Retirement Planning Advisors

Below is a list of Featured Financial Advisors with expertise in Retirement Planning

Find the appropriate STATE (by scrolling down).
Firms are sorted alphabetically, within each State.
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AL | AR | AZ | CA | CO | CT | DC | FL | GA | HI | IL | LA | MA | MD | MI | MN | MO | MS | NJ | NM | NV | NY | OR | PA | TX | UT | VA | WA | WI

AL

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Cathy Pareto and Associates - Mobile, AL

**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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Evensky & Katz, LLC - Mobile, AL

**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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Cathy Pareto and Associates - Montgomery, AL

**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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Evensky & Katz, LLC - Montgomery, AL

**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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AR

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Hutchinson Financial Inc. - Little Rock, AR

Our goal is to help you achieve financial peace of mind and a comfortable, secure retirement that is free from worry about financial matters. Our NEW CLIENT minimum portfolio size = $250,000... more info about Hutchinson Financial Inc.
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AZ

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McGinley Financial Advisory, LLC - Glendale, AZ

McGinley Financial Advisory, LLC (MFA) specializes in providing income solutions for retirees. NEW CLIENT minimum portfolio size = $250,000... more info about McGinley Financial Advisory, LLC
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Hatton Consulting, Inc. - Phoenix, AZ

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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Stellar Capital Management LLC - Phoenix, AZ

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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Witnauer Sloan & Associates LLC - Phoenix, AZ

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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Baron Capital Management, LLC - Scottsdale, AZ

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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Focused Wealth Strategies Inc. - Scottsdale, AZ

**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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Galvin, Gaustad & Stein, LLC - Scottsdale, AZ

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 Galvin, Gaustad & Stein, LLC
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Ironwood Asset Management, LLC - Scottsdale, AZ

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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Wealth Engineering, LLC - Scottsdale, AZ

** 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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Wealth Management Solutions - Scottsdale, AZ

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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Sonora Investment Management LLC - Tucson, AZ

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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CA

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Niehaus Liberty Investing, LLC - Berkley, CA

We provide independent financial strategy advice and wealth management services to individuals and families. We provide high caliber-portfolio performance and accessible, informative advice. NEW CLIENT min. portfolio size = $100,000.. more info about Niehaus Liberty Investing, LLC
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WESCAP Group - Burbank, CA

**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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Robert Horowitz Wealth Management - Corte Madera, CA

**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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The Advisory Group - Diamond Bar, CA

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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Veripax Financial Management - El Dorado Hills, CA

**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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Beacon Financial Partners - Huntington Beach, CA

**NAPFA Member** We are dedicated to helping people that don't have time for, don't enjoy, or simply need expert advice in managing their personal finances. NEW CLIENT minimum portfolio size = $500,000... more info about Beacon Financial Partners
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Aikapa Financial Planning and Investment Management - Larkspur, CA

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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Aequitas Wealth Management - Los Angeles, CA

**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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Kenfield Capital Strategies - Los Angeles, CA

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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Summit Portfolio Management Inc. - Los Angeles, CA

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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Focused Finances, LLC - Oakland, CA

**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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Holbrook Global Strategies - Palo Alto, CA

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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Prialta Advisors, Inc. - Palo Alto, CA

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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Anders Financial Planning - Petaluma, CA

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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Lynch Financial Advisors - Roseville, CA

**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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Stolper & Co Inc. - San Diego, CA

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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Aikapa Financial Planning and Investment Management - San Francisco, CA

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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Atlas Capital Advisors LLC - San Francisco, CA

We are an independent, Fee-Only investment advisor firm dedicated to providing unbiased advice and specializing in the area of currency risk management. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Atlas Capital Advisors LLC
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Burgess Financial Planning - San Francisco, CA

**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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CPIC International - San Francisco, CA

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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D'Annunzio Consulting Group, LLC - San Francisco, CA

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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North Capital - San Francisco, CA

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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Rosenblum Silverman Sutton - San Francisco, CA

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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SoundBridge Capital Management, LLC - San Francisco, CA

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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Walnut Hill Advisors, LLC - San Francisco, CA

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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West Portal Investment Group LLC - San Francisco, CA

We are a comprehensive financial planning and investment management firm, based in San Francisco, CA. Our NEW CLIENT minimum size = $250,000... more info about West Portal Investment Group LLC
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Family Wealth Consulting Group - San Jose, CA

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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Prialta Advisors, Inc. - San Jose, CA

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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Silicon Valley Capital Partners, L.P. - San Jose, CA

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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Annadel Capital - San Rafael, CA

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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Marin Capital Management - San Rafael, CA

**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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Schultz Financial Management Corporation - Santa Ana, CA

**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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Pring Turner Capital Group - Walnut Creek, CA

We have provided highly personalized investment management services on a fee-only basis since 1977. Our NEW CLIENT minimum portfolio size = $1,000,000... more info about Pring Turner Capital Group
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Summit Portfolio Management Inc. - Walnut Creek, CA

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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Marin Capital Management - Woodland, CA

**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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Ventura Advisors - Woodland Hills, CA

**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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CO

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Blair Financial Planning - Denver, CO

Our goal is simple, to help you reduce stress and enjoy life. We provide a holistic approach to Wealth Management. Our NEW CLIENT portfolio size minimum = $100,000.... more info about Blair Financial Planning
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D'Annunzio Consulting Group, LLC - Denver, CO

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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Marin Capital Management - Denver, CO

**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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Kenfield Capital Strategies - Littleton, CO

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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Advisers Investment Management, Inc. - Montrose, CO

Our Investment Adviser Representatives are experienced professionals committed to providing you with the highest level of personalized service in a confidential manner. Our NEW CLIENT minimum portfolio size = no minimum... more info about Advisers Investment Management, Inc.
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CT

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Legacy Squared, LLC - Milford, CT

THE LEGACY² SYSTEM™ is our unique and evolving process as applied in financial services. Our mission is to provide value for our clients through innovation and insight. Our NEW CLIENT minimum portfolio size = $250,000.. more info about Legacy Squared, LLC
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DC

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Capital Management Group, LLC - Washington, DC

We provide individuals and families with a broad range of financial services including investment management, financial advice and planning, and tax analysis and preparation. NEW CLIENT MINIMUM portfolio size = $500,000.... more info about Capital Management Group, LLC
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Warren Capital Group - Washington, DC

We believe that proper diversification is essential when managing investment assets. We allocate to 5 different asset classes when constructing portfolios: stocks, bonds, real estate, alternatives and cash. NEW CLIENT Minimum Portfolio Size = $100,000... more info about Warren Capital Group
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FL

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Cathy Pareto and Associates - Azalea Park, FL

**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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IBIS Wealth Management - Boca Raton, FL

We provide the services of Investment Management, Retirement Planning and College Planning. Our NEW CLIENT minimum portfolio size = $250,000..... more info about IBIS Wealth Management
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Reich Investment Advisors LLC - Boca Raton, FL

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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Investor Solutions - Coconut Grove, FL

**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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Cathy Pareto and Associates - Coral Gables, FL

**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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Evensky & Katz, LLC - Coral Gables, FL

**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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Paragon Wealth Strategies LLC - Jacksonville, FL

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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Dagel Financial, Inc. - Miami, FL

**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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Foldes Financial Management, LLC - Miami, FL

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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Arbor Wealth Management - Miramar Beach, FL

We are a Fee-Only Investment Advisor. We provide a full array of services for clients, including portfolio management and retirement planning. NEW CLIENT minimum portfolio size = $500,000 more info about Arbor Wealth Management
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D'Annunzio Consulting Group, LLC - Naples, FL

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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George Papadopoulos CPA/PFS, CFP - Naples, FL

**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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Camarda Financial Advisors, Inc. - Orange Park, FL

**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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Camarda Financial Advisors, Inc. - Orlando, FL

**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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Reich Investment Advisors LLC - Orlando, FL

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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Paragon Wealth Strategies LLC - Pine Hills, FL

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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Minerva Planning Group - Ponte Vedra Beach, FL

**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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Camarda Financial Advisors, Inc. - Tampa, FL

**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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Paragon Wealth Strategies LLC - Tampa, FL

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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Reich Investment Advisors - Tampa, FL

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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Cathy Pareto and Associates - Town n' Country, FL

**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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GA

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Private Wealth Counsel, LLC - Alpharetta, GA

** 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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The Advisory Firm - Alpharetta, GA

**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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Arcus Capital Partners - Atlanta, GA

The Arcus Opportunistic Portfolio has out-performed the S&P 500 by an average of 10.1% per year since 2001. The cumulative return for Arcus since 2001 has been 137.2% compared to 0.1% for the S&P 500. NEW CLIENT minimum portfolio size = $1,000,000.... more info about Arcus Capital Partners
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D'Annunzio Consulting Group, LLC - Atlanta, GA

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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Financial Success - Atlanta, GA

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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Minerva Planning Group - Atlanta, GA

**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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Summit Wealth Management, Inc - Atlanta, GA

**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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Wealthcare Capital Management, LLC - Atlanta, GA

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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Wiser Wealth Management, Inc. - Marietta, GA

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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Alexander Investment Advisory, LLC - Suwanee, GA

We are a Fee-Only Registered Investment Advisory firm serving clients with personalized and unbiased Financial Planning and Investment Management services. NEW CLIENT minimum portfolio size = $100,000... more info about Alexander Investment Advisory, LLC
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Goodwin Investment Advisory - Woodstock, GA

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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HI

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Golden Years Retirement Specialists, Inc. - Honolulu, HI

We serve select clientele throughout the continental US & Hawaii. Our mission is to provide our clients with quality financial planning and the best available estate planning resources. NEW CLIENT minimum portfolio size = $500,000 more info about Golden Years Retirement Specialists, Inc.
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IL

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Capital Wealth Partners Inc. - Aurora, IL

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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Aequus Wealth Management Resources, LLC - Chicago, IL

**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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D'Annunzio Consulting Group, LLC - Chicago, IL

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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Haag Financial Consulting - Chicago, IL

**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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JC Investment Management - Chicago, IL

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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Lodestar Investment Counsel, LLC - Chicago, IL

We have never desired to be the largest investment firm. Weve 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, LLC - Chicago, IL

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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Trinity Financial Advisors LLC - Chicago, IL

**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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GreatLight Fee Only Advisors, LLC - Evanston, IL

**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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Reason Financial Advisors Inc. - Northbrook, IL

**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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JK Financial Planning - Vernon Hills, IL

**NAPFA Member** We provide hourly, as-needed financial planning and advice to individuals, families and small businesses, regardless of their net worth, income or investable assets. more info about JK Financial Planning
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LA

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Cathy Pareto and Associates - Baton Rouge, LA

**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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Evensky & Katz, LLC - Baton Rouge, LA

**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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MA

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Clear View Wealth Advisors, LLC - Amesbury, MA

“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. NEW CLIENT min. portfolio size = $100,000.. more info about Clear View Wealth Advisors, LLC
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D'Annunzio Consulting Group, LLC - Boston, MA

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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Long Wharf Investors - Boston, MA

We provide investment advice and portfolio management to individuals, families and trusts, non-profits and foundations, and pension & profit sharing plans. Our fee is based on the assets under management. NEW CLIENT Minimum Portfolio Size = $500,000... more info about Long Wharf Investors
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Woodstock Corporation - Boston, MA

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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Barker Financial Group Inc. - Burlington, MA

We are best known for our comprehensive, integrated and strategic approach to Wealth Management. We take great pride in personally getting to know you, your goals and your tolerance for risk. NEW CLIENT minimum portfolio size = $1,000,000... more info about Barker Financial Group Inc.
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Sensible Financial Planning And Management, LLC - Cambridge, MA

**NAPFA Member** We NEVER accept any commissions or other payments from any financial product or service provider. We work only for you! Our NEW CLIENT minimum portfolio size = $100,000 more info about Sensible Financial Planning And Management, LLC
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Walnut Hill Advisors, LLC - Medford, MA

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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Collins Financial Advisors - Melrose, MA

As Fee Only planners, we avoid conflicts of interest. We can prepare a complete financial plan, provide ongoing planning and investment management or focus on just those issues that concern you. We are located approx. 12 miles from downtown Boston, MA. more info about Collins Financial Advisors
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Clear View Wealth Advisors, LLC - Wilmington, MA

“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. NEW CLIENT min. portfolio size = $100,000.. more info about Clear View Wealth Advisors, LLC
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MD

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Technomart RGA Inc. - Baltimore, MD

Technomart Investment Advisors can save your portfolio. We specialize in developing fluid, agile, and unique portfolios that take advantage of both a bull or bear market, never following the herd. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Technomart RGA Inc.
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Warren Capital Group - Chevy Chase, MD

We believe that proper diversification is essential when managing investment assets. We allocate to 5 different asset classes when constructing portfolios: stocks, bonds, real estate, alternatives and cash. NEW CLIENT Minimum Portfolio Size = $100,000... more info about Warren Capital Group
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MI

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Advanced Asset Management LLC - East Lansing, MI

Our mission is to help clients develop wealthy habits and reduce financial stress... more info about Advanced Asset Management LLC
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Cathy Pareto and Associates - East Lansing, MI

**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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IAM Financial - Grand Rapids, MI

** 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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Advanced Asset Management LLC - Grandville, MI

Our mission is to help clients develop wealthy habits and reduce financial stress... more info about Advanced Asset Management LLC
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George Papadopoulos CPA/PFS, CFP - Novi, MI

**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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IAM Financial - Okemos, MI

** 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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MN

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Hornquist Financial - Edina, MN

**NAPFA Member** We are a strictly Fee-Only financial planning firm, engaging clients in truly comprehensive financial planning and wealth management. NEW CLIENT minimum portfolio size = $250,000� more info about Hornquist Financial
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Johnson Capital Management, LLC - Saint Paul, MN

We are a Minnesota-based Financial Advisor and Investment Management firm. We offer client’s objective, fee-only investment management and financial planning services. Our NEW CLIENT minimum portfolio size = $100,000... more info about Johnson Capital Management, LLC
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Diversified Wealth Management LLC - St. Louis Park, MN

We take a full service approach to Financial Planning and Wealth Management in order to help people pursue their financial goals. Our NEW CLIENT minimum portfolio size = $50,000... more info about Diversified Wealth Management LLC
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Epple Financial Advisors, LLC - Wayzata, MN

**NAPFA Member** We provide comprehensive, Fee-Only financial planning and wealth management services for individuals who seek to delegate some level of responsibility for managing their financial affairs. NEW CLIENT minimum portfolio size = $500,000... more info about Epple Financial Advisors, LLC
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MO

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Compton Advisors, LLC - St. Louis, MO

You will always get personal service and professional results. For a small percentage of total assets under management, we will manage all or part of your investment portfolio according to your goals. NEW CLIENT minimum portfolio size = $250,000... more info about Compton Advisors, LLC
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Green Family Wealth Management - St. Louis, MO

We handle a select clientele so we can offer you personalized attention and availability. NEW CLIENT minimum portfolio size = $500,000... more info about Green Family Wealth Management
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Paragon Wealth Strategies LLC - St. Louis, MO

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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Wright Associates - St. Louis, MO

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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MS

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Cathy Pareto and Associates - Jackson, MS

**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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Evensky & Katz, LLC - Jackson, MS

**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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NJ

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V.M. Polce Investment Advisors, LLC - Old Tappan, NJ

We are a fee based only investment manager that strives to provide the most independent and objective advice possible. Our NEW CLIENT minimum portfolio size = $100,000... more info about V.M. Polce Investment Advisors, LLC
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NM

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Certified Financial Strategies Corporation - Albuquerque, NM

**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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Kenfield Capital Strategies - Five Points, NM

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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Marin Capital Management - Rios Rancho, NM

**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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NV

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Shreder Investment Consulting LLC - Henderson, NV

We are an independent investment consulting firm that specializes in providing holistic income solutions for investors desiring principal preservation, enhanced performance, low cost, and unparalleled service. NEW CLIENT minimum portfolio size = $250,000 more info about Shreder Investment Consulting LLC
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GreatLight Fee Only Advisors, LLC - Las Vegas, NV

**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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Summit Portfolio Management Inc. - Las Vegas, NV

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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NY

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Altfest Personal Wealth Management - New York, NY

**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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D'Annunzio Consulting Group, LLC - New York, NY

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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HFH Planning Inc. - New York, NY

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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OR

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Sterling Investment Management, Inc. - Beaverton, OR

**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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Darwish Capital Management - Eugene, OR

**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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Frederic T. Kutscher Associates, Inc. - Eugene, OR

**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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Howarth Financial Services, LLC - Eugene, OR

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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Howarth Financial Services, LLC - Portland, OR

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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Schulmerich & Associates Asset Management LLC - Portland, OR

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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Sigma Investment Management Company - Portland, OR

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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Skyline Financial Northwest Inc. - Portland, OR

We are a Fee-Only, low-cost, company that utilizes one of the most intelligent, historically effective investing approaches — backed by Nobel Prize winning research. Our NEW CLIENT minimum portfolio size = $250,000... more info about Skyline Financial Northwest Inc.
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Strategic Group - Portland, OR

We are financial advisors with an expertise in active investment management and financial planning. Our NEW CLIENT minimum portfolio size = $1,000,000... more info about Strategic Group
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PA

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Walden Capital Advisors, LLC - Bala Cynwyd, PA

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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Wright Associates - Bethel Park, PA

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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Hoffman Wealth Solutions, Inc. - Doylestown, PA

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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Harvest Financial Partners, LLC - Paoli, PA

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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D'Annunzio Consulting Group, LLC - Philadelphia, PA

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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Roffman Miller Associates Inc - Philadelphia, PA

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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Peridot Capital Management - Pittsburgh, PA

We are an independent registered investment advisory firm specializing in customized portfolio management, investment consulting services, and financial advice for every type of individual investor. NEW CLIENT min. portfolio size = $50,000.... more info about Peridot Capital Management
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TX

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Team Financial Strategies - Abilene, TX

**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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Byrd Capital Market Advisers, Inc. - Arlington, TX

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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Byrd Capital Market Advisers, Inc - Austin, TX

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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Paragon Wealth Strategies LLC - Austin, TX

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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Sweetwater Financial Advisors, LLC - Austin, TX

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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Cadence Financial Advisors - Dallas, TX

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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Certified Financial Strategies Corporation - Dallas, TX

**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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Gerald L. Ray & Associates, LTD. - Dallas, TX

We specialize in managing money for individuals, families and institutions. Our mission is to build and protect the wealth of our clientele by combining unmatched personal service with proven investment strategies. Minimum Portfolio Size = $250,000... more info about Gerald L. Ray & Associates, LTD.
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Global Wealth Advisors - Dallas, TX

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, LLC - Dallas, TX

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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Sweetwater Financial Advisors, LLC - Dallas, TX

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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The Farris Group - Dallas, TX

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 Services LLC - Frisco, TX

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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Posey Capital Management Inc. - Houston, TX

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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Byrd Capital Market Advisers, Inc. - San Antonio, TX

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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Paragon Wealth Strategies LLC - San Antonio, TX

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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Sweetwater Financial Advisors, LLC - San Antonio, TX

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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Sweetwater Financial Advisors, LLC - Sugar Land, TX

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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Paragon Wealth Strategies LLC - Sylvan Beach, TX

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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Byrd Capital Market Advisers, Inc. - Tomball, TX

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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UT

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Paragon Wealth Strategies LLC - Salt Lake City, UT

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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Stolper & Co., Inc. - Salt Lake City, UT

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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VA

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Asset Harvest Group LLC - McLean, VA

**NAPFA member** We are a company that combines a research-driven investment process with personalized advice to deliver comprehensive financial solutions. Our NEW CLIENT minimum portfolio size = $500,000... more info about Asset Harvest Group LLC
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Noffsinger Financial Group - Newport News, VA

We offer financial services to individual investors as well as business owners. Our investment strategy is based on long-term investing with the individual investor's needs coming first. NEW CLIENT minimum portfolio size = $50,000... more info about Noffsinger Financial Group
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WA

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Chaney Capital Management Inc. - Edmonds, WA

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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Robinswood Financial - Kirkland, WA

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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S. R. Schill & Associates - Mercer Island, WA

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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BBJS Financial Advisors, LLC - Seattle, WA

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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Empirical Wealth Management, LLC - Seattle, WA

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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Frederic T. Kutscher Associates, Inc. - Seattle, WA

**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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Greene Wealth Management, LLC - Seattle, WA

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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Synergy Financial Management, LLC - Seattle, WA

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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D'Annunzio Consulting Group, LLC - Tacoma, WA

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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WI

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JC Investment Management - Milwaukee, WI

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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