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**NAPFA Member** Aequus leads clients on a discovery of their goals, hopes, and ambitions using our own process of life-enhancing financial planning. NEW CLIENT minimum portfolio size = $1,000,000... more info about Aequus Wealth Management Resources, LLC
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We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. NEW CLIENT minimum portfolio size = $3M... more info about D'Annunzio Consulting Group, LLC
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**NAPFA Member** Haag Financial Consulting is a Fee-Only financial planning firm that provides objective comprehensive financial planning and asset management services for individuals, couples and families. Our NEW CLIENT minimum portfolio size = $50,000. more info about Haag Financial Consulting
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JC Investment Management (JCIM) is an independent investment management & advisory firm. We keep the interests of our clients FIRST ! FREE consultation appointment. No solicitors please. more info about JC Investment Management
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**NAPFA Member** We provide fixed-fee financial planning services to individuals, families and small businesses, regardless of their net worth, income or investable assets. Call for a free consultation. No solicitors please. more info about JK Financial Planning
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FREE consultation appointment. No solicitors!!! Gain a valuable 2nd opinion on your Financial Situation Today. We are fee-only, impartial and objective. Our NEW CLIENT minimum portfolio size = $500,000... more info about Schlindwein Associates, LLC
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**NAPFA Member** Trinity Financial Advisors is a Fee-Only financial planning and investment management firm. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Trinity Financial Advisors LLC
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