More Fields

Filters

Profiles which have:

Recent Changes

Profiles with recent changes to:
Sign up to Download

1-30 of 2,225 results

  • www.martelloretirement.com
  • 1
  • 1
  • 1
For retirees and pre-retirees with assets of $750K or more, we offer comprehensive financial planning and investment management-... We are committed to helping you and your loved ones build lasting wealth through prudent stewardship, education, and..
Relevance: 95.307106
  • eudwealth.com
  • 1
  • 1
  • 1
Eudaimonia Wealth is a Buffalo financial advisor and financial planner providing fiduciary retirement advice, tax planning, and investment management... At Eudaimonia Wealth, we believe that money is a tool to help you live a better life. We exist..
Relevance: 94.40749
  • swandfwfinancial.com
  • 1
  • 1
  • 2
Whether you are just starting out, are halfway there, or are close to retirement, SWAN DFW is here to help you with financial solutions that are completely customized to you and your family based on your unique situation and goals. As a fiduciary..
Relevance: 93.67275
  • 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: 93.37225
  • keenwealthadvisors.com
  • 29
  • 1
  • 28
Keen Wealth Advisors is excited to announce that we have been recognized on USA TODAY's list of the Best Financial Advisory Firms for 2025... Keen Wealth Advisors is a fiduciary, financial planning firm located in Overland Park, KS that serves the..
Relevance: 92.28725
  • wichitawealth.com
  • 1
  • 2
  • 2
Wichita Wealth Management is based in Wichita and is a fiduciary, financial planning firm serving clients in Wichita and throughout much of the state of Kansas... Through our investment management services, we help you minimize fees, reduce taxes,..
Relevance: 92.13743
  • callesenwealth.com
  • 2
Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration... Subscribe to our YouTube Channel and be the first to see our all-new content - Reach out with any..
Relevance: 88.72807
  • www.efsga.net
  • 1
  • 1
  • 1
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: 86.707886
  • richonplanning.com
  • 3
  • 2
  • 6
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Richon Planning, LLC are independent of each other. Insurance products and services are not offered through BCM but are..
Relevance: 81.14443
  • navalign.com
  • 6
  • 1
  • 6
Navalign is an independent financial company built from the ground up, with a focus on helping you navigate financial decisions that are aligned with your best interest. This holistic approach, combined with transparency and fiduciary ethics, creates..
Relevance: 79.46092
  • www.visionquestfinancial.com
  • 1
VisionQuest Financial Planning is a fiduciary advisor, which means that we are legally required to act in the best interests of our clients at all times. Of course, we would do this anyway, but our exclusive flat-rate project pricing avoids conflicts..
Relevance: 79.002625
  • www.stanhousefp.com
  • 1
  • 1
  • 1
Stanhouse Financial Planning is a fee-only, fiduciary, financial planning, and advisory firm serving the metro Atlanta area of Georgia and beyond. StanhouseFP provides financial planning and investment advice and management to our clients. We do not..
Relevance: 78.46792
  • www.capital360financial.com
  • 2
  • 4
  • 1
Capital360Financial, LLC is a fiduciary financial planning and wealth management firm that specializes in serving high-net-worth and ultra-high-net-worth individuals and families, -while also supporting clients seeking planning-only solutions. Our..
Relevance: 78.249985
  • shermanwealth.com
  • 1
  • 1
  • 2
Sherman Wealth Management is a fee-only, fiduciary financial planning and investment management firm located in Gaithersburg, Maryland serving those in the Washington D.C. Metropolitan Area and clients across the country... The key to successful,..
Relevance: 77.938995
  • zimmermanwealth.com
  • 6
  • 1
  • 5
Zimmerman Wealth Management, LLC is a fiduciary, fee-only SEC Registered Investment Advisor. As a team of CERTIFIED FINANCIAL PLANNER™ professionals we are 100% committed to helping you reach your financial goals through personalized, responsive..
Relevance: 77.67613
  • dorseywealth.com
  • 1
  • 1
  • 3
Dorsey Wealth Management is a fiduciary, fee-only financial planning firm located in Torrance, California, and serves clients throughout California and the United States. As a boutique firm, our top priority is to provide the personalized attention..
Relevance: 77.54144
  • kamsouth.com
  • 1
  • 1
  • 1
KAM South is an independent, fee-only financial planning and fiduciary investment management company based in Atlanta, GA, serving the metro area and clients across the United States. KAM South offers expert advice for Investment Management,..
Relevance: 75.5105
  • www.encompassadvisors.com
  • 2
  • 1
  • 5
Encompass Advisors is a fiduciary financial planning firm in Brevard, NC run by registered investment advisors to ensure you get the best options possible... We don't get paid by a third-party based on what fund we sell you. Encompass Advisors, Ltd...
Relevance: 73.80774
  • www.bespokeplanning.co
  • 1
  • 1
Bespoke Planning is a fiduciary, fee-only financial planning firm headquartered in Southeast Michigan, using the latest technology to serve clients nation-wide. We specialize in serving busy parents and career-oriented professionals... Bespoke..
Relevance: 73.10122
  • strategicfp.com
  • 1
  • 2
Strategic Financial Planning is a fee-only, fiduciary, independent financial planning and wealth management firm... Strategic Financial Planning, Inc. is an independent financial advisory firm located in Plano, Texas, specializing in financial..
Relevance: 73.037674
  • www.pension-advisors.com
  • 1
  • 1
Plan And Act Pension Advisors is an independent fiduciary consultant, fee-only financial planning and investment advisory firm. Our mission is to do for FEE-ONLY financial planning and fiduciary investment advice what Henry Ford did for the..
Relevance: 70.96108
  • iccnv.com
  • 3
  • 2
  • 3
ICC is a leading independent financial advisor and wealth management firm in Las Vegas NV. ICC offers financial planning and wealth management for individuals, businesses, and institutions. As financial advisors, we believe our role is to guide our..
Relevance: 70.102715
  • www.ever-greenwm.com
  • 4
  • 1
  • 4
Serving clients throughout Upstate New York, Ever Green Wealth Management is a full-service financial planning firm. On a mission to help you navigate the waters that lead to a fulfilling life, our team is fiercely committed to helping you reach your..
Relevance: 69.55977
  • blueprintyourwealth.com
  • 1
  • 1
  • 1
At Blueprint Wealth Management we are a fee only, fiduciary, wealth management firm specializing in retirement and financial planning and investment management services. Our clients find comfort in knowing that their goals direct our..
Relevance: 64.93372
  • johnsonwealthmanager.com
  • 1
  • 1
Established in 2016, Johnson Wealth Management is a financial planning and wealth management firm leveraging more than 30 years of financial services experience. Serving the needs of our clients our focus on developing lasting relationships has never..
Relevance: 64.685165
  • quarryhilladvisors.com
  • 2
  • 1
  • 2
Quarry Hill Advisors is a Minnesota-based Investment Advisory Firm registered with the Securities and Exchange Commission (SEC). Registration of an investment advisor does not imply a certain level of skill or training... Quarry Hill Advisors is a..
Relevance: 60.721798
  • lanehipple.com
  • 8
  • 2
  • 7
Lane Hipple Wealth Management Group is a registered investment advisor held to the fiduciary standard of care, meaning that we are always serving clients' best interest. Additionally, our independence allows us to offer a full menu of investment..
Relevance: 60.508873
  • private-capital.com.hk
  • 7
  • 1
  • 6
Private Capital is an independent, fiduciary, and fee-only financial planning and repatriation service firm dedicated to serving the unique needs of British expatriates living in Hong Kong and UK residents in our UK office - for more information..
Relevance: 60.112343
  • foxwealthmgmt.com
  • 1
  • 4
Money is very personal, yet complex. The consequences of your financial decisions can affect you for decades. Fox & Company Wealth Management is fee-only financial planning and investment management firm, in Mayfield, Kentucky, serving clients in..
Relevance: 53.986362
  • www.iamafiduciary.com
  • 1
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: 44.84243