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Call for a free consultation appointment. No solicitations. We serve many clients throughout the SW. Our expertise is in reducing taxes and expenses of our clients and more effectively managing asset growth. NEW CLIENT minimum portfolio size = $250,000.. more info about Galvin, Gaustad & Stein, LLC
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McGinley Financial Advisory, LLC (MFA) specializes in providing income solutions for retirees. NEW CLIENT minimum portfolio size = $250,000... more info about McGinley Financial Advisory, LLC
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We are a Fee-Only financial planning firm ready to serve your needs. We can help with 401K rollovers, portfolio management and many other forms of financial planning. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Sonora Investment Management LLC
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Clear Stream Advisors provides clear advice on enhancing investment returns in an otherwise confusing world of investing.Our NEW CLIENT minimum portfolio size = $100,000... more info about Clear Stream Advisors Inc.
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We are a SEC Registered Investment Advisor, specializing in custom-tailored portfolio management services to high net-worth individuals and institutional investors across the nation. Our NEW CLIENT minimum portfolio size = $500,000... more info about Stellar Capital Management LLC
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Our mission is to provide intelligent, informed, independent, and reasonably priced investment, retirement and financial planning advice. Contact us today to begin the process to your complete peace-of-mind. NEW CLIENT Minimum Portfolio Size = $100,000... more info about Witnauer Sloan & Associates LLC
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We offer a broad range of services and investments. We are seeking long-term relationships with serious investors... more info about Baron Capital Management, LLC
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We are a premier Financial Planning and Wealth Management Firm. We look forward to speaking with you about your exact needs! Our NEW CLIENT minimum portfolio size = $100,000... more info about Genesis Financial Advisors
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We provide conservative investment advice and counsel to institutions, charitable organizations and High Net Worth (HNW) individuals. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Ironwood Asset Management, LLC
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We are a Fee-Only financial planning firm. As such, we may only receive compensation that is paid directly from our clients. Contact us today to discuss your financial planning needs! Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Sensible Money
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** NAPFA Member** At Wealth Engineering, we build financial peace of mind. We provide customized investment management, retirement planning and financial planning tailored to your unique financial goals. NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Wealth Engineering, LLC
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We are a Fee-Only financial planning firm ready to serve your needs. We can help with 401K rollovers, portfolio management and many other forms of financial planning. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Sonora Investment Management LLC
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We provide Inclusive Financial Planning & Expert Investment Portfolio Management. We seek to create the optimal blend of growth assets for each client. Our NEW CLIENT minimum portfolio size = $500,000... more info about Valentine Ventures, LLC
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Call now for a free consultation appointment. No solicitations please. We are a family owned and operated Fee-Only financial planning firm serving clients throughout Silicon Valley. more info about Family Wealth Consulting Group
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Call now for a free consultation appointment. No solicitations! We offer personal financial planning and investment management on a Fee-Only basis to families and individuals throughout the San Francisco Bay Area. more info about Parkworth Wealth Management, Inc.
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Our firm advises couples, families, individuals and businesses, guiding wealth with prudent planning and years of collective wisdom and experience. Call now for a free consultation appointment. No solicitors please. more info about Kevin Bryant - Financial Advisor
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We specialize in two services: managing investment portfolios and acting as a fiduciary assisting our clients with all their financial matters. Call us to discuss your financial planning goals. Call for a free consultation appointment. No solicitations. more info about Rosenblum Silverman Sutton
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North Capital
- (415) 967-3546 San Francisco, CA
Call now for a free consultation appointment. No solicitations please. North Capital is an investment management company with a singular focus: delivering best in class investment solutions for your specific needs. more info about North Capital
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**NAPFA MEMBER** Our mission is to deliver superior investment performance using a risk-controlled approach. Call for a free consultation appointment. Our NEW CLIENT Minimum Portfolio Size = $250,000... more info about Schultz Financial Management Corporation
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Scott Teter
- (805) 283-7530 Santa Barbara, CA
Call for a free consultation appointment. No solicitations please. I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. NEW CLIENT minimum portfolio size = $250,000... more info about Scott Teter
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We provide independent financial strategy advice and wealth management services to individuals and families. We provide high caliber-portfolio performance and accessible, informative advice. more info about Niehaus Liberty Investing, LLC
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ACap Asset Management is an independent, Fee-Only Investment Advisory Firm. At ACap, we believe in investing, not speculating. NEW CLIENT minimum portfolio size = $250,000... more info about ACap Asset Management, Inc
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**NAPFA Member** We are an independent financial advisor firm providing investment management and financial planning services to individuals, trusts, and institutional clients since 1988. Our NEW CLIENT Minimum Portfolio Size = $250,000... more info about WESCAP Group
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**NAPFA Member** We are a Fee-Only financial planning and investment management firm that is committed to providing objective and professional advice with the highest integrity and at a reasonable cost. Our NEW CLIENT minimum portfolio size $100,000.... more info about Veripax Financial Management
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**NAPFA Member** We are dedicated to helping people that don't have time for, don't enjoy, or simply need expert advice in managing their personal finances. NEW CLIENT minimum portfolio size = $500,000... more info about Beacon Financial Partners
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As independent advisors, we work on a fee-only basis. We offer clients unbiased, objective advice on portfolio management and investment planning. NEW CLIENT minimum portfolio size = $250,000... more info about Tactical Wealth Solutions, LLC
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**NAPFA Member** We are an independent, Fee-Only investment advisor. Our mission is to make your financial goals a reality. more info about Garner Financial Management
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Since 1990, we have been a FEE-ONLY Registered Investment Advisory Firm specializing in retirement and investment planning for high net worth individuals, trusts, rollover IRAs and retirement plans. Our NEW CLIENT minimum portfolio size = $250,000... more info about Brian Carruthers & Associates
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*Certified Financial Planner™ (CFP©) and Fee-Only Advisor* Through a dynamic financial plan, ongoing investment management and financial education we support your financial success. Life transitions are easier with us on your side. more info about Aikapa Financial Planning and Investment Management
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**NAPFA Member** We aim to provide our clients with a strategy to achieve their goals, confidence in their financial decisions and the professional assistance to implement them. NEW CLIENT minimum portfolio size = $500,000... more info about Aequitas Wealth Management
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We specialize in managing the financial intricacies that considerable wealth requires, so you don't have to. By focusing on the ultra-affluent, we are intimately familiar with their unique needs and the most appropriate solutions available. Min. = $1M.. more info about Convergent Wealth Advisors
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As an Independent RIA firm, we are free to choose the investments that best meet our clients' needs. Our fees are based on Assets Under Management (AUM) rather than commissions, so our goals are aligned with yours. NEW CLIENT Min Portfolio Size = $500K... more info about Kenfield Capital Strategies
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We are an independent Fee-Only financial advisory firm that provides wealth management consulting and portfolio management based on Nobel Prize winning research. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Summit Portfolio Management Inc.
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We are a Fee-Only financial advisor dedicated to providing wealth management services to high-net-worth individuals and families in the Boston and Los Angeles areas and nationwide. NEW CLIENT minimum portfolio size = $500,000... more info about The Darrow Company, Inc.
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Westmount Asset Management, Inc. is an investment advisory firm that blends sophisticated institutional money management strategies with a wide range of consulting and planning services. NEW CLIENT minimum portfolio size = $500,000... more info about Westmount Asset Management Inc
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We are a Fee-Only Portfolio Management and Financial Plannning firm with a client-centered approach. more info about Financial Solutions
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**NAPFA Member** You will learn new and creative ways to work with your finances, and you will develop a powerful sense of financial security for yourself and the important people in your life. more info about Focused Finances, LLC
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We are committed in helping our clients meet their investment goals. Investment strategies are tailored to meet the needs of each client. more info about Holbrook Global Strategies
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We offer personal financial planning, investment management, tax and other wealth management services on a Fee-Only basis to families and individuals throughout the San Francisco Bay Area. more info about Parkworth Wealth Management, Inc.
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**NAPFA Member** We provide comprehensive financial, tax and life planning for a fee and receive no commissions from the purchase or sale of products. We are located NE of Sacramento. more info about Lynch Financial Advisors
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We serve select High Net Worth (HNW) clientele globally. Your money should be organized in a way that supports your lifestyle, not a template from a consumer finance magazine. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Stolper & Co Inc.
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Wealth Analytics is an independent financial planning firm that provides financial planning, retirement planning and portfolio management advice on Fee-Only basis. NEW CLIENT Minimum Portfolio Size = $500,000... more info about Wealth Analytics Partners, LLC
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ACap Asset Management is an independent, Fee-Only Investment Advisory Firm. At ACap, we believe in investing, not speculating. more info about ACap Asset Management, Inc
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Certified financial planner™ (CFP©) and independent fee-only investment advisor. We build custom comprehensive retirement plans. AIKAPA offers unique solutions for self-employed individuals who need to build retirement wealth quickly. more info about Aikapa Financial Planning and Investment Management
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We are an independent, Fee-Only investment advisor firm dedicated to providing unbiased advice and specializing in the area of currency risk management. more info about Atlas Capital Advisors LLC
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Put our 25 years experience managing portfolios for U.S. individuals, family groups, trusts, and retirement plans to work for you! more info about CPIC International
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We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. more info about D'Annunzio Consulting Group, LLC
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We design and manage global portfolios based upon academic and professional research in behavioral finance. We strive to achieve superior investment returns using a disciplined, risk management approach. more info about SoundBridge Capital Management, LLC
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We are a discreet comprehensive financial planning firm serving a limited number of families. more info about Walnut Hill Advisors, LLC
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We are a comprehensive financial planning and investment management firm, based in San Francisco, CA. more info about West Portal Investment Group LLC
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We build long term relationships with clients, providing guidance and services based on our experience in the financial industry. more info about Fluent Wealth Partners LLC
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We offer separately managed accounts (SMA) to affluent individuals, trusts and foundations. Contact us to discuss your exact financial planning objectives and goals. more info about Silicon Valley Capital Partners, L.P.
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With over 60 years of combined experience in the financial world, we are uniquely positioned to help clients plan for and make smart investments. We serve Marin and Sonoma CA Counties. more info about Annadel Capital
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**NAPFA Member** We are a Fee-Only investment advisory and financial planning firm. Our mission is to offer unbiased investment advice where the interests of the client is always our top priority. more info about Marin Capital Management
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Transparency, honesty and competence are the foundation of our firm’s commitment to do what is right for the client every time with exceptional service and professionalism. NEW CLIENT minimum portfolio size = $250,000.... more info about Vanguard Capital
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At Aspire, we commit to providing you with the highest quality financial advisory and money management services to give you the best chance to achieve and maintain your goals. more info about Aspire Capital Management
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We have provided highly personalized investment management services on a fee-only basis since 1977. more info about Pring Turner Capital Group
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We are an independent Fee-Only financial advisory firm that provides wealth management consulting and portfolio management based on Nobel Prize winning research. more info about Summit Portfolio Management Inc.
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**NAPFA Member** We are a Fee-Only investment advisory and financial planning firm. Our mission is to offer unbiased investment advice where the interests of the client is always our top priority. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Marin Capital Management
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**NAPFA Member** We are a Fee-Only Registered Investment Advisor firm located in the San Fernando Valley. We are extremely dedicated to helping our clients achieve personal and financial success. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Ventura Advisors
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**NAPFA Member** We provide a more personal approach to financial planning. We operate as an independent Fee-Only Advisory firm. Call for a free consultation appointment. No solicitations! NEW CLIENT minimum portfolio size = $500,000... more info about Cathy Pareto and Associates
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Our Multiple Asset Portfolio (M.A.P.) is designed to help our clients sleep well at night by achieving better returns with less risk. Call for a free consultation appointment. No solicitations! Our NEW CLIENT minimum portfolio size = $500,000... more info about Foldes Financial Management, LLC
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Call for a free consultation appointment. No solicitations. With our firm, you will receive experienced planning that can help simplify your financial life and organize your personal priorities. NEW CLIENT min. portfolio size = $1,000,000... more info about Noyes Capital Management, LLC
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Contact us for a free consultation appointment. No solicitations! Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. NEW CLIENT minimum portfolio size = $50,000... more info about Sunrise Wealth Advisors Inc.
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**NAPFA Member** We provide a more personal approach to financial planning and investing. We operate as an independent Fee-Only Advisory firm. NEW CLIENT minimum portfolio size = $500,000... more info about Cathy Pareto and Associates
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Our unique conservative approach to investing enables our clients to attain their individual wealth preservation goals. We serve select High Net Worth national clientele. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Reich Investment Advisors LLC
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**NAPFA Member** We are committed to improving our clients' financial security, assisting them in achieving their investment goals, and providing them with financial peace of mind. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Investor Solutions
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Our mission is simple: to connect with our clients and to focus the collective efforts of our team toward making their long-term financial goals a reality. NEW CLIENT minimum portfolio size = $500,000... more info about Firestone Capital Management Inc
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We serve select national clientele with investable assets of $20 Million dollars or more. Contact us today for an evaluation of your needs. more info about D'Annunzio Consulting Group, LLC
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**NAPFA Member** Client fit is essential in order to give you the best service possible - a service you'll gladly depend upon for years to come. Our NEW CLIENT minimum portfolio size = $500,000... more info about George Papadopoulos CPA/PFS, CFP
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We are service driven and believe in providing clear, frequent, caring and thorough client communication. We are an independent, Fee-Only firm that accepts no commissions. NEW CLIENT minimum portfolio size = $100,000... more info about Camarda Financial Advisors, Inc.
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We are service driven and believe in providing clear, frequent, caring and thorough client communication. We are an independent, Fee-Only firm that accepts no commissions. NEW CLIENT minimum portfolio size = $100,000... more info about Camarda Financial Advisors, Inc.
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Our unique conservative approach to investing enables our clients to attain their individual wealth preservation goals. We serve select High Net Worth national clientele. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Reich Investment Advisors LLC
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**NAPFA Member** Our mission is to provide our clients financial peace-of-mind as they pursue their life goals. We are a Fee-Only firm with multiple office locations in the SE. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Minerva Planning Group
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**NAPFA Member** We provide our clients with Fee-Only Wealth Management Services which includes Comprehensive Financial Planning and Investment Management Services. NEW CLIENT minimum portfolio size = $1M.... more info about Financial Freedom, LLC
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We are service driven and believe in providing clear, frequent, caring and thorough client communication. We are an independent, Fee-Only firm that accepts no commissions. NEW CLIENT minimum portfolio size = $100,000... more info about Camarda Financial Advisors, Inc.
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We are a SEC Registered Investment Advisor (RIA). Our Portfolio Managers have 40 plus years experience researching and managing funds. NEW CLIENT min. portfolio size = $100,000... more info about Gea Sphere, LLC
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Our unique conservative approach to investing enables our clients to attain their individual wealth preservation goals. We serve select High Net Worth national clientele. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Reich Investment Advisors
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**NAPFA Member** We provide a more personal approach to financial planning and investing. We operate as an independent Fee-Only Advisory firm. NEW CLIENT minimum portfolio size = $500,000... more info about Cathy Pareto and Associates
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We are a SEC Registered Investment Advisor (RIA). Our Portfolio Managers have 40 plus years experience researching and managing funds. NEW CLIENT min. portfolio size = $100,000... more info about Gea Sphere, LLC
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**NAPFA Member** Our mission is to provide our clients financial peace-of-mind. We are a Fee-Only firm with 2 office locations: Atlanta & St. Simons, GA. Call for an appointment. No solicitations please. more info about Minerva Planning Group
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Private Wealth Counsel is an independent investment advisory and wealth management firm dedicated to help families build wealth. Call for a free consultation appointment. No solicitations please. more info about Private Wealth Counsel, LLC
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**NAPFA Member** We offer true financial advice and investment management based on the principals of comprehensive financial planning. Our NEW CLIENT minimum portfolio size = $100,000… more info about The Advisory Firm
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The Arcus Opportunistic Portfolio has out-performed the S&P 500 by an average of 10.1% per year since 2001. The cumulative return for Arcus since 2001 has been 137.2% compared to 0.1% for the S&P 500. NEW CLIENT minimum portfolio size = $1,000,000.... more info about Arcus Capital Partners
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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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We are a hands-on boutique financial advisory firm with one goal in mind - building your wealth. We look forward to helping you meet your financial planning goals. NEW CLIENT minimum portfolio size = $500,000 more info about Financial Success
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As a Fee-Only investment advisory firm we are focused on our limited number of clients. We are confident that we can help you meet your financial planning goals! Our NEW CLIENT Minimum Portfolio Size = $250,000... more info about LeechGary Asset Management LLC
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**NAPFA Member** We are a diversified team of highly skilled Financial Advisors who collaborate to create customized strategies to help clients realize their financial goals. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Summit Wealth Management, Inc
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We serve a select group of individuals, trusts, foundations, endowments, and corporate retirement plans located across the country. We take a comprehensive approach to wealth management. Our NEW CLIENT minimum portfolio size = $500,000... more info about Wealthcare Capital Management, LLC
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We are a Fee-Only Investment Advisor Firm offering investment management, business retirement plans, tax planning-preparation, and estate planning. We provide a PROCESS to meet your financial goals. Our NEW CLIENT Minimum Portfolio Size = $50,000... more info about Wiser Wealth Management, Inc.
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**NAPFA Member** At Financial Architects, LLC, our focus is understanding and clarifying your goals, creating a financial plan, and managing your investment portfolio so you can achieve your goals. NEW CLIENT minimum portfolio size = $1,000,000... more info about Financial Architects, LLC
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Call now for a 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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JC Investment Management (JCIM) is an independent investment management & advisory firm. We keep the interests of our clients FIRST ! Call for a free consultation appointment. No solicitors please. more info about JC Investment Management
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**NAPFA Member** Call for a free consultation appointment. No solicitations. Independent, Fee-Only financial advisory firm. Our mission is to assist clients in identifying their life's goals and help them achieve financial independence. more info about Reason Financial Advisors Inc.
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**NAPFA Member** Call for a free consultation appointment. No solicitations. Independent, Fee-Only financial advisory firm. Our mission is to assist clients in identifying their life's goals and help them achieve financial independence. more info about Reason Financial Advisors Inc.
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Call for a free consultation appointment. No solicitors. We are a boutique financial planning firm providing a unique value of independent advice that is timely. more info about Capital Point Financial Group Ltd.
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Call now for a free consultation appointment. No solicitations! We are a boutique financial planning firm providing a unique value of independent advice that is timely. Our fiduciary responsibility is to take care of our clients’ best interests. more info about Capital Point Financial Group Ltd.
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**NAPFA Member** We provide hourly, as-needed financial planning and advice to individuals, families and small businesses, regardless of their net worth, income or investable assets. Call for a free consultation appointment. No solicitations please. more info about JK Financial Planning
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We are a financial planning firm, serving both personal and corporate clients, in the areas of Wealth Accumulation, Asset Protection, Estate Planning and Legacy needs. Our NEW CLIENT minimum portfolio size = $50,000.... more info about Capital Wealth Partners Inc.
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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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**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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**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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**NAPFA Member** We are a Fee-Only financial planning and investment advisory firm. Our responsibility is solely to you, our client. NEW CLIENT minimum portfolio size = $250,000� more info about GreatLight Fee Only Advisors, LLC
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We are an independent financial planning and wealth management firm, and a member of the Kingdom Advisors originally known as the Christian Financial Professionals Network. NEW CLIENT minimum portfolio size = $250,000... more info about Integrity Financial Management, Inc.
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MPI is a nationally recognized high quality short/intermediate bond manager founded in 1986. MPI manages both tax free and taxable portfolios for conservative High Net Worth and institutional investors. NEW CLIENT Minimum Portfolio Size = $500,000... more info about MPI Investment Management, Inc.
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Call now for a free consultation appointment. No solicitations please! We are a discreet comprehensive financial planning firm serving a limited number of families. Our NEW CLIENT minimum portfolio size = $250,000.... more info about Walnut Hill Advisors, LLC
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Call now for a free consultation appointment. No solicitations. We are a “FEE ONLY” “FPA MEMBER” Financial Planner, divorce analyst and investment manager serving Boomers, Gen X and retirees in eastern Massachusetts and southern New Hampshire. more info about Clear View Wealth Advisors, LLC
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Call now for a free consultation appointment. No solicitations. “FEE ONLY” and “FPA MEMBER” and Financial planner, divorce analyst and investment manager serving Boomers, Gen X and retirees in eastern Massachusetts and southern New Hampshire. more info about Clear View Wealth Advisors, 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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We provide investment advice and portfolio management to individuals, families and trusts, non-profits and foundations, and pension & profit sharing plans. Our fee is based on the assets under management. NEW CLIENT Minimum Portfolio Size = $500,000... more info about Long Wharf Investors
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We are a Fee-Only financial advisor dedicated to providing wealth management services to high-net-worth individuals and families in the Boston and Los Angeles areas and nationwide. NEW CLIENT minimum portfolio size = $500,000... more info about The Darrow Company, Inc.
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Woodstock Corporation has a strong history of providing highly personalized financial counseling and investments services to High Net Worth individuals and their families. Our NEW CLIENT minimum portfolio size = $1,000,000... more info about Woodstock Corporation
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We are best known for our comprehensive, integrated and strategic approach to Wealth Management. We take great pride in personally getting to know you, your goals and your tolerance for risk. NEW CLIENT minimum portfolio size = $1,000,000... more info about Barker Financial Group Inc.
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We are a Fee-Only financial advisor dedicated to providing wealth management services to high-net-worth individuals and families in the Boston and Los Angeles areas and nationwide. NEW CLIENT minimum portfolio size = $500,000... more info about The Darrow Company, Inc.
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Our mission is to serve people age 50 and over, with their needs in the areas of retirement and estate planning, income enhancement, insurance and asset management planning. NEW CLIENT minimum portfolio size = $100,000... more info about Senior Financial Advisors Inc.
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As Fee Only planners, we avoid conflicts of interest. We can prepare a complete financial plan, provide ongoing planning and investment management or focus on just those issues that concern you. We are located approx. 12 miles from downtown Boston, MA. more info about Collins Financial Advisors
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We provide a cost-effective way for individuals to obtain objective personal financial planning direction. Our methodology is applied competently and professionally. Call for a free consultation appointment. No solicitations! more info about HFH Planning Inc.
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At Conrad Capital Managment, Inc. our goal is to deliver the highest possible standard of fiduciary care and highly customized portfolio management. NEW CLIENT minimum portfolio size = $500,000... more info about Conrad Capital Management, Inc.
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**NAPFA Member** We provide services with a personal touch, whether it's investing client money or providing advanced financial planning guidance. Our clients benefit from our expertise and genuine service. NEW CLIENT min. portfolio size = $1,000,000... more info about Altfest Personal Wealth Management
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We specialize in managing the financial intricacies that considerable wealth requires, so you don't have to. By focusing on the ultra-affluent, we are intimately familiar with their unique needs and the most appropriate solutions available. Min. = $1M.. more info about Convergent Wealth Advisors
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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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Our investment model is appropriate for investors seeking a rational approach that has provided superior returns with moderate risk. We are confident we can help you meet your financial goals! NEW CLIENT minimum portfolio size = $250,000 more info about Hurley Capital, LLC
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We provide personalized investment advisory services to both U.S. and European domiciled individuals, family offices, and institutional clients. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Terra Nova Asset Management LLC
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Martone Capital Management opened its doors in 1995. The principal officer, William A. Martone, CLU, ChFC, has over 30 years experience following the financial markets. Our NEW CLIENT min. portfolio size = $100,000.... more info about Martone Capital Management Inc.
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We are a Fee-only Financial Planning and Investment Management Firm with offices in Manhattan and Woodbury, New York. Our NEW CLIENT minimum portfolio size = $1,000,000..... more info about Piermont Wealth Management Inc.
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We are a Fee-Only, low-cost firm that uses one of the most intelligent, historically effective investing approaches — backed by Nobel Prize winning research. Call now for a free consultation appointment. No solicitors please. more info about Skyline Financial Northwest Inc.
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We provide Inclusive Financial Planning & Expert Investment Portfolio Management. We seek to create the optimal blend of growth assets. Call for a free consultation appointment. No solicitations please. more info about Valentine Ventures, LLC
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We are a Fee-Only, low-cost, company that utilizes one of the most intelligent, historically effective investing approaches—backed by Nobel Prize winning research. Call now for a free consultation appointment. No solicitors please. more info about Skyline Financial Northwest Inc.
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**NAPFA Member** We provide independent, Fee-Only financial planning and investment advisory services to assist you with developing the financial plan needed to achieve your goals. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Sterling Investment Management, Inc.
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We specialize in the unique financial needs of widows, retirees, and others actively preparing for life's second half. Our NEW CLIENT minimum portfolio size = $250,000.... more info about SecondHalf Planning & Investment
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**NAPFA Member** We take a comprehensive approach to wealth management for our diverse clientele. NEW CLIENT minimum portfolio size = $1,000,000� more info about Frederic T. Kutscher Associates, Inc.
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We are a boutique money management and financial advisor firm. We offer custom portfolio management with a keen focus on each individual client and their unique set of financial planning goals. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Sundowner Capital Management, LLC
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We provide Inclusive Financial Planning & Expert Investment Portfolio Management. We seek to create the optimal blend of growth assets for each client. Our NEW CLIENT minimum portfolio size = $500,000... more info about Valentine Ventures, LLC
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We are an independent, privately owned, fee-only financial advisory firm. Sigma was founded in 1992 and is a Registered Investment Advisor. We service clients throughout Oregon, and nationwide. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Sigma Investment Management Company
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Call for a free consultation. No solicitations please. We believe people still care about personal service! We can accomplish more together. Our offices are located 25 miles NW of Philadelphia and our NEW CLIENT minimum portfolio size = $100,000... more info about Harvest Financial Partners, LLC
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We are an investment advisory firm that takes a personal approach to investing. We cater to high net worth individuals, primarily women and couples. We also advise trusts and small business retirement plans. NEW CLIENT minimum portfolio size = $1M... more info about Walden Capital Advisors, LLC
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Our integrated process emphasizes the management of risk. Our portfolios are carefully constructed to reward clients in good times and in bad times. Contact us to discuss your financial planning goals. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Wright Associates
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We currently manage approx. $275 million, both in taxable and non-taxable accounts. Our two principals have 53 years of combined investment experience, managing accounts of all types. Our NEW CLIENT minimum portfolio size = $250,000... more info about Smithbridge Asset Management, Inc.
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We are a private investment management firm that provides an environment refreshingly free from the numerous conflicts of interest inherent in the financial services industry. Our NEW CLIENT minimum portfolio size = $1,000,000... more info about Bergin and Company, LLC
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As an independent Financial Advisor firm we are dedicated to you. We do not sell products and services of any one provider, enabling us to offer our clients the right solutions that fit their exact needs. NEW CLIENT minimum portfolio size = $100,000... more info about Hoffman Wealth Solutions, Inc.
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**NAPFA Member**We provide our clients with Fee-Only Wealth Management Services which includes Comprehensive Financial Planning and Investment Management Services. NEW CLIENT minimum portfolio size = $1M.... more info about Financial Freedom, 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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The SCM Senior Management team has over 60 years of combined investment experience to assist you in meeting your very unique investment goals. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Schuylkill Capital Management, LLC
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We are an independent registered investment advisory firm specializing in customized portfolio management, investment consulting services, and financial advice for every type of individual investor. NEW CLIENT min. portfolio size = $50,000.... more info about Peridot Capital Management
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We understand that no two investors or businesses are alike. As a “fee-only” firm you can be assured that there are no conflicts of interest – our interests are perfectly aligned with yours. NEW CLIENT minimum portfolio size = $500,000.... more info about Lawrence Wealth Management LLC
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As Certified Financial Planners, we offer unbiased customized service based on each client's individual goals and timelines. Experience the advantage of unbiased Fee-Only investment management. NEW CLIENT minimum portfolio size = $250,000... more info about Bruce A. Kraig Associates
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Call for a free consultation appointment. No solicitations please. We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. more info about Sweetwater Financial Advisors, LLC
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Call for a free consultation appointment. No solicitations please. We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. more info about Sweetwater Financial Advisors, LLC
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Call for a free consultation appointment. No solicitations please. We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. more info about Sweetwater Financial Advisors, LLC
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Call now for a 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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Call for a free consultation appointment. No solicitations please. We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. more info about Sweetwater Financial Advisors, LLC
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We care passionately about helping you make the best possible use of your money. We can help you grow your portfolio, protect your assets, and make wise decisions about retirement planning. Call now for a free consultation appointment. No solicitations. more info about Posey Capital Management Inc.
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Call for a free consultation appointment. No solicitors. We are an independent group of financial professionals dedicated to helping our clients reach their objectives through "comprehensive wealth management". NEW CLIENT min. portfolio size = $100,000.. more info about Global Wealth Advisors
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**NAPFA Member** We are a Fee-Only firm that believes a comprehensive financial plan is one that includes: cash flow/budget analysis, retirement, insurance, estate and investment plans. Our NEW CLIENT minimum portfolio size = $100,000... more info about Team Financial Strategies
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We are a Registered Investment Advisor providing financial advice and portfolio management services to private clients. We create and manage tailored investment solutions to meet the needs of our clients. NEW CLIENT minimum portfolio size = $500,000.... more info about Blackhaw Wealth Management, LLC
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Cadence brings an objective perspective to the ongoing financial planning process; hopefully, preventing emotions from dictating actions. NEW CLIENT minimum portfolio size = $250,000... more info about Cadence Financial Advisors
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We specialize in managing money for individuals, families and institutions. Our mission is to build and protect the wealth of our clientele by combining unmatched personal service with proven investment strategies. Minimum Portfolio Size = $250,000... more info about Gerald L. Ray & Associates, LTD.
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We are an independent financial services firm, specializing in the practice of investment management and financial planning for individuals and small businesses. Our NEW CLIENT portfolio minimum size = $100,000... more info about The Farris Group
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WHI Financial is committed to providing clients superior advice and financial services they will need throughout their lives. more info about WHI Financial Services LLC
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WHI Financial is committed to providing clients superior advice and financial services they will need throughout their lives. more info about WHI Financial Services LLC
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Fortiphi Financial LLC provides Dynamic Strategic Planning solutions for individuals, families and business owners who seek clarification and diversification. Call for a free consultation appointment. No solicitations. NEW CLIENT min. portfolio = $250,000 more info about Fortiphi Financial, LLC
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For over a decade we have been providing independent investment advice for families, individuals and businesses. NEW CLIENT minimum portfolio size = $100,000... more info about Chaney Capital Management Inc.
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We are a registered investment advisory firm providing services to individual clients. Our passion is to help our clients maximize the growth of their investments and fulfill their financial goals. Our NEW CLIENT minimum portfolio size = $250,000... more info about Robinswood Financial
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We have been a trendsetter in the investment industry for over 20 years. We are always looking for ways to improve investment returns! Our NEW CLIENT Minimum Portfolio Size = $250,000... more info about S. R. Schill & Associates
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We offer financial planning and investment management services to individuals and families. We provide guidance to those who are interested in effectively preserving and growing their wealth. Our NEW CLIENT minimum portfolio size = $500,000.... more info about Empirical Wealth Management, LLC
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**NAPFA Member** We take a comprehensive approach to wealth management for our diverse clientele. NEW CLIENT minimum portfolio size = $1,000,000 more info about Frederic T. Kutscher Associates, Inc.
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Our independent & unbiased investment counseling is what you will find when working with us. We are seeking a select number of new clients within Seattle and the Puget Sound region. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Lakeside Capital Management LLC
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We are focused on providing Fee-based investment advice and comprehensive financial planning services to individuals and businesses. Contact us today to discuss your financial planning goals and objectives. NEW CLIENT Minimum Portfolio Size = $250,000... more info about Synergy Financial Management, 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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