More Fields

Filters

Profiles which have:

Recent Changes

Profiles with recent changes to:
Sign up to Download

1-30 of 501 results

  • www.launchmyfinances.com
  • 2
Purposeful Strategic Partners offer personal financial coaching as a fiduciary financial advising firm... Purposeful Finance is a 501(c)3 Nonprofit Organization dedicated to providing free and low-cost financial planning resources to the public...

Relevance: 110.12705
  • www.askstrategicadvisory.com
  • 1
  • 1
Strategic Advisory Services, LLC was founded in October of '85, with the goal of serving whomever it could. Since then, we have been proud to work with people from all walks of life; AT&T employees, airline employees, oil & gas employees, business..

Relevance: 103.734024
  • wealthuadvisors.com
Fee-only and fiduciary financial planner based in Harrisburg, PA . Financial planning and advising for professionals and young families across the country...

Relevance: 48.07634
  • www.practicalportfolios.com
  • 2
  • 1
  • 1
Practical Portfolios LLC is an independent fiduciary, investment adviser and financial planning firm based in Manitowoc, Wisconsin. We help people invest profitably and manage their resources to achieve personal financial and retirement goals..

Relevance: 43.99301
  • mrtimothyhooker.com
Timothy Hooker is an Accredited Investment Fiduciary® (AIF®) on a mission to strengthen your financial peace of mind. He provides investment advising, tax strategy and personalized financial planning for executives, business owners and affluent..

Relevance: 42.076317
  • forwardfi.com
  • 1
  • 1
Forward Financial was founded in 2019 by the owner and Certified Financial Fiduciary, Steve Thurmond. Steve is a Certified Financial Fiduciary and holds Life, Health, Property, Casualty, and Legal Insurance licenses in 37 states from coast to..

Relevance: 41.47376
  • breakwaterfinancial.com
  • 1
  • 1
  • 2
Breakwater Financial is a fee-only financial planning firm and Registered Investment Advisor. We are proud to be held to the fiduciary standard when advising our clients. We feel strongly that financial planning should be accessible to everyone, this..

Relevance: 41.233017
  • www.hannaretirement.com
  • 1
  • 2
  • 1
To help our clients and their families by serving as a Fiduciary in advising clients regarding investment decisions... Provide advice about a broad range of financial, tax, legislative and economic issues... Years of experience have prepared us to..

Relevance: 40.798393
  • www.firstavenuecounsel.com
  • 1
  • 2
Your portfolio manager at First Avenue is a fiduciary. That means we have a duty to act with care, honesty and good faith, always in the best interest of our clients. Investment decisions must be independent and free of bias. As fiduciaries, we are..

Relevance: 37.818676
  • fintg.com
  • 2
  • 5
  • 2
As a full service financial planning office our advisors will help you choose the right products and services to help you achieve your goals. We focus on process more than products and have a fiduciary responsibility to do what is in your best..

Relevance: 37.46653
  • www.businessconsult.mu
  • 1
  • 2
Business Consult is an offshore management company, duly licensed by the Financial Services Commission (FSC) of the Republic of Mauritius, with deep experience in delivering financial and fiduciary services across a broad range of structures,..

Relevance: 37.239418
  • www.aegisfinancialadvisors.com
  • 1
  • 2
Aegis Advisors is an independent wealth advisory and financial services firm. As an independent firm, we offer objective solutions with our client's goals in mind. We do not manufacture financial products nor do we have proprietary products that we..

Relevance: 37.169144
  • www.silverstone.financial
  • 1
Silverstone Financial was founded on the idea that financial advising could be built better. We provide a variety of financial advisory services to individuals, families, and businesses. We use powerful software and technology to identify investment..

Relevance: 37.16879
  • www.magdalenofinancial.com
  • 1
  • 2
Magdaleno Financial Services is a combination fee and commission firm that voluntarily conforms to a fiduciary standard when advising our clients. As an independent firm with no proprietary products, our business model enables us to operate as..

Relevance: 37.14719
  • www.mjcwealthmanagement.com
  • 5
  • 1
  • 4
Our Mission is to Help Nice People Live Happy Lives. Our expertise goes beyond traditional financial advising. We look at your whole financial picture., anywhere from debt consolidation and tax evaluation to retirement and legacy planning. --- We..

Relevance: 36.984898
  • www.theplanadvocate.com
  • 9
  • 2
  • 10
The Plan Advocate is a team of such specialized advisors within Independence Square Advisors - an independent retirement plan and wealth management services firm powered by LPL Financial as their broker/dealer... We are The Plan Advocate at..

Relevance: 36.626053
  • swdgroup.com
  • 1
  • 7
  • 50
Strategic Wealth Designers is an independent financial planning firm. Our certified financial advisors offer fiduciary retirement and wealth advising... At Strategic Wealth Designers our events range from educational dinners, to retirement planning..

Relevance: 36.60084
  • finplansd.com
  • 4
  • 2
As an independent financial planning practice, we commit to the principles of the Fiduciary Standard. We strive to remain unbiased towards products and companies, instead focusing on providing custom advice and education to clients from all walks of..

Relevance: 35.86607
  • www.diagnosemywealth.com
  • 14
  • 1
  • 13
At Wealth Health, we are unwavering in our commitment to placing your financial well-being at the forefront. As a fiduciary planning firm, we bring a unique perspective to the table - a Tax-First Mindset. We don't just understand taxes; we embrace..

Relevance: 35.607193
  • www.limborgwealth.com
  • 1
  • 2
The Limborg Group is a fiduciary advisor, which means we are legally bound-and personally committed-to always act in your best interest. We work for you, not an investment company. You will never be sold a financial product. Our costs (available on..

Relevance: 35.320183
  • www.burkhartig.com
  • 1
  • 2
  • 1
Burkhart Investment Group is an independent, privately-owned, fee-only investment advisory firm. Burkhart Investment Group is dedicated to helping individuals, retirement plan sponsors, business owners, as well as foundations/endowments build..

Relevance: 35.152367
  • www.theplanadvocate.com
  • 11
  • 2
  • 11
We are The Plan Advocate at Independence Square Advisors, an independent consulting practice advising retirement plan sponsors as investment fiduciaries. We understand the main concerns that plague plan sponsors: fiduciary responsibilities, how their..

Relevance: 34.914772
  • iccnv.com
  • 3
  • 2
  • 3
ICC is a leading independent wealth management firm in Las Vegas. ICC offers wealth management for individuals, businesses, and institutions. As financial advisors, we believe our role is to guide our clients in making investment decisions that not..

Relevance: 34.865627
  • finmyn.com
  • 1
  • 1
finmyn is our endeavour to bridge this gap by providing "Fee-Only" advisory. In other words - "No commission from any product recommended by us". Our business model ensures that our advice is aligned with your financial needs. By being a SEBI..

Relevance: 34.491665
  • www.bcorkern.com
  • 1
  • 3
Barry M. Corkern and Company, Inc. has provided fee-only, comprehensive wealth management. We believe that people prefer to make financial decisions unclouded by commission-driven sales rhetoric. Barry Corkern, a fiduciary advisor, acts in his..

Relevance: 34.393394
  • www.cardinalhillwm.com
  • 1
  • 3
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state...

Relevance: 34.111084
  • www.salvuswealth.com
  • 7
  • 2
  • 7
At Salvus, we seek to be your trusted advisor and first call firm for all of your financial needs. Our goal is to provide world class investment advisory services that go beyond traditional financial advising to you and your family to help meet your..

Relevance: 33.607952
  • www.ffai.net
  • 2
  • 10
Foundation Financial Advisors has long been committed to the fiduciary standard before the term became a financial industry buzzword. When providing advice, we will put your interests first. As an Independent Registered Investment Advisor firm, we..

Relevance: 33.476307
  • www.northlandwealth.com
  • 1
  • 2
  • 8
Northland Wealth Management was founded in 2011 with the mission to go above and beyond for the families we serve. This meant advising families on how to not just maintain, but to grow their financial and human capital over generations... Northland..

Relevance: 33.25853
  • gilbaumgarten.com
  • 2
  • 1
Gil Baumgarten is a disruptive wealth management pioneer whose experience from decades of advising and observing financial markets helps prepare investors to navigate their investments successfully through a self-aware and cost-sensitive methodology...

Relevance: 33.195004