Chelsea Ransom-Cooper, CFP®
Zenith Wealth Partners
We provide a flexible financial advisory experience to meet you where you are!
New York
Nationwide
Tremaine Wills, MBA, CFEI
Mind Over Money
I help black women create financial plans, invest and remove financial stress.
Newport News
Nationwide
Emlen Miles-Mattingly
Gen Next Wealth
First generation Six-figure income earners.
Madera
Dasarte Yarnway
Yarnway Wealth Management
At Yarnway W.M, we help entrepreneurs to optimize their personal & business plan
Sacramento
Garret Harper, ChFC
Harper Financial Strategies LLC
We work with small businesses as to provide insight and accountability.
Lawrence
Bonnie Maize, JD
Maize Financial
I love working with women, LGBTQIA folks, and working and middle-class families
Rossville
Jamie L. Clark, CFP®
Ruby Pebble Financial Planning LLC
Ruby P. Financial focuses on early retirement, lifestyle upgrades etc.
Seattle
Matthew Fox, CMT
Ithaca Wealth Management
I work with mostly millennials and college professors in Ithaca NY and Memphis.
Memphis
Phuong Luong, CFP
Just Wealth LLC
I work with clients across income and wealth spectrums.
Boston
Alex Koynoff
ATK Financial Prosperity, LLC
Focusing on individuals who have a career in Retail.
Oswego
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