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  • www.lightfinancialservices.com
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Light Financial Services is an independent, fee-only financial planning and investment management firm. Our goal is to provide clear and unbiased financial planning and investment management services to our clients... Get professional financial..
Relevance: 87.452705
  • www.longruninvestments.com
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Long Run Investment Management, LLC is a comprehensive investment and financial planning firm... Our firm is set apart from those whose only tool is financial planning. We are an investment management firm that integrates financial planning into..
Relevance: 87.241356
  • www.apexinvestment.ca
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We are a multi-service financial planning and investment management company with offices in Uxbridge and Whitby. We believe in combining our advanced industry knowledge along with our core values of honesty, integrity and trust, to help you unlock..
Relevance: 86.2818
  • www.rwa-llc.com
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Rand, Williams & Associates, LLC is an independent financial planning and investment management firm committed to your financial well-being... Rand, Williams and Associates, LLC is a financial planning and investment management firm dedicated to..
Relevance: 85.85446
  • www.herefordfinancial.com
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Hereford Financial is an innovative, independent financial planning and investment management firm. We provide fee-only advice to mid-career professionals and those transitioning to retirement... Based in Boston, MA, Hereford Financial brings fee-..
Relevance: 85.46552
  • obriencm.com
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O'Brien Capital Management, ("OCM") is a Fee-Only financial planning and investment management company. We do not work on commission or sell any products, which allow us to provide unbiased investment and financial planning advice. OCM was founded by..
Relevance: 85.185234
  • www.stewartfm.com
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Stewart Financial Management, Inc. (SFM) is a full-service Investment Management and Financial Planning institution. The firm specializes in a diverse array of investment vehicles to support the complex needs of today's investors. SFM works to..
Relevance: 85.18215
  • www.jblwealthstrategies.com
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JBL Wealth Strategies is a fee-only financial planning and investment management firm providing objective and prudent advice to individuals, families, and small businesses. Because we are not paid commissions and do not sell insurance products, our..
Relevance: 84.95073
  • www.fairlead-fa.com
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Fairlead Financial Advisors, LLC is a Marin County investment management and financial planning firm that provides a comprehensive wealth management solution to its clients. Investment portfolios are managed on a fee-only basis utilizing Charles..
Relevance: 84.8356
  • www.trailfp.com
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Trail Financial Planning, LLC is a fee-only financial planning and investment management firm located in Bellingham, WA..
Relevance: 84.82188
  • www.flagstonefm.com
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Flagstone Financial Management is proud to be a fee-only financial planning and investment management firm... Flagstone Financial Management is an SEC registered investment adviser. Registrations as an investment adviser does not imply a certain..
Relevance: 84.632835
  • hrwmgmt.com
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Over the following five years, and with the help of some amazing people, the firm transformed into a specialty boutique financial planning and investment management firm focused on serving clients with complex planning and investment needs... As the..
Relevance: 84.38653
  • www.daflowersandcompany.com
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Founded in 2009, D. A. Flowers & Company is an independent Registered Investment Advisor (RIA) regulated by the State of California. We offer Financial Planning and Investment Management services to families, individuals and non-profit..
Relevance: 84.362495
  • www.millerfinancial.biz
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Miller Financial Group, LLC is an independent fee-only financial planning and investment management firm with over 30 years of experience in the Investment Advisory and Financial Planning field. We work alongside our clients and are fiduciaries for..
Relevance: 84.29816
  • 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: 84.19155
  • mooreadvisors.com
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Moore Financial Advisors is an independent, fee-only financial planning and investment management firm. This means we give unbiased, clear, professional advice that is always in the best interest of the client... By working with Moore Financial..
Relevance: 84.16412
  • completeviewfinancial.com
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We are a fee-only financial planning and investment management firm serving clients, who are either retired or nearing retirement, located in San Antonio, Texas, and across the United States... We combine these financial planning and investment..
Relevance: 84.08946
  • www.hathawayfinancialservices.com
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Hathaway Financial Services was founded in 2003 by Patricia Hathaway, CFP®, AIF®. Hathaway Financial Services' mission is to help individuals and couples realize their financial goals through thoughtful planning and prudent management of their..
Relevance: 84.0665
  • www.reviewservicesinc.com
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Review Services Inc. (RSI) is a fee-only financial planning and investment management firm founded in 1987. The firm partners, Patricia A. Kiefer, CFP® and Tim A. Konicke, CFP®, bring over 40 years of combined experience in comprehensive financial..
Relevance: 83.89241
  • www.brooksinvestmentpros.com
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Brooks Investment Professionals is an investment management and financial planning firm providing prudent money management and comprehensive planning to individuals, trusts, foundations, and businesses through our Registered Representatives of United..
Relevance: 83.8775
  • www.acornnh.com
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Acorn Financial is a client-focused financial planning and investment management firm dedicated to independence and a fiduciary spirit... Acorn Financial provides customized and integrated financial planning and investment management services to..
Relevance: 83.72705
  • www.jepsenfinancial.com
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Jepsen Financial is an investment management and financial planning firm established in 1995 that currently serves hundreds of investors. We provide personal, goal-oriented planning services that help our clients achieve financial security and..
Relevance: 83.67084
  • bonner-smith.com
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Bonner & Smith, LLC is a FEE ONLY comprehensive financial planning and investment management firm that specializes in active discretionary portfolio management, retirement planning, tax and estate planning... Bonner Smith, LLC is a FEE ONLY..
Relevance: 83.61054
  • www.darecapital.com
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Locally owned and operated, Dare Capital Management is dedicated to your financial future. Working with a Certified Financial Planner™️ puts your investments in good hands. Dare Capital's CFP® Professional is thoroughly vetted to uphold your highest..
Relevance: 83.55824
  • elserfp.com
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EFP does not act as a custodian of client assets, and clients always receive statements and trade confirmations from an independent custodian. We place trades for clients under a limited power of attorney. EFP is strictly a fee-only financial..
Relevance: 83.04249
  • www.premieradvisoryservices.com
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Premier Financial Advisory Services, LLC was founded in 1998 to offer clients a personalized strategic financial plan to meet their financial and life goals. Our highest priority is to create value and peace of mind for our clients... Premier..
Relevance: 83.00026
  • berryadvice.com
As a Fee-Only Financial Planning and Investment Management firm in Worcester, MA, The Berry Group offers personalized financial advice...
Relevance: 82.73582
  • perissosprivatewealth.com
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Perissos Private Wealth Management is a fee-only, Oklahoma state-registered premiere financial planning and investment management firm serving institutional and private clients throughout Oklahoma. Perissos does not charge commissions or sell..
Relevance: 82.46435
  • www.laneassetmanagement.com
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Lane Asset Management ("LAM") is a fee-only based investment management and financial planning firm managed by Edward Lane...
Relevance: 82.350334
  • www.opturaadvisors.com
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We are a comprehensive financial planning and investment management firm that provides additional capabilities with experts and outsourced solutions in different areas such as investment management, tax planning, cash management, educational..
Relevance: 82.269424