College Savings

Joplin, Missouri

TrueNorth Wealth & Impact is a financial advisory firm based in Joplin, Missouri, founded over 20 years ago and led by principals Bryan Vowels and Troy Stovern. The firm offers financial planning and investment management services with a specialty in college savings planning, serving both families and business clients. The firm's approach integrates personal values and philanthropic goals into comprehensive wealth planning that addresses retirement, estate strategies, and investment management. TrueNorth operates as an investment adviser providing ongoing investment advice and monitoring based on assets under management.

Inwood, West Virginia

Denton & Associates is a financial planning firm based in Inwood, West Virginia, operating for over 20 years. The firm holds CFP® certification and adheres to fiduciary standards and the CFP® Code of Ethics. The practice specializes in college savings planning and is led by Robert C. Denton, CFP®.

Southaven, Mississippi

Givens LPL Financial offers estate planning, financial planning, investment management, and retirement planning services with particular expertise in college savings and estate matters. The firm holds a CPA credential and maintains offices in both Southaven and Senatobia, Mississippi. Services include investment decision-making across stocks and bonds, as well as planning for trusts, gifts, and educational needs.

Dublin, Ohio

Capstone Wealth Partners is an investment advisory firm in Dublin, Ohio. Services include Financial Planning and Investment Management. The firm specializes in College Savings. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Highlands Ranch, Colorado

Save Smart College Funding & Planning, Inc., based in Highlands Ranch, Colorado, advises families on college savings and the admissions process. The firm's principal, Paul, holds the Certified College Advisor credential and brings over 20 years of financial services experience working with families on college funding strategy. The practice focuses on helping students and parents navigate college admissions competitively, understand financial aid packaging by institutions, and plan early academic and career exploration to minimize time and cost in degree completion.

Hershey, Pennsylvania

WealthKare Investment Center, Hershey is an investment advisory firm in Hershey, Pennsylvania. The firm specializes in College Savings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Denver, Colorado

Mountain Financial offers financial planning, investment management, retirement planning, and insurance analysis to individuals, families, and business owners in the Denver area. The firm focuses on college savings, insurance planning, and retirement strategies, and structures customized financial plans addressing clients' specific situations around savings, education funding, wealth building, and tax efficiency. Kayla Templeton serves as Director of Operations and primary client service contact.

Salem, Oregon

Bain Wealth Management is an investment advisory firm in Salem, Oregon. Services include Financial Planning and Investment Management. The firm specializes in College Savings and Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Buda, Texas

Wealth Strategies Inc is an investment advisory firm in Buda, Texas. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in College Savings. The office has a wheelchair-accessible entrance. The office is open daily. It holds a 5-star rating from 1 Google review.

San Diego, California

CCS Capital Management is a San Diego-based advisory firm operating under Wells Fargo Advisors that serves individuals, families, business owners, and executives. The firm offers retirement planning, estate planning, portfolio management, qualified retirement plans, executive financial services including stock plan administration, trust services, education funding through 529 plans, and divorce financial analysis. The team includes partners with backgrounds in accounting, investment management, and financial planning spanning multiple decades, with particular expertise in managing portfolios for high-net-worth individuals and owners of closely held or recently sold businesses.

State College, Pennsylvania

Fee-Only

Strong Tower Associates is an investment advisory firm in State College, Pennsylvania. It acts as a fiduciary. Services include Financial Planning, Insurance Analysis, and Retirement Planning. The firm specializes in College Savings. Compensation is on a fee-only basis. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 21 Google reviews.

Raleigh, North Carolina

Fee-Only Independent RIA

Olde Raleigh Financial Group is an independent, fee-only registered investment advisor in Raleigh, North Carolina, operating on an employee-owned model. The firm provides retirement planning, tax planning, investment management, estate planning, insurance analysis, and college savings planning to clients seeking personalized guidance. Its five-member team emphasizes a disciplined investment process tailored to individual circumstances rather than standardized portfolios, and includes professionals spanning multiple generations. The firm also offers ancillary services such as 401(k) allocation guidance, Social Security analysis, long-term care planning, charitable giving strategies, and professional service referrals.

Hillsboro, Oregon

Rock Creek Wealth Management is an independent registered investment advisor based in Hillsboro, Oregon, offering financial planning, investment management, insurance analysis, and retirement planning services with particular focus on college savings strategies. Founded in 2015 by Bob, a CFP® with 17 years of experience in financial planning, the firm provides personalized guidance across retirement, investment, and broader financial planning needs. The practice operates as an RIA and is led by a principal with a background spanning Edward Jones, Pacific Capital Resource Group, and independent advisory roles.

College Station, Texas

Kingsview Partners College Station Office is an investment advisory firm in College Station, Texas. Services include Financial Planning. The firm specializes in College Savings. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Stansbury Park, Utah

Allegis Financial Partners - Jimmy Searle is an investment advisory firm in Stansbury Park, Utah. Services include Financial Planning, Insurance Analysis, and Retirement Planning. The firm specializes in College Savings and Insurance Planning. The office is open daily.

Fuquay-Varina, North Carolina

Independent RIA

Richon Planning is an independent registered investment adviser based in Fuquay-Varina, North Carolina, offering financial planning, investment management, retirement planning, estate planning, and insurance analysis services. The firm specializes in working with individuals approaching or in retirement, particularly those with multiple employer retirement accounts, and uses a four-step planning process to consolidate and clarify clients' financial situations. The principal, Peter Richon, and his team focus on retirement-focused households across North Carolina and nationally, with an emphasis on transparency and long-term relationship building.

Lafayette, Louisiana

Stone Wealth Partners is an investment advisory firm in Lafayette, Louisiana. Services include Estate Planning. The firm specializes in College Savings and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Sterling Heights, Michigan

Summit Financial Consulting is a registered investment advisory firm in Sterling Heights, Michigan, serving pre-retirees and retirees across Southeast Michigan. As a fiduciary, the firm offers financial planning, investment management, retirement planning, tax planning through its affiliated Summit Tax Services, estate planning, and insurance analysis through independent agents and Summit Health Services. The firm's stated approach involves a comprehensive review of the client's financial situation and goals, development of a customized strategy addressing income planning and tax considerations, and ongoing monitoring with adjustments. The team includes CERTIFIED FINANCIAL PLANNER® professionals and has operated as an independent, family-owned firm for over 20 years with no SEC, FINRA, or state regulatory actions on record.

Conneaut Lake, Pennsylvania

Lakeland Investor Services is a registered investment advisor established in 2002 and based in Conneaut Lake, Pennsylvania, serving individuals, families, and small businesses across western Pennsylvania and regionally. The firm offers financial planning, investment management, estate planning, insurance analysis, and retirement planning services, with particular focus on college savings and estate planning strategies. Led by advisors holding the Chartered Life Underwriter (CLU) credential, the firm provides customized financial plans and portfolio management to its clients.