|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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.
|
|
|
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
|
|
|
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
|
|
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
|
|
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
|
|
|
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
|
|
|
**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
|
|
|
**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
|
|
|
**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
|
|
|
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
|
|
|
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
|
|
|
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.
|
|
|
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.
|
|
|
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
|
|
|
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.
|
|
|
**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
|
|
|
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
|
|
|
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
|
|
|
We are a comprehensive financial planning and investment management firm, based in San Francisco, CA. more info about West Portal Investment Group LLC
|
|
|
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.
|
|
|
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.
|
|
|
Our goal is simple, to help you reduce stress and enjoy life. We provide a holistic approach to Wealth Management. Our NEW CLIENT portfolio size minimum = $100,000.... more info about Blair Financial Planning
|
|
|
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
|
|
|
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
|
|
|
We address your financial advisory requirements by providing comprehensive financial advice and objective information for individuals and families. NEW CLIENT minimum portfolio size = $250,000... more info about Life Certain Wealth Strategies
|
|
|
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
|
|
|
**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
|
|
|
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
|
|
|
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.
|
|
|
**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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
**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
|
|
|
**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
|
|
|
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
|
|
|
**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
|
|
|
**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
|
|
|
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
|
|
|
**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
|
|
|
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.
|
|
|
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
|
|
|
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
|
|
|
**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.
|
|
|
**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.
|
|
|
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.
|
|
|
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.
|
|
|
**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
|
|
|
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.
|
|
|
**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
|
|
|
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
|
|
|
**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
|
|
|
**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
|
|
|
**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
|
|
|
**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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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.
|
|
|
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
|
|
|
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.
|
|
|
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.
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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.
|
|
|
**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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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.
|
|
|
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
|
|
|
**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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
**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.
|
|
|
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
|
|
|
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
|
|
