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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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**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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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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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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