Estate Planning

Omaha, Nebraska

Stevens Capital Partners (Certified Financial Planner) is an investment advisory firm in Omaha, Nebraska. Services include Estate Planning and Financial Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CFP credentials. 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 48 Google reviews.

Miami, Florida

Fee-Only

Team Hewins offers financial planning and investment management with a specialty in estate planning, operating on a fee-only basis from offices in Miami and Boca Raton, Florida, as well as the Bay Area. The firm emphasizes coordinated planning that integrates clients' existing professional relationships, including tax professionals and attorneys, and structures its engagement around understanding each client's specific financial situation and goals.

Madison, Mississippi

Golden Years Financial is a Madison, Mississippi financial advisory firm specializing in retirement planning, estate planning, and wealth management for affluent clients. The firm offers services including retirement income strategy, investment management, tax-efficient planning, IRA and 401(k) rollover analysis, annuity evaluation, life insurance, and risk management. Golden Years Financial operates as both an insurance agency and a registered investment adviser through AE Wealth Management, LLC, following a planning process centered on understanding client goals, developing action steps, and monitoring progress throughout retirement.

Hollywood, Florida

SA Financials, Inc. is an investment advisory firm in Hollywood, Florida. Services include Tax Planning. The firm specializes in Estate Planning, Investment Management, and Tax Strategy. Advisory services are available in English and Spanish. 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.

San Diego, California

ATS Wealth Management is an investment advisory firm in San Diego, California. Services include Estate Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 9 Google reviews.

Buffalo, New York

Buffalo First Wealth Management is a fee-only registered investment advisor in Buffalo, New York, offering estate planning, financial planning, insurance analysis, investment management, and tax planning services. The firm operates as an independent, privately held practice with no commissions, product sales, or third-party revenue arrangements, and charges asset-based fees aligned with client interests. The firm serves clients nationwide and maintains a high client retention rate, with team members including specialists in retirement planning, Medicare strategy, and tax planning.

Winchester, Virginia

HW CPAs + Advisors is an investment advisory firm in Winchester, Virginia. Services include Estate Planning and Tax Planning. Its advisors hold CPA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Valparaiso, Indiana

Carson Wealth is an investment advisory firm in Valparaiso, Indiana. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 16 Google reviews.

Franklin Lakes, New Jersey

Carson Wealth, LLC is an investment advisory firm in Franklin Lakes, New Jersey. Services include Estate Planning and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Apollo Beach, Florida

Synergy Wealth Alliance is a wealth management firm serving individuals, families, and business owners in the Tampa Bay area, with a location in Apollo Beach, Florida. The firm's advisors hold CFP® credentials and offer services including retirement income planning, investment management, portfolio consolidation, business succession planning, tax-efficient strategies, Social Security and Medicare guidance, and estate planning coordination. The firm serves retirees, business owners, pre-retirees, women, and high-net-worth individuals seeking personalized financial advice from local advisors.

Crestview, Florida

Independent RIA

This Crestview-based firm operates as an independent advisor affiliated with LPL Financial, serving business owners, farmers, affluent families, and individuals approaching or in retirement. The practice offers investment management and strategic wealth planning, with particular expertise in estate planning and a focus on military clientele. The principal, Paul, holds AAMS credentials and securities licenses (Series 7, 63, 66) through LPL Financial, bringing over two decades of advisory experience and prior military background.

Surprise, Arizona

Independent RIA

Wilde Wealth Management Group is an independent ria firm in Surprise, Arizona. Services include Estate Planning, Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. 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 9 Google reviews.

Quincy, Illinois

Benson Financial Group is an independent firm in Quincy, Illinois that has operated for 30 years, offering retirement planning, investment management, estate planning, tax planning, insurance analysis, and financial planning services. The firm emphasizes a relationship-centered approach, beginning with discovery conversations to understand client values and goals before developing strategies. As an independent firm affiliated with LPL Financial, it serves families and individuals seeking comprehensive financial guidance across multiple planning areas.

Greer, South Carolina

Arbor Row Advisors & Partners is a boutique wealth management firm in Greer, South Carolina that offers financial planning, retirement planning, and estate planning services. The firm employs a multi-stage planning approach centered on discovery, strategy development, implementation, ongoing adjustments, and wealth preservation. The firm emphasizes transparency and personalized planning aligned to client-specific goals and circumstances.

Tallahassee, Florida

Legacy Planning is a fee-based financial advisory firm in Tallahassee, Florida that operates under a fiduciary standard and provides wealth management, retirement planning, and financial strategy services. The firm employs a three-step process—assessment, individualized strategy development, and ongoing planning implementation—supported by eMoney technology to track and organize client objectives. The advisory team collaborates with outside professionals such as attorneys, CPAs, and insurance agents to address wealth protection and asset allocation. Clients may implement recommended strategies through their advisor of choice, with potential additional commissions or fees applied to specific product implementations.

Grand Junction, Colorado

Fee-Only Independent RIA

Bookcliff Financial Planning and Investments is an independent ria firm in Grand Junction, Colorado. It acts as a fiduciary. Services include Estate Planning and Retirement Planning. Compensation is on a fee-only basis. The office has a wheelchair-accessible entrance. The office is open four days a week.

Bradenton, Florida

Independent RIA

Wealth Enhancement Group is an independent ria firm in Bradenton, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 17 Google reviews.

Alexandria, Virginia

Lasting Legacy Wealth Management is an independent financial advisory firm in Alexandria, Virginia that specializes in serving federal employees and their spouses. The firm offers retirement planning, investment portfolio management, estate planning, insurance planning, Social Security strategy, and charitable giving guidance. The advisor provides customized financial planning using specialized software and maintains ongoing client relationships with regular monitoring and adjustments. The firm also delivers estate planning services including multi-generational wealth transfer and legacy giving strategies.

Atlanta, Georgia

Fee-Only

Modera Wealth Management is an independently owned, fee-only fiduciary firm serving clients in the greater Atlanta area and surrounding communities. The firm provides estate planning, financial planning, insurance analysis, investment management, retirement planning, and tax planning services, with particular expertise in estate planning, insurance planning, and wealth management strategy. Operating as a fiduciary, the firm is structured to prioritize client interests over its own compensation interests.

Edison, New Jersey

Insurance-Based

World Financial Group, a Transamerica subsidiary founded in 2001, operates through a network of independent insurance agents across North America offering life insurance, retirement planning, education planning, and wealth-building strategies. The firm specializes in estate planning and insurance analysis, with a focus on helping individuals and families prepare for long-term financial security. WFG represents insurance and financial service providers that maintain A or higher credit ratings and works with clients to develop strategies aligned with their specific circumstances and milestones.

McLean, Virginia

Benjamin Peress | Financial Advisor at Cary Street Partners is an investment advisory firm in McLean, Virginia. Services include Estate Planning, Financial Planning, and Investment Management. The firm specializes in Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Naples, Florida

Florida Trust Wealth Management is an independent trust company in Naples serving clients since 2001, managing over $5 billion in assets. The firm provides financial planning, investment management, and estate planning services, operating on a fee-only basis with no commissions or proprietary products. As a fiduciary trust company, it coordinates trust administration, retirement planning, tax strategy, and legacy planning within a single integrated approach, serving individuals, families, and business owners across Florida.

Westwood, New Jersey

Fee-Only

Modera Wealth Management is a fee-only fiduciary firm based in Westwood, New Jersey, serving clients across Bergen County and surrounding areas. The firm offers estate planning, financial planning, insurance analysis, investment management, retirement planning, and tax planning services. As an independently owned wealth manager, Modera emphasizes personalized guidance and disciplined investment oversight for clients managing complex financial situations.

Berryville, Virginia

Middlebrook Wealth, based in Berryville, Virginia with additional offices in Staunton, Harrisonburg, and Charlottesville, offers estate planning, financial planning, insurance analysis, and retirement planning services. The firm emphasizes a team-based approach, beginning with client conversations to understand objectives before developing and implementing strategies. The firm serves a range of clientele including college and professional athletes, and integrates estate and tax planning with broader financial strategy and coordination among clients' professional advisors.

Williamsburg, Virginia

Covenant Wealth Advisors is a fiduciary financial advisory firm with locations in Williamsburg, Richmond, and Reston, Virginia, serving clients nationwide. The firm provides investment management, retirement planning, estate planning, and tax planning on a fee-only basis with no commissions. The team includes CERTIFIED FINANCIAL PLANNER™ professionals and a CPA, with an average of 18+ years of industry experience per advisor. As of December 31, 2025, the firm manages over $909 million in assets and maintains a 98% client retention rate.

Laurium, Michigan

APO Financial Services, LLC is an SEC-registered investment adviser based in Westminster, Colorado, offering estate planning and retirement planning services. The firm provides guidance on annuities and related investment products, with detailed disclosures available through the SEC's investment adviser public database.

Charleston, South Carolina

ArisGarde is an independent wealth management firm based in Charleston, South Carolina, offering estate planning, financial planning, investment management, retirement planning, and insurance analysis. Led by Josh Friedlander, the firm serves individuals and business owners both locally and nationally, with a stated approach centered on proactive planning aligned to clients' personal, professional, and philanthropic objectives.

Hanover, New Hampshire

Carson Wealth is an investment advisory firm in Hanover, New Hampshire. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 4-star rating from 2 Google reviews.

Chesapeake, Virginia

CLP Financial Group is a wealth management firm in Chesapeake, Virginia offering estate planning and financial planning services. The firm's advisors hold membership in the National Association of Certified Financial Fiduciaries and employ a three-bucket asset segmentation philosophy designed to address retirement risks. With over 70 years of combined team experience, the firm works with clients across various life stages and maintains an A+ Better Business Bureau rating.

Cincinnati, Ohio

HORAN Wealth is a Cincinnati-based financial advisory firm offering financial planning, retirement planning, estate planning, and wealth management services to individuals and business owners. The firm is SEC-registered and operates through HORAN Securities, Inc. (a FINRA/SIPC member) for securities offerings and HORAN Wealth Management for investment advisory services. Services include insurance consultation, Social Security planning, tax-efficient asset transfer strategies, and business succession planning, with particular focus on estate planning as a specialty.

Westerly, Rhode Island

Strategic Financial Services is an investment advisory firm in Westerly, Rhode Island. Services include Estate Planning, Financial Planning, and Retirement Planning. The office has a wheelchair-accessible entrance.

College Station, Texas

Independent RIA

Briaud Financial Advisors is an independent ria firm in College Station, Texas. It acts as a fiduciary. Services include Estate Planning and Financial Planning. 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 2 Google reviews.

Cape Girardeau, Missouri

Anchor Pointe Wealth Management is a Cape Girardeau-based firm offering financial planning, investment management, and estate planning services. The firm operates as a fiduciary and serves individuals and families, including those with significant AT&T retirement benefits; team members include a CFP® professional with institutional finance experience. The firm focuses on multi-generational wealth planning and tax-efficient strategies, with principals who specialize in retirement income optimization and corporate incentive planning.

Coconut Creek, Florida

Alpina Tax & Accounting Services, LLC is an investment advisory firm in Coconut Creek, Florida. Services include Tax Planning. The firm specializes in Estate Planning, Investment Management, and Tax Strategy. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.9-star rating from 16 Google reviews.

San Francisco, California

Darren Ting - Financial Advisor at Farther is an investment advisory firm in San Francisco, California. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

St Cloud, Minnesota

Creative Planning is an investment advisory firm in St Cloud, Minnesota. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 70 Google reviews.

Chattanooga, Tennessee

Rich DeWitt Wealth Management, based in Chattanooga, Tennessee, offers estate planning, retirement planning, and savings strategy services. The firm provides a range of investment products including equities, fixed-income securities, annuities, and education savings plans (529s), along with insurance products such as life and disability coverage. With over a decade of experience, the firm operates under a fiduciary standard and emphasizes client education and personalized financial planning tailored to individual circumstances and goals.

West Palm Beach, Florida

Independent RIA

Bessemer Trust Private Wealth Management Palm Beach FL is an independent ria firm in West Palm Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Los Angeles, California

Mason & Associates, Inc. provides estate planning, financial planning, investment management, and tax planning services to individuals, families, business owners, and entrepreneurs in Los Angeles. Founded in 1989, the firm uses a four-step Life Planning approach centered on understanding clients' core values and objectives, developing customized investment strategies based on asset allocation and risk tolerance, implementing portfolios through an open architecture platform, and conducting ongoing reviews to adjust as circumstances change. The firm collaborates with clients' other professional advisors and emphasizes building close relationships to align all aspects of clients' financial and legal planning.

Lafayette, Louisiana

HB Financial Wealth Management is an LPL Financial advisor firm based in Lafayette, Louisiana, offering retirement planning, investment planning, and investment advisory services. The firm provides traditional and Roth IRAs, SEP and SIMPLE plans, asset allocation strategies, professionally managed portfolios, and separately managed accounts. Their approach centers on understanding client goals through an initial meeting, developing a customized financial plan that addresses current needs and future objectives with tax efficiency in mind, and adjusting the plan as circumstances change.

Annapolis, Maryland

Fee-Only

Modera Wealth Management is an independent, fee-only fiduciary firm based in Annapolis, Maryland, serving clients throughout the greater Chesapeake Bay area. The firm offers financial planning, investment management, retirement planning, tax planning, estate planning, and insurance analysis. Their service model combines detailed financial planning with ongoing investment guidance and personal consultation for clients managing complex wealth or navigating significant life transitions.

Cedar Rapids, Iowa

Carson Wealth is an investment advisory firm in Cedar Rapids, Iowa. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. 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 70 Google reviews.

St. Louis, Missouri

Independent RIA

Your RIA is an independent fiduciary firm based in St. Louis, Missouri, offering wealth planning, investment management, and estate planning services. Founded in January 2026 by Matthew Gladbach, a CFP® and MBA with 25 years of experience at major financial institutions, the firm serves clients through in-person meetings and virtual options. The firm operates under fiduciary standards and provides personalized financial guidance across retirement planning, tax reduction strategies, insurance, and legacy preservation.

Belmont, North Carolina

Catawba River Capital is a fee-only registered investment advisor and fiduciary firm based in Belmont, North Carolina that provides estate planning, investment management, tax planning, and wealth management services. The firm works with clients through an initial consultation to understand their financial situation, develops a personalized strategy incorporating their goals and risk tolerance, and implements the plan with ongoing monitoring and adjustments. As an independent advisor, the firm does not earn commissions from product sales and structures its services under a single transparent fee model.

Albuquerque, New Mexico

Wealth Management Legacy Planning Group is an Albuquerque-based financial advisory firm with over 32 years of combined experience serving individuals, families, and small business owners in the area. The firm offers financial planning, investment management, tax planning, estate planning, and retirement planning services, with a focus on integrating these disciplines into coordinated strategies. The team includes advisors Angelo Burns, Melinda Martinez, and Larisa Holiday, who are registered representatives. The firm serves clients including employees of regional institutions such as UNM, NMSU, Texas Tech, and UTEP.

St. George, Utah

Adams Wealth Advisors, based in St. George, Utah, offers estate planning, financial planning, and investment management services with particular depth in estate planning matters. The firm structures advisory around a planning-first approach that encompasses retirement planning, tax optimization, charitable planning, risk analysis, and business succession services. The firm's investment management team employs active, global macroeconomic strategies across traditional and alternative asset classes, with stated emphasis on risk management and portfolio discipline. The firm states that advisors operate without incentives toward specific investments and coordinate planning across estate, tax, and charitable dimensions.

Columbia, Missouri

Dan Kellar, CPFA® - Financial Advisor at Farther is an investment advisory firm in Columbia, Missouri. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Yuma, Arizona

Southern Pacific Asset Management, LLC, based in Yuma, Arizona, provides retirement planning, investment management, and estate planning services. Founded by Shawn McKeown, the firm emphasizes personalized financial planning that begins with understanding each client's specific circumstances and goals, using a structured process of discovery, income assessment, custom strategy development, and ongoing support.

Walla Walla, Washington

Creative Planning is an investment advisory firm in Walla Walla, Washington. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Rogers, Arkansas

Mach 1 Financial Group is an investment advisory firm in Rogers, Arkansas. Services include Estate Planning, Financial Planning, Investment Management, and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 27 Google reviews.

Lincoln, Nebraska

Stonebridge Wealth Systems, LLC is an investment advisory firm in Lincoln, Nebraska. Services include Financial Planning, Investment Management, and Retirement Planning. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 9 Google reviews.

College Station, Texas

Fee-Only Independent RIA

Paragon Financial Advisors is an independent, fee-only registered investment advisor founded in 2007 serving households and institutions with $1 million or more in investable assets from College Station, Texas. The firm offers financial planning, investment management, and estate planning services, with a team holding credentials including CFA® and CFP® designations and over 120 years of combined experience. They manage over $950 million in assets and construct customized portfolios incorporating private equity, private credit, and public market instruments, along with coordination on tax, retirement, and estate strategies with clients' external professionals. The firm operates on a fiduciary basis with no commissions, compensated solely through asset management fees.

Washington Township, Ohio

Vibrance Finance is an investment advisory firm in Washington Township, Ohio. The firm specializes in Estate Planning and Small Business. The office is open five days a week.

Miami, Florida

NewEdge Wealth is an investment advisory firm in Miami, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Oxon Hill, Maryland

The Agency at National Harbor Financial Services, founded in 2018 by Ron Holmes and Brandi Bridgett, provides estate planning, financial planning, and insurance analysis services from its Oxon Hill, Maryland location. The firm's founder holds financial education certification from the National Finance Educators Council and offers one-on-one consultations and educational seminars. The practice focuses on financial literacy and legacy planning, with particular emphasis on making advanced financial strategies accessible to underserved communities.

Bismarck, North Dakota

Creative Planning is an investment advisory firm in Bismarck, North Dakota. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Washington, District Of Columbia

Carson Wealth is an investment advisory firm in Washington, District Of Columbia. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Eagle, Colorado

Elevate Capital Advisors is an SEC-registered investment advisor in Eagle, Colorado, founded in 2017, managing over $200 million for high-net-worth individuals, families, corporations, and charitable entities. The firm operates as a fiduciary with a minimum investment of $500,000 for portfolio management, offering financial planning and disciplined investment management grounded in fundamental analysis, technical entry points, and systematic risk management. Their approach emphasizes determining each client's required rate of return (termed the Family Index) as a foundation for personalized portfolio construction across Conservative, Moderate, Growth, and Aggressive strategies. The firm maintains direct advisor access and structures positions based on downside risk tolerance rather than upside potential, using trailing stop losses and risk budgeting to control portfolio exposure.

Ozark, Missouri

80/20 Financial Services in Ozark, Missouri provides retirement planning, financial planning, investment management, and estate planning services with a focus on electric cooperative employees. The firm follows a three-step process centered on understanding client goals first, then building a customized plan, and finally constructing an investment portfolio to execute that plan. Services include retirement timeline development, income planning strategies, pension and 401(k) coordination, tax-efficient withdrawal planning, and special needs trust planning. The advisors bring direct experience from working at an electric cooperative for 11 years and emphasize understanding NRECA benefits and pension options specific to cooperative employees.

Pasadena, California

Fee-Only Independent RIA

Fiducia Wealth Management is an independent, fee-only registered investment advisor based in Pasadena, California, operating under a fiduciary standard. The firm provides wealth management, financial planning, and investment management services to high-net-worth individuals, families, and institutions, with a stated approach that incorporates holistic financial analysis and coordination with clients' other professional advisors. The firm conducts annual reviews and maintains ongoing communication to address changing life circumstances and financial needs.

Ocala, Florida

Truesdell Wealth is an investment advisory firm in Ocala, Florida. Services include Investment Management. The firm specializes in Estate Planning. 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 1 Google review.

Naples, Florida

Patrumin Investors is an investment management firm based in Naples, Florida, that specializes in U.S. equity portfolio construction and management. The firm employs a fundamental research approach centered on free cash flow analysis and direct company engagement, with the founding team having over 30 years of combined experience visiting companies, attending industry conferences, and analyzing financial statements. Patrumin offers investment strategies including SMA and UMA account management services, and the principals maintain personal capital in each strategy they manage for clients.

Duluth, Minnesota

Barry Bigelow - Financial Advisor at Farther is an investment advisory firm in Duluth, Minnesota. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Naples, Florida

Wagon Wheel Financial provides financial planning and investment management services with offices in Naples, Florida and Grants Pass, Oregon, serving clients across their entire retirement lifecycle. The firm operates under fiduciary standards, meaning advisors are legally obligated to prioritize client interests over firm compensation. Their service offerings include retirement planning, estate planning strategies, tax-efficient investing, insurance planning, and comprehensive wealth management, with an emphasis on transparent fee disclosure and commission-free recommendations.

Lakewood Ranch, Florida

J & J Wealth Advisors is an investment advisory firm in Lakewood Ranch, Florida. Services include Financial Planning. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 107 Google reviews.

Lakeland, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Lakeland, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office is open daily.

Louisville, Kentucky

Meritrust Wealth Management, established in 1999 in Louisville, Kentucky, offers estate planning, investment management, and wealth management services, often in conjunction with tax and accounting expertise through its relationship with MCM CPAs & Advisors LLP. The firm's team includes professionals with credentials such as JD, CFP, CPA, and MBA designations, with combined experience exceeding 170 years. The firm is affiliated with Kestra Financial as its broker-dealer and utilizes National Financial Services for trade processing and client reporting.

Albany, New York

Creative Planning is an investment advisory firm in Albany, New York. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Sarasota, Florida

HD Money is a fee-based Registered Investment Advisor founded in 2004 with offices in Sarasota and St. Petersburg, Florida, offering financial planning, investment management, tax planning, and estate planning services. The firm specializes in retirement income planning, tax strategy, and social security optimization, primarily serving retirees and individuals nearing retirement, as well as entrepreneurs, executives, and professionals in medical, legal, and engineering fields. HD Money structures its advice around individual circumstances rather than standardized approaches, and maintains core principles centered on integrity, stewardship, and client empowerment.

Las Vegas, Nevada

Asset Preservation Wealth & Tax, Financial Advisors is an investment advisory firm in Las Vegas, Nevada. Services include Estate Planning, Financial Planning, Investment Management, and Retirement Planning. 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 26 Google reviews.

Asheville, North Carolina

David Plaisance, LUTCF - Financial Advisor at Farther is an investment advisory firm in Asheville, North Carolina. The firm specializes in Estate Planning. The office is open five days a week.

Boscobel, Wisconsin

Rosemeyer Management Group in Boscobel provides investment management, retirement planning, estate planning, and tax planning services to individual and business clients. The firm's advisors work with clients to align financial strategies with their personal goals, offering portfolio management, retirement income planning, and educational services. Staff members named in reviews include Payton, Kaley, Andrew, and others. The firm operates as a fiduciary and serves clients seeking consolidation, simplification, and professional guidance on retirement transitions and long-term financial organization.

Tulsa, Oklahoma

Fee-Only

Front Line Advisor Group is a fee-only fiduciary firm in Tulsa, Oklahoma, founded in 2005 by Jason F. Sauer (AWMA®), serving individuals, families, retirees, entrepreneurs, first responders, and veterans. The firm offers comprehensive financial planning, investment management, retirement planning, estate and legacy guidance, tax coordination, small business retirement plans, and trust administration. The team includes client service specialists and investment professionals, including a Chief Investment Officer and Senior Portfolio Manager with extensive institutional finance experience.

Billings, Montana

Carson Wealth is an investment advisory firm in Billings, Montana. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Reno, Nevada

Carson Wealth is an investment advisory firm in Reno, Nevada. Services include Estate Planning and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Sioux Falls, South Dakota

Creative Planning is an investment advisory firm in Sioux Falls, South Dakota. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Reston, Virginia

Covenant Wealth Advisors is a fee-only fiduciary firm operating in Reston, Virginia and serving clients nationwide, with offices also in Richmond and Williamsburg. The firm offers investment management, retirement planning, estate planning, and tax planning services, supported by a team of CFP®-certified advisors and CPAs averaging 18+ years of industry experience. With $909 million in assets under management and a 98% client retention rate, the firm coordinates retirement income strategy, tax optimization, and investment oversight for clients approaching or in retirement.

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.

Winter Park, Florida

Grafton Wealth Advisors is a Winter Park-based wealth management firm founded in 1972 by Bill Grafton, now operated as a family business with three of his children as team members. The firm specializes in estate planning and serves high-net-worth individuals, families, business owners, executives, and institutional clients through an integrated team approach covering investments, planning, and client service. The firm operates with a lower client-to-advisor ratio and emphasizes multi-generational wealth planning, business transition strategies, and legacy building grounded in personal relationships and community involvement.

Goodyear, Arizona

Asset Preservation Wealth & Tax, Financial Advisors is an investment advisory firm in Goodyear, Arizona. Services include Estate Planning, Financial Planning, and Retirement Planning. 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 7 Google reviews.

Stamford, Connecticut

NewEdge Wealth is an investment advisory firm in Stamford, Connecticut. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. 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.

Farmington Hills, Michigan

Carson Wealth is an investment advisory firm in Farmington Hills, Michigan. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Melbourne, Florida

Ataraxis Financial Planning LLC is an investment advisory firm in Melbourne, Florida. Services include Financial Planning. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 5 Google reviews.

New York, New York

Creative Planning is an investment advisory firm in New York, New York. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.4-star rating from 52 Google reviews.

Creve Coeur, Missouri

Denny Roodman is a ChFC-credentialed financial planner based in Creve Coeur, Missouri, affiliated with IFG, a network of independent financial advisors. He specializes in estate planning services. Roodman operates as part of IFG's consortium of independent practitioners who leverage shared resources and technology while maintaining individual practice autonomy.

Moore, South Carolina

Cohen Financial Group, LLC is a family-owned firm based in Spartanburg, South Carolina, operating since 1988 and licensed in 13 states. The firm provides estate planning, retirement planning, income planning, 401(k) and 403(b) rollovers, Social Security analysis, pension guidance, and tax planning services. Owner Michael S. Cohen holds Million Dollar Round Table Top of the Table membership and serves alongside team members including Vice President Judean Cohen and Financial Advisor Lindsay Cohen Lovell. The firm works with clients throughout the Upstate Carolinas and emphasizes personalized service grounded in understanding client circumstances.

Roseburg, Oregon

Littlejohn Financial is an independent registered investment advisor in Roseburg, Oregon, offering financial planning, investment management, and estate planning services. The firm operates as a fiduciary with a team-based approach led by CFP David Littlejohn, alongside associate advisors and support staff. The firm emphasizes a three-step process—educating clients on financial concepts, developing customized strategies aligned with their goals, and implementing investment management—while maintaining independence from large firms and sales incentives.

Fort Wayne, Indiana

Commission + Fee-Only

Galecki Financial Management is a Fee-Only financial planning firm based in Fort Wayne that serves individuals and families throughout Northeast Indiana and nationally. All advisors hold the CFP certification and operate under a fiduciary standard, with no commissions or product sales involved. The firm offers financial planning, retirement planning, and estate planning services, along with an Initial Financial Overview assessment. Founded in 1990 and operating as an independent Fee-Only practice since 1994, the firm emphasizes transparent, objective advice aligned solely with client interests.

Las Cruces, New Mexico

Carson Wealth is an investment advisory firm in Las Cruces, New Mexico. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Advisory services are available in English and Spanish. 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 1 Google review.

Great Neck, New York

Palumbo Wealth Management, based in Great Neck, New York, serves business owners and executives with estate planning, investment management, and wealth management services. The firm's team holds credentials including CFP, CFA, Certified Exit Planning Advisor, and MBA designations, and offers a structured five-step consultative process covering financial planning, exit strategy guidance, liquidity planning, and business succession planning. Client communication includes bi-monthly calls, quarterly reviews, two annual in-person meetings, and access to educational events and market updates.

Dubuque, Iowa

Rosemeyer Management Group is a Dubuque-based financial advisory firm offering investment management, retirement planning, estate planning, and tax planning services. The firm operates as a fiduciary and serves clients through individual portfolio management, retirement income planning including Social Security and pension coordination, and estate organization. Team members mentioned include advisors such as Payton, Kaley, and Andrew who conduct annual reviews and provide ongoing guidance aligned with clients' financial objectives.

Jeffersonville, Indiana

Brookstone Financial is a fee-based investment management and financial planning firm in Jeffersonville, Indiana, operating under fiduciary standards. The firm offers estate planning, financial planning, insurance analysis, and investment management services, with particular expertise in estate and insurance planning. Their engagement process begins with a complimentary initial consultation, followed by the development of strategies addressing risk management and cost efficiency.

Orlando, Florida

Independent RIA

Brinkman Accounting & Wealth Advisors is an independent ria firm in Orlando, Florida. It acts as a fiduciary. Services include Investment Management and Tax Planning. The firm specializes in Estate Planning, Retirement Planning, and Tax Strategy. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 4.4-star rating from 26 Google reviews.

Winter Park, Florida

Carson Wealth is an investment advisory firm in Winter Park, Florida. Services include Financial Planning. The firm specializes in Estate Planning and Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Ontario, California

Xel Wealth Management is a CPA firm and financial advisory practice with offices in Ontario, California and five other U.S. locations, offering tax preparation, bookkeeping, wealth management, estate planning, and insurance brokerage services. The firm serves both individual and business clients, providing audit, M&A advisory, accounting, outsourced CFO support, and commercial insurance solutions. Xel operates across multiple industries including healthcare, real estate, and hospitality.

Miami, Florida

Guerra Wealth Advisors is an independent fiduciary firm in South Florida with approximately 40 years of combined experience managing over $600 million for thousands of clients. The firm specializes in retirement planning and estate planning, offering a structured five-step planning process called the Guerra Freedom Plan that aims to align financial strategy with clients' goals and values. Led by principals Sebastian and Fabian Guerra, the firm serves families in the South Florida region and accepts new clients through discovery meetings.

New York, New York

John Paolini - Financial Advisor at Farther is an investment advisory firm in New York, New York. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Scottsdale, Arizona

Family Wealth Advisors, LLC is an investment advisory firm in Scottsdale, Arizona. Services include Estate Planning, Insurance Analysis, Investment Management, Retirement Planning, and Social Security Optimization. The firm specializes in Social Security Planning. 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 3 Google reviews.

Coral Springs, Florida

Independent RIA

FR Financial Advisors, LLC is an independent registered investment adviser based in Coral Springs, Florida, founded in 2005 to serve clients in South Florida with integrated financial planning, investment management, and estate planning services. The firm works in strategic partnership with Buckingham Strategic Partners and employs a Modern Portfolio Theory approach centered on passive investing, primarily through Dimensional Fund Advisors funds. Beyond wealth planning, the firm offers tax preparation and planning services, positioning itself to address multiple aspects of clients' financial and personal situations.

Lexington, Kentucky

American Trust Wealth is an investment advisory firm in Lexington, Kentucky. Services include Estate Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Tallahassee, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Tallahassee, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Delafield, Wisconsin

Creative Planning is an investment advisory firm in Delafield, Wisconsin. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Memphis, Tennessee

Benchmark Wealth Management, located in Memphis, Tennessee, offers estate planning, financial planning, and investment management services. The firm provides retirement planning, cash flow strategy, education planning, and insurance-related services including life, disability, and long-term care coverage. The firm works with non-proprietary securities and assists clients with retirement account transitions and implementation of financial plans.

Lubbock, Texas

Alpha Capital Strategies is an independent financial advisory firm in Lubbock, Texas, operating as a fiduciary and registered investment advisor through LPL Financial. The firm offers fee-only financial planning, estate planning, insurance analysis, and transactional product placement, with particular focus on business owners and families. Led by Principal Brandon Snyder and a team that includes an insurance consultant and paraplanner, the firm emphasizes disclosure of conflicts of interest and operates under fiduciary principles requiring advice in clients' best interests.

Glen Burnie, Maryland

Maryland Estate Planners, based in Glen Burnie, Maryland, offers estate planning services with a focus on living trusts and probate avoidance. The firm works with clients to organize asset distribution, establish healthcare and financial directives, and protect legacies through structured planning. They maintain connections with a network of attorneys to support clients' estate planning needs.

Paola, Kansas

ClearPath Advisors in Paola, Kansas provides retirement planning, estate planning, and insurance analysis services, including Medicare health insurance guidance, life insurance, annuities, and indexed universal life products. The firm offers complimentary initial consultations and works with individuals and families across different financial situations to develop personalized plans addressing healthcare coverage, retirement income, and financial protection needs.

Boynton Beach, Florida

Shine Brite Lemaster is a financial services firm based in Boynton Beach, Florida, offering tax preparation, accounting and bookkeeping, financial advisory services, and health insurance guidance. The firm has over 15 years of professional experience and serves individuals, families, and small businesses with customized financial planning and accounting support. In addition to core financial services, the firm provides immigration assistance and educational tutoring.

Columbus, Ohio

Creative Planning is an investment advisory firm in Columbus, Ohio. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. 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.

Lone Tree, Colorado

Independent RIA

Mountain Legacy Family Wealth Partners is an independent registered investment adviser based in Lone Tree, Colorado, serving households with $2 million or more in assets, including rising executives and multigenerational families. The firm offers investment management, retirement planning, and estate planning services, with particular expertise in executive compensation strategies, concentrated equity management, and wealth transfer planning. Their approach combines portfolio strategy, trust and estate planning, insurance planning, and retirement/college planning through a four-step process of listening, organizing, planning, and ongoing guidance. The firm serves clients across the Denver metro area and the Mountain West region.

Mt Solon, Virginia

Bobby Hart - Financial Advisor at Farther is an investment advisory firm in Mt Solon, Virginia. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Allen, Texas

Ascend Financial Group in Allen, Texas offers retirement planning, estate planning, investment management, and insurance analysis with a focus on integrated strategy across income, taxes, and legacy. The firm uses its proprietary RothEdge software to model tax scenarios including Roth conversions, required minimum distributions, and Social Security optimization. Services span income protection modeling, trust creation and funding, capital gains strategy, and coordinated planning that treats retirement income, tax positioning, and estate structure as interconnected components rather than separate decisions.

Lynchburg, Virginia

Servus Capital Management is an investment advisory firm in Lynchburg, Virginia. Services include Estate Planning, Financial Planning, and Investment 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 2 Google reviews.

San Antonio, Texas

Sendero Wealth Management is an investment advisory firm in San Antonio, Texas. Services include Estate Planning and Financial Planning. The firm specializes in Investment Management and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

San Francisco, California

Roy Satterthwaite - Financial Advisor at Farther is an investment advisory firm in San Francisco, California. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Norfolk, Virginia

Capital Financial Group of Norfolk is an investment advisory firm in Norfolk, Virginia. Services include Estate Planning. 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 1 Google review.

New York, New York

Mario Battistini, CFP®, CFA - Financial Advisor at Farther is an investment advisory firm in New York, New York. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Its advisors hold CFA and CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Francisco, California

Lengrand & Henri is a San Francisco-based estate planning firm serving high-net-worth families with at least $10 million in assets. Operating on a fee-only, fiduciary basis with no ties to financial institutions or product manufacturers, the firm coordinates cross-border wealth structures and coordinates with international legal and tax advisors. The team includes Founder & CEO Guillaume Decalf, Certified Financial Planner Lindsey Swanson, Financial Planner Smara Savoy (Series 65 licensed), and Financial Planner Nicolas Benit, each bringing decades of experience in wealth management and cross-border advisory work.

Osprey, Florida

Paracca Financial Group - CPAs & Advisors is an investment advisory firm in Osprey, Florida. Services include Financial Planning, Investment Management, and Tax Planning. The firm specializes in Estate Planning. Its advisors hold CPA credentials. 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.

Naples, Florida

Independent RIA

Verdence Capital Advisors is an independent, fiduciary wealth management firm in Naples serving high-net-worth individuals, families, and business owners. The firm provides investment management, financial planning, estate planning, family office services, and business exit advisory, with particular expertise in executive planning, business succession, and liquidity strategies for entrepreneurs.

Naples, Florida

Fee-Only

Annex Wealth Management's Naples branch is a fee-only fiduciary firm offering financial planning and investment management, with particular expertise in estate planning and retirement planning. The firm employs an in-house team to develop customized plans that address clients' investments, taxes, family circumstances, and employment situation. As a registered investment adviser, it operates without commission-based compensation.

Ocala, Florida

Canopy 360 Wealth is an investment advisory firm in Ocala, Florida. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Sun City West, Arizona

Prime Wealth Advisors is an investment advisory firm in Sun City West, Arizona. Services include Estate Planning, Financial Planning, Insurance Analysis, Investment Management, Retirement Planning, and Tax Planning. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 29 Google reviews.

Media, Pennsylvania

Bargeld Financial is a registered investment adviser and fiduciary firm based in Media, Pennsylvania, serving Delaware County individuals, families, and small businesses. The firm offers financial planning, investment advisory, wealth management, tax planning, and retirement services, operating on a fee-only basis. Founder Benjamin holds an MBA in Finance from Emory University and is licensed through FINRA (Series 65, Series 66, and SIE), along with a Pennsylvania insurance producer license. The firm structures client relationships around risk assessment, financial planning analysis, portfolio implementation, and ongoing account monitoring.

Kearney, Nebraska

Stonebridge Wealth Systems, LLC is an SEC-registered investment advisor in Kearney, Nebraska offering investment management, retirement planning, and estate planning services. The firm was founded by former corporate advisors and employs a process called the Retirement Compass to develop personalized financial plans with attention to tax efficiency. Investment advisory services are provided through Stonebridge Wealth Systems, LLC, while insurance products are offered separately through individually licensed agents. The firm participates in training programs with Ed Slott and Company and the Dave Ramsey SmartVestor network.

Glendale, California

California Financial Partners is a fee-based advisory firm in Glendale with over 20 years of operating history, staffed by nine financial advisors holding credentials including CFP®, CFA, CPA, and CPWA® designations. The firm offers financial planning, estate planning, tax planning, risk management, and business succession planning services, coordinating with clients' external professional advisors as needed. The firm operates on a transparent fee structure with no commissions on investment recommendations and covers all trading costs directly rather than passing them to clients. The firm engages clients at least quarterly and follows a four-step process centered on listening, analyzing financial documentation, comprehensive planning across estate, tax, and risk areas, and ongoing monitoring.

Omaha, Nebraska

Trusted Wealth Partners is an investment advisory firm in Omaha, Nebraska. Services include Financial Planning. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Valdosta, Georgia

Legacy Partners is a financial advisory firm in Valdosta, Georgia that provides financial planning, investment management, and estate planning services to families and businesses. The firm offers retirement planning, investment planning tailored to different objectives, estate planning to protect assets across generations, and year-round tax planning strategies. Their stated approach centers on understanding clients' values and vision while creating personalized plans aligned with individual financial goals.

Charlottesville, Virginia

Middlebrook Wealth is a financial advisory firm headquartered in Charlottesville with additional offices in Staunton, Harrisonburg, and Berryville, Virginia. The firm offers financial planning, retirement planning, estate planning, and insurance analysis, with particular focus on athletes managing complex income and endorsement situations. Their approach emphasizes holistic planning that integrates estate strategy with broader financial goals, and they coordinate with clients' tax and legal advisors. The firm operates as a team-based practice that manages ongoing client relationships through an initial planning conversation, strategy development, and active progress monitoring.

Naples, Florida

Independent RIA

Victory Independent Planning is an independent registered investment advisor in Naples, Florida, offering financial planning and investment management to individuals, families, and nonprofit organizations. The firm is led by Patrick Huey, a CFP®, Chartered Advisor in Philanthropy®, and Accredited Tax Preparer with a background as a naval flight officer, and employs a fiduciary standard of care. Core service areas include retirement income planning, investment strategy and portfolio management, tax planning and preparation, and comprehensive financial planning using proprietary discovery and planning systems. The firm serves specialized clientele including defense industry veterans, small business owners, large IRA holders, law enforcement retirees, and individuals managing inherited wealth or charitable giving strategies.

Mt Pleasant, South Carolina

Creative Planning is an investment advisory firm in Mt Pleasant, South Carolina. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. 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 18 Google reviews.

Westlake Village, California

Sherwood Financial Partners is a registered investment advisor in Westlake Village, California, founded by Hannah and Matt. The firm provides financial planning, investment management, estate counseling and wealth transfer, and tax strategy services on a fee-only basis (hourly rates ranging from $250–$500 depending on service and client type), with no commission revenue. As a fiduciary, the firm works with clients to align investments with their goals, timeline, and risk tolerance while addressing estate planning needs.

Overland Park, Kansas

Carson Wealth is an investment advisory firm in Overland Park, Kansas. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are recommended. The office has a wheelchair-accessible entrance.

Charlotte, North Carolina

Fee-Only

Modera Wealth Management is an independently owned, fee-only fiduciary firm serving the greater Charlotte area and surrounding regions across North Carolina and South Carolina. The firm offers financial planning, investment management, retirement planning, estate planning, tax planning, and insurance analysis to clients with significant wealth and complex financial situations. Operating with a focus on personalized service and direct client relationships, the firm operates on a fee-only compensation model aligned with client interests.

Abingdon, Virginia

C. Bryan Lawson, CFP® | Financial Advisor at Cary Street Partners is an investment advisory firm in Abingdon, Virginia. Services include Estate Planning, Financial Planning, and Investment Management. The firm specializes in Wealth Management. Its advisors hold CFP and CLU credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

New York, New York

Margie Carpenter, CFP® - Financial Advisor at Farther is an investment advisory firm in New York, New York. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Sartell, Minnesota

Nate Bosek, CFP® - Financial Advisor at Farther is an investment advisory firm in Sartell, Minnesota. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Its advisors hold CFP credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lake Oswego, Oregon

Lifelong Wealth Management is an investment advisory firm in Lake Oswego, Oregon. Services include Estate Planning, Financial Planning, and Investment Management. Advisory services are available in English and Chinese. 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 50 Google reviews.

San Francisco, California

Keith Furuya - Financial Advisor at Farther is an investment advisory firm in San Francisco, California. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Charlotte, North Carolina

Carolina Wealth Advisors of Janney Montgomery Scott is an investment advisory firm in Charlotte, North Carolina. Services include Retirement Planning. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Toledo, Ohio

Wright Financial Group is a full-service financial advisory firm in Toledo, Ohio that provides estate planning, financial planning, and insurance analysis services, with a specialization in estate planning. The firm operates under a fiduciary standard and works with individuals and families on retirement planning and wealth management using conservative investment approaches. The team includes Nick Norvell, Spencer Georgetti (with a Master's degree in Accounting), Ana Wright, and administrative and marketing staff. The firm emphasizes personalized planning aligned with each client's goals and financial situation.

Verona, Wisconsin

Bank-Affiliated

Lake Ridge Financial is a bank-affiliated financial services firm based in Verona, Wisconsin, serving Dane, Rock, and Sauk County. The firm offers financial planning, estate planning, retirement planning, and insurance services through LPL Financial, with a team approach to address investing strategies, retirement distribution, estate conservation, and risk management. Its professionals work with clients on retirement readiness, college savings, estate strategy, and life insurance coverage. Securities and advisory services are provided through LPL Financial, a registered investment advisor and broker-dealer.

Chapel Hill, North Carolina

TrustStone Wealth Partners, LLC is an investment advisory firm in Chapel Hill, North Carolina. Services include Estate Planning. 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 1 Google review.

Middleburg Heights, Ohio

Creative Planning is an investment advisory firm in Middleburg Heights, Ohio. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Boxborough, Massachusetts

Sheltered Garden Financial Group, based in Boxborough, Massachusetts, is led by Ryan Creegan, a CFP® with over eight years of experience in commercial loan underwriting and financial planning. The firm offers estate planning and financial planning services, including retirement planning, investment advising, and guidance through major life transitions, serving clients across different life stages. Creegan holds a degree in Finance from Bentley University and applies a personalized approach that combines traditional planning principles with contemporary strategies.

Jacksonville, Florida

Fee-Only

369 Financial is a fee-only registered investment advisor based in Jacksonville, Florida, serving tech professionals and business owners with concentrated stock holdings and complex family finances. The firm provides financial planning, investment management, and estate planning services through its proprietary "Next Chapter Strategy Process," which evaluates equity compensation, tax exposure, and diversification options without reliance on proprietary products. As a fiduciary, 369 Financial operates independently to help clients align their investments and liquidity decisions with long-term objectives, including planning for 401(k)s, IRAs, and business succession.

Lebanon, New Hampshire

American Trust Investment Advisors is a registered investment advisor in Lebanon, New Hampshire offering estate planning and investment management services. The firm operates on a fee-only basis without an in-house broker-dealer, partnering with Charles Schwab for asset custody. The advisory board includes professionals with credentials including CPA and CFA designations. The firm serves both individual and institutional clients and maintains a limited client base to ensure direct access to its portfolio management team.

Grass Valley, California

Encompass Financial Planning is a husband-and-wife advisory firm in Grass Valley, California, offering financial planning and estate planning services to households with $500,000+ in investable assets. Both advisors hold CFP® certifications and operate under a fiduciary duty, serving dual-career couples nearing retirement, women navigating major life transitions, small business owners, and healthcare workers. The firm employs a four-step planning process incorporating tax analysis, Social Security strategy, and investment allocation, and delivers services primarily to California residents with virtual engagement options.

Niceville, Florida

McGregor Financial Group, based in Niceville, Florida, provides retirement planning and financial advisory services with a focus on federal employee benefits and Social Security optimization. The firm operates across six states including Florida, Arkansas, Georgia, Alabama, Tennessee, and New Mexico, offering both in-person and virtual consultations. Founded by Dale McGregor, an Investment Adviser Representative and licensed insurance professional, the firm creates personalized financial strategies for clients seeking retirement guidance. The team specializes in estate planning and retirement planning services designed for individual client needs.

San Francisco, California

Tim McNeely, CFP®, CIMA®, CEPA® - Financial Advisor at Farther is an investment advisory firm in San Francisco, California. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Reno, Nevada

Creative Planning is an investment advisory firm in Reno, Nevada. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Mandeville, Louisiana

HB Financial Wealth Management is an LPL Financial advisory firm located in Mandeville, Louisiana, offering investment management, retirement planning, and estate planning services. The firm provides investment advisory programs including professionally managed portfolios and separately managed accounts, along with retirement plan options such as traditional and Roth IRAs and SEP plans. Their approach centers on understanding client goals through an initial consultation, developing a customized financial plan that addresses current needs and future objectives, and adjusting the plan as circumstances change.

Appleton, Wisconsin

NorthRock Partners - Appleton is an investment advisory firm in Appleton, Wisconsin. Services include Estate Planning, Financial Planning, and Investment Management. Its advisors hold CLU credentials. 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.

College Station, Texas

Evans Financial Group is an independent financial advisory practice based in College Station, Texas, with roots dating to 1967. The firm offers estate planning and retirement planning services to individuals, families, and businesses, led by R. Travis Evans, a CFP® and Certified Tax Coach, along with team member Landon Evans, who holds a Certified in Long Term Care® credential. The practice emphasizes comprehensive financial planning informed by macroeconomic analysis and tax-aware strategies, operating under fiduciary principles as an independent firm with access to a network of specialized professionals.

Ocala, Florida

Fee-Only

Wyrostek Financial and Business Coaching, LLC is an investment advisory firm in Ocala, Florida. It acts as a fiduciary. The firm specializes in Estate Planning and Investment Management. Compensation is on a fee-only basis. 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 7 Google reviews.

Boca Raton, Florida

GamePlan is a financial advisory firm based in Boca Raton, Florida, specializing in serving collegiate athletes and student-athletes. The firm provides financial planning, investment management, and estate planning services, with particular focus on NIL-related tax strategy and brand protection. GamePlan offers portfolio planning, real-time financial dashboards, and guidance on wealth management, business ventures, and career transitions for athletes during and after their playing careers.

Baton Rouge, Louisiana

Burns Estate Planning & Wealth Advisors, based in Baton Rouge, Louisiana, is led by founders Ernie Burns and Erin Berglund-Burns. The firm specializes in estate planning and retirement preparation, addressing topics including Social Security, Medicare, healthcare planning, long-term care, and wealth transfer strategies. The firm positions itself around helping clients plan for retirement as a significant life phase and establish legacies for their families.

Baton Rouge, Louisiana

Carson Wealth - The Shobe Financial Group is an investment advisory firm in Baton Rouge, Louisiana. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Greenwood Village, Colorado

Centerpiece Wealth Advisors is a fee-only, fiduciary firm founded in 2018 and based in the Denver Tech Center, serving clients across Colorado with a minimum of $1 million in investable assets. Led by Jason Baer (CFP, CWS) and Aaron Leatherwood (CPA, CFP, CWS, PFS), the firm integrates financial planning, investment management, tax planning, and estate planning into a coordinated approach. The firm does not sell products or earn commissions, instead structuring advice around client goals, risk tolerance, and estate coordination needs.

Miami, Florida

Independent RIA

CAPTRUST is an independent ria firm in Miami, Florida. Services include Investment Management. The firm specializes in Estate Planning and Retirement Planning. The office is open five days a week.

Boca Raton, Florida

Independent RIA

Wealth Enhancement Group is an independent ria firm in Boca Raton, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning and Retirement Planning. Advisory services are available in English and Spanish. 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 24 Google reviews.

La Jolla, California

Holland Strategic Wealth Advisors is a La Jolla-based firm offering financial planning, investment management, retirement planning, and estate planning services to individuals, families, business owners, and federal employees across the United States. The firm was founded by James Holland and provides a personalized planning process that addresses cash flow assessments, tax planning, insurance strategies, real estate planning, and legacy structuring. Services are designed to integrate investment management with tax-efficient planning and risk management tailored to each client's goals and values.

Pueblo, Colorado

Joshua Wilcoxson, CFP®, AIF® - Financial Advisor with the Wilcoxson Wealth Management Team at Farther is an investment advisory firm in Pueblo, Colorado. The firm specializes in Estate Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Bellevue, Washington

Insurance-Based

Transamerica Financial Advisors/World Financial Group is an insurance-based firm in Bellevue, Washington. Services include Estate Planning and Insurance Analysis. The firm specializes in Insurance Planning. Advisory services are available in English, Chinese, Korean, Spanish, Tagalog, and Vietnamese. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 4.9-star rating from 29 Google reviews.

New York, New York

Carrie Ma, CFP® - Financial Advisor at Farther is an investment advisory firm in New York, New York. The firm specializes in Estate Planning. Its advisors hold CFP credentials. The office is open five days a week.

Fresno, California

Portfolio Advisors Inc. is an investment advisory firm in Fresno, California. Services include Estate Planning, Financial Planning, and Investment Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 12 Google reviews.

Yardley, Pennsylvania

Yardley Wealth Management, LLC provides estate planning, investment management, and wealth management services to clients in the Yardley, Pennsylvania area and beyond. The firm, led by founder Mike and a team including Maureen, Karen, and Sandra, serves clients with retirement planning, portfolio construction, tax strategy, and estate documentation. The firm has maintained long-term client relationships, with some clients having worked with the team for 15 years or more.

Lansing, New York

Heritage Lake Advisors & Partners, based in Lansing, New York, is a wealth management firm serving high-net-worth individuals, families, and organizations through investment management, financial planning, retirement planning, estate planning, and tax-planning services. The firm operates multiple offices throughout Upstate New York and is registered with the SEC as a broker-dealer and investment adviser through its affiliate &Partners, LLC. Named to the Forbes 2025 Best-in-State Wealth Management Teams list, the practice was formerly known as The Labourdette Financial Group and is led by Partner and Senior Wealth Advisor David M. Labourdette.

Winter Park, Florida

Independent RIA

Beacon Pointe Advisors is an independent ria firm in Winter Park, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 19 Google reviews.

Norwalk, Ohio

Legacy Capital Advisors LLC is a financial advisory firm in Norwalk, Ohio, with 37 years of operating history serving farmers, business owners, and individuals across Ohio and 17 other states. The firm offers services in estate planning, retirement planning, business succession, Medicare, life insurance, 401(k)s, and family business services, with five full-time advisors collectively bringing 145 years of experience. The firm operates through a planning process that includes assessing client needs, developing customized plans, and providing ongoing support as circumstances evolve.

Hauppauge, New York

Mitlin Financial, Inc. is an investment advisory firm in Hauppauge, New York. Services include Estate Planning, Financial Planning, and Investment Management. The firm specializes in 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 54 Google reviews.

Seneca, South Carolina

Trust Matters Financial serves business owners, retirees, and families in Seneca, South Carolina and surrounding areas with investment portfolio management and estate planning services. The firm focuses on tax-efficient strategies across wealth transfer, 401(k) rollovers, and legacy planning, drawing on experience in both financial advisory and education. They work with tax-sensitive high earners, small business owners, pre-retirees, and families, emphasizing a holistic approach that assesses clients' complete financial picture and risk tolerance.

Amarillo, Texas

Carson Wealth is an investment advisory firm in Amarillo, Texas. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are recommended. 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.

Washington, District Of Columbia

Pelham PLLC is an investment advisory firm in Washington, District Of Columbia. Services include Estate Planning and Tax Planning. The office is open daily.

Bentonville, Arkansas

Revolutionary Wealth is a financial advisory firm in Bentonville, Arkansas that provides estate planning, financial planning, and tax planning services. The firm integrates tax strategy with retirement and estate planning, working with an in-house CPA and attorney to coordinate financial documents, IRA and 401(k) strategies, tax preparation, and wealth transfer planning for clients primarily in the 55–68 age range across Northwest Arkansas. Services include retirement income planning, Social Security optimization, Roth conversion analysis, and estate plan coordination.

Livermore, California

Brett Williams operates as a registered representative through LPL Financial, offering investment management, tax planning, insurance planning, retirement strategy, estate planning, and cash-flow coordination. A CFP® since 2025 with Series 7 and 66 securities licenses, Williams integrates multiple financial disciplines into cohesive client plans rather than treating them separately. The firm serves clients across California with personalized portfolio design and wealth management oversight across all life stages.

Latham, New York

Independent RIA

Iron Tree Financial is an independent registered investment advisor in Latham, New York, established in 2000, that operates under a fiduciary standard. The firm provides retirement income planning, estate planning, Social Security and Medicare education, and specialized financial planning for amateur and professional athletes, along with succession planning services for retiring advisors. Iron Tree collaborates with CPAs and legal professionals to address tax efficiency, long-term care considerations, and estate administration as part of its holistic planning approach.

Sarasota, Florida

Independent RIA

Bison Wealth is an independent registered investment adviser in Sarasota, Florida, offering investment management and estate planning services to families and financial advisors. Founded through the Terry and Kim Pegula Family Office in partnership with Teton Capital Partners, the firm provides retirement and wealth management solutions, including active 401(k) account management and tax planning strategies. The firm emphasizes a client-centered planning approach focused on understanding individual circumstances and goals.

Naples, Florida

McDermott Investment Advisors, LLC is an investment advisory firm in Naples, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning and Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. 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.

Copperas Cove, Texas

Riley Enterprises LLC, based in Copperas Cove with additional locations in Austin and Killeen, has operated for over 15 years serving clients across the United States and internationally. The firm provides estate planning, investment management, tax preparation, financial planning, wealth management, and debt management services, staffed by Certified Financial Counselors, Certified Financial Education Instructors, and Financial Planners. Riley Enterprises serves both individual and business clients and offers virtual advisory services in addition to in-person consultations.

Mt Carmel, Illinois

Hunter Fuller is a financial advisory firm based in Mt. Carmel, Illinois, offering estate planning, investment management, retirement planning, and insurance analysis services. The firm holds the CLU credential and conducts life insurance and securities business in Illinois. Securities are offered through OneAmerica Securities, Inc., a registered investment advisor and FINRA/SIPC member.

Red Lion, Pennsylvania

New Legacy Financial is an independent, fiduciary financial advisory firm based in Red Lion, Pennsylvania, founded by Tyler Snook and Eric Faidley. The firm serves individuals and families across Central Pennsylvania and nationally via remote meetings, offering retirement income planning, Social Security strategies, tax planning, estate planning, investment advice, insurance solutions, and comprehensive personal financial planning. Operating under a needs-based approach, the firm emphasizes fiduciary accountability and responsiveness to client communications throughout discovery, strategy development, execution, and ongoing reviews.

Houston, Texas

Prime Capital Financial has served families, executives, business owners, and plan sponsors since 1985, with locations across the country. The firm offers estate planning, financial planning, investment management, and wealth management services, operating as a fiduciary. The firm's team includes advisor-owners and emphasizes a client-centered approach to planning across tax, estate, and risk considerations.

Canonsburg, Pennsylvania

Wyze Wealth Advisors is a Canonsburg, Pennsylvania-based firm offering retirement planning and estate planning services to affluent individuals. The team includes founder Ron Wyatt (CFP®, CIMA®, CPWA®) and wealth advisors Ryan Wyatt (CFP®, CIMA®) and Nick Lewandowski (CFA®, CFP®), alongside support staff. The firm integrates retirement income analysis, tax planning, and investment management in a coordinated approach, with emphasis on direct client access and transparent planning rather than hands-off management.

Colorado Springs, Colorado

Carson Wealth is an investment advisory firm in Colorado Springs, Colorado. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Hummelstown, Pennsylvania

New Legacy Financial is an independent, fiduciary financial advisory firm based in Hummelstown, Pennsylvania, serving clients throughout Central Pennsylvania and nationally via virtual meetings. The firm, founded by Tyler Snook and Eric Faidley, offers retirement income planning, Social Security strategies, tax planning, estate planning, investment management, and insurance solutions through a six-step needs-based planning process. The firm is independently owned and operates on a fiduciary basis, meaning advisors are required to act in clients' best interests.

Troy, Michigan

Stonebridge Financial Partners is an investment advisory firm in Troy, Michigan. Services include Estate Planning and Financial Planning. The firm specializes in Investment Management and Wealth Management. Appointments are recommended. 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.

Logan, Utah

Adams Wealth Advisors in Logan, Utah provides estate planning, financial planning, and investment management services with a particular focus on estate planning. The firm offers a broad range of planning services including retirement income analysis, tax optimization, charitable giving strategies, and business succession planning, alongside active portfolio management that incorporates alternative investments and risk management. The firm emphasizes a comprehensive planning approach that integrates investments, tax considerations, insurance analysis, and estate structuring tailored to individual client circumstances.

Fort Wayne, Indiana

ASCH Financial Advisor Planning & Investments is an investment advisory firm in Fort Wayne, Indiana. Services include Estate Planning, Financial Planning, and Investment Management. 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.

Houston, Texas

Forthright Family Wealth is an investment advisory firm in Houston, Texas. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance.

Irving, Texas

Todd Kitzens, Financial Advisor - Financial Advisor at Farther is an investment advisory firm in Irving, Texas. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance.

Fort Myers, Florida

Blue Chip Financial of Southwest Florida provides financial planning and risk management services to individuals, families, and business owners in the Fort Myers area, with a stated specialty in estate planning. The firm employs a four-step process—analyzing client circumstances, recommending strategies, implementing solutions, and conducting periodic reviews—and emphasizes a needs-based approach centered on understanding each client's objectives and life stage. Services include financial planning and insurance products, with the firm noting that specific services depend on licensing requirements in each state.

Stratham, New Hampshire

Milestone Financial Planning, LLC is a fiduciary firm based in Stratham, New Hampshire that serves mid-career professionals through financial planning, investment management, and estate planning services. The firm specializes in tax-efficient strategies for stock awards, restricted stock units, and 401(k) decisions, and incorporates tax analysis into retirement projections. The firm's principals hold CFP credentials and gather comprehensive financial and tax information to develop written plans presented in accessible terms. The firm offers personalized service and secure document sharing with clients.

East Syracuse, New York

Bill Zaika, Sr., CFP® - Financial Advisor at Farther is an investment advisory firm in East Syracuse, New York. The firm specializes in Estate Planning. Its advisors hold CFP credentials. The office is open five days a week.

St John, Indiana

Oak Partners, Inc. is an investment advisory firm in St John, Indiana. Services include Estate Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Peterborough, New Hampshire

Milestone Financial Planning, LLC is a fiduciary financial advisory firm based in Peterborough, New Hampshire that serves mid-career professionals and their families. The firm offers financial planning, investment management, and estate planning services, with particular expertise in estate planning and strategies addressing stock compensation, tax considerations, and retirement income needs. The firm's principals hold CFP certification and gather detailed information on clients' accounts, spending, insurance coverage, and estate documents to develop coordinated financial plans presented in accessible terms.

Boca Raton, Florida

NewEdge Wealth is an investment advisory firm in Boca Raton, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tampa, Florida

Oxford Advisory Group is a Tampa-based financial advisory firm specializing in estate planning, retirement planning, and tax-efficient wealth strategies. The firm provides financial planning, wealth management, and retirement services through a personalized approach that includes an initial consultation, customized strategy development, plan implementation, and ongoing reviews. Co-founded by Christopher J. Dixon, RFC, the firm has been recognized as one of Inc. 5000's fastest-growing private companies in 2024 and maintains active involvement in local philanthropic efforts and collegiate athletic sponsorships.

Cincinnati, Ohio

Wealthquest is a Cincinnati-based wealth management firm serving clients nationwide, founded by Wade K. Daniel, CFA, CFP®. The firm provides estate planning, financial planning, investment management, and tax preparation services through an integrated team operating under a single fee arrangement, rather than requiring clients to coordinate multiple independent advisors. By consolidating investment management, financial planning, tax services, and estate planning under one roof, the firm aims to align advice across disciplines and reduce coordination gaps typical in fragmented advisory relationships.

St. Louis, Missouri

Dominion Consulting Group is a St. Louis-based business consulting firm that works with growing small and mid-size businesses, founders, and organizations on financial management, strategic planning, and operational efficiency. Led by Dr. Elton Norman Sr., who brings 15+ years of financial experience and a background in military leadership, the firm offers financial analysis, fractional CFO advisory, and business consulting services. The firm serves clients preparing for growth, seeking better financial visibility, or navigating funding and capital needs. According to Google reviews, the firm has a 5-star rating.

Shreveport, Louisiana

Lyons Capital Group is an SEC-registered investment adviser based in Shreveport, Louisiana, offering estate planning, investment management, and wealth management services. The firm operates across multiple states where it holds appropriate registration or exemptions, and its representatives maintain relevant professional designations and industry experience.

Elkhorn, Nebraska

Carson Wealth is an investment advisory firm in Elkhorn, Nebraska. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Detroit, Michigan

Will Hullinger, CFP® - Financial Advisor at Farther is an investment advisory firm in Detroit, Michigan. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tucson, Arizona

RJP Estate Planning is an Arizona-based firm serving Tucson and the broader state with over 30 years of experience in estate planning and retirement planning services. The firm specializes in living trusts, wills, powers of attorney, and trust funding, working with an in-house independent law firm to provide attorney-drafted documents alongside ongoing client support. Services include lifetime reviews every three to five years, settlement assistance for successor trustees at no additional cost, and additional resources such as medical powers of attorney and digital document storage. The firm serves Arizona homeowners, parents with minor children, married couples, and individuals with retirement accounts.

St. Petersburg, Florida

Mad Financials LLC is an investment advisory firm in St. Petersburg, Florida. Services include Tax Planning. The firm specializes in Estate Planning. Service options include online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 12 Google reviews.

Delray Beach, Florida

Fee-Based Independent RIA

Tompkins Financial Advisors is an independent registered investment adviser in Delray Beach, Florida offering financial planning and investment management with a focus on estate planning. Operating on a fee-based model, the firm employs a team-based approach with a nine-member investment committee that develops and monitors customized portfolios using both active and passive strategies. The advisors conduct comprehensive financial planning designed to address clients' complete financial situations and objectives across economic cycles.

Hanover, Pennsylvania

Scott Financial Resources LLC is a fee-only fiduciary firm in Hanover, Pennsylvania, offering financial planning, investment management, retirement planning, and estate planning services. The firm charges quarterly asset-based fees and provides complimentary initial financial plans. An advisor holding the CLU credential works with clients on customized strategies covering areas such as retirement income withdrawal, tax-efficient planning, Social Security strategies, and healthcare planning.

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.

Milford, Connecticut

Coastal Bridge Advisors is an independent, fiduciary wealth management firm based in Milford, Connecticut, offering estate planning, financial planning, and investment management services to individuals, families, business owners, and institutions. Founded by partners with over 100 years of combined financial experience, the firm is part of the Focus Financial Partners network and emphasizes comprehensive, client-centered planning that considers life goals alongside investment strategy. As fiduciaries, the firm operates under a standard of care prioritizing client interests without product sales incentives.

Longview, Texas

7 Waters Financial Group is an investment advisory firm in Longview, Texas. Services include Retirement Planning. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Francisco, California

Merissa Benitez Jackson - Financial Advisor at Farther is an investment advisory firm in San Francisco, California. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Fairfield, New Jersey

People Wealth Matters is a financial planning firm based in Fairfield, New Jersey, offering financial planning, insurance analysis, investment management, and estate planning services. The firm works with individuals, families, business owners, and organizational clients including small companies and charitable foundations. Led by CFP® Ivana Lotoshynski, the firm operates as a registered representative of LPL Financial and delivers strategies across retirement, education, legacy, and debt planning through brokerage and money management services.

Boise, Idaho

Creative Planning is an investment advisory firm in Boise, Idaho. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Bethesda, Maryland

Equity Planning Inc. is an investment advisory firm in Bethesda, Maryland. Services include Estate Planning, Financial Planning, and Investment Management. The firm specializes in Wealth Management. 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 2 Google reviews.

San Francisco, California

Anthony M. Thomas - Financial Advisor at Farther is an investment advisory firm in San Francisco, California. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Atlanta, Georgia

Carson Wealth is an investment advisory firm in Atlanta, Georgia. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 6 Google reviews.

Murray, Utah

Carson Wealth is an investment advisory firm in Murray, Utah. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open four days a week. It holds a 5-star rating from 26 Google reviews.

Clearwater, Florida

Friendly Tax and Accounting, located in Clearwater, Florida, provides tax preparation services for individuals and businesses, along with estate planning, investment management, and tax strategy guidance. The firm emphasizes identifying available tax credits and deductions while serving both personal and business clients, including entrepreneurs and new business owners, with a team trained in tax, accounting, and business formation matters.

Keene, New Hampshire

Independent RIA

Trust Company of Vermont is an independent, employee-owned fiduciary RIA offering investment management, trust administration, estate planning, and retirement planning services to individuals, families, and institutions in Vermont and New Hampshire. The firm manages portfolios using direct security ownership and modern portfolio theory, overseen by an in-house Trust Investment Committee of ten professionals. Its advisors integrate investment management with tax and estate planning expertise to align portfolios with client objectives and generational wealth transfer goals. The firm is located in Keene, New Hampshire.

Panama City, Florida

Wirehouse

John Douglas Insurance & Financial Services is a Florida Blue agency based in Panama City that offers health insurance, Medicare plans, and property-and-casualty coverage including auto, home, and business insurance through its We Insure John Douglas branch. The firm also provides financial services including retirement planning, employer benefit plans, and investment management for individuals and businesses. Operating for over four decades, the firm serves Bay County and broader Florida with insurance enrollment assistance at no additional cost to clients, alongside financial advisory services.

Summit, New Jersey

Bank-Affiliated

Peapack Private is a bank-affiliated wealth management firm in Summit, New Jersey, offering integrated financial planning, investment management, and estate planning services. The firm serves high-net-worth individuals, executives, founders, and multigenerational families, providing capabilities including tax planning, retirement strategy, trust and estate administration, executive compensation analysis, and coordination of multiple custodial accounts. Their planning process begins with an assessment of the client's overall financial situation and addresses cash flow, investments, risk management, charitable giving, and wealth transition across generations.

New York, New York

Terence Gallagher, MBA - Financial Advisor at Farther is an investment advisory firm in New York, New York. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Gilbert, Arizona

Asset Preservation Wealth & Tax, Financial Advisors is an investment advisory firm in Gilbert, Arizona. Services include Estate Planning, Financial Planning, Investment Management, and Retirement Planning. 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 62 Google reviews.

Southlake, Texas

Virtus Wealth Management is a fiduciary-based financial advisory firm in Southlake, Texas, serving the Dallas-Fort Worth area. The firm provides estate planning, financial planning, insurance analysis, retirement planning, and tax planning services alongside investment management and wealth management. Operating as an independent advisory practice, Virtus works with clients across various life stages to develop long-term strategies that address comprehensive financial needs, including risk management and asset management.

Boca Raton, Florida

Fee-Only

Team Hewins is a fee-only financial planning and investment management firm with offices in Boca Raton and Miami, Florida, as well as the Bay Area, specializing in estate planning. The firm emphasizes coordinated planning across a client's professional network, including tax professionals and attorneys, and structures its approach around understanding each client's specific definition of financial success rather than applying generic strategies.

Lutz, Florida

Independent RIA

PFG Private Wealth Management is an independent registered investment advisor based in Lutz, Florida, offering financial planning and investment management services with particular expertise in estate and retirement planning. The firm has operated since 1969 and manages client portfolios using a planning-based approach supported by technology tools. The practice also provides advisory services to business owners regarding employee retention strategies, executive compensation, and company succession planning, along with guidance on retirement plan design and administration.

Bedford, New Hampshire

Milestone Financial Planning is a fiduciary firm in Bedford, New Hampshire that serves mid-career professionals and offers financial planning, investment management, and estate planning services. The firm's approach incorporates tax planning throughout the retirement planning process and addresses concentrated stock positions, equity awards, and 401(k) strategy as part of its work with clients. CFP-credentialed advisors gather information on investments, savings, insurance, and estate documents to develop and present financial plans in accessible terms.

Kalispell, Montana

Harris Financial is a financial advisory firm based in Kalispell, Montana, serving clients across the Flathead Valley and nationwide. The firm offers estate planning, financial planning, investment management, and retirement planning services, with a stated focus on tax strategy, inheritance planning, and charitable legacy planning. Harris Financial operates through an initial meeting and proposal-based process designed to align recommendations with individual client circumstances, followed by ongoing advisory engagement.

Brentwood, Tennessee

Schadel Financial Group, based in Brentwood, Tennessee, serves individuals, families, and business owners in Nashville, Charlotte, and surrounding areas. Led by President David Schadel, CFP®, CRPC®, the firm offers estate planning, retirement planning, tax planning, investment management, and insurance analysis, with particular expertise in wealth management and small-business financial strategy. The firm emphasizes a multi-phase planning process that addresses clients' specific goals, risk tolerance, and personal circumstances rather than focusing solely on investment management.

Minneapolis, Minnesota

NorthRock Partners is an investment advisory firm in Minneapolis, Minnesota. Services include Estate Planning, Financial Planning, and Investment Management. Its advisors hold CLU credentials. 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 3 Google reviews.

Naperville, Illinois

Carson Wealth is an investment advisory firm in Naperville, Illinois. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Charlotte, North Carolina

Holland Capital Management is a Charlotte-based wealth management firm led by M. Chad Holland, a CFA and CFP®. The firm provides financial planning, investment management, estate planning, and retirement planning services, with additional offerings in trust advisory, life insurance, and lending options. Holland Capital Management operates under a fiduciary standard and serves high-net-worth individuals and entrepreneurs seeking coordinated planning that integrates tax and estate strategies.

Jacksonville, Florida

Western & Southern Life is an investment advisory firm in Jacksonville, Florida. Services include Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Monona, Wisconsin

Bank-Affiliated

Lake Ridge Financial is a bank-affiliated financial services firm based in Monona, Wisconsin, serving Dane, Rock, and Sauk County. The firm offers investing, retirement planning, insurance, and estate planning services through LPL Financial, with a team-based approach to address retirement strategies, estate conservation, risk management, and college savings questions. Securities and advisory services are provided through LPL Financial, a registered investment advisor and broker-dealer.

Marion, Iowa

Josh Volgarino, CFP®, CExP™, ChFC®, WMCP® - Financial Advisor at Farther is an investment advisory firm in Marion, Iowa. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Its advisors hold CFP and ChFC credentials. The office has a wheelchair-accessible entrance. The office is open daily.

McMurray, Pennsylvania

NewEdge Wealth is an investment advisory firm in McMurray, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Summerfield, Florida

The WealthKare Investment Center, based in Summerfield, Florida, has been operating since 1997 under founder Bruce J. Smith III and provides retirement planning, investment management, and estate planning services. The firm uses a proprietary process called Get MORE Retirement® that incorporates tax planning strategies, including its TAX FREEDOM™ distribution approach, and serves clients seeking custom wealth management design. The firm offers complimentary initial consultations and has drawn on experience working with high-net-worth individuals to develop its planning platform.

Pasadena, California

Bank-Affiliated

The Boring Financial Company is a Pasadena-based, bank-affiliated wealth management firm specializing in estate planning and generational wealth transfer. The firm offers a range of services including retirement planning, investment growth strategies, education planning, elder care coordination, and financing guidance, all structured around disciplined, systematic approaches rather than speculative tactics. Working with external estate planning attorneys and using financial technology alongside direct advisor relationships, the firm develops personalized plans based on client circumstances and long-term objectives.

Overland Park, Kansas

Prime Capital Financial, based in Overland Park, Kansas, has provided estate planning, financial planning, and investment management services since 1985. The firm serves individuals, families, business owners, executives, and retirement plan fiduciaries, operating as a fiduciary with advisor-owners and maintaining a national network of locations. They offer personalized wealth management and retirement plan consultation alongside tax and estate planning services.

Glen Allen, Virginia

The Main Street Group is an investment advisory firm in Glen Allen, Virginia. Services include Estate Planning, Financial Planning, and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 17 Google reviews.

North Canton, Ohio

Carson Wealth is an investment advisory firm in North Canton, Ohio. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

West Palm Beach, Florida

The Bahnsen Group is a wealth management firm with offices in West Palm Beach and Newport Beach serving high-net-worth families. The firm provides investment management, financial planning, estate planning, tax planning, and philanthropic advisory services through an integrated family office platform. Its team includes specialists in investments, tax strategy, retirement planning, and risk management across multiple locations including California, New York, Arizona, and Florida.

Lexington, South Carolina

Independent RIA

CMC Wealth Management is an independent, SEC-registered investment advisory firm in Lexington, South Carolina, founded in 2019 by Charles M. Crouch, Jr., a Certified Financial Planner with over 25 years of industry experience. The firm provides financial planning, investment management, estate planning, insurance analysis, and retirement planning services, with particular expertise in retirement income strategy, divorce financial planning, and risk management. Operating on an asset-based fee model as a fiduciary, CMC Wealth Management emphasizes transparent communication and a holistic planning approach with ongoing monitoring.

Charlotte, North Carolina

Independent RIA

Capital Wealth Advisors is an independent registered investment adviser based in Charlotte, North Carolina, with approximately $4.5 billion in assets under management and 21 years of business history. The firm provides wealth management, financial planning, and estate planning services through a four-phase planning process encompassing discovery, strategic design, implementation, and periodic review. Services include proprietary research and portfolio construction, tax-aware investment strategies, fixed income management, and access to alternative investments for qualified clients, along with estate transfer strategies and legacy planning support.

New Providence, New Jersey

Fee-Only

Modera Wealth Management is an independently owned, fee-only fiduciary firm serving clients in the greater Union County area of New Jersey and surrounding regions. The firm offers estate planning, financial planning, insurance analysis, investment management, retirement planning, and tax planning services. Operating from New Providence, Modera provides personalized wealth management guidance with a focus on disciplined investing and comprehensive financial planning for clients managing significant wealth or navigating complex financial situations.

Minneapolis, Minnesota

Nepsis, Inc. is a Minneapolis-based financial advisory firm offering estate planning, financial planning, investment management, tax planning, and insurance analysis. The firm serves high-net-worth individuals and families, with particular expertise in estate planning strategies such as trusts, charitable giving structures, and business succession planning. The company uses a proprietary planning process called the Clarity Roadmap and includes Malia Haskins as Vice President of Estate Planning among its team.

Fort Lauderdale, Florida

Independent RIA

Beacon Pointe Advisors is an independent ria firm in Fort Lauderdale, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Richmond, Virginia

Covenant Wealth Advisors is a fee-only fiduciary firm serving Richmond, Williamsburg, and Reston, Virginia, as well as clients nationwide, with over $909 million in assets under management. The firm integrates retirement planning, investment management, estate planning, and tax planning services, led by a team that includes CERTIFIED FINANCIAL PLANNER™ professionals and a CPA, each bringing an average of 18+ years of industry experience. Operating on a fee-only model with no commissions, the firm focuses on helping clients approach and navigate retirement through personalized financial strategies.

Centerburg, Ohio

Cooper, Adel, Vu Financial and Tax Services, based in Centerburg, Ohio, offers estate planning and tax advisory services to clients navigating retirement account distributions, tax-efficient withdrawal strategies, and charitable giving. The firm's representatives are registered with CoreCap Investments and CoreCap Advisors, conducting both securities transactions and investment advisory services, with branch offices in Centerburg and Monroe, Ohio. The firm addresses concerns around managing pre-tax retirement accounts, minimizing capital gains taxes, and understanding the tax and Medicare implications of retirement withdrawals.

Tequesta, Florida

Cayside Partners is an investment advisory firm in Tequesta, Florida. Services include Financial Planning, Investment Management, and Tax Planning. The firm specializes in Estate Planning and Tax Strategy. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 6 Google reviews.

Green Bay, Wisconsin

Copper Harbor Investment Advisors is an independent, employee-owned firm in Green Bay, Wisconsin that provides wealth management, financial planning, and institutional investment services. The firm manages over $665 million in assets for approximately 228 clients across 21 states and employs a collaborative, boutique approach to understand each client's complete financial situation before developing customized strategies. The team has over 100 years of combined experience and personally vets external professionals such as CPAs and attorneys to coordinate clients' broader financial networks. As an independent advisor, the firm has the flexibility to select from open architecture investment options and focus recommendations on client interests rather than proprietary products.

Salisbury, Missouri

Commercial Trust Financial Services is a registered investment advisor in Salisbury, Missouri, affiliated with the 120-year-old Commercial Trust Company bank based in Fayette. The firm serves mid-Missouri clients across multiple planning domains including retirement income, investment management, estate planning, tax planning, employer-sponsored retirement plans, and cash management, with particular expertise serving business owners, families, nonprofits, and retirees at different life stages. Securities are offered through LPL Financial, a registered broker-dealer.

Southlake, Texas

Structured Financial Services is an independent financial advisory firm based in Southlake, Texas that provides financial planning and estate planning services. The firm operates as a fiduciary and emphasizes transparency in fee structures and client relationships, explicitly positioning itself against upfront fees and hidden backend compensation. The firm works with clients across various life stages—from early-career debt management to retirement and legacy planning—using a structured planning process designed to be understandable and actionable.

Chattanooga, Tennessee

Guardian Investment Advisors is an independent financial advisory firm based in Chattanooga, Tennessee, offering estate planning, financial planning, insurance analysis, and investment management services with a focus on estate planning. The firm emphasizes a relationship-driven approach that prioritizes understanding clients' values and circumstances before developing personalized retirement and investment strategies. Led by principal Garry Thurman and supported by a team that includes senior portfolio management and client relations specialists, the firm serves individuals and families across various life stages and portfolio sizes. Services include long-term care strategy evaluation, life insurance and annuity products, tax planning, IRA rollover guidance, and legacy planning.

Bangor, Maine

Thompson Financial Group is a Bangor, Maine-based firm offering estate planning, investment management, retirement planning, and insurance solutions, alongside pension and benefits administration for employers. The firm is led by CEO Bryan Thompson and a team of financial advisors and professionals, with representatives registered through Ameritas Investment Company, LLC (Member FINRA/SIPC) and Ameritas Advisor Services for securities and advisory services. The firm operates using a structured process it calls CLIMB, designed to provide clarity and ongoing guidance aligned with clients' changing circumstances. Founded by Arthur Thompson, the firm also maintains locations in Tennessee.

Holland, Ohio

Wurz Financial Services is an independent financial advisory firm in Holland, Ohio offering estate planning, financial planning, and investment management. The firm works with clients seeking comprehensive strategies aligned with their long-term objectives and legacy goals, employing a collaborative planning process that begins with understanding the client's circumstances and aspirations. With over 30 years in business, the firm provides ongoing portfolio monitoring and proactive client communication on a schedule determined by the client's preference.

St. Petersburg, Florida

Retirement Solutions is an independent wealth management firm with locations in St. Petersburg, Florida and Lisle, Illinois, founded over 20 years ago and family-owned. The firm offers financial planning, estate planning, and retirement planning services, including investment management, tax analysis, business succession planning, and insurance analysis, serving individuals, families, and business owners. Operating on a fee-for-service model with no product manufacturer obligations, the firm emphasizes fiduciary responsibility and alignment of interests with clients based on portfolio growth rather than individual transactions.

Pensacola, Florida

Wealth Dx is an investment advisory firm in Pensacola, Florida. Services include Investment Management. The firm specializes in Estate Planning and Retirement Planning. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 13 Google reviews.

Wichita, Kansas

Creative Planning is an investment advisory firm in Wichita, Kansas. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Manassas, Virginia

Legacy Wealth Management, Inc. is an investment advisory firm in Manassas, Virginia. Services include Financial Planning and Retirement Planning. The firm specializes in Estate Planning, Investment Management, and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 51 Google reviews.

Chambersburg, Pennsylvania

Independent RIA

Erickson Financial is an independent registered investment adviser based in Chambersburg, Pennsylvania, led by David Erickson, a CFP® practitioner who has worked in financial services since 1992. The firm provides estate planning, financial planning, insurance analysis, and investment management services, with estate planning as a key area of focus. The team includes advisor Benjamin Hubler, who holds securities and insurance licenses, and office manager Emma Wright. David maintains active licenses across eight states and can be verified through FINRA's BrokerCheck.

El Dorado Hills, California

Creative Planning is an investment advisory firm in El Dorado Hills, California. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Houston, Texas

Hawkins Laakso Wealth Management, founded in 2005 and based in Houston, serves high-net-worth families and business owners with estate planning, financial planning, investment management, and insurance analysis. Founding partners George Hawkins and Christopher Laakso bring over 50 years of combined financial industry experience, with George holding multiple FINRA registrations and overseeing custom model portfolios. The firm operates as part of Equitable Advisors and provides personalized wealth management, tax-efficient investment strategies, retirement planning, and multi-generational estate planning services.

Cordova, Tennessee

Your Family Matters is a registered investment adviser in Cordova, Tennessee, operating on a fiduciary basis. The firm provides financial planning, investment and retirement guidance, estate planning and will/trust services, tax preparation and bookkeeping for individuals and small businesses, and life insurance and annuity products, with licensing across Tennessee, Missouri, Mississippi, Arkansas, and Alabama.

Wellington, Florida

One Call Financial is an investment advisory firm in Wellington, Florida. Services include Tax Planning. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 33 Google reviews.

Fort Wayne, Indiana

Capital Advisory Partners is an independent financial advisory firm based in Fort Wayne, Indiana that provides estate planning services and personalized money management advice. The firm operates on a transparent fee basis without required product sales, focusing on understanding each client's goals, risk tolerance, and life circumstances to develop individualized strategies. The advisors emphasize a relationship-centered approach designed to help clients navigate financial decisions with confidence over the long term.

Rockford, Illinois

Creative Planning is an investment advisory firm in Rockford, Illinois. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Aventura, Florida

Financial 1 Wealth is an Aventura-based firm with over 35 years of experience serving families, business owners, and professionals. The firm offers estate planning and investment management services, with a stated focus on tax efficiency, retirement income planning, and family wealth protection. The firm's approach, called the Keep-More Wealth Plan™, addresses coordination of multiple investments, tax reduction, and estate clarity.

Sarasota, Florida

Edward Caputo is an investment advisory firm in Sarasota, Florida. The firm specializes in Estate Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Parkersburg, West Virginia

Pro Trust Advisors, based in Parkersburg, West Virginia, specializes in estate planning services. The firm was founded in 2000 by Jason Campbell, who partnered with his father James Campbell—a veteran in the financial services industry since 1970—and later rebranded the multi-generational practice as Pro Trust Advisors following his father's passing in 2010. Jason Campbell holds the CFP® certification along with additional credentials including ChFC®, CLU®, RICP®, and CFS™ designations, and is a graduate of West Virginia University.

Boca Raton, Florida

NFSG, based in Boca Raton, Florida, provides investment management and estate planning services to clients. The firm has over 20 years of experience and manages billions of dollars in assets. Donald Selkin, the firm's Chief Market Strategist, is known for developing proprietary Fair Value calculations that have appeared on CNBC's pre-market programming for more than three decades. The firm employs advisors including Lisa Armbrust, a financial advisor with 15 years of wealth management experience from prior roles at Morgan Stanley and Raymond James.

Tampa, Florida

Cary Street Partners is an investment advisory firm in Tampa, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. 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.

Miami, Florida

Manana Management is an investment advisory firm in Miami, Florida. Services include Investment Management. The firm specializes in Estate Planning and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open daily. It holds a 5-star rating from 3 Google reviews.

San Rafael, California

Carson Wealth is an investment advisory firm in San Rafael, California. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 1 Google review.

Salt Lake City, Utah

Carson Wealth is an investment advisory firm in Salt Lake City, Utah. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open four days a week. It holds a 5-star rating from 9 Google reviews.

Meridian, Idaho

Treasure Valley Financial Planning is a fiduciary financial advisor based in Meridian, Idaho that integrates retirement planning, tax strategy, investment management, estate planning, and wealth management through a coordinated family office approach. The firm works with clients through a structured process—beginning with discovery to understand values and goals, moving into plan foundation and design, and continuing with ongoing adjustments as life circumstances change. Services include retirement income optimization, advanced tax planning, estate strategy alignment, and investment management, with a focus on coordinating recommendations across multiple professional disciplines rather than addressing each area in isolation.

Dallas, Texas

Independent RIA

WPA Family Office & Private Wealth is an independent registered investment adviser in Dallas serving high-net-worth families and business owners with investable assets between $5 million and $1 billion. The firm provides investment management, estate planning, tax planning, private equity access, and multi-family office solutions, operating on a fiduciary basis. Founded by Tyler Beeson, the firm structures its services around clients' evolving needs across business transitions, wealth transfer, and family governance, with customizable reporting and administrative support.

Grand Island, Nebraska

Stonebridge Wealth Systems, LLC is an SEC-registered investment advisor in Grand Island, Nebraska offering financial planning, investment management, and retirement planning services, with particular focus on estate planning and retirement strategy. The firm uses a process called the Retirement Compass to guide clients through financial planning with attention to tax efficiency. Founded by principals who transitioned from larger corporations, the firm provides personalized financial plans and holistic advisory services. Insurance products are offered through separately licensed agents rather than directly through the firm.

Naples, Florida

Blue Trust is a financial advisory firm with offices across the country, including a Naples location, that integrates estate planning with broader wealth management services. The firm serves clients seeking coordinated financial guidance across multiple life stages, with a stated emphasis on aligning financial decisions with personal values centered on faith, family, and legacy building.

West Chester, Pennsylvania

Schorn Wealth is an investment advisory firm in West Chester, Pennsylvania. Services include Estate Planning and Financial Planning. The firm specializes in Investment Management and Wealth Management. 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 5 Google reviews.

Atlanta, Georgia

NewEdge Wealth is an investment advisory firm in Atlanta, Georgia. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Francisco, California

Christine Thibodeaux, CFP® - Financial Advisor at Farther is an investment advisory firm in San Francisco, California. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Red Bank, New Jersey

Fee-Only Bank-Affiliated

Zynergy Retirement Planning is a fee-only fiduciary firm based in Red Bank, New Jersey, that specializes in retirement and estate planning. The firm addresses retirement comprehensively, including investments, cash flow management, Social Security, Medicare, taxes, and estate matters through its proprietary Retirement Enrichment Program. As a bank-affiliated advisor, Zynergy sources all revenue directly from clients rather than product commissions, and donates 2% of annual revenue to its charitable foundation supporting local organizations.

New York, New York

Robert Casale, CRPC® - Financial Advisor at Farther is an investment advisory firm in New York, New York. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Sandy, Utah

Mitch Simkins - Financial Advisor with the Wealth Planners Team at Farther is an investment advisory firm in Sandy, Utah. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Pasadena, California

Fiduciary Trust International is an investment advisory firm in Pasadena, California. It acts as a fiduciary. Services include Estate Planning and Investment Management. The office has a wheelchair-accessible entrance.

Rockland, Massachusetts

Veritas Boston Wealth Management, based in Rockland, Massachusetts, provides estate planning, financial planning, investment management, and wealth management services to individuals, families, and business owners. The firm has operated for over 25 years and employs a customized approach to portfolio management informed by client goals, risk tolerance, and time horizon. Services include investment advice, guidance, and private banking options.

Ponte Vedra Beach, Florida

Fee-Only

Clear Financial Strategies is a fee-only fiduciary firm in Ponte Vedra Beach, Florida, founded in 2006 by Allen, who holds the AIF®, CEPA®, and PPC® designations. The firm provides financial planning, investment management, and estate planning services, with particular expertise in employer-sponsored retirement plans, business exit strategy, and wealth management for business owners and executives. Operating as a fiduciary through Redhawk Wealth Advisors, the firm follows a multi-step planning process that begins with discovery and assessment, moves through document gathering and analysis of client relationships, and concludes with a comprehensive plan presented back to the client.

Glen Allen, Virginia

Creative Planning is an investment advisory firm in Glen Allen, Virginia. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Spokane, Washington

Fee-Only

Petersen Hastings Wealth Advisors is a fee-only, independent registered investment advisor with offices in Kennewick and Walla Walla, Washington, serving clients nationwide since 1962. The firm provides estate planning, financial planning, investment management, retirement planning, and tax planning services, operating as a fiduciary and holding certifications including CFP, CPA, and Accredited Investment Fiduciary designations. The firm employs a discovery process informed by psychological principles to understand client goals and circumstances, and offers trust services through its affiliated federal trust company for structures including revocable trusts, irrevocable trusts, and dynasty trusts.

Charlotte, North Carolina

Fee-Only

Modera Wealth Management is an independently owned, fee-only fiduciary firm serving clients throughout the greater Charlotte area and nearby regions. The firm offers financial planning, investment management, retirement planning, tax planning, estate planning, and insurance analysis. With a focus on personalized service, the firm works with clients on comprehensive financial strategies and specific life events, operating multiple office locations across North Carolina and South Carolina.

Southborough, Massachusetts

Creative Planning is an investment advisory firm in Southborough, Massachusetts. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Sewickley, Pennsylvania

Stirling Wealth Management of Janney Montgomery Scott is an investment advisory firm in Sewickley, Pennsylvania. Services include Retirement Planning. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Roxbury, Connecticut

Carson Wealth is an investment advisory firm in Roxbury, Connecticut. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Norwalk, Connecticut

Davenport & Associates in Norwalk, Connecticut provides estate planning, retirement planning, investment management, and wealth management services. The firm takes a planning approach that balances investment returns with other considerations, including strategies for positioning assets to support retirement income and legacy transfer objectives. The firm is led by John Davenport, who discusses retirement planning and Social Security strategies through media appearances.

Columbia, South Carolina

Robert W. Shealy Jr, CFP of Janney Montgomery Scott is an investment advisory firm in Columbia, South Carolina. Services include Retirement Planning. The firm specializes in Estate Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tampa, Florida

Florida Trust Wealth Management is a trust company based in Tampa that has served clients since 2001, offering financial planning, investment management, and estate planning services. The firm operates as an independent trust company with over $5 billion in assets under management and acts as a fiduciary without charging commissions or offering proprietary products. Its approach integrates investment strategy, trust and estate administration, tax planning, and retirement readiness within a unified financial plan developed around each client's goals and values.

Okatie, South Carolina

Creative Planning is an investment advisory firm in Okatie, South Carolina. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Kennewick, Washington

Latitude Wealth Management LLC is an investment advisory firm in Kennewick, Washington. Services include Estate Planning, Financial Planning, and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

West Fargo, North Dakota

Creative Planning is an investment advisory firm in West Fargo, North Dakota. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. 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.

Tampa, Florida

IAT Wealth Partners, founded and led by father-son principals Jeff and Michael Chernoff, operates from Tampa and brings over 50 years of combined experience to investment management, wealth management, retirement planning, estate planning, and life insurance strategy. The firm serves individuals, families, and businesses with a holistic planning approach that examines retirement income, savings, pensions, Social Security, and other assets, and conducts annual reviews to evaluate progress toward client objectives.

Fairfax, Virginia

Cornerstone Advisor Group is a family-founded, veteran-owned firm based in Fairfax, Virginia, formed in 2024 through the merger of two established financial services companies with combined history dating to 1904. The firm provides financial planning, retirement guidance, insurance analysis, estate planning, and investment management services to individuals, families, businesses, and nonprofit organizations, with access to tax services through its affiliated CAG Tax Services LLC. Operating from a three-step process emphasizing transparency and straightforward communication, the firm serves clients across Virginia, West Virginia, Pennsylvania, and North Carolina through a network of financial professionals and specialists.

Madison, Wisconsin

Legacy Wealth Advisors is a Madison-based firm offering wealth management, tax planning and preparation, retirement planning, and estate plan review services. The firm's partners—Taylor Robson (CFP, Enrolled Agent) and James Tarp (Enrolled Agent, MBA)—work with clients to develop integrated financial and tax strategies, collaborating with outside legal counsel on estate matters. The practice specializes in estate planning and has received a 5-star rating on Google.

Raleigh, North Carolina

Peace of Mind Wealth Management serves residents of Raleigh and Durham/Chapel Hill with integrated financial planning across investments, income, taxes, estate planning, and healthcare. The firm operates under a single transparent fee model and employs a three-phase planning process called the Peace of Mind Pathway to coordinate retirement, investment, and estate strategies.

Tucson, Arizona

Carmichael Financial Advisors, LLC is an estate planning and financial advisory firm based in Tucson, Arizona with over 20 years of industry experience. The firm offers estate planning services alongside wealth-building guidance, with a stated focus on personalized client attention and planning toward individual financial goals.

Thompsonville, Illinois

Legend Financial Partners, based in Thompsonville, Illinois, provides estate planning, financial planning, and investment management services. The firm serves clients across retirement planning, wealth management, business succession planning, and estate administration, with particular expertise in estate planning. Led by advisors including Trevier Minton (13+ years in financial services) and Steven J. Sandberg (25 years in financial services, holding Series 7, 24, 63, and 65 licenses), the firm emphasizes personalized strategies and employs a comprehensive planning process to address individual client circumstances.

St. Augustine, Florida

Parable Wealth Advisors operates from offices in Saint Augustine and Jacksonville, serving clients domestically and internationally. The firm provides financial planning, investment management, estate planning, family office services, and business owner advisory services. The team includes professionals holding CFA®, CFP®, and estate attorney credentials, and the firm emphasizes long-term financial stewardship alongside personalized service.

Des Peres, Missouri

Creative Planning is an investment advisory firm in Des Peres, Missouri. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 22 Google reviews.

Long Beach, California

Randall Wealth Management Group is an investment advisory firm in Long Beach, California. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management 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 4 Google reviews.

Foster City, California

Team Hewins provides estate planning, financial planning, and investment management services with offices in Foster City and elsewhere across the Bay Area and South Florida. The firm coordinates with clients' existing professional advisors—including CPAs and attorneys—to align investment decisions with tax strategy, and can introduce vetted specialists when needed. The firm works with accomplished professionals and families navigating complex financial situations, emphasizing understanding of each client's circumstances before making recommendations.

Tampa, Florida

Benchmark International is a Tampa-based firm specializing in mergers and acquisitions advisory for business owners. The firm works with entrepreneurs seeking to grow their companies, execute exits, or diversify their wealth, leveraging a team of professionals and buyer networks. The firm has facilitated multiple transactions across various industries and sectors.

Phoenix, Arizona

Reliant Investment Management is a Phoenix-based advisory firm offering wealth management and estate planning services. The firm's team includes a fiduciary investment advisor, insurance specialists, and estate planning attorneys with combined experience exceeding 120 years. The company coordinates with clients' legal and insurance professionals to integrate investment strategies with broader estate planning and retirement objectives.

State College, Pennsylvania

Creative Planning is an investment advisory firm in State College, Pennsylvania. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Appointments are recommended. The office is open five days a week.

Loudon, Tennessee

Miser Wealth Partners, based in Loudon, Tennessee with an additional office in Farragut, offers estate planning, financial planning, investment management, and tax planning services. Founded in 2017 by Derek A. Miser, the firm coordinates legal, tax, and investment expertise to serve affluent families, drawing on over 100 years of combined professional experience across its team. The firm maintains ongoing client relationships through quarterly reviews and continuous plan adjustments, and provides access to institutional-grade investments and alternative real estate opportunities.

Jacksonville, Florida

Fee-Only

Davis Capital Management is a fee-only financial advisory firm in Jacksonville, Florida that operates under fiduciary standards. The firm provides financial planning and investment management services, with particular expertise in estate planning and retirement planning, and serves both individuals and organizations. Advisors hold CFP certification and develop personalized strategies covering budgeting, investing, risk management, and tax-efficient portfolio construction. The firm requires a minimum of $250,000 in assets to engage its wealth management services.

Columbia, Maryland

Carson Wealth is an investment advisory firm in Columbia, Maryland. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are recommended. It holds a 1-star rating from 1 Google review.

Glen Allen, Virginia

Scott Bussells, AIF® is an investment advisory firm in Glen Allen, Virginia. Services include Estate Planning, Financial Planning, and Investment Management. The firm specializes in Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Charleston, South Carolina

Eric Farr - Financial Advisor at Farther is an investment advisory firm in Charleston, South Carolina. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Amarillo, Texas

Veritas Legacy Wealth is an independent fiduciary firm based in Amarillo, Texas, offering estate planning, financial planning, investment management, and retirement planning services. The firm structures client portfolios according to individual circumstances, risk tolerance, and life changes, with ongoing rebalancing as needed. Led by a team including a managing director with over two decades of experience, the firm emphasizes transparency and personalized strategies aligned with clients' values and objectives.

Brenham, Texas

Marathon Entrusted, based in Brenham, Texas, offers estate planning, financial planning, investment management, and retirement planning services. The firm operates through registered representatives and investment advisors affiliated with Cambridge Investment Research, and maintains licensure across 22 states. The team includes advisors with backgrounds in finance and accounting, including one principal with CPA credentials and 25 years of financial advisory experience.

Kennewick, Washington

GFG Financial, locally owned in Kennewick, Washington by Tyson Reil, Nathan Burt, and Mark Haynes, provides estate planning, financial planning, insurance analysis, and investment management services. The firm serves small to medium-sized businesses and individuals, offering custom-designed solutions alongside tax preparation and filing. In addition to core advisory services, GFG Financial offers online do-it-yourself tools and monthly financial wellness workshops, with flexible billing options available through their tax support packages.

Spokane Valley, Washington

Grady Financial Network LLC is a financial planning firm in Spokane Valley, Washington, serving individuals, families, and business owners, with particular focus on those approaching or in retirement. The firm employs a time-segmented income approach that divides investment portfolios into five-year segments with specific return objectives, tracks performance against stated goals, and reallocates assets to manage risk over the client's lifetime. The firm's investment philosophy emphasizes broad diversification, fundamental value creation, tax-conscious decision-making, and client values alignment. Estate planning is offered as a specialty alongside comprehensive financial planning.

Minneapolis, Minnesota

Kowalski Financial is a registered investment advisory firm in Minneapolis offering estate planning, investment management, tax planning, and small business services. The firm, founded in 2019 by Marc Kowalski (CFP®), provides personalized financial planning alongside retirement income planning, insurance and risk management, and succession planning for business owners. The team includes CFP® and securities-licensed professionals who develop long-term planning relationships with clients and adjust strategies as life circumstances and market conditions change. Kowalski Financial operates on a relationship-based model, offering an initial complimentary planning meeting to prospective clients.

Vincennes, Indiana

Carson Wealth is an investment advisory firm in Vincennes, Indiana. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Topeka, Kansas

Jared Rand - Financial Advisor at Farther is an investment advisory firm in Topeka, Kansas. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

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.

Lithia Springs, Georgia

Edward Financial Group, located in Lithia Springs, Georgia, provides retirement planning, estate planning, and insurance analysis services primarily to pre-retirees and retirees. The firm develops written retirement income plans and legacy strategies, with a focus on identifying lifetime income sources and conducting portfolio risk assessments to help clients understand their total fee exposure. The firm analyzes individual financial goals and constraints rather than applying standardized approaches.

Charlotte, North Carolina

Flat Fee

Flat Fee Financial Planning is a Charlotte-based firm founded by CFP® Stephen Boatman that offers estate planning, financial planning, and investment management services using a flat-fee structure rather than assets-under-management percentages. The firm primarily serves investors over 50, dentists, small business owners, and individuals managing sudden money events, with a stated focus on retirement planning, tax-efficient strategies, and investment account management. The firm's process begins with a free consultation, followed by onboarding and ongoing advisory support to help clients implement financial recommendations and track progress toward long-term goals.

Cedar Rapids, Iowa

Creative Planning is an investment advisory firm in Cedar Rapids, Iowa. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 81 Google reviews.

Valdosta, Georgia

Legacy Partners is a financial advisory firm in Valdosta, Georgia that provides financial planning, investment management, and estate planning services to families and businesses. The firm offers retirement planning, investment planning tailored to different objectives, estate planning to protect assets across generations, and year-round tax planning strategies. Their stated approach centers on understanding clients' values and vision while creating personalized plans aligned with individual financial goals.

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.

Dallas, Texas

Independent RIA

Wealth Partners Alliance is an independent registered investment adviser operating under Concurrent Advisors RIA with offices in Dallas and Houston, managing $2.3 billion in assets under management and $800 million in assets under advisement. The firm provides estate planning, financial planning, and investment management services through a team of 21 advisors, including several CFP®, CPWA®, and CDFA® credential holders. WPA operates on an open-architecture platform offering access to varied investment solutions and practice management tools, and serves clients across multiple states from its regional hub.

Swansea, Illinois

Archford is a family office and financial advisory firm based in Swansea, Illinois, serving families and business owners across the St. Louis region in Illinois and Missouri. The firm integrates investment management, estate planning, tax strategy, and accounting services under a coordinated approach, with Chuck Brueggemann leading their Family Office Services division. Archford's process emphasizes personalized planning that adapts to changing circumstances, asset protection, tax efficiency, and multigenerational wealth transition, working alongside outside counsel and trusted advisors on succession planning, liquidity events, and family governance matters.

Moorestown, New Jersey

Apex Tax Advisors, based in Moorestown, New Jersey, offers tax preparation, financial planning, and estate planning services to individuals and families in southern New Jersey. The firm combines tax advisory with wealth management through Apex Capital Wealth Management, providing services including investment planning, retirement distribution planning, college funding strategies, and estate planning coordination with legal professionals. With over 50 years of combined team experience, the firm serves clients across multiple life stages and life changes, offering consultative planning that integrates tax reduction strategies with broader financial goals.

Sarasota, Florida

Independent RIA

Advisory Services Group is an independent registered investment adviser in Sarasota, Florida, offering estate planning, investment management, and retirement planning services. The firm uses a holistic wealth management approach and is affiliated with Money Concepts International, enabling it to develop customized financial plans without product-placement constraints. The firm's stated planning methodology, called 'The Journey,' combines strategic planning with disciplined implementation across income, assets, and broader life considerations.

Anaheim, California

US Financial Services & Solutions is an investment advisory firm in Anaheim, California. Services include Estate Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Charleston, South Carolina

FFA Wealth is a fee-based fiduciary financial advisory firm based in Charleston, South Carolina, serving individual investors and entrepreneurs. The firm specializes in estate planning and operates under SEC registration as an Investment Advisor, legally obligated to place client interests above its own. FFA Wealth structures its compensation to come directly from clients rather than commissions, and collaborates with clients' other professional advisors such as CPAs and attorneys as part of its planning process.

Coral Springs, Florida

Elliot Glass Coral Springs Insurance, operating since 2012, provides insurance and financial planning services to individuals, families, and businesses across Florida and nationwide. The firm offers health, life, Medicare, disability, and annuity products, along with business lending, mortgage, and financial planning assistance, working with multiple carriers to source options. Led by a licensed independent insurance agent with 13+ years of experience, the firm delivers one-on-one consultations with an emphasis on transparent communication and client accessibility across multiple contact methods.

Fort Dodge, Iowa

Trusted Advisors Wealth Management, located in Fort Dodge, Iowa, provides estate planning, investment management, and comprehensive wealth management services. The firm offers financial planning for retirement, business owners, and comprehensive life-stage strategies that integrate investments, taxes, insurance, and budgeting. The firm emphasizes a partnership-based approach with personalized planning that adapts to clients' changing circumstances, supported by ongoing engagement after the initial plan is created.

The Villages, Florida

Momentum Wealth is a financial advisory firm located in The Villages, Florida, serving retirees and their families. The firm offers financial planning, investment management, estate planning, tax optimization planning, and charitable giving services. Led by advisors including Steven C. Van Voorhees, Jr. (CRPC®, 17 years of industry experience) and William H. Blankenship, II, the firm emphasizes a client-centered approach that begins with understanding each client's circumstances and risk profile before developing personalized retirement plans.

Tampa, Florida

Solist Financial is an investment management and tax planning firm based in Tampa, Florida, founded in 2024 by Michael Rosenbach. The firm serves ultra-high-net-worth individuals and families, offering services in estate planning, tax strategy, investment management, and private lending, with a team that includes a CPA and advisors specializing in residential lending and insurance. The firm operates on a fiduciary basis and integrates portfolio management, tax planning, and legacy strategy through a unified client advisory process.

Middleton, Wisconsin

Jacobson & Schmitt Advisors, LLC is an investment advisory firm in Middleton, Wisconsin. Services include Estate Planning, Financial Planning, and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 15 Google reviews.

Southfield, Michigan

Star Tax Solutions is a Southfield, Michigan-based firm with over 33 years of history in tax preparation and accounting services. The firm's staff includes CPAs, tax preparers, and former IRS agents who provide tax planning, bookkeeping, business advisory, corporate formation assistance, and non-profit tax preparation services year-round. The company also operates an affiliated insurance agency through Polaris PCL Insurance Agency.

Virginia Beach, Virginia

FFA Wealth is a fee-based fiduciary financial advisor in Virginia Beach serving individual investors and entrepreneurs. The firm's advisors are registered investment advisor representatives bound by SEC fiduciary standards to prioritize client interests in all recommendations and provide transparent fee disclosures. Estate planning is among the services offered, and the firm emphasizes collaboration with clients' other professional advisors such as CPAs and attorneys.

Farmington, Connecticut

Carson Wealth is an investment advisory firm in Farmington, Connecticut. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. 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 2 Google reviews.

Bedford, New Hampshire

Creative Planning is an investment advisory firm in Bedford, New Hampshire. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Rockford, Illinois

Jon Aldrich, CPA, CFP® - Financial Advisor at Farther is an investment advisory firm in Rockford, Illinois. The firm specializes in Estate Planning. Its advisors hold CFP and CPA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Birmingham, Alabama

Money Management Services is an independent, fee-only registered investment adviser based in Birmingham, Alabama, serving individuals and business owners since 1992. The firm offers financial planning, investment management, and estate planning services, with estate planning as a stated specialty. Operating under fiduciary standards, the firm structures its advisory relationship around wealth management and life event planning.

Grass Valley, California

Capstone Financial Engineering & Insurance Services operates as the Grass Valley branch of Capstone Financial Group, headquartered in Folsom, California, serving individuals and business owners in Nevada County. The firm offers financial products and services across investing, insurance, retirement planning, estate planning, and wealth preservation, with access to a network of partner professionals for services not directly provided. David La Plante, LUTCF, serves as a financial advisor and can be reviewed on FINRA's BrokerCheck.

Miami, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Miami, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Appointments are recommended. 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.

Oscoda Township, Michigan

Brookwood Financial Services is a financial advisory firm based in Oscoda Township, Michigan, founded by Mark Wygant. The firm offers financial planning, investment management, tax planning, and estate planning services, with a stated focus on understanding clients' individual circumstances and providing tailored guidance across multiple areas of personal and business finance. Services include retirement planning, insurance planning review, education planning, and specialized guidance for situations such as divorce and charitable giving.

Loves Park, Illinois

Klaas Financial is an independent, fee-based fiduciary advisory firm founded in 1976 and based in Loves Park, Illinois, with a second office in Wisconsin. The firm serves over 1,000 households across 34 states with approximately $771 million in assets under management through discretionary advisory services, plus additional assets under advisement and retirement plan management. Services include financial planning, investment management, estate planning, retirement planning, tax strategies, and charitable gifting, delivered by a team of CFP® professionals and in-house tax specialists. The firm manages retirement plan assets for employers and individuals through both discretionary and non-discretionary offerings.

Gainesville, Florida

NetWorth Asset Management, incorporated in 2004, offers investment management alongside estate planning and retirement planning services to clients in Gainesville, Florida. The firm manages assets for individuals with net worth ranging from $50,000 to over $100 million, and emphasizes client education and proactive communication as core elements of its approach.

Hunt Valley, Maryland

Marshall Financial Group is an investment advisory firm in Hunt Valley, Maryland. Services include Estate Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 81 Google reviews.

Wichita, Kansas

Market Advisory Group is an investment advisory firm in Wichita, Kansas. Services include Estate Planning, Insurance Analysis, and Tax Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 128 Google reviews.

Muncie, Indiana

Independent RIA

Indiana Trust Wealth Management is an independent registered investment advisor based in Muncie, Indiana, offering estate planning, financial planning, and investment management services. The firm serves both individual and family clients, as well as employers with qualified retirement plan administration, and operates under fiduciary standards without commissions. Services include trust administration across multiple trust types, custodial and trustee functions, portfolio management with multi-level diversification and ESG options, and concierge bill payment for wealth management clients. The firm's stated approach emphasizes personalized strategy development, ongoing portfolio review and rebalancing, and collaborative planning across retirement, wealth transfer, and financial sustainability goals.

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.

Newport News, Virginia

Fitzwilliams Financial / Fitzwilliams Wealth Management is an investment advisory firm in Newport News, Virginia. Services include Estate Planning, Financial Planning, Investment Management, Retirement Planning, and Tax Planning. The firm specializes in Tax Strategy. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tampa, Florida

KASE Wealth Advisors is an investment advisory firm in Tampa, Florida. Services include Financial Planning. The firm specializes in Estate Planning. The office is open five days a week. It holds a 5-star rating from 1 Google review.

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.

Rutland, Vermont

Independent RIA

Trust Company of Vermont is an independent, employee-owned fiduciary firm based in Rutland that provides investment management, trust administration, estate planning, and retirement solutions to individuals, families, and institutions in Vermont and New Hampshire. The firm manages portfolios using modern portfolio theory and direct security ownership to minimize fees and tax impact, with guidance from a ten-member Trust Investment Committee. Its team includes professionals with credentials such as CFP® and CFA designations, and the firm integrates investment, tax, and estate planning services to support clients' long-term objectives.

Elkhart, Indiana

Independent RIA

Indiana Trust Wealth Management is an independent registered investment adviser in Elkhart, Indiana, offering estate planning, financial planning, and investment management services to individuals, families, and employers. The firm acts as a corporate fiduciary and trustee, administering trusts and managing investments according to fiduciary standards without commissions. Indiana Trust also provides employee retirement plan administration services and utilizes a multi-level diversification approach, including socially responsible investing options, as part of its investment strategy development and ongoing portfolio management.

Union City, New Jersey

Bizsolution is a Hudson County, New Jersey firm offering financial planning, tax planning and preparation, investment advisory, retirement planning, and bookkeeping services. The firm combines bookkeeping and financial planning under a single professional to provide integrated financial management. Services include analysis of annuities, life insurance assessment, cash flow management, and personalized financial planning. The firm operates from Union City and serves clients across multiple counties as well as nationwide via online notarization.

Irving, Texas

Cole Fleming - Financial Advisor at Farther is an investment advisory firm in Irving, Texas. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Ponte Vedra Beach, Florida

Carson Wealth is an investment advisory firm in Ponte Vedra Beach, Florida. Services include Financial Planning. The firm specializes in Estate Planning and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Creve Coeur, Missouri

RetireStrong Financial Advisors is a fiduciary firm based in Creve Coeur, Missouri, serving women and couples aged 50 and older. The firm offers estate planning, financial planning, investment management, and retirement planning services, with particular focus on estate and retirement planning. Their engagement process includes an introductory call, a comprehensive discovery meeting to review financial situation and goals, a strategy presentation meeting, and ongoing periodic reviews to monitor and adjust the plan as circumstances change.

Worcester, Massachusetts

New Harbor Financial Group is a privately held investment advisory firm founded in 2005, with offices in Worcester and Leominster, Massachusetts, serving individuals, families, and institutions across all 50 states. The firm offers fee-based asset management, retirement planning, estate planning, and insurance analysis services, with multiple team members holding the CFP credential and operating under fiduciary standards. New Harbor employs a collaborative team-based approach to financial guidance rather than assigning clients to individual advisors, and emphasizes data-driven analysis and independent advice unaffiliated with specific product providers.

Midlothian, Virginia

Ironworks Financial is a financial advisory firm based in Midlothian, Virginia, offering estate planning, financial planning, and insurance analysis services with a focus on estate planning specialties. The firm employs a five-step planning process that begins with understanding client goals, proceeds through analysis and development of customized solutions, and continues with implementation and ongoing monitoring. The company provides educational resources including newsletters, calculators, and research reports covering insurance, investing, retirement, and wealth preservation topics.

New Bern, North Carolina

Aiken Moser Wealth Management Group, located in New Bern, North Carolina, provides estate planning, investment management, retirement planning, and wealth management services. The firm uses an investment planning process to develop customized retirement income strategies, helping clients evaluate income sources, expenses, asset allocation, and legacy considerations through an ongoing annual review approach.

Cornelius, North Carolina

Lake Norman Advisors is an investment advisory firm in Cornelius, North Carolina. Services include Estate Planning and Financial Planning. The firm specializes in Investment Management and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Francisco, California

Raymond Gin - Financial Advisor with the Focus Team at Farther is an investment advisory firm in San Francisco, California. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Ponte Vedra Beach, Florida

Insurance-Based

Wheeler Wealth is a veteran-owned investment management firm in Ponte Vedra Beach, Florida, led by founder and CEO Price Wheeler (AIF®, CPFA®) and Chief Investment Officer Mark Tucker (CFA®). The firm provides retirement planning, estate planning, and investment management services, with a team that includes specialists in planning and education as well as retirement plan administration. Drawing on over two decades of portfolio management experience, the firm serves high-net-worth clients and businesses using a combination of individual equities, fixed income securities, ETFs, and mutual funds.

Geyser, Montana

Down Home Financial is an advisory firm based in Geyser, Montana, serving agricultural families and professionals with comprehensive financial planning centered on farm and ranch succession strategies. Led by advisor Ty McDonald, the firm addresses challenges specific to agricultural operations including seasonal cash flow, multi-generational legacy planning, and transition of land and business assets. Services encompass retirement planning, investment management, tax coordination, insurance planning, and estate planning, with a stated practice philosophy emphasizing personal relationships and understanding of agricultural industry dynamics.

Brookings, South Dakota

Legacy Point Financial is an independent wealth management firm in Brookings, South Dakota that coordinates investment management, retirement planning, tax planning, and estate planning into a unified strategy centered on a personalized analysis called the BluePrint Analysis™. The firm's BluePrint Process™ guides clients through initial planning, ongoing management across investment oversight, tax review, estate planning, and business planning, with annual updates designed to align with changes in clients' circumstances and market conditions. The firm works primarily with clients whose financial situations involve complexity and who seek integrated guidance rather than standalone portfolio management.

Maple Grove, Minnesota

Carson Wealth is an investment advisory firm in Maple Grove, Minnesota. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open three days a week. It holds a 5-star rating from 5 Google reviews.

Chesapeake, Virginia

Fitzwilliams Financial is a financial advisory firm based in Chesapeake, Virginia, serving retirees and pre-retirees in Virginia and Florida. The firm provides wealth management, retirement planning, tax planning, estate planning, insurance planning, and business consulting services through a fiduciary approach. They operate on a holistic process called the Green Light Retirement Process, which integrates data gathering, analysis, plan development, implementation, and ongoing monitoring tailored to individual client circumstances.

Whitefish, Montana

GlacierWealth is an independent fiduciary wealth management firm based in Whitefish, Montana, serving small business owners with over 25 years of experience. The firm operates on a fee-only model without commissions and provides estate planning and comprehensive wealth management services designed to address the financial complexities facing business owners. GlacierWealth works collaboratively with clients to assess financial objectives, determine risk tolerance, and construct investment portfolios aligned with their specific circumstances.

San Diego, California

Wealth Legacy Group, Inc., based in San Diego, is a registered investment advisor and fiduciary firm founded by R. J. Kelly that has served clients for over 30 years. The firm specializes in estate planning, financial planning, insurance analysis, and investment management, with particular focus on entrepreneurs, business owners, and professional families navigating business transitions and wealth transfer. The firm employs a proprietary planning process that addresses asset management, retirement planning, estate and business succession planning, and family relationship considerations. Services include annual reviews to help clients align planning with their evolving circumstances and goals.

Denver, Colorado

Creative Planning is an investment advisory firm in Denver, Colorado. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open daily.

Kingman, Kansas

Forge Financial LLC is an investment advisory firm in Kingman, Kansas. Services include Investment Management. The firm specializes in Estate Planning. Advisory services are available in English and Spanish. 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 23 Google reviews.

Springfield, Missouri

Independent RIA

Fervent Wealth Management is an independent registered investment advisor in Springfield, Missouri, offering financial planning, investment management, estate planning, and wealth management services. As fiduciaries with Accredited Investment Fiduciary (AIF) designations, the firm operates on a fee-based model and partners with LPL Financial for operations and compliance support. The firm emphasizes personalized client relationships and leverages a range of non-proprietary investment products and research resources to support clients' financial objectives.

Bellevue, Washington

E.A. Buck Financial Services, based in Bellevue, Washington, offers estate planning, financial planning, insurance analysis, and retirement planning services. The firm, which has served clients since 1980, is SEC-registered and uses a four-step approach called E.P.I.C. Planning that involves understanding client objectives, creating a detailed plan, implementing recommendations, and conducting ongoing reviews. The firm addresses tax planning strategies for retirement income and other wealth management needs for individual clients.

Tucson, Arizona

Underhill Financial Advisors, LLC is an investment advisory firm in Tucson, Arizona. Services include Estate Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 51 Google reviews.

Overland Park, Kansas

Market Advisory Group Overland Park is an investment advisory firm in Overland Park, Kansas. Services include Estate Planning, Insurance Analysis, and Tax Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Tampa, Florida

Unique Wealth is an investment advisory firm in Tampa, Florida. Services include Financial Planning. The firm specializes in Estate Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 6 Google reviews.

Southlake, Texas

Carson Wealth is an investment advisory firm in Southlake, Texas. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Advisory services are available in English and Spanish. 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.

Centerville, Ohio

Ridgeline Wealth Planning is an investment advisory firm in Centerville, Ohio. Services include Estate Planning, Financial Planning, Retirement Planning, and Tax Planning. The firm specializes in Tax Strategy. 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 1 Google review.

Naples, Florida

Independent RIA

Capital Wealth Advisors is an independent ria firm in Naples, Florida. Services include Financial Planning. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.1-star rating from 7 Google reviews.

Pittsford, New York

Independent RIA

LVW Advisors is an independent registered investment adviser based in Pittsford, New York, operating as a fiduciary. The firm provides estate planning, financial planning, and investment management services to individuals, families, institutions, and nonprofits, with a planning approach centered on understanding clients' goals and developing action-oriented strategies. With more than three decades of experience, LVW serves clients across multiple states and manages substantial assets.

Metairie, Louisiana

Creative Planning is an investment advisory firm in Metairie, Louisiana. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fort Myers, Florida

Wirehouse

True Wealth Design is a wirehouse firm in Fort Myers, Florida. Services include Financial Planning, Investment Management, and Tax Planning. The firm specializes in Estate Planning, Retirement Planning, and Tax Strategy. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Francisco, California

Kevin P. Roche, CFP® - Financial Advisor at Farther is an investment advisory firm in San Francisco, California. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Huron, Ohio

Firelands Wealth Management is an investment advisory firm in Huron, Ohio. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CFP credentials. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Colorado Springs, Colorado

Unity Wealth Strategies, based in Colorado Springs, offers financial planning and investment management services including ongoing comprehensive planning, project-based planning for specific milestones, and asset oversight. The firm operates as a fee-only fiduciary, charging via flat fees, hourly rates, or assets under management, and explicitly states it does not accept commissions. The firm's approach emphasizes long-term, diversified investing aligned with client goals and risk tolerance, with regular monitoring and adjustments as circumstances change.

New Hartford, New York

CG Capital is an investment advisory firm in New Hartford, New York. Services include Estate Planning, Financial Planning, and Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 32 Google reviews.

San Antonio, Texas

LBS Business Solutions LLC is an investment advisory firm in San Antonio, Texas. Services include Estate Planning, Financial Planning, and Tax Planning. Service options include onsite meetings. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.1-star rating from 59 Google reviews.

Abingdon, Virginia

Erik C. Jones, CFP® is an investment advisory firm in Abingdon, Virginia. Services include Estate Planning, Financial Planning, and Investment Management. The firm specializes in Wealth Management. Its advisors hold CFP and CLU credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance.

Dallas, Texas

Promus Advisors is an independent wealth management firm in Dallas serving families with estate planning and financial advisory services. Operating on a fee-only model, the firm does not accept product commissions and structures its engagement around fiduciary principles with an emphasis on planning across multiple generations. The firm offers holistic financial management and estate planning services, collaborating with clients to establish long-term wealth strategies aligned with family goals and legacy objectives.

Troy, Michigan

Financial Services of America is a fiduciary advisory firm based in Troy, Michigan, with additional offices in Brighton, Chesterfield, Farmington Hills, and Okemos. The firm provides estate planning, retirement planning, and related services including legacy planning and annuity guidance, using an integrated planning process called the FSA CARES system. Led by Founder and CEO Richard D. James, the firm works with clients to develop comprehensive financial strategies that address investments, insurance, taxes, and family succession planning across the client's full financial picture.

Lake Oswego, Oregon

Carson Wealth is an investment advisory firm in Lake Oswego, Oregon. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

St. Petersburg, Florida

PMN Financial Associates is an investment advisory firm in St. Petersburg, Florida. Services include Investment Management and Tax Planning. The firm specializes in Estate Planning and Tax Strategy. Advisory services are available in English and Spanish. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 25 Google reviews.

Center Valley, Pennsylvania

Wealthcare of The Lehigh Valley is a fee-only fiduciary financial planning firm founded in 2021, serving pre-retirees and retirees in the Lehigh Valley area. Led by Ayad Amary (MBA, CFP®, AIF®) with 25+ years of industry experience, the firm provides estate planning, financial planning, and investment management services using a goals-based approach that aligns clients' financial objectives with their life priorities. The practice emphasizes deep client relationships through a limited client base model and includes a leadership team with extensive expertise in investment management and financial planning.

Palm Beach Gardens, Florida

Independent RIA

Wealthspire is an independent ria firm in Palm Beach Gardens, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Manhattan, Kansas

Prime Capital Financial is an investment advisory firm in Manhattan, Kansas. Services include Estate Planning, Financial Planning, and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 24 Google reviews.

Green Bay, Wisconsin

JL3 Financial, founded in 2018 and based in Green Bay, Wisconsin, offers estate planning, financial planning, insurance analysis, and retirement planning services with specializations in wealth management and investment management. The firm is led by John Locke III, a CFP® and CLU® professional with over 16 years of experience, supported by a team that includes financial representatives. The firm employs a systematic planning process—termed the Dream Team Experience—that begins with understanding a client's circumstances and goals, then develops and implements a customized financial strategy with ongoing monitoring and adjustments.

Sarasota, Florida

American Legacy Wealth Management, located in Sarasota, Florida, offers investment management and estate planning services to individuals and institutional clients. The firm delivers customized investment planning solutions and emphasizes building long-term client relationships grounded in service and integrity.

Tempe, Arizona

Prospect Wealth Advisors, based in Tempe, Arizona, serves pre-retirees and retirees with financial planning and estate planning services. The firm addresses income planning, tax strategy, retirement benefits analysis, and wealth preservation through a five-step process that includes an initial meeting, goal mapping, customized plan development, implementation, and ongoing monitoring. They have received a 5-star rating on Google.

Modesto, California

GnarledOak Financial (Jacob Gunter, ChFC®, FSS®) is an investment advisory firm in Modesto, California. Services include Estate Planning, Financial Planning, and Investment Management. Its advisors hold ChFC credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.5-star rating from 8 Google reviews.

Highlands Ranch, Colorado

Carson Wealth is an investment advisory firm in Highlands Ranch, Colorado. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.8-star rating from 16 Google reviews.