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We serve many clients throughout the SW including: CA, AZ, CO, NM, UT and NV. Our expertise is in reducing taxes and expenses of our clients and more effectively managing the growth of their assets. NEW CLIENT minimum portfolio size = $250,000... more info about Aegis Financial Group, Inc.
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We act as your personal CFO! We advise our clients in very effective ways to meet their financial goals. Our professionals are skilled at integrating investment planning with estate and tax planning. NEW CLIENT minimum portfolio size = $1,000,000… more info about Hatton Consulting, Inc.
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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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We serve many clients throughout the SW including: CA, AZ, CO, NM, UT and NV. Our expertise is in reducing taxes and expenses of our clients and more effectively managing the growth of their assets. NEW CLIENT minimum portfolio size = $250,000... more info about Aegis Financial Group, 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** As an independent Fee-Only financial planning and asset management firm, we provide the financial solutions you need to efficiently utilize your financial resources to achieve your life goals. NEW CLIENT Min Portfolio Size = $250,000... more info about Sierra Pacific Financial Advisors
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We provide professional investment and planning services for both business and individual clients. Contact us today to discuss your financial planning objectives and goals. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about The Advisory Group
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We serve many clients in CA, AZ, CO, NM, UT and NV. Our expertise is in reducing taxes and expenses of our clients and more effectively managing the growth of their assets. NEW CLIENT minimum portfolio size = $250,000... more info about Aegis Financial Group, Inc.
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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 = $250,000... more info about Summit Portfolio Management Inc.
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**NAPFA Member** As an independent Fee-Only financial planning and asset management firm, we provide the financial solutions you need to efficiently utilize your financial resources to achieve your life goals. NEW CLIENT Min Portfolio Size = $250,000... more info about Sierra Pacific Financial Advisors
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We take pride in providing state-of-the-art financial planning strategies, investment portfolio construction and management, and portfolio analysis. Our NEW CLIENT Minimum Portfolio Size = $250,000... more info about Summit Portfolio Management Inc.
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**NAPFA Member** As an independent Fee-Only financial planning and asset management firm, we provide the financial solutions you need to efficiently utilize your financial resources to achieve your life goals. NEW CLIENT Min Portfolio Size = $250,000... more info about Sierra Pacific Financial Advisors
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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. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Prialta Advisors, 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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**NAPFA Member** We will help you organize your financial life and make good choices to reach your goals. Our Planning Session: $575. We look forward to speaking with you!... more info about Burgess Financial Planning
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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. Contact us to discuss your financial planning goals. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Rosenblum Silverman Sutton
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We are a family owned and operated Fee-Only financial planning firm serving clients throughout Silicon Valley. NEW CLIENT minimum portfolio size = $500,000… more info about Family Wealth Consulting Group
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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. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Prialta Advisors, Inc.
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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. Our NEW CLIENT Minimum Portfolio Size = $500,000... 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. NEW CLIENT minimum portfolio size = $250,000... 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. Our NEW CLIENT Minimum Portfolio Size = $250,000... more info about Summit Portfolio Management 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 = $100,000... more info about Cathy Pareto and Associates
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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 = $100,000... more info about Cathy Pareto and Associates
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**NAPFA Member** We are a nationally respected wealth management firm with over 20 years of experience understanding and responding to our client's unique circumstances. We serve clients nationally. NEW CLIENT minimum portfolio size = $1,000,000… more info about Evensky & Katz, 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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We are an independent, fee-based investment advisory firm committed to achieving superior results for our clientele. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Paragon Wealth Strategies LLC
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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 = $1,000,000... more info about Thornton Wealth Management, LLC
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**NAPFA Member** Our firm specializes in providing Fee-Only Hourly Financial Planning, Divorce Planning and Employee Benefits Education services to individuals and businesses... more info about Dagel Financial, Inc.
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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 = Our NEW CLIENT minimum portfolio size = $500,000... more info about George Papadopoulos CPA/PFS, CFP
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**NAPFA Member** 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 = $250,000... more info about Camarda Financial Advisors, Inc.
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**NAPFA Member** 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 = $250,000... more info about Camarda Financial Advisors, Inc.
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We have built an Investment Management and Trust Company designed to support our clients during all phases of their lives. We have 8 office locations throughout Florida. NEW CLIENT minimum portfolio size = $1,000,000... more info about Cypress Capital Group
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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 = $1,000,000... more info about Thornton Wealth Management, LLC
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We have built an Investment Management and Trust Company designed to support our clients during all phases of their lives. We have 8 office locations throughout Florida. NEW CLIENT minimum portfolio size = $1,000,000... more info about Cypress Capital Group
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We are an independent, fee-based investment advisory firm committed to achieving superior results for our clientele. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Paragon Wealth Strategies LLC
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**NAPFA Member** 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 = $250,000... more info about Camarda Financial Advisors, Inc.
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We have built an Investment Management and Trust Company designed to support our clients during all phases of their lives. We have 8 office locations throughout Florida. NEW CLIENT minimum portfolio size = $1,000,000... more info about Cypress Capital Group
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We are an independent, fee-based investment advisory firm committed to achieving superior results for our clientele. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Paragon Wealth Strategies LLC
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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 = $1,000,000... more info about Thornton Wealth Management, LLC
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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 = $100,000... more info about Cathy Pareto and Associates
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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 = $1,000,000... more info about Thornton Wealth Management, 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 2 office locations: Atlanta & St. Simons, GA. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Minerva Planning Group
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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 = $1,000,000... more info about Thornton Wealth 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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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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**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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Schlindwein Associates is a Registered Investment Advisor (RIA) with offices in Chicago and Dallas. We are Fee-Only, independent, impartial and objective. Our NEW CLIENT minimum portfolio size = $500,000... more info about Schlindwein Associates, LLC
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**NAPFA Member** Trinity Financial Advisors is a Fee-Only financial planning and investment management firm. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Trinity Financial Advisors LLC
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We serve the greater Chicago area and we get to know our clients to understand what is truly important to them. Our goal is to help you to achieve your goals. more info about Water Tower Financial Partners 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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**NAPFA Member** Independent, Fee-Only financial advisory firm. Our mission is to assist clients in identifying their life's goals and help them achieve the financial independence to accomplish them. NEW CLIENT Minimum Portfolio Size = $250,000... more info about Reason 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 = $100,000... more info about Cathy Pareto and Associates
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Our mission is to help clients develop wealthy habits and reduce financial stress... more info about Advanced Asset Management LLC
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** NAPFA Member** We are a low cost, Fee-Only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire with an income to last a lifetime. NEW CLIENT Minimum Portfolio Size = $250,000... more info about IAM Financial
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Our mission is to help clients develop wealthy habits and reduce financial stress... more info about Advanced Asset Management 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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** NAPFA Member** We are a low cost, Fee-Only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire with an income to last a lifetime. NEW CLIENT Minimum Portfolio Size = $250,000... more info about IAM Financial
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**NAPFA Member** We are a Fee-Only Registered Investment Advisor committed to helping you improve your long-term financial success. NEW CLIENT minimum portfolio size = $500,000… more info about Darwish Capital Management
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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 empower our clients by providing the knowledge, planning, and advice that is needed for them to take control of their financial lives. more info about Howarth Financial Services, LLC
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**NAPFA Member** We provide individuals and families with a trusted and enduring advisory relationship so that they may realize personal goals by achieving long-term financial well-being. Our local communities include Beaverton, Hillsboro, and Tigard... more info about Cedar Financial Advisors LLC
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We empower our clients by providing the knowledge, planning, and advice that is needed for them to take control of their financial lives. more info about Howarth Financial Services, LLC
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Our mission is to develop ongoing inter-generational financial security by partnering with our clients to make sound, objective financial and investment decisions. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Schulmerich & Associates Asset Management 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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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 = $500,000... 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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We are a strategic component within Citrin Cooperman (an accounting and business consulting firm founded in 1979). We specialize in helping businesses and entrepreneurs succeed. NEW CLIENT minimum portfolio size = $500,000... more info about Citrin Cooperman Wealth Management, LP
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Our practice is built on a commitment to our clients! We provide a sound return while minimizing risk. Our experienced team utilizes a well-researched and disciplined approach to investing. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Roffman Miller Associates Inc
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**NAPFA Member** We provide Wealth Advisory Services including Financial Planning and Investment Management strategies to affluent and wealthy individuals, as well as business entities. Our NEW CLIENT minimum portfolio size = $1,000,000... more info about Legend Financial Advisors, Inc.
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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 provide comprehensive Asset and Wealth Management as well as Financial Life Planning services. We are a Fee-Only Firm that specializes in working with private individuals and families in Texas. NEW CLIENT minimum portfolio size = $500,000... more info about Byrd Capital Market Advisers, Inc.
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We provide comprehensive Asset and Wealth Management as well as Financial Life Planning services. We are an SEC registered Fee-Only Firm and specialize in working with private individuals and families. NEW CLIENT minimum portfolio size = $500,000... more info about Byrd Capital Market Advisers, Inc
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We are an independent, fee-based investment advisory firm committed to achieving superior results for our clientele. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Paragon Wealth Strategies LLC
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We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Our NEW CLIENT minimum portfolio size = $500,000... more info about Sweetwater Financial Advisors, LLC
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**NAPFA Member** We have an extensive tax background and focus to help our clients to reduce their tax burden through strategic financial planning and investment management. NEW CLIENT minimum portfolio size = $250,000... more info about Certified Financial Strategies Corporation
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We are an independent group of financial professionals dedicated to helping our clients reach their objectives through comprehensive wealth management and financial planning. NEW CLIENT minimum portfolio size = $100,000… more info about Global Wealth Advisors
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Schlindwein Associates is a Registered Investment Advisor (RIA) with offices in Chicago and Dallas. We act as a fiduciary, and our decisions are solely based on what is best for our clients. Our NEW CLIENT minimum portfolio size = $500,000... more info about Schlindwein Associates, LLC
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We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Our NEW CLIENT minimum portfolio size = $500,000... more info about Sweetwater Financial Advisors, LLC
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We provide comprehensive Asset and Wealth Management as well as Financial Life Planning services. We specialize in working with private individuals and families in the state of Texas. NEW CLIENT minimum portfolio size = $500,000... more info about Byrd Capital Market Advisers, Inc.
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We are an independent, fee-based investment advisory firm committed to achieving superior results for our clientele. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Paragon Wealth Strategies 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 and estate planning. NEW CLIENT minimum portfolio size = $3,000,000... more info about Posey Capital Management Inc.
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We provide comprehensive Asset and Wealth Management as well as Financial Life Planning services. We specialize in working with private individuals and families in the state of Texas. NEW CLIENT minimum portfolio size = $500,000... more info about Byrd Capital Market Advisers, Inc.
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We are an independent, fee-based investment advisory firm committed to achieving superior results for our clientele. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Paragon Wealth Strategies LLC
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We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Our NEW CLIENT minimum portfolio size = $500,000... more info about Sweetwater Financial Advisors, LLC
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We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Our NEW CLIENT minimum portfolio size = $500,000... more info about Sweetwater Financial Advisors, 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 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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Founded in 1954, we deliver a high level of personal attention to each of our clients to help realize their financial goals of protecting and growing wealth. NEW CLIENT minimum portfolio size = $500,000... more info about BBJS Financial Advisors, LLC
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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 a premier Financial Planning Firm. We help our select clients along their journey toward financial independence! We look forward to speaking with you about your exact needs. NEW CLIENT minimum portfolio size = $1,000,000… more info about Greene Wealth 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. more info about D'Annunzio Consulting Group, LLC
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