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Find a Financial Advisor on Wealthtender

📍 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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Blake Bagshaw, ChFC® Sims Investment Management, LLC Helping you Lead a Life of Greater Financial Security and Personal Success
Cincinnati, OH Nationwide
0 Certified Advisor Reviews™
Logo for ProsperPlan Wealth featuring a stylized green leafy branch with two yellow dots inside a blue circle, next to the company name in blue and green text.
Lauren M. Williams, CFP®, CRPC®, MBA ProsperPlan Wealth Retirement Expert for Nurses and Doctors, tech employees, and business owners
Gold River, CA Nationwide
27 Certified Advisor Reviews™
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Matt Davis, CFP® Quotient Wealth Partners Our Best Work. Your Best Life.
Houston, TX Nationwide
27 Certified Advisor Reviews™
Logo for One Advisory Partners featuring a blue tree icon next to the word
William Snider ONE Advisory Partners Wealth Strategies for Successful, Busy Professionals
Denver, CO Nationwide
0 Certified Advisor Reviews™
Logo featuring a stylized bull's head with
Steven Calio, CFP®, CPFA® CSG Financial Chief Executive Officer at CSG Financial
Dover, DE Nationwide
19 Certified Advisor Reviews™
A serene evening at a coastal location with a long pier stretching into the water, featuring an elegant graphic celebrating the 25th anniversary of an organization named
Cassandra Laymon, MBA, CFP®, CKA®, CPFA Beacon Wealth Consultants Helping business owners plan for the future while preserving their faith values.
Roanoke, VA Nationwide
51 Certified Advisor Reviews™
An elegant black business card with a diagonal gold line separating the company name
Paul Culbreth, CFP® Culbreth Wealth Management, LLC Plan, Manage Risk, Grow, Enjoy Life.
Dacula, GA Nationwide
2 Certified Advisor Reviews™
A sailboat on the water at sunset with
J Lawrence Manley Jr., CFA Manley Capital Management Responsible Wealth Management
Far Hills, NJ Nationwide
0 Certified Advisor Reviews™
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Vrishin Subramaniam CapitalWe Fee-Only Financial Planning for the Globetrotting Indian Millennials and Gen Z
Arlington, VA Nationwide
0 Certified Advisor Reviews™
Corporate support message on a blue background: 'in all of life's transitions, rk is here to help.'.
Jeff Hall, CFP®, CIMA®, CKA® Rather & Kittrell Together we can design a plan that will guide to a successful financial future.
Knoxville, TN Nationwide
18 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™
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Todd Bryant, CFP® Signature Wealth Partners Financial Planning for Life’s Milestones
Winter Garden, FL
0 Certified Advisor Reviews™
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