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Interested in Joining 150+ Growth-Minded Advisors?

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Join AGC, The #1 Online Community for Financial Advisors

The AGC™ is a safe, collaborative community for financial advisors to grow personally and professionally alongside their peers.

Online Community

The AGC™ is a private online network where you can interact, engage, and collaborate with like-minded advisors.

Webinars + Workshops

Focused on personal growth, marketing, content creation, practice management, and more!

Resource Library

A community-built library of resources (templates, deliverables, checklists, etc.) to help advisors grow.

By Advisors, For Advisors

In 2019, Justin Castelli, CFP® & Taylor Schulte, CFP®, set out to create a private community for financial advisors like none other. Learn more.

📰 AGC In the News: AGC, The # 1 Online Community for Financial Advisors, Enters Its Next Stage of Growth by Joining Wealthtender

Get to Know AGC Members Featured on Wealthtender

LOOKING FOR AN AGC MEMBER NOT FOUND ON THE US MAP?

Jonathan Lakso Allied Capital Group Specialized Financial Planning And Investment Management For Business Owners
Fort Lauderdale, FL Nationwide
Carleton McHenry, CFP® McHenry Capital I help families maximize and achieve their best Return on Life (ROL)
Leavenworth, WA Nationwide
Nycole Freer, CFP®, BFA™ Eden Financial Helping Young Families & Business Owners Achieve Financial Freedom
Aliso Viejo, CA Nationwide
Rob Bruner, CFP®, ChFC Valtinson Bruner Financial Planning Minimize Taxes. Maximize Retirement Income. Retire With Confidence.
New Brighton, MN Nationwide
Dan VanDusen, CFP® Objective Wealth Financial Planning | Taxes | Investment Management
Phoenix, AZ Nationwide
Ben Simiskey, CFP®, CPA PLS Advisory, LLC Financial Planner | Fee-Only Fiduciary | Adjunct Instructor
Houston, TX Nationwide
Jill Isbell, CFP® Creative Financial Services Taking care of what’s important so you can focus on what matters most to you.
Colorado Springs, CO Nationwide
Tony Madsen, CFP® NewLeaf Financial Guidance Cash flow planning for mid-career (typically age 30-50) 1099 income earners.
Redwood Falls, MN Nationwide
Eric Olsen, CFP® Olsen Family Financial, LLC Financial Security | Time Freedom | Generational Prosperity
Columbus, OH Nationwide
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Q: Why aren’t all AGC members featured on the US map?

While the AGC community includes licensed financial advisors based in the US and overseas, Wealthtender operates exclusively in the US today. The US map above excludes AGC members not licensed in the US.

In addition, AGC respects the privacy of its members, including financial advisors who choose to participate in community activities on their own terms, and those under the supervision of regulated firms that preclude their inclusion.