Companies similar to PENTEGRA
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  • intelligentcapitalworks.com
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Intelligent Capitalworks is a fiduciary fee-only wealth management firm, serving high net worth individuals and families. The firm provides retirement planning, investment management, trust and estate planning, and philanthropic planning services...
Relevance: 19.557226
  • www.iamafiduciary.com
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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: 18.537819
  • nexusfiduciaryservices.co.za
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Nexus Fiduciary Services is a young vibrant Fiduciary Services Company that specialises in providing professional and personalised Fiduciary Services, advise and solutions to our clients... Acting with the highest duty of care and utmost good faith,..
Relevance: 18.208588
  • www.pentegra.com
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Pentegra is a leading provider of financial retirement planning, fiduciary outsourcing and financial planning services to clients nationwide... Our heritage as a fiduciary guides everything we do. We've built an 80-year legacy of fiduciary expertise..
Relevance: 18.085052
  • 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: 18.014774
  • crestonefinancialadvisors.com
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Crestone Financial Advisors, LLC is an independent fee-only, comprehensive financial planning firm located in the beautiful Shenandoah Valley of Virginia... Crestone Financial Advisors believes that anyone providing you advice should be a Fiduciary...
Relevance: 17.859598
  • fletchfinancial.com
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As a registered investment advisor, we have a fiduciary duty to our clients; broker-dealers, on the other hand, are not required to meet the fiduciary standard... Get the advice and guidance you need for better investment and wealth management. Rely..
Relevance: 17.848213
  • saveforyourfamily.com
As fiduciaries, we are required by law always to give you the advice that is best for you, not just sound advice, but the best. Some advisors are never fiduciary. Others are sometimes a fiduciary. At Family Life Financial Planning, we are always..
Relevance: 17.751812
  • mfadvisers.com
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MF Advisers is a fee-only RIA firm & fiduciary based in PA and FL specializing in wealth management, investment advice, and financial planning... MF Advisers, Inc. is an RIA firm fiduciary based in Dallas, PA Jensen Beach, FL specializing in wealth..
Relevance: 17.596851
  • 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: 17.557688
  • www.washingtonwealthadv.com
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Financial planning investment management firm. Fiduciary. Fee-Only. Independent. Our fiduciary approach, independent advice, and proactive investment management help to support our clients' overall financial peace of mind. Connect to learn more...
Relevance: 17.311985
  • www.investrw.com
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Our team is credentialed in all aspects of financial planning, including investments, liability management, non-portfolio risk management, and estate planning and fiduciary services... As fiduciary investment advisors, we help endowments,..
Relevance: 17.238564
  • www.natctrust.com
Northern American is a fiduciary, legal and accounting services firm comprised of wealth planners, lawyers and accountants... Northern American is a multi-faceted firm providing fiduciary and legal advice, administrative and compliance services for..
Relevance: 17.19741
  • www.fiduciarysolutionsmn.com
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Fiduciary Solutions is committed to providing fiduciary services to our clients to assist them in accomplishing their goals and objectives. We pride ourselves on providing individualized services on a very personal basis, and dedicated to….....
Relevance: 17.116566
  • jcnfinancial.com
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If you are looking for a financial advisor in Houston, Baton Rouge, or New Orleans, JCN Financial is a financial planning firm that puts clients like you first. Our team of fiduciary advisors provides a wide range of services including comprehensive..
Relevance: 17.060564
  • 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: 17.018847
  • pegasusfiduciary.com
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Our fiduciaries adhere to the highest ethical standards of the profession. Pegasus Fiduciary Services, LLC is bonded for each trust or estate it administers... The estate planning attorneys at the law firm, Draneas & Huglin, P.C., created Pegasus..
Relevance: 16.998436
  • yfplan.com
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Yavapai Financial Planning, LLC is a fee-only, fiduciary-standard, financial planning firm located in Prescott, Arizona. We are independent and locally owned and operated...
Relevance: 16.824272
  • brickerfinancialplanning.com
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A Fiduciary is a person who has a legal and ethical duty to act in the best interest of the person or party that the Fiduciary is representing. By holding the Accredited Investment Fiduciary® designation, we adhere to and uphold the Fiduciary..
Relevance: 16.708483
  • fintentional.com
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Yes, Fintentional LLC is a Registered Investment Advisor and Michael Palazzolo is a Certified Financial Planner™. At both levels, we are bound to act as a Fiduciary. Michael has also taken the Fiduciary Oath required of all XY Planning Network..
Relevance: 16.669235
  • vannoyadvisorygroup.com
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Neil Vannoy of Vannoy Advisory Group is an independent financial and investment advisor in Austin and San Antonio Texas. Independent Advisor acting as a fiduciary provides financial planning and investment management services... We are held to a..
Relevance: 16.643242
  • www.vitacompanies.com
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Vita Planning Group LLC understands and attests that they are an ERISA fiduciary as defined in the Fiduciary Rule under the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986. Vita Planning Group LLC adheres to the..
Relevance: 16.63627
  • www.sierrafiduciary.com
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The role as a Fiduciary is to act on the behalf of a person who is incapable of doing so themselves. This responsibility encompasses everything from administering decedent estates to planning care for those who do not have the capacity. This site..
Relevance: 16.635506
  • www.coigncapital.com
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Coign Capital Advisors is a fee-based financial advisor fiduciary. We provide financial planning wealth management services in Utah, USA... Coign Capital is a fee-based fiduciary committed to helping you thrive. We're large enough to take advantage..
Relevance: 16.633528
  • www.hilltopfp.com
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Hill-Top Financial Planning, LLC is a fee-only financial planning firm located in Kansas City, MO serving young professionals and families nationwide with comprehensive financial planning, including investment management, utilizing a monthly retainer..
Relevance: 16.614319
  • impactinvestingfirms.com
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Impact Investing Firms is a network of fee-only fiduciary financial planning firms that specialize in Sustainable, Responsible, Impact Investing; Socially Responsible Investing... Our professional network of fiduciary financial planners work only..
Relevance: 16.581425
  • dornfinancial.com
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About Us | Fee Only Fiduciary Financial Planning, Fee Only Fiduciary Financial Planner - Dorn Financial... Margot has over twenty years of experience in the financial industry. She is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL..
Relevance: 16.570913
  • foundationplanningatl.com
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Foundation Planning, LLC is a Registered Investment Advisor offering comprehensive financial planning services in Georgia and in other jurisdictions where exempted... Foundation Planning is an independent, fee-only financial planning firm. We abide..
Relevance: 16.474812
  • www.yourfiduciaryteam.com
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Your Fiduciary Team™ is an association of Certified Financial Planner™ professionals, with a strategically aligned team of CPAs, Elder Care Attorneys, Family Law Attorneys, Trust and Estate Attorneys... When you work with Your Fiduciary Team™, you..
Relevance: 16.473045
  • www.fiduciaryfinancialpartners.com
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Fiduciary Financial Partners, LLC is a Registered Investment Adviser. This website is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Fiduciary Financial Partners, LLC and its..
Relevance: 16.452364