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  • www.lightfinancialservices.com
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Light Financial Services is an independent, fee-only financial planning and investment management firm. Our goal is to provide clear and unbiased financial planning and investment management services to our clients... Get professional financial..
Relevance: 87.497635
  • www.longruninvestments.com
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Long Run Investment Management, LLC is a comprehensive investment and financial planning firm... Our firm is set apart from those whose only tool is financial planning. We are an investment management firm that integrates financial planning into..
Relevance: 87.230804
  • www.apexinvestment.ca
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We are a multi-service financial planning and investment management company with offices in Uxbridge and Whitby. We believe in combining our advanced industry knowledge along with our core values of honesty, integrity and trust, to help you unlock..
Relevance: 86.1801
  • www.stewartfm.com
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Stewart Financial Management, Inc. (SFM) is a full-service Investment Management and Financial Planning institution. The firm specializes in a diverse array of investment vehicles to support the complex needs of today's investors. SFM works to..
Relevance: 85.1447
  • obriencm.com
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O'Brien Capital Management, ("OCM") is a Fee-Only financial planning and investment management company. We do not work on commission or sell any products, which allow us to provide unbiased investment and financial planning advice. OCM was founded by..
Relevance: 85.11493
  • www.fairlead-fa.com
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Fairlead Financial Advisors, LLC is a Marin County investment management and financial planning firm that provides a comprehensive wealth management solution to its clients. Investment portfolios are managed on a fee-only basis utilizing Charles..
Relevance: 84.89974
  • www.jblwealthstrategies.com
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JBL Wealth Strategies is a fee-only financial planning and investment management firm providing objective and prudent advice to individuals, families, and small businesses. Because we are not paid commissions and do not sell insurance products, our..
Relevance: 84.887566
  • www.flagstonefm.com
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Flagstone Financial Management is proud to be a fee-only financial planning and investment management firm... Flagstone Financial Management is an SEC registered investment adviser. Registrations as an investment adviser does not imply a certain..
Relevance: 84.54186
  • www.daflowersandcompany.com
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Founded in 2009, D. A. Flowers & Company is an independent Registered Investment Advisor (RIA) regulated by the State of California. We offer Financial Planning and Investment Management services to families, individuals and non-profit..
Relevance: 84.43204
  • hrwmgmt.com
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Over the following five years, and with the help of some amazing people, the firm transformed into a specialty boutique financial planning and investment management firm focused on serving clients with complex planning and investment needs... As the..
Relevance: 84.34343
  • www.millerfinancial.biz
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Miller Financial Group, LLC is an independent fee-only financial planning and investment management firm with over 30 years of experience in the Investment Advisory and Financial Planning field. We work alongside our clients and are fiduciaries for..
Relevance: 84.22741
  • www.octo-capital.com
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Octo Capital is an investment management and financial planning firm founded and led by Daniel Shub. As Registered Investment Adviser, we have a legal, fiduciary duty to put our client's interests ahead of our own. The firm's philosophy is centered..
Relevance: 84.13429
  • www.hathawayfinancialservices.com
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Hathaway Financial Services was founded in 2003 by Patricia Hathaway, CFP®, AIF®. Hathaway Financial Services' mission is to help individuals and couples realize their financial goals through thoughtful planning and prudent management of their..
Relevance: 84.002914
  • completeviewfinancial.com
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We are a fee-only financial planning and investment management firm serving clients, who are either retired or nearing retirement, located in San Antonio, Texas, and across the United States... We combine these financial planning and investment..
Relevance: 83.998276
  • www.reviewservicesinc.com
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Review Services Inc. (RSI) is a fee-only financial planning and investment management firm founded in 1987. The firm partners, Patricia A. Kiefer, CFP® and Tim A. Konicke, CFP®, bring over 40 years of combined experience in comprehensive financial..
Relevance: 83.82671
  • www.brooksinvestmentpros.com
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Brooks Investment Professionals is an investment management and financial planning firm providing prudent money management and comprehensive planning to individuals, trusts, foundations, and businesses through our Registered Representatives of United..
Relevance: 83.7882
  • www.jepsenfinancial.com
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Jepsen Financial is an investment management and financial planning firm established in 1995 that currently serves hundreds of investors. We provide personal, goal-oriented planning services that help our clients achieve financial security and..
Relevance: 83.58976
  • financial-futures-llc.com
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Founded in 2004, Financial Futures is a fee-only fiduciary independent financial planning and investment management firm with a specialization in tax planning... Finding an advisor that listens to you and makes you feel comfortable is the first..
Relevance: 83.5569
  • www.acornnh.com
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Acorn Financial is a client-focused financial planning and investment management firm dedicated to independence and a fiduciary spirit... Acorn Financial provides customized and integrated financial planning and investment management services to..
Relevance: 83.49592
  • www.darecapital.com
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Locally owned and operated, Dare Capital Management is dedicated to your financial future. Working with a Certified Financial Planner™️ puts your investments in good hands. Dare Capital's CFP® Professional is thoroughly vetted to uphold your highest..
Relevance: 83.49325
  • bonner-smith.com
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Bonner & Smith, LLC is a FEE ONLY comprehensive financial planning and investment management firm that specializes in active discretionary portfolio management, retirement planning, tax and estate planning... Bonner Smith, LLC is a FEE ONLY..
Relevance: 83.38097
  • berryadvice.com
As a Fee-Only Financial Planning and Investment Management firm in Worcester, MA, The Berry Group offers personalized financial advice...
Relevance: 82.63726
  • www.laneassetmanagement.com
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Lane Asset Management ("LAM") is a fee-only based investment management and financial planning firm managed by Edward Lane...
Relevance: 82.26808
  • perissosprivatewealth.com
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Perissos Private Wealth Management is a fee-only, Oklahoma state-registered premiere financial planning and investment management firm serving institutional and private clients throughout Oklahoma. Perissos does not charge commissions or sell..
Relevance: 82.23246
  • notofp.com
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Noto Financial Planning, LLC is a fee-only investment management and financial planning firm based in Texas... Noto Financial Planning is dedicated to helping clients cut through the noise, focus more on what is important, and achieve greater peace..
Relevance: 82.18529
  • www.bannoncompany.com
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Bannon & Company is an independent investment management and financial planning firm that provides high-net-worth entrepreneurs, business owners, and financially secure seniors with powerful financial solutions in a hands-on manner. We actively..
Relevance: 82.07414
  • www.afmwealth.com
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Allen Financial Management, LLC, is a private, mission-driven financial planning and investment management company with clients in 16 states. Allen Financial Management's President, Kenny Allen, has of over 20 years of experience in the industry. He..
Relevance: 82.00378
  • clerestoryadvisors.com
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At Clerestory Advisors, we partner with you to create clarity and overcome any obstacles- big or small... We are an independent, fee-only financial planning and investment management firm located in Minneapolis/St. Paul where we meet with clients..
Relevance: 81.978836
  • www.theanchorfg.com
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The Anchor Financial Group is a financial planning and investment management firm grounded by the importance of faith, family, and friendships. Tripp Mullen and his team help clients anchor their financial well-being with compassionate, personalized,..
Relevance: 81.60588
  • www.zorafinancial.com
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Zora Financial is a behavioral-based financial planning and investment management firm providing tailored advice from the comfort of wherever life takes you... ZORA FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISOR OFFERING ADVISORY SERVICES IN..
Relevance: 81.45398