wealth Management, LLC Worry Less. Retire More.
West Warwick Nationwide
Dave Pedersen Hermosa Advisors Helping time-stressed professionals navigate ‘The Complicated Years’
Hermosa Beach Nationwide
Keith Corbett, CFP® Bluebird Wealth Management Independent and Personalized Wealth Management
West Newbury Nationwide
Deaton Smith, CFP®, AIF®, ChFC®, WMCP® Thayer Financial Fiduciary Wealth Management and Retirement Planning
Hickory Nationwide
Bobby Cremins, CFA®, CFP®, CKA® Metanoia Financial Build the Stress-free Retirement You Deserve
Philadelphia Nationwide
Jeffrey Smith, CFP® CPWA® RMA® ChFC® CRPC® OWL Private Wealth Advisors The CLIENT is first. What’s most important to you is where we begin.
Bloomfield Hills Nationwide
Larry Bassell KOHR Financial and Insurance Services Worry Less, Live More. Full-Service Financial and Insurance Services
Mission Viejo Nationwide
Cecil Staton, CFP®, CSLP® Arch Financial Planning Fee-Only Financial Planning For Early Career Dentists and Physicians
Athens Nationwide
Nathan Mueller, MBA Blackbird Finance We Help People of All Income Levels Accelerate Their Financial Prosperity!
Pagosa Springs Nationwide
Morgan Lemaitre, CFP® Park City Wealth Advisors Family Office for Founders, Entrepreneurs, Executives & Preserving Legacy Wealth
Park City Nationwide
Nathan Woods, CFP®, AIF® Rather & Kittrell Together we can design a plan that will guide to a successful financial future.
Farragut Nationwide
Jake Courtney, CFP®, CSLP® MillennialFP Helping millennial families take control of their financial lives.
Centerville Nationwide
David Wilson, CFP® Vector Financial Solutions Wealth Management | Investment Management | 401K Rollover Services | Annuities
Escondido Nationwide
Elias Young, CFP® Wellspring Financial Partners Helping Clients Navigate Their Finances
Tucson
Danielle Harmon, CFP® Boundless Financial Services Manage your money with confidence
Nationwide
Erik Nero, CFP, CCFC First Step Wealth Planning, LLC Financial Guidance & Investment Management for Those About to Retire
Saratoga Springs Nationwide
Alan Rhode, CFP®, CPWA®, CEPA®, RLP® Modern Wealth Financial Planning and Wealth Management for Gen X Entrepreneurs
Oreland Nationwide
Brandon Renfro, CFP®, Ph.D., RICP®, EA Belonging Wealth Management A Better Retirement Simplified
Longview Nationwide
Gary Cassell Premier Wealth Advisory Services Live Your Life By Design, Not By Default
Chesterfield Nationwide
James Vassas, Jr., CFP® CAIRN INVESTOR SERVICES Confidnently invest in your financial planning and money management jorney.
San Diego Nationwide
AJ Ayers, CFP®, EA Brooklyn FI Specializing in Tech Professionals and Creatives
Nationwide
Sara Stanich, CFP®, CDFA, CEPA Cultivating Wealth Real Life. Real Money. Real Financial Plans.
Montauk Nationwide
Royce W. Medlin, CFA, CAIA Clear Rock Advisors Chief Investment Officer
Dallas Nationwide
Angela Furubotten-LaRosee, CFP® Avea Financial Planning I help folks who are retiring, especially PNNL employees in 1-2 years
Richland Nationwide
Jenna VanLeeuwen, CFP® Aligning Wealth Financial Planner for Business Owners
Jersey City Nationwide
Jane Mepham, CFP® Elgon Financial Advisors Financial Planning for Professionals & Foreign-born Individuals (Immigrants).
Austin Nationwide
Kerry O’Brien, CFP®, EA BeingFIT Financial Build and manage your wealth like a multimillionaire.
Walpole Nationwide
Giancarlo Diaz-Munio, CFP®, CSLP® Freedom Advisory® Impacting peoples lives in a positive way through wealth management
Guaynabo Nationwide
Justin M. Follmer, MBA, CFP®, AIF® Coastal Wealth Advisors Guidance with a Purpose.
Johns Island Nationwide
Katy Cook Abacus Financial Planning Use money to live the life you want.
Kirkland Nationwide
Ian Weiner, CFP® Simply Retire Custom financial solutions that bring you clarity and confidence.
Bentonville Nationwide
Bryan Foronjy, CFP® Foronjy Financial We make financial planning personal again
Santa Barbara Nationwide
Hannah Szarszewski, CFP®, AFC® Blue Mountain Financial Planning Life Focused Financial Planning
Melissa Nationwide
Quentara Costa, CFP® POWWOW, LLC Creating Financial Plans Through Conversation
North Andover Nationwide
Charles F. Hall, Jr. Clear Rock Advisors Chairman
Kerrville Nationwide
Brian Fry, CFP® Safe Landing Financial Financial planning for tech professionals
Culver City Nationwide
Grant Bledsoe, CFP®, CFA, AIF® Three Oaks Wealth Financial Planning for Business Owners
Gold River Nationwide
Steven L. Crawford, CFF®, MBA FIG Wealth Partners Your Peace of Mind Retirement Income Partners
Huntersville
Scott Custis Money Scientific I teach you and your family how to build and maintain generational wealth!
Hebron Nationwide
William Nunn, CFP® Horizon Financial Planning Financial Planning Designed With Flexibility in Mind
New Orleans Nationwide
Thomas J. Barko Barko Financial Plan your Work-Optional Lifestyle with The Essential FORMula®
Fairhope Nationwide
Doug Oosterhart, CFP® LifePoint Planning A collaborative financial advisor for retirees and those near retirement
Bloomfield Hills Nationwide
Kyle Hammerschmidt MOKAN Wealth Management TAX-EFFICIENT RETIREMENT PLANNING AND INVESTMENT MANAGEMENT
Overland Park Nationwide
Joseph Brown, Ph.D. Ahead Full Wealth Management We empower service-oriented professionals and families to achieve true wealth.
North Kingstown Nationwide
Dillon Kenniston, CFP® REWealth Planning We specialize in clients who hold or aspire to hold real estate directly.
Sinking Spring Nationwide
Daniel Johnson III, CFP® RE|Focus Financial Planning Investment management and retirement planning strategies for a flat fee.
Winston-Salem Nationwide
Leslie E. Trowbridge, CFP® Family First Financial Planning Plan Smart. Live Well.
Cornelia Nationwide
Zechariah Schaefer, CFP® Ascent Personal Finance Wealth Management for Gen Z/Millennials in Crypto/Tech & Entrepreneurs
Denver Nationwide
TJ van Gerven, CFP® Modern Wealth Builders Financial Advice For High-Earning Equity Compensated Professionals
Woburn Nationwide
Aaron Lang Clear Rock Advisors Portfolio Analyst
Dallas Nationwide
Robert Warren, LUTCF® Pillar Financial Group Our structurally sound strategies can help strengthen your retirement blueprint.
Fresno Nationwide
Brian Seay, CFA The Capital Stewards Planning + Investing for Multi-Generational Families
Huntsville Nationwide
Chris Snyder Exclusive High Net Worth Portfolio, Estate and Tax Protection Strategies
Walnut Creek
Julia Lilly, CFP®, MBA Ryerson Financial Advice-only planner helping you feel confident about your financial future.
Houston Nationwide
Scott Newhouse, CFP® Forthright Finances LLC Financial planning for millennials and young professionals
Tucson Nationwide
Grayson Hofferber Millennial Wealth Management Comprehensive Financial Planning and Investment Management for Millennials.
Broomfield Nationwide
Allen Mueller, CFA, MBA 7 Saturdays Financial I help busy professionals achieve early financial independence / work optional
Richardson Nationwide
David T. DeWitt, CFP®, CSRIC DeWitt Capital Management Financial Planning for the Next Generation
Wayne
Jorey Bernstein Bernstein Investment Consultants Jorey Bernstein Private Wealth Management
Newport Beach Nationwide
Daniel Kopp, CFP®, MA Wise Stewardship Financial Planning Financial planning and advice for widows and widowers across the U.S.
Lakewood Ranch Nationwide
Carleton McHenry, CFP® McHenry Capital I help families maximize and achieve their best Return on Life (ROL)
Leavenworth Nationwide
Emlen Miles-Mattingly Gen Next Wealth Changing the Complexion of Wealth
Madera Nationwide
Daniel C. Andersen, CFP® Parkshore Wealth Management Financial Planning to Help You Enjoy Today and Stop Worrying About Tomorrow
Roseville Nationwide
Dean Lyman, CFP, CCFC Your Financial Partnership Your Money. Your Plan. Know where you are going and how to get there.
Lee’s Summit Nationwide
Anthony Reynolds, CFP®, ChFC, MBA CoreTegic Capital Wealth Management Fiduciary Financial Advisors Serving Arlington, VA and Surrounding Areas
Arlington Nationwide
Daniel Bishop, CFP®, CEPA®, CPBA™, CDAA™ Black Swan Advisors, LLC Business Value Growth Advisor, Total Wealth Financial Planner, Advice Only
Mount Vernon Nationwide
Eric Scruggs, CFP®, EA Hark Financial Planning Financial partner for legal professionals and mid-career executives.
Boston Nationwide
Jordan Curnutt, CFP® Quantum Financial Planning Financial Planner for Top Producing Real Estate Professionals
Spokane Nationwide
Dawn Mabery Chestnut, CFP®, MSPFP, MPAS™, CFEI Mabery Consulting Helping you reach your idea of success!
Washington Nationwide
Taylor Schulte, CFP® Define Financial Retirement and tax planning for people over age 50.
San Diego Nationwide
Kevin Lao, CFP®, RICP® Imagine Financial Security I specialize in retirement planning for blended families! We are flat fee-only!
Jacksonville Nationwide
Greg Young, MSAFP, CFP®, EA Ahead Full Wealth Management We empower Military, Government Employees, and Educators to achieve true wealth.
North Kingstown Nationwide
Kushal Shah, CRPC DaVinci Capital Partners Integrity |Trust | Personal Service l Raising the Standard for Financial Balance
Thousand Oaks Nationwide
Dana Menard, CFP®, RLP®, CEPA®, CDAA™ Twin Cities Wealth Strategies I help busy professionals & business owners make smarter 💰 decisions!
Maple Grove Nationwide
Dave Grant, CFP® Retirement Matters Retirement planning, specializing in AbbVie executives
Barrington Nationwide
Christopher Lloyd, CFP® Lloyds Intrepid Wealth Management A guide for planning, money and bucket lists.
The Woodlands
Bryan Wisda, CFP® Almega Wealth Management Helping already successful families create a life beyond wealth
Scottsdale Nationwide
Malissa Marshall, CFP®, MS Tax, EA Soaring Wealth LLC Financial & Tax Planning for Equity Compensation & Cross-Border Situations
Bristol Nationwide
Scott Frank, CAIA, CPWA® DeWitt Capital Management
Gilbert Nationwide
Bill McNeer, CFP® Capasso Planning Partners Your Trusted Wealth Partner
Winston-Salem Nationwide
Royce G. Itschner, CPA, CFP® Clear Rock Advisors Managing Director
Kerrville Nationwide
Grant Meyer, CFP® GTS Financial Financial Planner | Proud Father | Rockstar Runner
Bloomington Nationwide
Adell, Harriman & Carpenter, Inc. Your financial home for every season of life.
Houston
Jared Tanimoto, CFP® Ascent Wealth Advisors InvestmentNews 40 Under 40, Financial Planning Association OC Board Chair
Irvine Nationwide
Matt Pruitt, CFP®, CFA Exhale Wealth Management Flat fee financial partner for tech professionals with equity compensation.
Minneapolis Nationwide
Jay Slagle, CFP®, AIF® Rather & Kittrell Together we can design a plan that will guide to a successful financial future.
Farragut Nationwide
Freeman Linde, CFP® La Crosse Financial Planning Financial Planning for Folks over 50
La Crosse Nationwide
Cassandra Smalley, CFA, CFP® Cassandra Smalley Wealth Management Financial planning designed with women in mind.
St. Petersburg Nationwide
Kaleb Paddock, CFP® Ten Talents Financial Planning Optimize & Coordinate Your Finances For Retirement
Parker Nationwide
Tim Uihlein, CFP®, MBA Vincere Wealth Management Partner and Financial Advisor/Senior Wealth Manager
Indianapolis Nationwide
Rebecca Conner, CPA, CFP® SeedSafe Financial You nerd out on tech and we’re geeked about your financial potential.
Austin Nationwide
George Kiraly Jr., CFP®, MBA LodeStar Advisory Group, LLC Personalized Guidance For All The Financial Decisions That Impact Your Life
Naples Nationwide
Doug “Buddy” Amis, CFP®️ Cardinal Retirement Planning Expert Advice Delivered With All the Details
Durham Nationwide
Bret Robertson, CFA Glean Financial Your Roadmap to an Excellent Financial Future
Chattanooga Nationwide
William Bevins, CFP® CTFA Cypress Capital Nashville Fiduciary Advisor, CERTIFIED FINANCIAL PLANNER™
Franklin Nationwide
Cobin Soelberg, M.D., J.D. Greeley Wealth Management Helping busy physicians build a life of financial freedom
Bend Nationwide
Liz Sylvan, CFP®, CDFA® Cultivating Wealth Real Life. Real Money. Real Financial Plans.
New York Nationwide
Tim Melia, CFP®, MBA Embolden Financial Planning LLC Advice Only. Hourly Fee Only. Financial Planning For Your Goals. Be Emboldened.
Seattle Nationwide
Lindy Venustus, CFP® Create Financial Planning Fee Only – Fiduciary for nice people who want to get it right
Bloomington Nationwide
Tommy Lopez, CFP®, CRPC® Coffeehouse Capital Brewing Financial Independence, One Financial Plan at a Time
Fresno Nationwide
Daniel P. Johnson, CFP® Forward Thinking Wealth Management Real Financial Planning for High-Stress Physicians
Akron Nationwide
Skee Orr, CFP®, AIF® Rather & Kittrell Together we can design a plan that will guide to a successful financial future.
Farragut Nationwide
Mindy McCubbin, ChFC Truman Wealth Advisors Sharing the secrets to building TruWealth
Columbia Nationwide
Alexis Woodward, CFP®, CKA®, CDAA Blend Wealth Wealth planning for Christian business owners.
Indianapolis Nationwide
Melissa Walsh, CFP®, CFA, AIF Clarity Financial Design You deserve financial clarity.
Sarasota Nationwide
Thomas Eslinger Pillar Financial Group Our structurally sound strategies can help strengthen your retirement blueprint.
Fresno Nationwide
Deb Meyer, CFP®, CPA/PFS, CEPA WorthyNest Smart money strategies for faith-driven parents.
Punta Gorda Nationwide
Marianne Nolte, CFP® Imagine Financial Services CFP® for women
Lake Havasu City Nationwide
Brendan Dooley, CFP®, CRPC® Meaningful Wealth Management LLC Financial planning for stock compensation and self-employment
Flourtown Nationwide
Andy Moran Ad Astra Financial Planning We Help Millennial And Gen Z Tech Pros Take Sabbaticals And Quit Their Jobs
Henderson Nationwide
Cait Howerton, MBA, CFP® Archer Investment Management Inclusive and heart-centered financial advice as a Certified Financial Planner™
Atlanta Nationwide
Philip Weiss, CFA, CPA Apprise Wealth Management Helping people invest with purpose, information, and confidence.
Phoenix Nationwide
Douglas Boring, CFP®, CKA® Aspire Financial Planning Managing Partner, Senior Wealth Advisor
Roseville Nationwide
Corey Long, CFP® Clear Rock Advisors Managing Director
Austin Nationwide
Mark V Powell Edward Jones Financial Advisor- (CRPC)
Huntsville Nationwide
Stanley Himeno-Okamoto, CFA, CFP® DRS Financial Partners Helping tech professionals make smart decisions with their equity compensation.
San Francisco Nationwide
Valerie Rivera, CFP® FirstGen Wealth Financial planning for the Firsts in their family to build wealth.
Chicago Nationwide
Don P. Martone, CFP®️, CPWA®️, ChFC®️, CLU®️ Merrill Lynch Tax Smart Wealth System for Seasoned Plastics Industry Professionals
The Woodlands Nationwide
Jennifer Kirby, CIMA®, CSRIC® Talisman Wealth Advisors Purpose-driven Fiduciary Financial Advisor
Mountainside Nationwide
Tim Dyer Dyer Wealth Managment Join my inner circle of knowledge designed to protect and grow your wealth
San Diego
Douglas Finley, MS, CFP, AEP, CDFA Finley Wealth Management A Fee-Only Fiduciary designed for the middle-class millionaire.
Estero Nationwide
Jamie Lima, CFP®, CDFA®, MBA Woodson Wealth Management Helping mid-career professionals better manage, maximize, and grow their wealth
Ramona Nationwide
Michelle Gordon, CETF® Investably You only get one life. Make it a great one.
Bethesda Nationwide
Michael Anderson, CFP® Woodson Wealth Management Serving early and mid-career professionals
Ramona Nationwide
Danika Waddell, CFP®, RLP®, CSLP® Xena Financial Planning Guiding women in tech to forge their own paths
Seattle Nationwide
David Ferland Lennox Insurance and Financial LLC Financial Advisor at Lincoln Financial Securities
Rumford Nationwide
Dustin Suttle, MBA, CFP®, CRPC®, AAMS® Suttle Crossland Wealth Advisors, LLC Experienced. Trusted. Low Cost.
Scottsdale Nationwide
Mike Hunsberger, ChFC®, CFP®, CCFC Next Mission Financial Planning Financial Planning for Military and Veterans
Saint Charles Nationwide
David Fowler, CFP®, ChFC® High Mountain Financial Financial Planner for Professionals Who Love the Outdoors
Hawthorne Nationwide
Brian Tegtmeyer, CFP® Truly Prosper Financial Planning Flat Fee Financial Planning for Individuals Over Age 50.
Dublin Nationwide
Brett Tushingham, CFP® Tushingham Wealth Strategies Proactive retirement planning for entrepreneurs.
Wilmington Nationwide
Kelly Klingaman, CFP®, RLP® Kelly Klingaman Financial Planning Financial Planning for Professional Women & Dual-Career Couples
Austin Nationwide
Michael Raimondi, MFA, CFP® Clarus Group Financial Planner for Creative Professionals
New York Nationwide
Brian Behl, CFP®, CRPC®, CDFA™ Behl Wealth Management Helping people like you prepare for the retirement you have worked hard for.
Delafield Nationwide
Eric Amzalag, CFP®, RICP® Peak Financial Planning Financial Planning that Creates Peace of Mind
Los Angeles Nationwide
Amir Noor, CFP® United Financial Planning Group, LLC Financial Wellness Coach | Fiduciary Financial Advisor | Tech Enthusiast
Hauppauge Nationwide
Jacob Yocco, CFP® Cardinal Retirement Planning Maximize Your Opportunity with Thoughtful Solutions
Norfolk Nationwide
Amanda Howerton, CFP®, CDFA® Rather & Kittrell Together we can design a plan that will guide to a successful financial future.
Farragut Nationwide
Ayad Amary, MBA, CFP®, AIF Wealthcare of The Lehigh Valley A goals-based plan connects the dots and brings purpose to your wealth and work.
Nationwide
Paul Monax, CFP® Agile Wealth LLC Financial Planning for Software Engineers who want to “Get it Right”
Littleton Nationwide
Russ Kefauver, AWMA®, CRPC® Kefauver Financial Planning & Wealth Management When ‘LIFE’ HAPPENS. our real work together BEGINS
Maryville Nationwide
Alonso Rodríguez Segarra, CFP® Advise Financial We transform your finances to transform your life.
Coral Gables Nationwide
Ryan Graves, CFA Bemiston Asset Management World’s greatest millennial financial advisor in St. Louis.
St. Louis Nationwide
Jeff Grimes Parakaleo Planning Fee Only Advisor for Christians going through life transitions
New Braunfels Nationwide
Justin Castelli, CFP® RLS Wealth connecting spirit, mind, body, and money
Fishers Nationwide
Scott Snider, CFP®, RICP® Paragon Wealth Strategies Partner at PARAGON Wealth Strategies, LLC
Jacksonville Nationwide
Chris Mankoff, CFP® JTL Wealth Partners Journey > Time > Legacy | Empower Your Future
Southlake Nationwide
Todd Smurl, CFA Integrity Financial Planning Personal Indexing allows us to treat every client like they are our only client
Houston Nationwide
Eric Wilson Pillar Financial Group Our structurally sound strategies can help strengthen your retirement blueprint.
Fresno Nationwide
Chris Mamula Abundo Wealth Flat Fee Financial Planning For All Of Life’s Adventures
Ogden Nationwide
Ryan Langan, CFP® YOURPATHFi Modern Financial Planning For Millennial Families.
Philadelphia Nationwide
Nicholas Tilli, CFP® Tilli Wealth Management Because Life’s About More than Just Money
Minnetonka Nationwide
Michelle Francis Life Story Financial Denver Financial Advisor for Independent Women
Arvada Nationwide
Roberto Rivera, CFP®, CIMA® Freedom Advisory® Director of Financial Planning
Guaynabo Nationwide
Phil Francois Foundation Wealth Planning Helping families align their finances with their Christian values
Salina Nationwide
Anthony Aulffo, CFP® Cardinal Wealth Group A Clear Direction for Your Retirement
Cherry Hill Nationwide
Kyle Wetters, CFP® Tenet Wealth Partners Next-Generation Fiduciary Financial Advisor Based in Champaign, IL
Champaign Nationwide
Michael Jensen, CFP® Falcon Wealth Planning Planning Made Simple.
Irvine Nationwide
Mark Shemtob, CFP®, FSA Mark Shemtob Financial Planner LLC Customized Retirement Planning Expertise
Denville
Justin Porter, CPA, PFS, CFP®, J.D. Porter Wealth Management, LLC Minimize taxes and preserve wealth for the next generation
Atlanta Nationwide
Daly Andersson, CFA, CFP® Tenet Wealth Partners Next-Generation Fiduciary Financial Advisor Based in Champaign, IL
Champaign Nationwide
Elliott Appel, CFP®, CLU®, RLP® Kindness Financial Planning Fee-only financial planner focused on widows and caregivers
Madison Nationwide
Rob Lloyd, CFA Lloyds Intrepid Wealth Management Explainer of markets, plans and portfolios.
The Woodlands Nationwide
Terrie Amundson, CFP® The Heights Financial We empower retirees and business owners with tax-efficient financial strategies.
Inver Grove Heights Nationwide
Joe Dunat The Sturkie Wealth Management Group of Stratos Wealth Partners Dedicated to help you achieve a work-optional lifestyle
Lexington Nationwide
Niels Buksik, CFP® ANCHORY Life is complicated enough, we are here to make yours easier!
Southlake Nationwide
Kevin Estes Scaled Finance Financial planner helping T-Mobile employees and families live their best lives.
Bellevue Nationwide
Chris Chen, CFP®, CDFA® Insight Financial Strategists LLC Retirement Planning. Tax Efficient Investing. Post Divorce Financial Success.
Newton Nationwide
Dan Reiter, CFP®, CPA Prosperity Planning Wealth Manager | Transforming Success into Prosperity
Kansas City Nationwide
Patrick G. Moore, CFP®, EA Ironclad Wealth Management Helping small business owners make sense of their money
Atlanta Nationwide
Steven Wachs Legacy Consulting Group Bring Your Wealth To Life
Plano Nationwide
Chris Kittrell Rather & Kittrell Together we can design a plan that will guide to a successful financial future.
Farragut Nationwide
Bruce Barton, CFP® CFA Parkworth Wealth Management for Tech Professionals
Los Gatos Nationwide
Erik Barnes, CFP® Retirement Portfolio Partners Providing tax-efficient retirement planning and investment management for a flat
Naperville Nationwide
Doug Greenberg Pacific Northwest Advisory Dedicated to Serving as Your Partner
West Linn Nationwide
Ryan Bannister, CPA 1Up Financial Advisors Financial Planning for Busy Twitch & YouTube Creators.
Raleigh Nationwide
Michael Funk Pillar Financial Group Our structurally sound strategies can help strengthen your retirement blueprint.
Fresno Nationwide
Chris Dime, CFP® Dime & Associates Financial Planner l Army Officer l CFP® AEP® RICP® ChSNC® CLU® ChFC®
Edmonds Nationwide
Yohance Harrison, BFA™️, CRPC®️ Money Script Wealth Management Empowering you to design your money script and improve your financial future!
Cedar Hill Nationwide
Zack Swad, CFP®, CWS®, BFA™, AWMA®, AAMS® Swad Wealth Management Retirement Planning for People Age 50+
Santa Rosa Nationwide
Christopher Coleman, MBA Fiduciary First Advising Fee-Only | Fiduciary | Financial Advisor and Retirement Planner
Rochester Nationwide
Jeremy Keil, CFP®, CFA, CIMA® Keil Financial Partners Find your ideal retirement strategy with our 5 step retirement income process.
New Berlin Nationwide
Michelle Underwood Gass, CPA, CFP®, RLP® Paradigm Advisors Helping young families achieve financial confidence to enjoy what matters most
Dallas Nationwide
Lori Bodenhamer Abundo Wealth Flat Fee Financial Planning For Everyone
San Francisco Nationwide
Daniel Yerger, MBA, CFP®, ChFC®, AIF®, CDFA® MY Wealth Planners The only fee-only CFP® Professional in Longmont, CO.
Longmont Nationwide
Tim Woodward, CFP®, CKA®, CDAA, MBA Blend Wealth Wealth planning for Christian business owners.
Indianapolis Nationwide
Eric Johnson, CFP® Millennial Wealth Management Comprehensive Financial Planning and Investment Management for Millennials.
Broomfield Nationwide
Syl Michelin, CFA Walkner Condon Financial Advisors Accessible, Dependable, Comfortably Unique
Madison Nationwide
Eric Maldonado, CFP®, MBA, CEPA Aquila Wealth Advisors Helping Small Business Owners and Their Families Achieve Financial Freedom
San Luis Obispo Nationwide
Jesse Carlucci, CFP®, Ph.D Arrow Investment Management Family financial planner focused on investing, retirement, & estate planning
Oklahoma City
Sean Britton, MPA STAT Financial Health Fiduciary Financial Advice & Tax Services
Vestal Nationwide
Olivia Lima, PhD Abundo Wealth Flat Fee Financial Planning For All Of Life’s Adventures
Sioux Falls Nationwide
Scott Boyles, CFP Brightscape Investments Managing Director of Brightscape Investment Centers
Dallas Nationwide
Jacob Rothman, CPA, CFA, CFP® Rothman Investment Management You work hard for your money. Now make it work for you.
Atascadero Nationwide
Brittany Wolff, CFP®, AAMS® Wolff Financial Financial planning for millennial women and couples.
Greenville Nationwide
Chase Kerby, CFP®, AIF® Rather & Kittrell Together we can design a plan that will guide to a successful financial future.