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  • naturalbridgesfa.com
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We're proud to be an independent, fee-only fiduciary planning firm located in Santa Cruz, CA. No sales pressure, no hidden fees - just honest advice... Meet our team, let us answer your questions, and find out how we can help you live the best life..
Relevance: 76.565125
  • www.cwadvisors.com
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Carlson Wealth Advisors is an independent, fiduciary planning firm serving clients in Indianapolis and throughout the Midwest. Our firm is family-owned, and we treat each client like a part of our family, too. We take a personalized approach to..
Relevance: 76.42746
  • www.7thstfinancial.com
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7th Street Financial is a fee-only, fiduciary planning firm located in Eden Prairie, MN serving clients in the Minneapolis area and others virtually across the country... At 7th Street we will not sell you any products. We offer financial advice and..
Relevance: 74.30287
  • horizonfs.com
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Horizon Financial Services, LLC, was established in 2011. We are an independent fiduciary planning firm with a team of experienced financial planners. Our affiliated company, New Horizon Financial Services, Inc., was formed in 2004 to provide..
Relevance: 73.4574
  • www.financialfoodforthought.com
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Financial Food for Thought is a radio talk show on WHK1420AM Saturdays 9:00AM to 10:00AM! This show is designed to educate listeners with objective, helpful information about issues affecting people from pre-retirement, retirement & estate planning..
Relevance: 73.0937
  • uniquetaxconsultants.com
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Unique financial advisors is a fiduciary financial planning firm located in Holmdel, new jersey serving clients locally, and across the country. We provide customized financial coaching, investment management, and tax services for busy..
Relevance: 71.33868
  • swdgroup.com
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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: 71.16825
  • eudwealth.com
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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: 70.6066
  • theivyag.com
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As a fiduciary firm, we provide comprehensive retirement planning encompassing wealth & income planning, tax minimization & planning, social security optimization and estate planning. Considering and optimizing the interplay between all of these is..
Relevance: 70.17982
  • www.diagnosemywealth.com
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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: 70.16727
  • wichitawealth.com
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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: 69.995285
  • www.tributarywm.com
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We are a relationship driven, fiduciary financial planning firm, hoping to be a personal Certified Financial Planner for you, your business, and your family for generations to come. My goal is to add value and be valuable to as many people as I can,..
Relevance: 69.68461
  • swandfwfinancial.com
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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: 69.64665
  • keenwealthadvisors.com
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Keen Wealth Advisors is not a tax or legal advisor. Please consult outside legal or tax professionals for specific information regarding your individual situation... Keen Wealth Advisors is a fiduciary, financial planning firm located in Overland..
Relevance: 68.98372
  • vetworthfinancial.com
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FivePoints Financial Planning was founded on the idea that financial advice should not be reserved only for the rich or those with large portfolios. By working with clients on a fixed-fee annual retainer basis, we have broadened our scope and..
Relevance: 68.49638
  • www.islainvest.com
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The short version: We are an independent fee-only firm. As a Registered Investment Advisor, we were the first true fiduciary investment and planning firm in the Florida Keys. And as a fiduciary firm, we have a moral and legal obligation to put our..
Relevance: 68.01818
  • callesenwealth.com
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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: 67.835594
  • vetworthfinancial.com
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VetWorth Financial was founded on the idea that financial advice should not be reserved only for the rich or those with large portfolios. By working with clients on a fixed-fee annual retainer basis, we have broadened our scope and increased access..
Relevance: 67.0129
  • pharmdfp.com
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PharmD Financial Planning is a fiduciary financial planning firm specializing in tax-smart retirement planning for families aged 40+. I call it planning your retirement dream. My name is Derek Delaney, and I am the founder and lead advisor (you can..
Relevance: 66.854836
  • 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: 65.31894
  • shermanwealth.com
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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... We are a fiduciary to our..
Relevance: 62.801327
  • www.parrottwealth.com
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Parrott Wealth Management is an independent, fee-only, fiduciary financial planning and investment management firm serving families and individuals...
Relevance: 61.301136
  • www.greatoakadvisors.com
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Here at Great Oak Wealth Management you will work with a Certified Financial Planner™ professional. A CFP® practitioner represents the highest quality of competency, dedication, and ethics, who puts you and your best interests first... We are a..
Relevance: 60.062233
  • aldercovecapital.com
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Based in the Seattle area, Alder Cove Capital, LLC is an independent, fee-only financial advisor serving clients locally or online virtually... Alder Cove Capital, LLC is an independent, fee-only, fiduciary financial advisor and financial planning..
Relevance: 57.570316
  • www.bespokeplanning.co
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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: 57.03745
  • www.practicalportfolios.com
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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: 56.462296
  • www.blackbishop.com
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We are a Fiduciary, Fee-only financial planning firm that charges a monthly subscription fee. We are dedicated to building relationships with the industry leaders of tomorrow... You seek sound, patient guidance and a partner who can educate and..
Relevance: 55.92692
  • www.bbfinance.co
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We are a fee-only, fiduciary, and independent financial firm serving Pagosa Springs, Durango, and Denver, in addition to, clients nationwide virtually... We Are Proud to Say, Financial Planning Will Elevate Your Financial Situation! We are based in..
Relevance: 54.86264
  • www.encompassadvisors.com
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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: 54.327156
  • zenithwealth.partners
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Frustrated by the lack of accessible, high-quality financial education and advice, Zenith Wealth Partners was founded as an independent, fee-only, fiduciary investment management and financial planning firm. We create custom financial solutions for..
Relevance: 53.65074