529 plans, education funding strategies, and financial aid optimization
Joplin, Missouri
TrueNorth Wealth & Impact, based in Joplin, Missouri, provides financial planning and investment management services with a focus on college savings. The firm works with clients on education funding strategies as part of their broader financial planning process.
View detailsInwood, West Virginia
Denton & Associates is a financial planning firm based in Inwood, West Virginia. The firm specializes in college savings planning and provides financial planning services to clients in the area.
View detailsSouthaven, Mississippi
Givens LPL Financial, based in Southaven, Mississippi, provides financial planning, investment management, and retirement planning services. The firm specializes in college savings, estate planning, and retirement planning, with team members holding CPA credentials. Services include estate planning and financial planning alongside investment management.
View detailsDublin, Ohio
Capstone Wealth Partners is located in Dublin, Ohio and provides financial planning and investment management services. The firm specializes in college savings planning.
View detailsHighlands Ranch, Colorado
Save Smart College Funding & Planning, Inc, based in Highlands Ranch, Colorado, specializes in college savings planning. The firm works with families to address education funding needs. Services details and fee information are available directly from the firm.
View detailsHershey, Pennsylvania
WealthKare Investment Center is located in Hershey, Pennsylvania and specializes in college savings planning. The firm provides advisory services in English.
View detailsDenver, Colorado
Mountain Financial, LLC operates in Denver, Colorado and offers financial planning, insurance analysis, investment management, and retirement planning services. The firm specializes in college savings, insurance planning, and retirement planning.
View detailsSalem, Oregon
Bain Wealth Management, based in Salem, Oregon, provides financial planning and investment management services. The firm specializes in college savings, investment management, and wealth management. It serves clients in English and holds a 5-star rating on Google.
View detailsBuda, Texas
Wealth Strategies Inc, based in Buda, Texas, provides financial planning, investment management, and retirement planning services. The firm specializes in college savings and retirement planning strategies, and offers insurance analysis alongside its core advisory services. Services are available in English.
View detailsSan Diego, California
CCS Capital Management is located in San Diego, California and provides estate planning and retirement planning services. The firm specializes in college savings, estate planning, and retirement planning.
View detailsState College, Pennsylvania
Fee-Only
Strong Tower Associates is a fee-only financial planning firm in State College, Pennsylvania that specializes in college savings and retirement planning. The firm provides financial planning, insurance analysis, and retirement planning services and operates under a fiduciary standard. They work with clients in English.
View detailsRaleigh, North Carolina
Fee-Only Independent RIA
Olde Raleigh Financial Group is a fee-only, fiduciary registered investment advisor in Raleigh, North Carolina. The firm provides investment management, retirement planning, tax planning, and estate planning services, with particular focus on college savings strategies and tax strategy. It operates independently and serves clients on a fee-only basis, meaning advisors do not earn commissions on product sales.
View detailsHillsboro, Oregon
Rock Creek Wealth Management is an investment-management firm based in Hillsboro, Oregon, serving clients with college savings planning, retirement planning, and investment management. The firm offers financial planning, insurance analysis, and retirement planning services.
View detailsCollege Station, Texas
Kingsview Partners College Station Office is located in College Station, Texas and provides financial planning services with a focus on college savings strategies.
View detailsStansbury Park, Utah
Allegis Financial Partners, based in Stansbury Park, Utah, provides financial planning, insurance analysis, and retirement planning services. The firm specializes in college savings, insurance planning, and retirement planning.
View detailsFuquay-Varina, North Carolina
Independent RIA
Richon Planning is an independent registered investment advisor in Fuquay-Varina, North Carolina, offering financial planning, investment management, and retirement planning services. The firm also provides estate planning and insurance analysis. Services span college savings, estate planning, and retirement planning needs.
View detailsLafayette, Louisiana
Stone Wealth Partners, based in Lafayette, Louisiana, provides estate planning and advice on college savings and retirement planning. The firm serves English-speaking clients and has a 5-star rating on Google.
View detailsSterling Heights, Michigan
Summit Financial Consulting is a Sterling Heights-based financial planning firm offering estate planning, retirement planning, tax planning, and insurance analysis. The firm serves clients in college savings, estate planning, insurance planning, and retirement planning, with investment management services also available. English is spoken.
View detailsConneaut Lake, Pennsylvania
Lakeland Investor Services, Inc. provides financial planning, investment management, and insurance analysis to clients in Conneaut Lake, Pennsylvania. The firm specializes in college savings, estate planning, and retirement planning. Its team holds the CLU credential and conducts business in English.
View detailsCollege savings advisors help families plan for the rising cost of higher education through strategies like 529 plans, Coverdell ESAs, custodial accounts, and financial aid optimization. With the average cost of a four-year degree exceeding $100,000 at many institutions, early and strategic planning can make a significant difference. Advisors evaluate the best savings vehicles based on your state's tax benefits, your expected financial aid eligibility, and your timeline. They also help coordinate college funding with other financial goals like retirement savings, ensuring you don't sacrifice your own financial security for your children's education.
Advisors below all list college savings among their primary practice areas. Credentials most relevant to this work include CFP for comprehensive planning, CFA for investment management expertise, and CPA for tax-related specialties. Specific focus, fee structure, and account minimums are disclosed on each detail page.