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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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**NAPFA Member** I specialize in helping people in or near retirement. I can help with retirement planning and actively managing portfolios, with the goal of avoiding large portfolio losses. NEW CLIENT minimum portfolio size = $500,000… more info about Focused Wealth Strategies Inc.
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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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** 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. 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 Wealth Management Solutions
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Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in Arizona, CA & Texas. Our NEW CLIENT minimum portfolio size = $250,000... more info about McComsey Asset Management, LLC
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Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in Arizona, California & Texas. Our NEW CLIENT minimum portfolio size = $250,000... more info about McComsey 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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Our firm's managed accounts have outperformed the S&P 500 by 89% since inception in January 1998. We offer separate investor advisory and money management services which use the "Buyback Stragegy" principles. NEW CLIENT min. portfolio size = $100,000... more info about Fried Asset Management, Inc.
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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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**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** Robert has over 10 years of experience and has a Chartered Financial Analyst (CFA) certification combined with an MBA from Columbia Business School. Our NEW CLIENT minimum portfolio size = $500,000... more info about Robert Horowitz Wealth Management
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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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**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 an independent, Fee-Only investment advisor. Our mission is to make your financial goals a reality. NEW CLIENT minimum portfolio size = $250,000… more info about Garner Financial Management
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We are a San Francisco Bay Area based Independent Registered Investment Advisor and Certified Financial Planner™ firm. Whether you need a second opinion, a full plan, a workshop or an adviser, the time to act is now... more info about Aikapa Financial Planning and Investment Management
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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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**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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Our firm was founded in 2004 as an independent, employee-owned investment advisor, and is currently staffed by professionals with over 200 years of combined experience in financial services. NEW CLIENT minimum portfolio size = 1,000,000... more info about Covington Capital Management
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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 specialize in full discretionary portfolio management. Our typical minimum family relationship is well in excess of $1 million dollars. We do not "sell" investment products or insurance, nor do we do financial planning. more info about L & S Advisors, Inc
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Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in southern CA. Our NEW CLIENT minimum portfolio size = $250,000... more info about McComsey Asset Management, LLC
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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** 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. NEW CLIENT minimum portfolio size = $500,000… more info about Focused Finances, LLC
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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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Our firm's managed accounts have outperformed the S&P 500 by 89% since inception in January 1998. We offer separate investor advisory and money management services which use the "Buyback Stragegy" principles. NEW CLIENT min. portfolio size = $100,000... more info about Fried Asset Management, Inc. / Buyback Strategies
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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. NEW CLIENT minimum portfolio size = $1,000,000… 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. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Prialta Advisors, Inc.
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We are focused on a research driven approach -- toward the goal of bringing the Best Value and Highest-Quality of Service to each client. NEW CLIENT minimum portfolio size = $100,000... more info about ALM Advisors, Inc.
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We use coordinated financial analysis and time-tested financial strategies to create an individually tailored plan that helps our clients maximize their financial assets and achieve their most important goals. NEW CLIENT portfolio min. size = $500,000... more info about Anders Financial Planning
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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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We are a San Francisco Bay Area based Independent Registered Investment Advisor and Certified Financial Planner™ firm. Whether you need a second opinion, a full plan, a workshop or an adviser, the time to act is now... more info about Aikapa Financial Planning and Investment Management
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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! NEW CLIENT minimum portfolio size = $500,000... more info about CPIC International
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North Capital is an investment management company with a singular focus: delivering best in class investment solutions for your specific needs. Our NEW CLIENT Minimum Portfolio Size = $50,000... more info about North Capital
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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 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. NEW CLIENT minimum portfolio size = $500,000... more info about SoundBridge Capital Management, LLC
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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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**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** Our mission is to deliver superior investment performance using a risk-controlled approach that gives our valued client's financial "peace of mind" during all market conditions. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Schultz Financial Management Corporation
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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 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 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 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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**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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Our Multiple Asset Portfolio (M.A.P.) is designed to help our clients “sleep well at night” by achieving better returns with less risk. We are confident we can help you! NEW CLIENT minimum portfolio size = $500,000… more info about Foldes Financial 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 = 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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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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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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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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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** Private Wealth Counsel is an independent investment advisory and wealth management firm dedicated to help families build wealth and preserve their financial legacies. Our NEW CLIENT Minimum Portfolio Size = $250,000... more info about Private Wealth Counsel, 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** 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 provide our clients with an independent, unbiased approach to investing. Because we are Fee-Only based, we take no kick-backs or incentives through any third-party firms. Our office is located 30 miles north of downtown Atlanta. more info about Goodwin Investment Advisory
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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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Our philosophy is that disciplined, model-driven investment approaches generate enhanced risk-adjusted returns. We serve clients all over the U.S. Our NEW CLIENT minimum portfolio amount = $250,000... more info about Good Harbor Financial Inc.
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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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At JC Investment Management (JCIM), an independent investment management & advisory firm, market objectivity and the interests of our clients are our research and investment management hallmarks. Our NEW CLIENT Minimum Portfolio Size = $50,000... more info about JC Investment Management
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We have never desired to be the largest investment firm. We’ve only aimed to be the best! To accomplish this objective, our focus is on offering effective, customized investment solutions to our clients. NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Lodestar Investment Counsel, LLC
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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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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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**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 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 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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We provide a cost-effective way for individuals to obtain objective personal financial planning direction. Our methodology is applied competently and professionally, regardless of our client's net worth. more info about HFH Planning Inc.
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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 diversify portfolios across a traditional mix of common stocks, fixed-income securities and cash equivalents consistent with each client’s unique risk tolerance and tax situation. Our NEW CLIENT Minimum Portfolio Size = $250,000... more info about Marlcroft Asset Management 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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**NAPFA Member** We work with affluent individuals, business owners and senior executives, helping them achieve and maintain their financial independence. Our NEW CLIENT minimum portfolio size = $1,000,000... more info about Zdenek Financial Planning, LLC
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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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**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 = $100,000... more info about Sterling Investment Management, 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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**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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Our firm's managed accounts have outperformed the S&P 500 by 89% since inception in January 1998. We offer separate investor advisory and money management services which use the "Buyback Stragegy" principles. NEW CLIENT min. portfolio size = $100,000... more info about Fried Asset Management, 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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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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**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 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 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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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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We started our firm because 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 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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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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**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 would be honored to have the privilege of serving as a steward of your assets. We serve clients in the Dallas-Ft. Worth metro area, as well as the other cities within TX, OK, and Arkansas. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Living Water Capital Management, LLC
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Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in Texas, AZ & CA. Our NEW CLIENT minimum portfolio size = $250,000... more info about McComsey Asset Management LLC
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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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We would be honored to have the privilege of serving as a steward of your assets. We serve clients in the Dallas-Ft. Worth metro area, as well as the other cities within TX, OK, and Arkansas. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Living Water Capital Management, LLC
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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 would be honored to have the privilege of serving as a steward of your assets. We serve clients in the Dallas-Ft. Worth metro area, as well as the other cities within TX, OK, and Arkansas. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Living Water Capital Management, LLC
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Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in Texas, Arizona & Texas. Our NEW CLIENT minimum portfolio size = $250,000... more info about McComsey Asset Management, LLC
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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 would be honored to have the privilege of serving as a steward of your assets. We serve clients in the Dallas-Ft. Worth metro area, as well as the other cities within TX, OK, and Arkansas. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Living Water Capital Management, LLC
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Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in Texas, AZ & CA. Our NEW CLIENT minimum portfolio size = $250,000... more info about McComsey Asset Management LLC
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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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We serve many clients throughout the West including: UT, CO, NM, NV, AZ & CA. 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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Our firm's managed accounts have outperformed the S&P 500 by 89% since inception in January 1998. We offer separate investor advisory and money management services which use the "Buyback Stragegy" principles. NEW CLIENT min. portfolio size = $100,000... more info about Fried Asset Management, Inc.
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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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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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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 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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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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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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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. more info about D'Annunzio Consulting Group, LLC
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