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91-120 of 501 results

  • bluehavencapital.com
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Blue Haven Capital is a fee-only full fiduciary financial advisor based in Geneva, IL with clients all over the US and into Europe... Blue Haven Capital brings 40 years of market expertise to individuals and institutions across the world. We bring a..
Relevance: 21.208868
  • www.fygplanners.com.au
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FYG Planners management are committed to delivering an AFSL that allows advisers to put their clients first. This commitment is reflected through their position as founding members of the Global Association of Independent Advisers... Privately Owned..
Relevance: 21.195526
  • www.ngibsonlaw.com
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Gibson Law Offices, PLLC provides legal services to clients throughout all of Montana, with the firm's practice limited to elder law and disability trusts. The specific services offered include preparation of wills and trusts, particularly special..
Relevance: 20.936356
  • www.daviswehrle.com
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Davis & Wehrle, LLC is a Registered Investment Adviser (RIA) and as such, we operate completely independent from any investment or insurance companies... Davis & Wehrle, LLC, located in Central Texas is a Registered Investment Adviser providing..
Relevance: 20.773384
  • truesquarefinancial.com
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True Square Financial is an independent, fee-only financial planning firm. We hold ourselves to a fiduciary standard in everything we do... True Square Financial LLC is a registered investment adviser offering advisory services in Georgia and in..
Relevance: 20.76205
  • www.mjmfinadv.com
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MJM Financial Advisors provides clients with highly strategic financial advice making a meaningful difference in clients' lives... Fee Only NJ Planner Fee Only Adviser Fee Only Financial Planning NAPFA NJ CFP Fiduciary Fee Only Investments..
Relevance: 20.742744
  • optimistcap.com
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Optimist Capital LLC is a Registered Investment Adviser (Fiduciary at all Times) providing Institutional Wealth Management, Portfolio Management, Financial Consulting, Investment Counseling & Advice, as well as Teaching and Research...
Relevance: 20.529028
  • hustonfox.com
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We are professional, independent, fee-only investment advisers who manage fully customized portfolios for our clients. We don't want to be the largest firm, aren't Wall Street, and we aren't interested in anything except truly being your partner in..
Relevance: 20.482431
  • oakharborwealthpartners.com
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Oak Harbor Wealth Partners, LLC is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training... We serve our clients with a proactive,..
Relevance: 20.349655
  • www.johnsavadjian.com
John Savadjian is a top fiduciary financial adviser who is helping clients plan and reach their financial goals and retirement for over 30 years... A financial advisor is a professional who provides financial services to clients based on their..
Relevance: 20.265224
  • www.consilium.net.au
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Consilium offers a range of innovative solutions for independent financial adviser practices and financial institutions, providing efficiencies so advisers can spend their time where is it most valuable - with their clients... Leveraging an..
Relevance: 20.264568
  • www.meridianfinancial.net
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Not all financial advisers are fiduciaries. However, at Meridian Financial Advisors, we are Registered Investment Advisers acting in a fiduciary capacity and are obligated by law and oath to disclose and attempt to mitigate all potential conflicts of..
Relevance: 20.243923
  • fiduciaryadvice.com.au
We are proud to announce that Fiduciary Financial Group Pty Ltd has launched; moneyGPS - Australia's first "fully client-led, digital (single topic) advice platform" - i.e. no adviser support required...
Relevance: 20.204662
  • fiduciaryregistry.com
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DALBAR, Inc. has created and acts as registrar for the Registered Fiduciary and RF TM certification. As registrar, DALBAR certifies and authorizes the use of these certifications. RF TM is a trademark of DALBAR... Authority to act as registrar is..
Relevance: 20.093273
  • www.tamint.com
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We offer a range of investment services for individual private clients and intermediary professionals... Award winning fund manager in Mauritius creating international offshore investment portfolios for Financial Advisers Wealth managers HNWI's..
Relevance: 20.071224
  • www.creativeonewealth.com
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As fiduciaries, CreativeOne Wealth advisers are not bound to specific products and solutions. They are independent advisers with a suite of offerings to meet the unique needs of their clients. They are on your side, doing what's best for you... Our..
Relevance: 20.024391
  • newheightsplanning.com
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New Heights Planning advises you on your investments and manages investment accounts where applicable. New Heights Planning is an independent, fiduciary, and fee-only advisor, which means I always act in your best interest and never get paid a..
Relevance: 19.84277
  • 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: 19.798243
  • www.approachfp.com
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Approach Financial, Inc. is registered as an investment adviser in the state of Colorado and is licensed to do business in any state where registered or otherwise exempt from registration... Fee-only fiduciary financial advisor. Flat-fee, hourly,..
Relevance: 19.788044
  • www.jmestateplanning.com
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We represent individuals, families and businesses, focusing in the areas of taxation, wealth transfer and estate and business planning. We provide creative, customized estate plans to each of our clients. We spend the time to understand a client's..
Relevance: 19.78165
  • www.mcapitalmgt.com
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One of the many advantages of working with a boutique Registered Investment Advisory ("RIA") firm like Montecito Capital Management is we are 'hands-on' and this enables us to take our advisory services beyond investment decisions with counsel that..
Relevance: 19.705368
  • w2woman.com
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Our philosophy is Courage. Candor. Commitment. We know that you are you nique! We serve your financial needs, and goals, with confidentiality and as a fiduciary, meaning we are legally bound to advise you based on what is in your best interest...
Relevance: 19.692291
  • www.bridgeportam.com
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Bridgeport Asset Management, LLC. (BAM) is a Registered Investment Adviser Firm, licensed with the State of Wisconsin Department of Financial Institutions... We act as a fiduciary, agent or trustee on behalf of a person or business for the purpose..
Relevance: 19.692291
  • kingdomwealthmgt.com
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Kingdom Wealth Management, LLC is a member firm of The Fiduciary Alliance, LLC which is a registered investment adviser. A copy of The Fiduciary Alliance's current written disclosure statement discussing The Fiduciary Alliance's business operations,..
Relevance: 19.670557
  • smithbrueradvisors.com
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Smith Bruer Advisors is an independent registered investment adviser. We do not accept commissions. We have no proprietary products. We are transparent about our fees. Our financial advisors work alongside you to develop a personalized financial plan..
Relevance: 19.65615
  • adviticafp.com
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Advitica Financial Planning is a fee-only, fiduciary firm. This means you never pay commissions for anything we recommend. Never. And as fiduciaries our advice is always in your best interest... Advitica Financial Planning LLC is a registered..
Relevance: 19.628643
  • www.hubbardbusinesssae.com
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We are not a board consultancy (or like any we know about). We are not a board search firm. We are not a one-size-fits-all ready-made solution (for one does not exist). We don't supplant you or your leaders. We support them. We support you... We are..
Relevance: 19.422472
  • www.metoliusrivercapital.com
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Metolius River Capital, LLC is a boutique advisory/investment firm based in Portland, OR. We advise in Chapter 11, receivership, and workout situations and are available to serve as a fiduciary. We also invest for our own account and with partners in..
Relevance: 19.376148
  • piedmontwm.com
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Piedmont Wealth Management - an independent registered investment advisor firm and fiduciary specializing in financial planning and investment management, retirement planning and wealth management... We believe it's the most important thing you can..
Relevance: 19.374607
  • www.vandernoordfinancial.com
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As a Registered Investment Adviser (RIA), Van Der Noord Financial Advisors, Inc. must adhere to the fiduciary standard of care laid out in Section 206 of Investment Advisers Act of 1940. This standard requires RIAs and their representatives to act..
Relevance: 19.33836