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  • www.mcmurraywhitney.com
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Retirement is the biggest financial decision you make. We are retirement planning specialists which requires skill and training that the average financial advisor doesn't have. To Retire Confidently you need a specialist... As a Registered..
Relevance: 14.255166
  • www.rjwic.com
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RJW is an independent financial services firm focused on preserving and protecting what matters most to you. Through our relationship with Cambridge, one of the most respected independent broker dealers in the industry, we have the flexibility to..
Relevance: 14.2468815
  • www.mcmurraywhitney.com
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Brad McMurray is a Retirement Planning Specialist, Fiduciary and CERTIFIED FINANCIAL PLANNER™ Professional in Minneapolis, MN... Retirement is the biggest financial decision you make. We are retirement planning specialists which requires skill and..
Relevance: 14.24506
  • lwmwealth.com
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As a fee-only CERTIFIED FINANCIAL PLANNER™ professional in Connecticut, we are compensated by the fee paid to us by you, our client, for Investment Management and Financial Planning. No sales pitch, no commissions, no products sold, no vacation..
Relevance: 14.232006
  • www.floridafiduciary.com
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Florida Fiduciary is an independent financial solutions provider. Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a..
Relevance: 14.200456
  • www.jamisonwealth.com
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Jamison Private Wealth is a family-owned wealth management firm offering fiduciary, fee-only financial planning, investment, and accounting services to successful individuals, their businesses, and their families... Our clients value continuity, and..
Relevance: 14.162268
  • whalenfinancialplanning.com
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Whalen Financial Planning is a fee-only financial planning firm located in Los Angeles that is led by Patrick S. Whalen, CFP®, CTFA. My focus is on providing independent and objective financial advice on a fiduciary basis that you can follow with..
Relevance: 14.15197
  • gudorffinancial.com
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Gudorf Financial Group advisors provide independent, fee-only financial planning advice to individuals over 50 and their families. We work with our clients to align their professional and personal goals so they can focus on the important things in..
Relevance: 14.119998
  • www.safinancialstrategies.com
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SA Financial Strategies and Services, LLC, is a fee-only investment adviser and certified financial planning firm located in Cherry Hill, NJ... S & A Financial Strategies & Services, LLC is a fee-only investment advisory firm located in Cherry Hill,..
Relevance: 14.119189
  • wealthuadvisors.com
Fee-only and fiduciary financial planner based in Harrisburg, PA . Financial planning and advising for professionals and young families across the country...
Relevance: 14.115669
  • www.stowefinancialplanning.com
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The best solution is a fiduciary works for you and only you. As fiduciaries, we do not make a commission by selling a financial product to you. Our standard of care is your best interest. We are your advisor through thick and thin... We are NAPFA-..
Relevance: 14.106333
  • amityfinancialachievements.com
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The relationship between financial planner and client should be a close one. Advisors and their clients are more than just acquaintances or names on a screen. At AFA, we strive to foster strong relationships with our clients as we work together..
Relevance: 14.091915
  • 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: 14.087976
  • mytrustco.com
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We are fiduciary specialists across the United States with extensive experience managing trusts for individuals, family entities and corporations. We are familiar with the oversight of fiduciary activities by the Office of the Comptroller of the..
Relevance: 14.042444
  • measuretwicefinancial.com
to financial independence. Measure Twice Financial offers fee-only, comprehensive financial education and... Measure Twice Financial provides fee-only, comprehensive financial planning for DIY investors. Fiduciary financial advice on the path to FI...
Relevance: 14.038782
  • www.thefiresystem.com
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The FIRE System is the Only Comprehensive Web-Based, Fiduciary Assessment/Questionnaire for §401(k) Plan Sponsors... The FIRE System creates ERISA compliance documentation for the plan sponsor's fiduciary duties, oversight and responsibilities.....
Relevance: 14.021687
  • thomasbatterman.net
Thomas Batterman is the Founding Organizer of Financial Fiduciaries, LLC. Designed to represent the best financial interests of his clients, Thomas helps provide objective, fee-only management services to people looking for help with their current..
Relevance: 13.974798
  • www.andrewsllc.com
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Andrews Advisory Associates, LLC is a Registered Investment Adviser firm located in Honolulu, Hawaii. We specialize in fiduciary, fee-only investment management services for individuals, families, small businesses and non-profit organizations. We are..
Relevance: 13.974798
  • www.vibrancewealth.com
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Vibrance Wealth Management is an independent fiduciary firm and we always place your best interest first. Broker-dealers are only required to offer suitable products and services. They are not your fiduciary. As an independent firm, we are required..
Relevance: 13.972762
  • hcmwealthadvisors.com
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Tax Planning: Your tax burden is one of the few financial variables you can control. HCM Wealth Advisors can design an efficient tax plan as part of your larger wealth plan, and we can help you prepare your tax return. We make the entire process..
Relevance: 13.935217
  • 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: 13.917866
  • www.blackwoodinvestment.com
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We guide companies in providing customized top-of-line retirement plans the organizations to not only fulfill their fiduciary obligations, but to enhance participant retirement outcomes...
Relevance: 13.890804
  • inspiredfinancialplanners.com
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Inspired Financial Planners is a fee-only and fiduciary firm serving clients virtually from Gen Z to retirees nationwide... What a dull place the world would be if we were just alike. Our aim - resolving people's greatest financial challenges - is..
Relevance: 13.887998
  • www.oakstreetadvisory.com
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Oak Street Advisory Group is a fee-only firm committed to our fiduciary responsibility of offering objective advice. As a fee-only firm, we have no vested interest in the products or services we recommend, other than to ensure all recommendations..
Relevance: 13.867247
  • www.prevailfp.com
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Prevail Financial Partners is an independent, fee-only Registered Investment Advisor (RIA) firm. It operates strictly under a fiduciary standard. Regulatory oversight is provided by the Minnesota Department of Commerce...
Relevance: 13.864061
  • www.myfiduciary.ca
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As a fiduciary, we provide comprehensive wealth management solutions uniquely designed and independently delivered... With so many money-management firms, brokers and investment products to navigate, we help our clients find clarity in what can be a..
Relevance: 13.833767
  • www.ekstra401k.com
The Ekstra 401(k) MEP will be the named 402(a) fiduciary. That means we are the exculpatory fiduciary, NOT a co-fiduciary as is most common... As the named fiduciary, we represent the Plan in the event of a DOL investigation, IRS audit, or..
Relevance: 13.821632
  • theadvisoryfirm.net
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The Advisory Firm, LLC is an Alpharetta Georgia based fee-only Financial Planning Practice serving clients throughout metro Atlanta and North Georgia... The Advisory Firm, LLC is a fee only fiduciary financial planner CFP, CFA in Alpharetta, GA...
Relevance: 13.814254
  • www.evansbond.com
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We offer a full range of consulting services to local businesses and the offshore finance industry, specialising in finance systems, process review, project management and facilitation of senior leader decision making... We offer outsourcing..
Relevance: 13.805935
  • www.cascade-wealth.com
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Cascade Wealth Advisors is an independent, fee-only registered investment advisory firm based in Wenatchee, Washington... Cascade Wealth Advisors, Inc. is truly an independent fee only financial advisor which embraces our Fiduciary responsibility to..
Relevance: 13.799041