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Call now for a free consultation appointment. No solicitations please. We are a family owned and operated Fee-Only financial planning firm serving clients throughout Silicon Valley. more info about Family Wealth Consulting Group
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Call now for a free consultation appointment. No solicitations! We offer personal financial planning and investment management on a Fee-Only basis to families and individuals throughout the San Francisco Bay Area. more info about Parkworth Wealth Management, Inc.
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Our firm advises couples, families, individuals and businesses, guiding wealth with prudent planning and years of collective wisdom and experience. Call now for a free consultation appointment. No solicitors please. more info about Kevin Bryant - Financial Advisor
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We specialize in two services: managing investment portfolios and acting as a fiduciary assisting our clients with all their financial matters. Call us to discuss your financial planning goals. Call for a free consultation appointment. No solicitations. more info about Rosenblum Silverman Sutton
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North Capital
- (415) 967-3546 San Francisco, CA
Call now for a free consultation appointment. No solicitations please. North Capital is an investment management company with a singular focus: delivering best in class investment solutions for your specific needs. more info about North Capital
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**NAPFA MEMBER** Our mission is to deliver superior investment performance using a risk-controlled approach. Call for a free consultation appointment. Our NEW CLIENT Minimum Portfolio Size = $250,000... more info about Schultz Financial Management Corporation
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Scott Teter
- (805) 283-7530 Santa Barbara, CA
Call for a free consultation appointment. No solicitations please. I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. NEW CLIENT minimum portfolio size = $250,000... more info about Scott Teter
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We provide independent financial strategy advice and wealth management services to individuals and families. We provide high caliber-portfolio performance and accessible, informative advice. more info about Niehaus Liberty Investing, LLC
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ACap Asset Management is an independent, Fee-Only Investment Advisory Firm. At ACap, we believe in investing, not speculating. NEW CLIENT minimum portfolio size = $250,000... more info about ACap Asset Management, Inc
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**NAPFA Member** We are an independent financial advisor firm providing investment management and financial planning services to individuals, trusts, and institutional clients since 1988. Our NEW CLIENT Minimum Portfolio Size = $250,000... more info about WESCAP Group
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**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 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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As independent advisors, we work on a fee-only basis. We offer clients unbiased, objective advice on portfolio management and investment planning. NEW CLIENT minimum portfolio size = $250,000... more info about Tactical Wealth Solutions, LLC
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**NAPFA Member** We are an independent, Fee-Only investment advisor. Our mission is to make your financial goals a reality. more info about Garner Financial Management
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Since 1990, we have been a FEE-ONLY Registered Investment Advisory Firm specializing in retirement and investment planning for high net worth individuals, trusts, rollover IRAs and retirement plans. Our NEW CLIENT minimum portfolio size = $250,000... more info about Brian Carruthers & Associates
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*Certified Financial Planner™ (CFP©) and Fee-Only Advisor* Through a dynamic financial plan, ongoing investment management and financial education we support your financial success. Life transitions are easier with us on your side. more info about Aikapa Financial Planning and Investment Management
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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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We specialize in managing the financial intricacies that considerable wealth requires, so you don't have to. By focusing on the ultra-affluent, we are intimately familiar with their unique needs and the most appropriate solutions available. Min. = $1M.. more info about Convergent Wealth Advisors
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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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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 = $500,000... more info about Summit Portfolio Management Inc.
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We are a Fee-Only financial advisor dedicated to providing wealth management services to high-net-worth individuals and families in the Boston and Los Angeles areas and nationwide. NEW CLIENT minimum portfolio size = $500,000... more info about The Darrow Company, Inc.
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Westmount Asset Management, Inc. is an investment advisory firm that blends sophisticated institutional money management strategies with a wide range of consulting and planning services. NEW CLIENT minimum portfolio size = $500,000... more info about Westmount Asset Management Inc
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We are a Fee-Only Portfolio Management and Financial Plannning firm with a client-centered approach. more info about Financial Solutions
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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. more info about Focused Finances, LLC
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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. 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. more info about Parkworth Wealth Management, 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. more info about ALM Advisors, Inc.
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We specialize in managing the financial intricacies that considerable wealth requires, so you don't have to. By focusing on the ultra-affluent, we are intimately familiar with their unique needs and the most appropriate solutions available. Min. = $1M.. more info about Convergent Wealth Advisors
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**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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Wealth Analytics is an independent financial planning firm that provides financial planning, retirement planning and portfolio management advice on Fee-Only basis. NEW CLIENT Minimum Portfolio Size = $500,000... more info about Wealth Analytics Partners, LLC
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ACap Asset Management is an independent, Fee-Only Investment Advisory Firm. At ACap, we believe in investing, not speculating. more info about ACap Asset Management, Inc
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Certified financial planner™ (CFP©) and independent fee-only investment advisor. We build custom comprehensive retirement plans. AIKAPA offers unique solutions for self-employed individuals who need to build retirement wealth quickly. more info about Aikapa Financial Planning and Investment Management
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We are an independent, Fee-Only investment advisor firm dedicated to providing unbiased advice and specializing in the area of currency risk management. more info about Atlas Capital Advisors LLC
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Put our 25 years experience managing portfolios for U.S. individuals, family groups, trusts, and retirement plans to work for you! more info about CPIC International
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We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. more info about D'Annunzio Consulting Group, LLC
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We 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. more info about SoundBridge Capital Management, LLC
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We are a discreet comprehensive financial planning firm serving a limited number of families. more info about Walnut Hill Advisors, LLC
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We are a comprehensive financial planning and investment management firm, based in San Francisco, CA. more info about West Portal Investment Group LLC
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We build long term relationships with clients, providing guidance and services based on our experience in the financial industry. more info about Fluent Wealth Partners LLC
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We offer separately managed accounts (SMA) to affluent individuals, trusts and foundations. Contact us to discuss your exact financial planning objectives and goals. more info about Silicon Valley Capital Partners, L.P.
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With over 60 years of combined experience in the financial world, we are uniquely positioned to help clients plan for and make smart investments. We serve Marin and Sonoma CA Counties. more info about Annadel Capital
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**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. more info about Marin Capital Management
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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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Transparency, honesty and competence are the foundation of our firm’s commitment to do what is right for the client every time with exceptional service and professionalism. NEW CLIENT minimum portfolio size = $250,000.... more info about Vanguard Capital
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At Aspire, we commit to providing you with the highest quality financial advisory and money management services to give you the best chance to achieve and maintain your goals. more info about Aspire Capital Management
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We have provided highly personalized investment management services on a fee-only basis since 1977. more info about Pring Turner Capital Group
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We are an independent Fee-Only financial advisory firm that provides wealth management consulting and portfolio management based on Nobel Prize winning research. more info about Summit Portfolio Management Inc.
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**NAPFA Member** We 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** 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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