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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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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 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 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 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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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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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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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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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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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 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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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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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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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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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 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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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 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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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 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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**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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**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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**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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**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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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** 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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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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**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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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** 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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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 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 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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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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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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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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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 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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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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