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  • www.prosperiteaplanning.com
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Tea & Taxes Company dba ProsperiTea Planning is a member of the Franklin County Chamber of Commerce, and the Franklin County Community Development Corporation. Wendy Marsden, CPA CFP® RIA, is a member of the National Association of Personal Financial..
Relevance: 27.911251
  • greenwoodcapital.com
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* Prior to 2001, Greenwood Capital Associates and the term "Firm" refers to Greenwood Capital Associates, Inc. (GCAI) which was established in 1983. On or about June 29, 2001, Greenwood Capital Associates, LLC acquired substantially all the assets of..
Relevance: 27.476238
  • doxacap.com
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Doxa Capital is commited to delivering transparency, simplicity, and integrity to every relationship and investment... Doxa Capital is built on a foundation of three pillars: its investors, its investments, and its philanthropy. For investors,..
Relevance: 27.433401
  • advisor.janney.com
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Waingart Wealth Advisors is a high net worth Financial Advisor team based in Greenville, SC focused on advising senior executives and corporate professionals on how to retire and worry less about it. We want to become your advisor for life, and..
Relevance: 27.062895
  • www.wespac.net
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WESPAC was founded to deliver administration and recordkeeping services to retirement plans. Through WESPAC Plan Services, LLC, we still continue to offer the personalized service and creative level of plan design to small and mid-sized employers..
Relevance: 26.993084
  • www.bleeckfinancial.com
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You need an advisor you can trust. Bleeck Financial Management, Inc. is licensed by the Department of Business Oversight a Registered Investment Adviser. We choose to practice as an RIA because we want to provide you investment advice as a fiduciary,..
Relevance: 26.823048
  • www.heritagefinancialnetworks.com
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Founded in 1986, We serve as Wealth Advisors to highly successful individuals, business owners, executives, those in life transition, retirees and young families. We are a network of professional advisors, tax professionals, and estate attorneys. Our..
Relevance: 26.730013
  • www.glansteinllp.com
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Glanstein LLP is a New York City based law firm which helps its clients resolve their issues before courts, government agencies, and in complex negotiations. The firm handles matters across industries including transportation, real estate, financial..
Relevance: 26.542656
  • firstamtrust.com
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First American Trust is a wholly owned subsidiary of First American Financial Corporation (NYSE: FAF), a Fortune 500 company founded in 1889. First American Trust is an OCC Regulated Federal Savings Bank headquartered in Orange County, CA with over..
Relevance: 26.222599
  • tjwfiduciary.com
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Our company was established by Timothy J. Windos, who has over 20 years of experience as a Financial Advisor and as a Branch and District Manager in the retirement plan industry. In his supervisory roles, Tim has served as the primary Relationship..
Relevance: 25.87675
  • citronalex.com
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Citron Alex is a Pittsburgh based boutique law firm that provides customized planning services. Citron Alex has been advising our clients for over 40 years. We are committed to delivering high quality tax, estate, trust, real estate and business..
Relevance: 25.806797
  • steppandrothwell.com
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Stepp & Rothwell, Inc. is different. We offer all of our services, including investment advising and investment management, as part of our comprehensive fee-only financial planning service. We manage your investments, but we don't charge commissions...
Relevance: 25.75977
  • foursteps.io
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Security is of the utmost importance at Foursteps. Foursteps is a fiduciary, which means we will always place our clients interest ahead of our own. This isn't only true about the advice we give, but also in the way we protect and defend client..
Relevance: 25.721632
  • planwithcardinal.com
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These days Cardinal Retirement Planning is based in Durham, NC, with home offices in Chapel Hill, NC, and Norfolk, VA. Erica shifted to managing our business rather than advising clients, and Jacob has been invaluable as my (and our clients') right-..
Relevance: 25.126734
  • wealth-innovations.com
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Wealth Innovations, LLC is an independent, fee-based financial advisory firm. Our independence allows us to represent the whole universe of investment and insurance products. We diligently adhere to the fiduciary standard and have done so since our..
Relevance: 25.108356
  • wbplannetwork.com
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The Wealth & Business Planning Network is a collaborative team of "independent" wealth planning and business planning professionals dedicated to delivering the most efficient tax, legal and financially advantageous solutions to those successful..
Relevance: 24.81916
  • www.lpgcm.com
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At LPG Capital Management, we place immense value on integrity, quality service and client relationships. Since opening our doors, our approach has remained decidedly simple, genuine and straightforward: get to know our clients well, treat them with..
Relevance: 24.288841
  • mfadvisers.com
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MF Advisers is a fee-only RIA firm & fiduciary based in PA and FL specializing in wealth management, investment advice, and financial planning... MF Advisers, Inc. is an RIA firm fiduciary based in Dallas, PA Jensen Beach, FL specializing in wealth..
Relevance: 23.701963
  • www.iamafiduciary.com
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Welcome to the virtual home of Taylor & Associates, a Fiduciary Registered Investment Adviser and boutique financial planning firm located in Santa Monica, California offering comprehensive, fiduciary financial planning and investment advisory..
Relevance: 23.20702
  • strat-capital.com
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Austin Texas based Strategic Capital is a Registered investment Advisory firm in Austin and offers holistic, fee based advisory services without a conflict of interest. We are a fiduciary - our goal is your best interest. We offer a significant..
Relevance: 23.17075
  • www.thefiduciarystandard.org
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The Committee was formed in June 2009 by a group of investment professionals and fiduciary experts, just as policymakers and industry leaders were reviewing the repercussions of the financial crisis, to advocate that all investment and financial..
Relevance: 22.919193
  • www.fiduciarycounselors.com
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FIDUCIARY COUNSELORS INC. is an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. The firm primarily acts as an independent fiduciary for employee benefit plans. With our extensive..
Relevance: 22.8801
  • paragonwc.com
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On a daily basis, Paragon Wealth Counselors are working hand-in-hand with Little Rock, Arkansas's Sowell Management. With $4 billion in affiliated assets, Sowell Management is a nationwide industry leader in the Registered Investment Advisor space..
Relevance: 22.62461
  • www.reisbaum.com
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Helping philanthropy have the greatest impact in the context of your personal, professional, family, and life goals... Mark Reisbaum brings nearly 30 years of professional experience as a foundation and nonprofit executive to his work, advising..
Relevance: 22.318615
  • www.fiduciaryfinancialpartners.com
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Fiduciary Financial Partners, LLC is a Registered Investment Adviser. This website is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Fiduciary Financial Partners, LLC and its..
Relevance: 22.29504
  • www.tffadvisors.com
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True Fiduciary Financial Advisors is a Registered Investment Adviser with active registration in Arizona, Colorado, Utah, and Texas. Advice may not be rendered by True Fiduciary Financial Advisors unless a signed agreement is in place. Past..
Relevance: 21.761091
  • www.jamielinkowski.com
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Jamie Linkowski is a fiduciary who consults and advises clients with the objective of helping employers and employees optimize their benefits system. Jamie has expertise in the financial planning, investment, tax, and insurance fields, and works to..
Relevance: 21.658047
  • laughlinfin.com
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Laughlin Financial LLC is a registered investment adviser, providing investment and financial planning on a fee-only basis with a model based on advice, not sales. The firm works with clients of all types, situations, and circumstances... Fee-only..
Relevance: 21.366571
  • www.lprince.com
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Financial planners are actually fiduciaries. What is a fiduciary? It is a term from the Latin (fides means "faith" and fiducia means "trust") which involves a legal or ethical relationship of trust between two or more parties. What does that mean for..
Relevance: 21.291498
  • www.efsga.net
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Echols Financial Services is a fiduciary financial planning company in Cumming, GA, specializing in retirement income planning, tax planning, and investment management for retirees and people close to retirement... Echols Financial Services is a..
Relevance: 21.288029