Retirement Planning

Wausau, Wisconsin

Madison Partners is a financial advisory firm based in Wausau, Wisconsin that offers investment management and retirement planning services through a virtual-first model. The firm employs CFP® professionals and provides custom financial plans delivered via digital platforms, allowing clients to meet with advisors remotely and access accounts through a mobile app. The company uses custodians among major industry providers and serves clients across the United States.

Nashville, Tennessee

Kristopher Curtis Financial, based in Nashville, provides estate planning and retirement planning services with a focus on retirement strategy. The firm works with clients to determine required rates of return needed to meet financial goals, construct investment combinations aligned with those objectives, and incorporate tax considerations into their planning approach. They deliver annual assessments tracking whether clients are on track, off track, or ahead of track relative to their retirement objectives.

Jupiter, Florida

Merit Financial Advisors is an investment advisory firm in Jupiter, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Its advisors hold CPA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Columbus, Ohio

Peak Retirement Planning, Inc. is an investment advisory firm in Columbus, Ohio. Services include 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 311 Google reviews.

Conyngham, Pennsylvania

Wagner Wealth Management is an independent, fiduciary-based firm in Pennsylvania that serves individuals, families, entrepreneurs, and business owners. The firm offers investment management, retirement planning, estate planning, business succession planning, and multigenerational wealth planning, with a stated approach centered on understanding client goals and conducting regular reviews throughout the year. Allen Wagner, who founded the firm in 2010 after 17 years at a regional brokerage, leads the practice alongside Kyle Wagner, a CFP® professional with a degree in Investment Management. The firm emphasizes personalized portfolio construction and disciplined risk management rather than short-term performance optimization.

Downers Grove, Illinois

Capstone Financial Advisors is an investment advisory firm in Downers Grove, Illinois. Services include Financial Planning, Investment Management, and Tax Planning. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

New York, New York

Insurance-Based

Inez Justine Aznar, Financial Advisor - Eagle Strategies is an insurance-based firm in New York, New York. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Roanoke, Virginia

Capital Life & Retirement, LLC is an investment advisory firm in Roanoke, Virginia. Services include Insurance Analysis. The firm specializes in Retirement 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.

Akron, Ohio

Lee Hyder and Associates is an investment advisory firm in Akron, Ohio. Services include Financial Planning and Retirement 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 24 Google reviews.

Mountain Home, Arkansas

Financial Services & Investment Strategies Group - Raymond James is an investment advisory firm in Mountain Home, Arkansas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Cramerton, North Carolina

Retirement Transition Advisory Group is an investment advisory firm in Cramerton, North Carolina. The firm specializes in Retirement Planning. 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.

Naples, Florida

Aviance Capital Partners is an independently owned investment management and financial planning firm based in Naples, Florida, operating since 2008. The firm offers retirement income planning, tax-efficient investing, and customized portfolio management, with a team of credentialed professionals including CFPs and CFAs. It operates as a registered investment adviser and emphasizes personalized service through a low client-to-advisor ratio.

Frisco, Texas

United Capital Financial Advisors is an investment advisory firm in Frisco, Texas. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open seven days a week, including weekends.

Buffalo, New York

Accreux Wealth Management is an investment advisory firm in Buffalo, New York. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Dallas, Texas

Texas Investment & Retirement Associates, founded by Mark K. Durham, offers financial planning and investment management services from its Dallas location. The firm employs Modern Portfolio Theory as its foundational approach, conducting initial client meetings to assess goals and financial circumstances before developing individualized strategies that include ongoing monitoring and periodic portfolio reviews. The founder holds advanced degrees in economics from Texas Christian University and brings over 40 years of experience in financial services, including prior roles at major NYSE member firms.

Tallahassee, Florida

Preservation Financial Group is an investment advisory firm in Tallahassee, Florida. The firm specializes in Retirement 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 75 Google reviews.

Barrington, Illinois

Retirement Matters, Inc. is an investment advisory firm in Barrington, Illinois. Services include 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 4.9-star rating from 15 Google reviews.

Mechanicsville, Virginia

The Path Financial Strategies, LLC, based in Mechanicsville, Virginia, offers financial planning services with a focus on retirement planning and investment management. Led by Angelia Shay, the firm emphasizes creating understandable financial strategies and coordinating with specialized professionals to align clients' plans with their objectives. The firm operates with stated core values of dedication, excellence, respect, and teamwork.

Burlington, Vermont

Raymond James & Associates is an investment advisory firm in Burlington, Vermont. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Syracuse, New York

KF Retirement Strategies LLC is a financial planning firm based in Syracuse, New York that specializes in retirement planning. The firm works with clients through a two-phase approach: first assessing their current financial situation across multiple life dimensions, then developing written plans focused on their retirement goals and objectives. The firm emphasizes ongoing client collaboration and plan refinement throughout the planning process.

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.

Snyder, Texas

Merit Financial Advisors is an investment advisory firm in Snyder, Texas. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Westerville, Ohio

Merit Advisors LLC is an investment advisory firm in Westerville, Ohio. Services include 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 4.7-star rating from 12 Google reviews.

Brandon, Mississippi

Whitehead Financial Group, LLC, based in Brandon, Mississippi, offers estate planning and financial planning services with particular expertise in retirement planning and investment management. The firm is led by Phil Whitehead, a Chartered Life Underwriter and Chartered Financial Consultant with over 30 years of industry experience, and includes his sons Leighton and Braden. The practice serves a range of clients including small-business owners and individuals navigating major life transitions such as retirement or business sales, drawing on the principals' combined background in entrepreneurship and tax-efficient planning strategies.

Mt Dora, Florida

Merit Wealth Advisors is led by CFP® professionals Jeff Ackler and Isabel Ortiz, based in the Mt. Dora area with office locations in Maitland, Orlando, and Tavares, Florida. The firm specializes in retirement planning and investment management, working with clients and families to develop strategies for sustained retirement income and wealth management. Both advisors hold the CERTIFIED FINANCIAL PLANNER™ credential and operate under fiduciary duty, committing to act in clients' best interests. The firm offers meetings via phone, video, and in-person at multiple central Florida locations.

Santa Monica, California

WellAcre Global Wealth Advisors is a Santa Monica-based financial planning firm led by founder Adam Scott, a CFP who provides investment management and retirement planning services. The firm uses a five-step engagement process beginning with a discovery meeting to identify client goals, followed by plan development, mutual commitment, organization of accounts, and ongoing progress reviews. Services encompass financial planning across investment, tax, estate, and insurance considerations, with the advisor serving as a personal chief financial officer to coordinate across the client's financial picture.

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.

St Cloud, Minnesota

Raymond James & Associates is an investment advisory firm in St Cloud, Minnesota. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Bryant, Arkansas

Dan W. Nowell Wealth Management is an investment advisory firm in Bryant, Arkansas. Services include Financial Planning and Retirement Planning. The firm specializes in Small Business. 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 1 Google review.

Westminster, Colorado

Worth Retirement Advisors, founded in 2008 by Jason Mong, is based in Westminster, Colorado and offers investment management, estate planning, and insurance analysis with a focus on retirement planning. The firm uses a proprietary process to address clients' income, tax, risk tolerance, and healthcare considerations. Services include guidance on retirement timing, Social Security strategy, and IRA conversions, supported by educational materials on retirement taxation.

Montgomery, Alabama

Raymond James & Associates is an investment advisory firm in Montgomery, Alabama. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

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.

Mt Arlington, New Jersey

Roxbury Financial is a fee-based fiduciary advisory practice located in Mt. Arlington, New Jersey, founded by Jonathan LeVar (CFP®, MBA) and Heather LeVar (CFP®). The firm offers retirement planning, investment management, portfolio management, and customized income strategies through a planning process that begins with understanding client goals, risk tolerance, and time horizon. Services also include tax planning strategies such as loss harvesting, Roth conversions, and charitable gifting, as well as Social Security optimization and guidance for clients experiencing sudden wealth events. The firm offers free initial consultations and collaborates with clients' other professional advisors.

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.

Waxhaw, North Carolina

Admiralty Wealth Management is an investment advisory firm in Waxhaw, North Carolina. The firm specializes in Investment Management, Retirement Planning, 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 4.9-star rating from 14 Google reviews.

El Paso, Texas

Insurance-Based

Javier Zubiate, Financial Advisor - Crown Wealth Strategies is an insurance-based firm in El Paso, Texas. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Santa Rosa, California

Sanford Bressick is a financial advisor with Eagle Strategies LLC, a registered investment adviser and subsidiary of New York Life, serving clients in Santa Rosa, California. He offers financial planning and investment management services, with particular expertise in retirement planning and estate planning, drawing on over 40 years of experience in financial services. Eagle Strategies engages clients through a collaborative planning process that assesses their financial situation and develops customized strategies, supported by an internal team of financial planning consultants, specialists, and portfolio professionals.

Sheboygan Falls, Wisconsin

Merit Financial Advisors is an investment advisory firm in Sheboygan Falls, Wisconsin. Services include Financial Planning and Investment Management. The firm specializes in 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 4.2-star rating from 10 Google reviews.

St. Petersburg, Florida

HealthMarkets Insurance - Jonathan Schiripo is an investment advisory firm in St. Petersburg, Florida. Services include Financial Planning. The firm specializes in Retirement Planning 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. It holds a 5-star rating from 141 Google reviews.

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.

Billings, Montana

Merit Financial Advisors is an investment advisory firm in Billings, Montana. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Lexington, Kentucky

McFarland Chase Group, based in Lexington, Kentucky, offers investment management and retirement planning services to clients with over $340 million in assets under management. The firm's advisors hold CFA credentials and bring approximately 50–60 years of combined professional experience. The firm structures its approach around understanding individual client circumstances and integrating multiple aspects of financial life, including investment strategy, tax planning, and estate considerations.

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.

West Covina, California

Trilogy Financial Services provides financial planning, investment management, and retirement planning services with a focus on retirement strategies and life planning. The firm operates through a team-based advisory model that emphasizes personalized, data-driven planning and ongoing financial coaching, offering clients access to a secure portal for document management and account consolidation. Advisors work with clients across multiple life stages to address retirement readiness, Social Security timing, insurance needs, college savings, and other financial decisions. The firm maintains multiple locations and offers both in-person and virtual consulting options.

Lake Oswego, Oregon

Asset Preservation Wealth & Tax is a fee-only financial advisory firm in Lake Oswego, Oregon, staffed by fiduciary advisors who integrate tax planning with financial and retirement planning services. The firm coordinates across multiple money managers and specializes in retirement income strategies, insurance planning, education funding, and wealth transfer for high-net-worth clients. Their stated approach emphasizes collaborative planning, transparent adviser credentials, and coordinated guidance across investments, taxes, and risk management.

St Joseph, Michigan

Wolf Financial Advisory, based in St Joseph, Michigan, serves families, professionals, and business owners through a structured planning methodology called Signet 360. The firm integrates investment management, wealth management, and retirement planning across three phases—discovery of client goals, design of personalized strategy, and deployment with ongoing adjustments. The firm's approach encompasses risk assessment, charitable giving, cash management, and legacy planning, with an initial meeting focused on understanding family dynamics, lifestyle aspirations, and personal values before financial documents are reviewed.

Reno, Nevada

Insurance-Based

Financial Advisor - Ronette Santos, CFP: Northwestern Mutual is an insurance-based firm in Reno, Nevada. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Insurance Planning and Wealth Management. Its advisors hold CFP credentials. 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.

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.

Bethesda, Maryland

Ellen Tillman & Company, based in Bethesda, Maryland, provides financial planning services with specialties in retirement planning and investment management. The firm operates as a team-based advisory practice and indicates it collaborates with external specialists to support client objectives.

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.

Daytona Beach, Florida

Fee-Only

Moisand Fitzgerald Tamayo is a fee-only fiduciary wealth management firm based in Florida and Texas that serves retired and near-retired clients nationwide with financial planning, tax advisory services, and investment management. The firm integrates tax planning throughout the year rather than at filing time, offering strategies such as retirement distribution planning, Roth conversion analysis, and investment tax efficiency as part of a coordinated financial strategy. As an independent, employee-owned firm compensated solely through client fees with no commissions or outside incentives, the firm's licensed tax advisors provide specific tax advice and can represent clients before the IRS.

Naples, Florida

Advanced Wealth Advisors is an investment advisory firm in Naples, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 40 Google reviews.

Murfreesboro, Tennessee

Momentum Wealth Solutions is an investment advisory firm in Murfreesboro, Tennessee. Services include Insurance Analysis and Retirement 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 37 Google reviews.

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.

Gillette, Wyoming

Madison Robidart, Co-Owner & Financial Advisor - Summit Ridge Financial Group, LLC. is an investment advisory firm in Gillette, Wyoming. Services include Financial Planning. The firm specializes in Retirement 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 1 Google review.

Kirkland, Washington

Sound Planning Group is a fiduciary financial planning firm based in Kirkland, Washington, serving the greater Seattle area with a focus on retirement planning and wealth management. The firm uses a seven-step process covering income planning, investment strategy, tax planning, healthcare and long-term care, real estate decisions, estate planning, and ongoing plan reviews. Sound Planning Group works with individuals and families to develop personalized financial strategies addressing their specific retirement goals, income sources, and risk tolerance.

Winthrop, Washington

Independent RIA

Brian Gregg is a CFP and independent fiduciary advisor based in Winthrop, Washington, who specializes in retirement planning and investment management. The firm develops personalized investment strategies and long-term financial planning to help clients work toward their retirement goals, and also offers estate planning coordination and tax planning services. Brian holds credentials as an LPL Registered Representative and Investment Advisor Representative, and the firm accepts new clients for an initial complimentary consultation.

Overland Park, Kansas

Kedrec Wealth is a Kansas-registered investment advisor in Overland Park that provides financial planning, retirement planning, and investment management on a fiduciary basis. The firm offers both ongoing wealth management through tiered service levels (Essentials, Growth, Accredited, and Retirement) and one-time planning engagements, charging flat fees rather than assets under management percentages. Services span financial planning, investment management, tax planning, insurance, employer benefits, estate planning, real estate guidance, and business transition planning. The firm's founder, Michael Decker, has contributed financial writing to Kiplinger.com.

Madison, Wisconsin

Jay Haselwander, RICP® - Summit Financial Advisors is an investment advisory firm in Madison, Wisconsin. The firm specializes in Retirement Planning and Investment Management. Its advisors hold RICP 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.

Jacksonville, Florida

Raymond James & Associates is an investment advisory firm in Jacksonville, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. It holds a 4-star rating from 4 Google reviews.

Lee's Summit, Missouri

Oak Road Wealth Management serves individuals and families in or approaching retirement with financial planning, investment management, and wealth strategy services. The firm operates as a fiduciary and is fee-only, earning no commissions and aligning its compensation with clients' long-term interests. The process begins with an assessment of client goals and financial circumstances, followed by development of an integrated strategy addressing retirement income, portfolio management, tax considerations, legacy planning, and asset protection, with ongoing review and adjustments as circumstances change.

Brunswick, Georgia

Golden Isles Financial Advisors is an independent financial advisory firm in Brunswick, Georgia, founded in 2020 by Tom Stark, who brings over 25 years of industry experience. The firm provides retirement planning, investment management, long-term care planning, estate planning, tax strategies, and education planning, approaching each client's situation individually through comprehensive financial analysis. As an independent advisor, the firm evaluates a broad range of products and services to align recommendations with client interests, and works with clients across life stages including those approaching retirement, recent retirees, and individuals navigating major life transitions.

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.

Sioux Falls, South Dakota

Megan Landon, CFP®, AWMA®, operates as part of Sioux Falls Advisors/NewEdge Advisors in Sioux Falls, South Dakota, offering financial planning, investment management, and retirement planning services. The firm serves entrepreneurs, business owners, multi-generational families, and young professionals, with a team that includes advisors holding Series 7, 63, 65, and 66 licenses. Services encompass retirement plan consulting, 401(k) plan administration, and business owner planning, with an approach centered on personalized wealth management aligned to individual goals.

Middlebury, Connecticut

Fuchs Financial is a Connecticut-based financial advisory firm with offices in Middlebury, West Hartford, Middletown, and Mystic that serves individuals and families across multiple counties. The firm specializes in retirement planning and financial planning, offering services in income strategy, investment management, tax planning, asset protection, and insurance planning. Operating as a fiduciary, Fuchs Financial works through a structured five-step planning process called the 'How to Retire Blueprint' that includes financial analysis, strategy development, implementation, and ongoing monitoring. The firm's team includes financial advisors, tax professionals, and a retirement healthcare specialist, and offers both in-person consultations and virtual meetings.

Montclair, New Jersey

Prestenback Wealth Management, based in Montclair, New Jersey, provides financial planning and investment management services with a focus on retirement planning. The firm's principals hold credentials including CFP, CFA, and CPA designations, and construct portfolios using low-cost index ETFs, actively managed mutual funds, and individual securities, employing Monte Carlo simulations to support client planning. The firm emphasizes transparency in fees and process, and serves clients seeking personalized financial guidance rather than commission-based products.

Concord, New Hampshire

Davidson & Sons - Raymond James is an investment advisory firm in Concord, New Hampshire. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 2 Google reviews.

Boise, Idaho

Gull Wealth Management is a Boise-based firm offering financial planning, investment management, retirement planning, and insurance analysis to local and remote clients. The firm employs a structured planning process that begins with goal-setting, moves through detailed exploration and plan development, and includes ongoing adjustments as circumstances evolve. Their approach emphasizes understanding client priorities, addressing tax efficiency in portfolio construction, and protecting against income disruption through comprehensive analysis.

Fair Oaks, California

Retire 101, based in Fair Oaks near Sacramento, is operated by Bradley V. DeHaven, a financial advisor licensed since 1983 (Series 7, 63) and holding a Series 24 Registered Principal license as of 2005, along with a California insurance license. The firm serves clients throughout Northern California and offers investment management and retirement planning, with a stated focus on income planning strategies for families. DeHaven's client base includes multi-generational households.

West Palm Beach, Florida

Guided Financial Advisors offers financial planning and investment management services to clients in West Palm Beach, Florida, with a stated focus on retirement planning. The firm describes its methodology as combining a proprietary approach with customized solutions delivered by experienced professionals across multiple finance specialties. The firm operates as an independent advisor and has earned a 4.9-star rating based on 69 Google reviews.

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.

Provo, Utah

B.O.S.S. Retirement Solutions and Advisors, based in Provo, Utah, provides financial planning, investment management, and retirement planning services. The firm uses a proprietary planning framework called the B.O.S.S. Retirement Blueprint™ to develop personalized financial strategies for clients. The firm offers complimentary consultations and serves clients seeking retirement guidance.

Albuquerque, New Mexico

United Capital Financial Advisors is an investment advisory firm in Albuquerque, New Mexico. Services include Financial Planning and Investment Management. The firm specializes in 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 1-star rating from 1 Google review.

Carmel, Indiana

C&C Wealth Advisors of Raymond James is an investment advisory firm in Carmel, Indiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Greenville, South Carolina

Prosperity Group Advisors, LLC is an investment advisory firm in Greenville, South Carolina. Services include 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 3 Google reviews.

Lancaster, Pennsylvania

Fulton Financial Advisors is an investment advisory firm in Lancaster, Pennsylvania. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Arlington Heights, Illinois

Baldwin Financial Advisors is a women-owned financial planning firm in Arlington Heights, Illinois that provides financial planning, investment management, and consulting services with a focus on retirement planning. The firm employs a structured methodology that includes comprehensive analysis, ongoing coaching throughout the first year after plan delivery, and coordination with clients' attorneys and CPAs. At least one advisor holds the CFP® certification and operates under fiduciary standards. The practice addresses common client concerns around retirement affordability, market volatility, savings adequacy, and investment suitability, and incorporates risk management and insurance review into its planning process.

Land O' Lakes, Florida

Union Financial Services is a family-owned independent firm in Land O' Lakes, Florida, that has operated since 2006 and serves clients in New Jersey, Pennsylvania, and Florida. The firm provides investment management and retirement planning services, operating under a fiduciary standard and developing individualized financial plans based on each client's goals, current situation, and risk tolerance. Union Financial Services follows a structured planning process: establishing client goals, analyzing existing assets, creating an implementation plan, and conducting annual reviews to adjust for life changes.

Panama City Beach, Florida

Burns Estate Planning and Wealth Advisors, based in Panama City Beach, Florida, is led by founder Ernie Burns and Erin Berglund-Burns and focuses on retirement planning alongside estate planning and wealth transfer services. The firm helps clients prepare for and structure their retirement years through planning that addresses Social Security, Medicare, healthcare, and long-term care considerations. Ernie Burns was named a Forbes Best-In-State Wealth Advisor for Louisiana in 2024 and hosts a radio program on retirement topics.

Crystal River, Florida

Raymond James & Associates is an investment advisory firm in Crystal River, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. It holds a 4.2-star rating from 5 Google reviews.

Roanoke, Virginia

Insurance-Based

Andrew Fenstermaker, Co-Founder, Financial Advisor - Solid Rock Financial Partners, LLC is an insurance-based firm in Roanoke, Virginia. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office is open five days a week. It holds a 5-star rating from 13 Google reviews.

Fort Wayne, Indiana

Luminary Wealth is a fee-only fiduciary firm in Fort Wayne, Indiana that provides estate planning, financial planning, and retirement planning services with specialization in investment management and wealth management. The firm's advisors hold CFP, CFA, and CPA credentials and work with clients across various life stages—from working professionals and business owners to those within five years of retirement—through a structured process of discovery, strategy sessions, implementation, and ongoing adjustments to a customized Financial Guidebook. Services include investment management, regular plan updates, ongoing planning sessions, and continuous advisor availability; the firm operates on transparent, commission-free pricing with no hidden fees.

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.

West Palm Beach, Florida

Raymond James & Associates is an investment advisory firm in West Palm Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Maricopa, Arizona

J. Martin Wealth Management is an investment advisory firm in Maricopa, Arizona. Services include Financial Planning, Insurance Analysis, Investment Management, 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 3 Google reviews.

Frankfort, Kentucky

Ross Kline is a financial advisor in Frankfort, Kentucky, holding the CWMS® credential, who provides financial planning and investment management services with a focus on retirement income planning for professionals and retirees. His practice follows a fiduciary standard and employs a three-stage planning process—organize, formalize, and implement—that includes comprehensive goal review, portfolio analysis, insurance needs assessment, and customized investment selection using various vehicles such as managed accounts, ETFs, mutual funds, and annuities. Kline emphasizes personalized strategy development based on individual objectives, time horizon, risk tolerance, and tax situation, with regular monitoring and adjustments to keep plans aligned with client goals.

Beaver, Pennsylvania

Raymond James & Associates is an investment advisory firm in Beaver, Pennsylvania. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Ormond Beach, Florida

Insurance-Based

Northwestern Mutual - Ormond Beach is an insurance-based firm in Ormond Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Miami, Florida

BBVA Global Wealth Advisors is an SEC-registered investment adviser based in Miami, Florida, established in 2024, offering retirement planning services. The firm operates on a non-discretionary basis, meaning clients retain decision-making authority over all trades and investment actions, with the advisory team providing research and strategic guidance.

Jacksonville, Florida

Insurance-Based

Andreas Heinrich, CPCU®️ at Prudential Advisors is an insurance-based firm in Jacksonville, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement 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 4.6-star rating from 18 Google reviews.

Tyler, Texas

Gibson Wealth Advisors is a fee-only, independent registered investment adviser in Tyler, Texas, specializing in comprehensive financial planning and retirement strategies. The firm coordinates tax, estate, investment, and insurance decisions for clients and operates as a fiduciary. They offer two service models: financial planning consultation where clients implement recommendations independently, or full-service management where the firm implements and oversees the plan. The firm is a member of Ed Slott's Master Elite IRA Advisor Group and provides complimentary financial coaching to clients' adult children and grandchildren until age 25 or marriage.

Winter Springs, Florida

Independent RIA

Wealth Enhancement Group is an independent ria firm in Winter Springs, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.8-star rating from 4 Google reviews.

Greenwood, Indiana

Financial Independence Team, based in Greenwood, Indiana, is a fiduciary firm specializing in retirement planning for individuals and families at various life stages. Founded by Andrew and Krystle Riis, the firm guides clients through a four-step Custom-FIT process that includes educational events, personalized discovery meetings, comprehensive plan development (including portfolio analysis, Social Security optimization, and tax strategy), and ongoing support. Andrew Riis, a financial advisor since 2006, leads client relationships, while the team also includes investment oversight and operations support. The firm operates on a holistic approach emphasizing proactive portfolio management and real-time adjustments rather than market prediction.

Baltimore, Maryland

United Capital Financial Advisors is an investment advisory firm in Baltimore, Maryland. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open seven days a week, including weekends.

Memphis, Tennessee

Prime Capital Financial, operating as PCIA Mid-South, is an independent financial advisory firm based in Memphis, Tennessee, serving clients throughout the Mid-South and Tennessee Valley. The firm specializes in retirement planning for pre-retirees, retirees, households, families, and women, utilizing a planning process that begins with discovery meetings and includes ongoing plan reassessment. Dale Kelly, a Partner and Senior Financial Advisor holding the CRPC® designation, leads the firm and brings nearly two decades of financial services experience. The firm is part of Prime Capital Investment Advisors, a nationwide network providing access to multiple financial professionals and administrative support.

Bloomington, Illinois

Thrivent Financial - Heart of Illinois Financial Advisors is an investment advisory firm in Bloomington, Illinois. Services include Estate Planning. The firm specializes in Retirement 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 1 Google review.

Henderson, Nevada

LAUNCH Retirement is a Henderson-based advisory firm specializing in retirement planning, with a service framework addressing income planning, tax efficiency, estate planning, and healthcare considerations. The firm offers comprehensive financial planning, portfolio management, and tax optimization strategies, led by Managing Director Brian McConnell (MBA, Kelley School of Business) and Financial Advisor Phil Burruel (Bachelor of Science in Finance). The practice emphasizes written financial plans to guide clients' retirement income decisions across multiple sources including Social Security, pensions, and investment portfolios, while addressing risk management and legacy planning.

Southlake, Texas

Independent RIA

ReDefined Wealth Advisors is an independent, registered investment advisor in Southlake, Texas that provides financial planning, retirement planning, and portfolio management services. The firm operates on a fiduciary basis and charges fees based on assets under management (AUM) or consulting fees, with no stated minimum investment requirement. Services include comprehensive financial assessment, personalized investment strategy design, ongoing portfolio monitoring, tax-efficient investment approaches, and regular performance reporting through a secure client portal.

Memphis, Tennessee

Terry Morris - Raymond James is an investment advisory firm in Memphis, Tennessee. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Tampa, Florida

Wirehouse

Merrill Lynch Financial Advisor Jose Rivas is a wirehouse firm in Tampa, Florida. Services include Investment Management. The firm specializes in 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.

Ocala, Florida

Ergle Financial Services is an investment advisory firm in Ocala, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Gales Ferry, Connecticut

RJS Financial Group, based in Gales Ferry, Connecticut, provides investment management and retirement planning services with particular focus on small business owners. Led by owner Bob Sampson, a licensed financial planner with 18 years of experience, the firm emphasizes understanding clients' broader life circumstances and goals through in-depth conversations before developing financial plans. The firm serves clients across various life stages, from those planning for growing families to those preparing for retirement, with support from office manager Laurie Palmer who has been with the firm for over 15 years.

Christiansburg, Virginia

Insurance-Based

Dakota Dolgos, Financial Advisor - Ascend Financial Strategies, LLC is an insurance-based firm in Christiansburg, Virginia. Services include Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office is open five days a week.

Summerfield, Florida

Rob Elstad-Momentum Wealth, based in Summerfield, Florida, provides retirement planning and investment management services with a focus on widows, women, and families navigating wealth transfer. The firm emphasizes a team-based approach and proactive strategy development tailored to individual risk tolerance, time horizon, and financial goals, with ongoing monitoring and adjustment as circumstances change.

Spokane, Washington

Mountain View Financial Advisors - Thrivent is an investment advisory firm in Spokane, Washington. Services include Estate Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance.

Dayton, Ohio

Golden Reserve is an investment advisory firm in Dayton, Ohio. Services include Financial Planning, Investment Management, and Retirement 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 21 Google reviews.

Hallandale Beach, Florida

Gary Curry - Raymond James is an investment advisory firm in Hallandale Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Rapid City, South Dakota

BMS Financial Advisors in Rapid City, South Dakota provides retirement planning and investment management services. The firm employs a team-based approach to address client financial needs and emphasizes understanding each client's risk tolerance, time horizon, and objectives before developing an investment strategy. The firm takes a proactive stance toward planning and ongoing monitoring to help clients work toward their financial goals.

Lakeland, Florida

Johnson Stivender Wealth Advisors, Inc. - Raymond James is an investment advisory firm in Lakeland, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

St. Louis, Missouri

Independent RIA

Financial & Tax Architects is an independent ria firm in St. Louis, Missouri. It acts as a fiduciary. Services include Financial Planning, Investment Management, and Retirement 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 13 Google reviews.

Victor, New York

Insurance-Based

Louis Bacchetta, Financial Advisor - Eagle Strategies is an insurance-based firm in Victor, New York. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Herndon, Virginia

Eldenstreet Financial, based in Herndon, Virginia, offers financial planning with expertise in retirement planning and investment management. The firm operates on a referral-based model and works with successful individuals, families, business owners, and executives to develop customized plans addressing wealth creation, asset protection, and legacy planning.

Newtown, Pennsylvania

Merit Financial Advisors is an investment advisory firm in Newtown, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in 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 1 Google review.

Duluth, Georgia

C.W. O'Conner Wealth Advisors Inc. is an investment advisory firm in Duluth, Georgia. Services include Financial Planning, Investment Management, and Retirement Planning. The firm specializes in Small Business. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fayetteville, New York

Tompkins Financial Advisors, based in Fayetteville, New York, provides investment management and retirement planning services to clients seeking a team-based approach to wealth strategy. The firm operates through an in-house investment committee that develops and monitors portfolios using both active and passive strategies, informed by macroeconomic analysis and fundamental research. Clients access their accounts through an integrated online platform offering portfolio reporting and account visibility. The firm emphasizes local service relationships and customized investment solutions designed to address individual client circumstances and objectives.

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.

Montgomery, Alabama

WealthMark Financial Strategies, located in Montgomery, Alabama, provides financial planning and investment management with a focus on retirement planning for families, business owners, and leaders. The firm was founded by Tony and Clay Edwards and operates on a relationship-centered model that prioritizes understanding client circumstances before making recommendations. The team includes Principal Financial Advisor P. Clayton Edwards and Client Service Associate Carlyn Rawls, supported by involvement in professional organizations including NAIFA.

Akron, Ohio

Golden Reserve is an investment advisory firm in Akron, Ohio. Services include Financial Planning, Investment Management, and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Sayre, Pennsylvania

Stone House Retirement Income Planners, based in Sayre, Pennsylvania, offers investment management and retirement planning services through its SEC-registered advisory firm. The company operates as a fiduciary investment advisor and employs a proprietary investment platform featuring low-cost ETF-based strategies, fraud monitoring, and an in-house risk management approach called FLEX. The firm's process begins with a FutureYou Analysis and initial consultation, followed by ongoing advisor check-ins to address changing financial goals including Social Security planning, Medicare coordination, estate planning, and wealth transfer objectives. The team includes multiple CFP®-credentialed advisors, a CFA Chief Investment Officer, and specialized professionals with CEPA® credentials.

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.

Beachwood, Ohio

The WealthCare Group of Raymond James is an investment advisory firm in Beachwood, Ohio. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Davie, Florida

Fiduciary Financial Advisor by Best is an investment advisory firm in Davie, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open daily. It holds a 5-star rating from 2 Google reviews.

Tampa, Florida

Mintco Financial, based in Tampa, Florida, provides financial planning services with a focus on retirement planning. The firm assists clients with Medicare supplement insurance, Medigap policies, life insurance, and health insurance needs, with advisors Lloyd Schneider and Michael Minter prominently mentioned for their work in retirement and insurance planning. The firm has built client relationships spanning decades and serves individuals navigating retirement transitions and insurance decisions.

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.

Sugar Notch, Pennsylvania

Jagodzinski Financial Boutique, based in Sugar Notch, Pennsylvania, is led by Financial Advisor and founder Carla Jagodzinski, who holds over 25 years of banking and client service experience. The firm provides financial planning with specialties in retirement planning and investment management, offering personalized strategies that address retirement income, risk protection, college funding, business succession, and wealth preservation. Carla is a Registered Investment Advisor Representative with Eagle Strategies LLC and affiliated with New York Life Insurance Company, and she frequently collaborates with clients' CPAs, attorneys, and other professionals to align financial strategies with broader planning goals. The firm is supported by professional assistant Nicolle and emphasizes a protection-focused, transparent approach rather than product-driven recommendations.

Lutz, Florida

Emphasize Financial Planning is an investment advisory firm in Lutz, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Mobile, Alabama

Grove Financial Group, Inc. is an investment advisory firm in Mobile, Alabama. Services include Estate Planning, Financial Planning, and Retirement Planning. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

Lake Mary, Florida

Jackson Wealth Management, LLC is an investment advisory firm in Lake Mary, Florida. Services include Investment Management and Tax Planning. The firm specializes in Retirement Planning and Tax Strategy. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

New Orleans, Louisiana

Raymond James & Associates is an investment advisory firm in New Orleans, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Sebring, Florida

Merit Financial Advisors is an investment advisory firm in Sebring, Florida. The firm specializes in Retirement Planning. Its advisors hold CPA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Brookfield, Wisconsin

East Valley Wealth & Retirement is an investment advisory firm in Brookfield, Wisconsin. Services include Financial Planning. The firm specializes in Retirement Planning. 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.

Tampa, Florida

Independent RIA

Sickle Hunter Financial Advisors is an independent registered investment advisor in Tampa, Florida, operating under fiduciary standards. The firm offers financial planning, investment management, and tax planning services with particular expertise in retirement planning and portfolio management, serving clients across various life stages. The team includes Travis Sickle, a CFP, and James Baskey, a CFP candidate and Enrolled Agent. The firm manages retirement accounts, individual investments, and workplace retirement plans while emphasizing a collaborative planning process and community involvement.

Kansas City, Missouri

Wirehouse

Merrill Lynch Financial Advisor Chris Teahan is a wirehouse firm in Kansas City, Missouri. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Vero Beach, Florida

Conway Financial Planning, based in Vero Beach, Florida, offers retirement planning and investment management services. The firm provides safe money options through Michael Conway, who operates as a fiduciary advisor, along with investment services managed through Royal Fund Management and a 401(k) monitoring service that reallocates underperforming fund holdings.

Burlington, Wisconsin

Brandt Wealth Management of Raymond James is an investment advisory firm in Burlington, Wisconsin. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Mandeville, Louisiana

Raymond James & Associates is an investment advisory firm in Mandeville, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Alpharetta, Georgia

Rachel Wilder, Financial Advisor - Wilder Wealth Strategies, LLC is an investment advisory firm in Alpharetta, Georgia. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Reno, Nevada

Fee-Only

Alchemy Wealth Management is a fee-only fiduciary firm in Reno, Nevada specializing in retirement planning, investment management, and tax planning for clients typically age 50 and older with $1 million or more in investable assets. The firm integrates income strategy, investment allocation, and tax coordination to help clients transition into and through retirement, and offers ongoing plan reviews as circumstances and regulations change. Led by Chief Financial Planner Ryan Nelson MBA, the practice serves families seeking coordinated guidance rather than commission-based or one-time advisory relationships.

Fort Wright, Kentucky

Golden Reserve is an investment advisory firm in Fort Wright, Kentucky. Services include Financial Planning, Investment Management, and Retirement 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 2 Google reviews.

Orlando, Florida

Stokes Wealth is an investment advisory firm in Orlando, Florida. The firm specializes in Retirement Planning. 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.

Hinsdale, Illinois

Daybreak Wealth is a registered investment adviser in Illinois offering financial planning and retirement planning services. The firm, founded by Lauren Hunt (CFP®), focuses on comprehensive financial strategy across six key areas including investment management, tax planning, estate considerations, and insurance protection, targeting clients age 50 and older who are retired or nearing retirement. Hunt limits her client base to develop deeper relationships and manage clients' complete financial picture rather than isolated components. The firm provides complimentary initial consultations to assess whether it is suited to prospective clients' needs and investment philosophy.

Scottsdale, Arizona

Independent RIA

Wilde Wealth Management Group is an independent ria firm in Scottsdale, Arizona. Services include Estate Planning, Insurance Analysis, Investment Management, and Retirement Planning. 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.

York, Pennsylvania

Langan Financial Group Retirement & Wealth Management is an investment advisory firm in York, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Retirement Planning and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily. It holds a 5-star rating from 22 Google reviews.

Stamford, Connecticut

OneNorthStar | Financial Planner, Investment Management, Tax Efficiency, Legacy Creation, Retirement Planning is an investment advisory firm in Stamford, Connecticut. Services include Estate Planning and Financial Planning. The firm specializes in Investment Management and Retirement Planning. 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.

Portland, Oregon

Raymond James & Associates is an investment advisory firm in Portland, Oregon. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Dothan, Alabama

Raymond James & Associates is an investment advisory firm in Dothan, Alabama. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 4-star rating from 1 Google review.

Clarion, Pennsylvania

Gourley Financial, founded in 2023 and operating offices in King City, California and Clarion, Pennsylvania, offers financial planning, investment management, and retirement planning services. The firm, owned by Alex Gourley, conducts an initial risk assessment and goal analysis to develop customized investment portfolios and provides retirement, tax, and insurance planning guidance. Operating through LPL Financial as its broker-dealer, the firm serves clients on both a fiduciary and traditional brokerage basis and recommends plan reviews every two years or following major life changes.

Bowling Green, Kentucky

Fee-Based

Dave DeBrot - Loring Advisory Group is an investment advisory firm in Bowling Green, Kentucky. Services include Financial Planning and Retirement Planning. Its advisors hold CFP credentials. Compensation is on a fee-based basis. The office has a wheelchair-accessible entrance. The office is open five days a week.

Grand Blanc, Michigan

Raymond James & Associates is an investment advisory firm in Grand Blanc, Michigan. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Buffalo, New York

Plail Wealth Management is an investment advisory firm in Buffalo, New York. Services include Financial Planning and Retirement Planning. The firm specializes in Small Business. 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.

Metairie, Louisiana

Davenport Wealth Strategies, based in Metairie, Louisiana, provides financial planning with a focus on retirement planning and investment management. The firm is led by Megan Davenport (FSCP®, Investment Adviser Representative) alongside her parents Kathy and Joseph Davenport, all affiliated with New York Life and holding appropriate securities licenses and regulatory registrations with Eagle Strategies LLC and NYLIFE Securities. The team brings experience in estate planning, insurance, and business planning, with Megan having served clients since 2017 and her parents since the 1980s.

Ocean View, New Jersey

Independent RIA

Oxford Retirement Advisors is an independent registered investment adviser firm in Ocean View, New Jersey, offering financial planning, investment management, retirement planning, estate planning, and insurance analysis. The firm's stated philosophy emphasizes risk management and operates on a fiduciary basis with no proprietary products. Led by Clint D. Gharib (AIF®, CFEd®), the firm serves individuals and business owners seeking custom retirement and wealth management strategies delivered through a collaborative advisory approach.

Colorado Springs, Colorado

Patrick Neukom - Raymond James is an investment advisory firm in Colorado Springs, Colorado. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Gilbert, Arizona

J. Martin Wealth Management is an investment advisory firm in Gilbert, Arizona. Services include 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 17 Google reviews.

Odessa, Florida

D RIGGS FINANCIAL LLC is an investment advisory firm in Odessa, Florida. Services include Financial Planning. The firm specializes in Retirement 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 22 Google reviews.

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.

Denver, North Carolina

Peoples Investment Services, Inc. - Raymond James is an investment advisory firm in Denver, North Carolina. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

New York, New York

Insurance-Based

Alfredo Alves De Lima, Financial Advisor - Eagle Strategies is an insurance-based firm in New York, New York. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Latham, New York

Northway Financial Group LLC, based in Latham, New York, provides financial planning services with a focus on retirement planning and investment management. The firm employs a collaborative, multidisciplinary approach centered on understanding clients' financial goals and life priorities, combining experienced analysis with transparent communication about asset locations and performance.

Dallas, Texas

Island Wealth Strategies and Insurance Solutions is a Dallas-based financial planning firm led by Christene Dino Hobbs, operating as a fiduciary advisory practice. The firm offers financial planning, retirement planning, and investment management services to successful professionals and business owners, drawing on over 57 years of combined team experience. The practice employs a structured planning process addressing asset protection, tax considerations, and wealth management across clients' financial situations.

Cedar Rapids, Iowa

EDGE Investment Solutions is a Cedar Rapids-based firm offering financial planning, investment management, retirement planning, and wealth management services. The firm employs multiple investment advisor representatives affiliated with LPL and follows a four-step planning process that begins with a discovery meeting and culminates in ongoing plan execution and monitoring. Services also include estate planning and tax planning, with an approach centered on understanding each client's individual financial situation and adapting recommendations over time.

Meridian, Idaho

Freedom Private Wealth is a retirement planning firm in Meridian, Idaho founded by Matt Rowley. The firm serves clients approaching or already in retirement using a four-step planning process called the Freedom Effect, which includes exploration, evaluation, enhancement, and experience phases. Rowley, who transitioned to independent advising in 2017 after service in the U.S. Air Force, holds an A+ rating from the National Ethics Association and Better Business Bureau.

Cedar Rapids, Iowa

Iowa Retirement Benefits & Solutions provides financial planning, investment management, and retirement income strategy in Cedar Rapids, serving clients approaching or in retirement, including those with employer plans from large corporations and institutions. The firm emphasizes a transparent, process-driven approach centered on education, analyzing factors such as taxes, healthcare costs, and market risk to develop actionable retirement roadmaps. Services encompass Social Security optimization, insurance analysis, and ongoing plan adjustments as life circumstances change, with particular experience serving clients transitioning from employers like General Mills, Rockwell Collins, and The University of Iowa.

St. Charles, Illinois

Forth Right Financial Planning - Raymond James is an investment advisory firm in St. Charles, Illinois. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Holly Springs, North Carolina

Sterling Fox Financial Services in Holly Springs, North Carolina offers retirement planning, investment management, and estate planning services, with a stated focus on retirement as a specialty. The firm provides financial planning on both one-time and ongoing bases, manages portfolios across multiple vehicle types, and coordinates with other professionals such as CPAs and attorneys on legacy matters. Additional services include insurance analysis, college planning, tax planning, charitable giving strategies, and employer retirement plan reviews. The firm follows a three-step advisory process centered on listening to client goals, developing personalized plans, and actively monitoring them over time.

Montpelier, Vermont

One Day In July Financial Advisors is an independent, fee-only fiduciary firm in Montpelier, Vermont that specializes in retirement planning and investment management. The firm constructs diversified portfolios using low-cost index funds and ETFs from providers such as Vanguard and iShares, with client assets custodied at Charles Schwab. As fee-only advisors, the firm receives compensation directly from clients and does not accept product commissions or revenue-sharing arrangements. The firm emphasizes transparent pricing, tax-conscious investing, and personal advisory relationships rather than algorithmic or outsourced management.

Harrisburg, Pennsylvania

Conrad Siegel is an investment advisory firm in Harrisburg, Pennsylvania. Services include Investment Management and Retirement Planning. Service options include online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 26 Google reviews.

Morristown, Vermont

One Day In July Financial Advisors is a fee-only fiduciary firm in Morristown, Vermont that provides retirement planning and investment management to individuals, families, and institutions. The firm constructs diversified portfolios using low-cost index funds and ETFs from providers such as Vanguard and iShares, with client assets held at custodians like Charles Schwab. As an independent firm with no external financing, the company emphasizes transparency around fees and avoids commission-based compensation and mutual fund revenue-sharing arrangements. Advisors use a proprietary simulator tool to demonstrate historical portfolio scenarios and focus on after-tax, after-fee performance analysis.

Irving, Texas

Premier Investments and Wealth Management in Irving, Texas offers investment management, retirement planning, and wealth management services to medical professionals, business owners, executives, union members, retirees, and high net worth individuals. The firm employs a goals-based planning process that begins with an initial consultation, moves through discovery and analysis phases to develop personalized strategies, and continues with implementation and ongoing monitoring. Services include retirement income planning, risk management, tax planning, and coordination with clients' existing professional advisors. The firm emphasizes aligning financial decisions with individual values and life objectives rather than focusing primarily on investment performance.

Texas City, Texas

Lifestyle Financial Advisors is an investment advisory firm in Texas City, Texas. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. 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.

Edina, Minnesota

The Haddorff Team is a financial advisory firm in Edina, Minnesota, founded in 1982 by Bob Haddorff and now operated across three generations including his son Ryan and grandson Luke. The firm provides financial planning, retirement planning, portfolio management, insurance planning, and education planning services, emphasizing straightforward advice grounded in client relationships and personal service. The team includes advisors with combined decades of experience in financial services, and operates with stated values centered on integrity, transparency, and customer service.

San Diego, California

Strong Valley Wealth & Pension is a San Diego-based financial advisory firm offering comprehensive wealth management and financial planning services, with a particular emphasis on retirement planning. The firm operates on a fee-based model and provides asset allocation, investment management, tax strategy optimization, estate planning guidance, and personal financial planning that addresses major life transitions. Strong Valley works with clients to assess their risk tolerance and align investment strategies with individual goals, and partners with Charles Schwab for custodial and account services.

Mokena, Illinois

Rising Light Financial Advisors is a family-run firm in Mokena, Illinois, founded by Jeff Berenson and his son Stephen to provide financial planning, investment management, and retirement planning services. The practice employs advisors with accounting backgrounds and relevant securities licenses; Jeff holds the CFP® designation, and team member Patty Wetzel brings over 30 years of securities industry experience with multiple series registrations. The firm serves individuals, trusts, retirement plans, and businesses, offering investment planning and wealth strategy services across various life planning scenarios.

Baton Rouge, Louisiana

Olivier Group is an investment advisory firm in Baton Rouge, Louisiana. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. 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 4 Google reviews.

Plattsburgh, New York

Timothy Gonyo, Financial Advisor, LUTCF, RICP is an investment advisory firm in Plattsburgh, New York. The firm specializes in Retirement Planning and Investment Management. Its advisors hold RICP credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open one day a week. It holds a 5-star rating from 1 Google review.

Pensacola, Florida

Insurance-Based

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

Belton, Missouri

Financial Advisor Pro is a fee-transparent advisory firm based in Belton, Missouri, serving clients locally and via video across Missouri and Kansas. The firm operates as a fiduciary and offers financial planning, investment management, retirement planning, insurance analysis, and wealth management, with particular expertise in 401(k) rollovers and life insurance solutions. With over a decade of experience in the region, the firm works with families and individuals to develop personalized strategies aligned with their financial goals.

Mesa, Arizona

Capital Choice Arizona is an investment advisory firm in Mesa, Arizona. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Insurance Planning. 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.

Mandan, North Dakota

Kelly Jahner is a financial advisor operating under Premier Wealth Strategies in the Mandan, North Dakota area, offering financial planning with specializations in retirement planning and investment management. She works with individual clients to develop personalized financial strategies and emphasizes a transparent approach to financial guidance.

Berkeley, California

Tammy Plotkin-Oren operates TPO Financial and Insurance Services in Berkeley, California, providing financial planning with a focus on retirement planning and investment management. The firm collaborates with clients' existing professional advisors and maintains relationships with insurance providers including Ash Brokerage to offer life insurance, long-term care, disability income, and annuity solutions.

Austin, Texas

Oath Planning - Austin Wealth Management & Financial Advisors is an investment advisory firm in Austin, Texas. It acts as a fiduciary. Services include Retirement Planning. 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.

Little Rock, Arkansas

Capital Rock Wealth Management in Little Rock offers investment management, retirement planning, and tax strategy services founded on the principle that financial plans should be individualized rather than formulaic. Led by Brad, a CFP® professional with prior experience managing institutional assets, the firm operates on a fiduciary basis and conducts a discovery process that examines clients' goals, financial situation, and existing accounts before recommending customized portfolios and addressing tax efficiency. The firm accepts clients with no minimum asset requirements and provides ongoing advisory support, with Kate Price serving as Director of Operations to manage client relationships and operational execution.

Rochester, New York

457 Plan Service Group is an investment advisory firm in Rochester, New York. Services include Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Largo, Florida

Independent RIA

Econologics Financial Advisors is a registered investment advisor based in Largo, Florida that serves practice owners and their associates. The firm provides financial planning and investment management, with particular focus on how practice finances integrate with personal wealth building, including business succession and tax strategy. Operating under fiduciary duty, the firm uses a proprietary tracking system called Econometry Analytics to monitor client progress toward stated financial goals.

Houston, Texas

B-FinancialWise is a Houston-based financial planning firm serving individuals and families across life stages, with particular expertise in retirement planning. The firm offers financial planning and retirement planning services, addressing client concerns around education savings, longevity risk, inflation, taxes, and healthcare costs. B-FinancialWise works to understand each client's circumstances and life changes before recommending appropriate services.

Traverse City, Michigan

Prout Financial Design is a fiduciary advisory firm in Traverse City, Michigan, specializing in retirement planning with over 30 years of experience serving the region. The firm offers financial planning, investment management, and retirement planning services through its team of advisors holding advanced certifications, including Ed Slott Master Elite Advisor designations. They emphasize a collaborative, client-first approach that addresses income strategies, tax considerations, and long-term security planning tailored to individual circumstances and values. The firm is registered through Capital Asset Advisory Services, LLC.

Mt Pleasant, Texas

Durrum Wealth Management is an investment advisory firm in Mt Pleasant, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Cincinnati, Ohio

Jackson Wealth Strategies, Ltd, founded in 2007 by Richard Jackson, provides financial planning and investment management services with a focus on retirement planning. The firm works with retirees, pre-retirees, business owners, and successful professionals, emphasizing alignment of financial decisions with clients' personal values and goals. Based in Cincinnati, Ohio, the firm partners with New York Life and its affiliated companies to deliver services that address life events including college funding, business transition planning, and lifestyle protection.

Bozeman, Montana

Insurance-Based

Leisl Mooer, Financial Advisor - McKenna Financial is an insurance-based firm in Bozeman, Montana. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tulsa, Oklahoma

Oath Planning operates an estate planning practice in Tulsa, Oklahoma, led by founder Rod Yancy and staffed with estate planning attorneys including Katherine Parmer, Allie Gage, and Drew Gardner. The firm provides services in wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and trust administration, using a flat-fee pricing model without hourly billing or upsells. Oath Planning acts as a fiduciary and serves Tulsa-area families seeking personalized estate planning without template-based documents.

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.

Auburn, Alabama

Jay Greene - Raymond James is an investment advisory firm in Auburn, Alabama. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

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.

Kronenwetter, Wisconsin

Elite Retirement Group is a Kronenwetter, Wisconsin-based firm offering financial planning and tax planning services with a focus on retirement planning. The firm's team includes advisors with Series 65 and Series 66 registrations, insurance licenses, and specialized designations such as Certified Long-Term Care (CLTC®) and Retirement Income Certified Professional (RICP®). Founded in 2002, the firm serves clients in central Wisconsin and operates with a staff that includes financial advisors, operations managers, and administrative professionals.

Fort Worth, Texas

Park Hill Financial Services is an investment advisory firm in Fort Worth, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Troy, Michigan

Hinkson Wealth Management, LLC is an investment advisory firm in Troy, Michigan. Services include Estate Planning, Financial Planning, Insurance Analysis, Investment Management, Retirement Planning, and Tax Planning. The firm specializes in Insurance Planning and Tax Strategy. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 65 Google reviews.

Jacksonville, Florida

Cohen Wealth Advisory is an investment advisory firm in Jacksonville, Florida. The firm specializes in Investment Management 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 10 Google reviews.

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.

San Juan Capistrano, California

CD Financial is an investment advisory firm in San Juan Capistrano, California. Services include Financial Planning and Retirement Planning. 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 four days a week. It holds a 5-star rating from 1 Google review.

Fort Myers, Florida

Paramount Financial Advisors, LLC is an investment advisory firm in Fort Myers, Florida. The firm specializes in Retirement Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Chandler, Arizona

Raymond James & Associates is an investment advisory firm in Chandler, Arizona. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Beaver, Pennsylvania

Three Cord True Wealth Management is a fiduciary-regulated advisory firm serving Pittsburgh-area families, professionals, and retirees. The firm integrates financial planning, investment management, tax strategy, and social security optimization, operating under a proprietary planning process called the True Wealth Blueprint that emphasizes the coordination of tax and investment decisions. Led by principals including Tod Arbutina and Vasili, the team provides ongoing relationship-based advisory rather than one-time planning engagements. The firm is located in Beaver, Pennsylvania and has demonstrated long-term client retention, with several client testimonials noting decades of service across life stages including retirement, education funding, and estate planning.

Wilkes-Barre, Pennsylvania

Musto Tax & Insurance Services is an investment advisory firm in Wilkes-Barre, Pennsylvania. Services include Insurance Analysis and Retirement Planning. The firm specializes in Investment Management and Wealth 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 3.4-star rating from 5 Google reviews.

Mt Pleasant, South Carolina

Oak Street Advisors - Fee-Only Fiduciary Financial & Tax Planners is an investment advisory firm in Mt Pleasant, South Carolina. It acts as a fiduciary. Services include 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 4.7-star rating from 15 Google reviews.

St Simons Island, Georgia

Raymond James & Associates is an investment advisory firm in St Simons Island, Georgia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

West Fargo, North Dakota

NorthStar Financial Group is an investment advisory firm in West Fargo, North Dakota. Services include Retirement Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tucson, Arizona

United Capital Financial Advisors is an investment advisory firm in Tucson, Arizona. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open seven days a week, including weekends.

St. Augustine, Florida

Infinite Investment Strategies is an investment advisory firm in St. Augustine, Florida. Services include Financial Planning. The firm specializes in Investment Management 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 10 Google reviews.

Ponte Vedra Beach, Florida

Blue Heron Wealth Advisors of Raymond James is an investment advisory firm in Ponte Vedra Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office is open five days a week.

Scottsdale, Arizona

Halbert Hargrove Scottsdale is an investment advisory firm in Scottsdale, Arizona. Services include Financial Planning, Investment Management, and Retirement Planning. 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 2 Google reviews.

Philadelphia, Mississippi

Kevin Vaughn is a financial advisor operating through Wise Financial Group, LLC in Philadelphia, Mississippi, offering financial planning services with a focus on retirement planning and investment management. He is registered as an investment adviser representative with Eagle Strategies LLC and holds insurance licenses and securities registrations through New York Life companies, enabling him to provide both fee-based advisory services and commission-based insurance and investment products. Clients may engage him for advisory services alone, product implementation, or a combination of both.

Sarasota, Florida

AMChoice Financial is an investment advisory firm in Sarasota, Florida. The firm specializes in Retirement Planning. 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 5-star rating from 12 Google reviews.

Hillsboro, Oregon

Pace Financial Advisors is a wealth management firm based in Hillsboro, Oregon that offers financial planning, retirement planning, investment management, estate planning, and insurance services. The firm works with clients to identify financial goals and develop integrated plans that address retirement strategy, investment portfolio management, and wealth transfer, coordinating with clients' other professional advisors as needed.

Worcester, Massachusetts

Raymond James & Associates is an investment advisory firm in Worcester, Massachusetts. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Santa Rosa Beach, Florida

Independent RIA

Palm View Investments is an independent registered investment advisor based in Santa Rosa Beach, Florida, founded in 2023 by Bryan, a CFA charterholder with extensive experience in alternative investments and institutional portfolio management. The firm offers investment management, retirement planning, and business advisory services to individuals, families, and business owners, with particular expertise in private equity, concentrated positions, and succession planning. Palm View emphasizes a research-driven approach centered on understanding portfolio holdings and aligning capital decisions with long-term objectives.

Hendersonville, North Carolina

Benefit Planners, based in Hendersonville, North Carolina, provides retirement planning and insurance analysis services to pre-retirees and retirees throughout the United States. Founder Frank Cox, with over 38 years of industry experience, leads a team offering services including Social Security strategy analysis, retirement plan stress-testing, IRA rollover guidance, and insurance products such as Medicare supplements, long-term care, and life insurance. The firm conducts detailed financial analysis using comprehensive planning platforms and provides clients access to a portal for tracking plan performance and account values. The practice operates on both in-person and virtual bases to accommodate clients' schedules.

Tampa, Florida

Blade Financial is a fee-only fiduciary advisory firm in Tampa providing financial planning, portfolio management, and hourly investment advice. The firm structures engagements around client goals, time horizons, and risk tolerance, offering both ongoing and one-time advisory relationships. Services emphasize research-based decision-making and individualized portfolio strategy rather than trend-following approaches.

Fort Wayne, Indiana

Insurance-Based

Neil Bryson, Financial Advisor - Eagle Strategies is an insurance-based firm in Fort Wayne, Indiana. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance.

Lexington, Kentucky

Jeremy Chase at Meridian Wealth Management, LLC is an investment advisory firm in Lexington, Kentucky. Services include Investment Management and Retirement Planning. The firm specializes in Wealth Management. Its advisors hold CFA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Bradenton, Florida

Amerity Financial has served retirement planning clients in Bradenton, Florida since 2008, adopting a conservative investment philosophy centered on preserving capital alongside growth. The firm customizes retirement strategies around three core pillars—safety from market volatility, competitive growth, and reliable income streams—and emphasizes allocating portions of retirement savings to products designed to protect against market fluctuations. The firm works with clients to address retirement income planning, withdrawal strategies, and longevity concerns through an educational advisory process.

Lake Mary, Florida

Voyage Retirement Solutions is a financial advisory firm in Lake Mary, Florida, specializing in retirement planning and wealth management. The firm provides personalized planning services covering retirement strategy, business sale navigation, and benefits evaluation, operating independently to prioritize client interests. The team comprises qualified financial professionals who work directly with individuals, families, and organizations using a hands-on approach to address each client's distinct circumstances.

San Diego, California

Philip Bradshaw & Michael Bradshaw - Raymond James is an investment advisory firm in San Diego, California. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Stamford, Connecticut

Financial Advisors Diddel is an investment advisory firm in Stamford, Connecticut. Services include Financial Planning. The firm specializes in Retirement Planning 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.

Cary, North Carolina

Raymond James & Associates is an investment advisory firm in Cary, North Carolina. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Gardendale, Alabama

Wirehouse

Edward Jones - Financial Advisor: Andrew Beard is a wirehouse firm in Gardendale, Alabama. The firm specializes in Retirement Planning and Investment Management. The office is open five days a week.

Quincy, Illinois

Independent RIA

Heartland Financial Advisors is an independent registered investment advisor in Quincy, Illinois, led by Brian Dreier, who has worked in financial planning since 1994. The firm provides retirement planning, investment management, and related services such as college savings and estate planning strategies for individuals and families across various life stages. Operating on a fiduciary basis, the firm employs a team-based approach to develop and monitor financial strategies tailored to each client's circumstances and objectives.

Poughkeepsie, New York

D'Arcangelo Financial Advisors is a wealth management firm based in Poughkeepsie, New York, founded in 1999 by CPAs and offering financial planning and investment management services. The firm specializes in retirement planning, tax strategy, and estate planning for individuals and families, with over 25 years of client service experience. Its advisors focus on developing personalized financial strategies designed to address evolving life circumstances and help clients manage their long-term financial objectives.

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.

Las Vegas, Nevada

Independent RIA

Link Financial Advisory is an independent registered investment advisor in Las Vegas offering investment management, retirement planning, and wealth management services. The firm is led by Certified Financial Planner professionals and operates under a fiduciary standard, integrating retirement projections, tax strategy, estate planning, and insurance coordination into client financial plans. Services include annuity solutions, 401(k) plan design, and income planning for retirees, with advisors working collaboratively with clients' tax and legal professionals.

Winter Park, Florida

Lakeshore Advisors is a fee-only financial advisory firm in Winter Park, Florida, led by principals Coleman DeWitt (CFP, Series 66) and Richard Butcher, with senior advisor Thomas Bengtson. The firm offers comprehensive financial planning, investment management, retirement planning, wealth preservation, and charitable giving services, operating as a fiduciary and charging flat management fees with no commissions or transaction fees. The firm serves individuals, families, business owners, nonprofits, and corporations, using a disciplined, goals-based approach that includes risk assessment and ongoing monitoring.

Lexington, Kentucky

McFarland Chase Group, based in Lexington, Kentucky, offers investment management and retirement planning services with a focus on integrating multiple aspects of clients' financial lives. The firm's team brings 50 years of combined experience and includes professionals with CFA credentials. The firm works with clients to develop strategies around asset allocation, tax considerations, and estate planning aligned with individual objectives.

Orlando, Florida

Good Life Financial Advisors of Orlando, based in Orlando, Florida, specializes in retirement planning and investment management for individuals at various stages of their financial journey. The firm, led by financial advisor Mike Bensey, takes a team-based approach and emphasizes personalized planning that accounts for each client's risk tolerance, time horizon, and objectives. The firm offers hands-on service covering retirement strategies, money management, insurance, and estate conservation, with a focus on helping clients address the challenge of longevity in retirement.

Barrington, Illinois

Merit Financial Advisors is an investment advisory firm in Barrington, Illinois. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

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.

Lafayette, Indiana

Next Adventure Financial is a fiduciary advisory firm based in Lafayette, Indiana, specializing in retirement planning for clients age 50 and older. Led by Cody Lachner, a CFP and Enrolled Agent, the firm operates on a fee-only basis without earning commissions on product sales. The firm focuses on tax-efficient retirement strategy, investment improvement, and helping clients align their financial plans with retirement goals.

St. George, Utah

B.O.S.S. Retirement Solutions and Advisors provides retirement planning services to clients in Utah, Washington, and Idaho from its St. George, Utah office. The firm structures its planning approach around five core areas—cash, income, growth, taxes, and legacy—and addresses topics including income stream optimization, tax strategy, Social Security claiming, and estate planning.

Fairhope, Alabama

Relax and Retire Financial, based in Fairhope, Alabama, provides retirement planning and related services across Florida, Alabama, Texas, Indiana, and South Carolina. Founded by Gary and Victoria, the firm assists clients with income strategy development, Social Security optimization, life insurance, estate planning, Medicare options, annuities, veteran benefits, and wealth management coordination. The firm emphasizes customized planning and long-term client relationships built on transparency.

Brookfield, Wisconsin

Resilient Wealth Planning | Milwaukee Financial Advisor is an investment advisory firm in Brookfield, Wisconsin. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open three days a week. It holds a 5-star rating from 13 Google reviews.

Benton Harbor, Michigan

True Blue Financial is a Benton Harbor-based registered investment advisor that offers financial planning, investment management, retirement planning, tax planning, and insurance analysis through a team of financial planners, investment advisors, and certified accountants. The firm operates on a hybrid fee model, offering both asset-based management with tiered fees and commission-based brokerage accounts, and maintains registration with LPL Financial as its custodian and broker-dealer. Services span asset allocation, college and estate planning, Social Security optimization, managed accounts across multiple product types, and tax preparation beyond standard returns. The firm serves families and clients in Southwest Michigan and emphasizes independent advisory status with direct community relationships.

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.

Seneca, Pennsylvania

Raymond James Financial Services is an investment advisory firm in Seneca, Pennsylvania. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Baton Rouge, Louisiana

Ellis Insurance & Financial Group, based in Baton Rouge, provides financial planning and investment management services through a fee-based advisory model via Eagle Strategies LLC, which is SEC-registered as an investment adviser. The firm, led by Daryl Robert Ellis and Gordon D. Ellis, Jr., brings over 50 years of combined experience and works in partnership with New York Life Insurance Company and affiliated specialists in taxes, estate planning, and insurance products. The firm also collaborates with Ash Brokerage to offer additional life insurance, long-term care, disability income, and annuity solutions outside its primary affiliations.

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.

Vancouver, Washington

Momentous Wealth Management, based in Vancouver, Washington, offers financial planning, investment management, and retirement planning services. The firm operates as a fiduciary and provides a structured advisory process that includes semi-annual client meetings, quarterly webinars, tax planning consultation, and estate planning support. The firm's team brings over 20 years of experience and can assist with trust administration and legacy planning arrangements. Clients have access to a dedicated portal to monitor portfolios and progress toward financial goals.

Sioux Falls, South Dakota

Kelly Hosek - Raymond James is an investment advisory firm in Sioux Falls, South Dakota. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

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.

Verona, Wisconsin

Summit Financial Advisors, based in Verona, Wisconsin, provides financial planning and investment management services to clients locally and nationally via virtual meetings. The firm operates on a fiduciary basis, offering flat-fee financial planning with no account minimums and investment management at a percentage of assets under advisement. Alex Herr, the lead advisor, holds an MS in Personal Financial Planning and a ChFC® designation, with nearly a decade of industry experience; the practice specializes in retirement planning, investment strategy built on long-term evidence-based approaches, and comprehensive planning across six areas including estate planning, tax planning, and insurance analysis.

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.

Stuart, Florida

Fee-Only

Peak Capital Management is a fee-only financial advisory firm in Stuart, Florida that specializes in retirement planning and investment management, with particular focus on income generation strategies for pre-retirees and retirees. Operating as a member of the Retirement Income Source network, the firm emphasizes financial education and a conservative approach designed to help clients establish predictable income streams while managing market exposure. The firm follows a seven-step planning process that assesses clients' objectives, risk tolerance, and available options rather than applying standardized strategies. Peak Capital Management is backed by an SEC-registered investment advisor managing over $3 billion in assets.

Heber City, Utah

Balanced Capital is an independent, fee-only financial planning and investment management firm founded by Corey Noyes, CFP®, located in Heber City, Utah. The firm operates on a fiduciary basis with no product sales or commissions, offering virtual meetings and a paperless client experience. Services include comprehensive financial planning covering investments, taxes, retirement, insurance, employer benefits, and estate planning, with a stated specialty in serving attorneys and business professionals in the Wasatch Back region.

Kalispell, Montana

Merit Financial Advisors is an investment advisory firm in Kalispell, Montana. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Clearwater, Florida

Raymond James & Associates is an investment advisory firm in Clearwater, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

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.

Lutz, Florida

Keystone Wealth Group is an investment advisory firm in Lutz, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Sarasota, Florida

Foundational Future is an investment advisory firm in Sarasota, Florida. The firm specializes in 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 10 Google reviews.

Santa Fe, New Mexico

Aric Vickrey - Raymond James is an investment advisory firm in Santa Fe, New Mexico. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

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.

Mesa, Arizona

Integrated Financial Solutions is a fee-only financial planning firm based in Tempe, Arizona, serving clients locally and nationally. The firm provides financial planning, investment management, and retirement planning services to individuals, families, and business owners, operating under fiduciary standards and ERISA Investment Fiduciary status. IFS addresses a range of financial matters including taxes, estate planning, and insurance, and offers specialized retirement plan advisory services to plan sponsors and fiduciaries.

Richmond, Virginia

Ray Olson Family Financial Planning is an independent firm in Richmond, Virginia that offers financial planning with a focus on retirement planning. The firm works with clients across their full financial landscape—including investments, tax strategy, and estate matters—by coordinating with a team of professionals such as CPAs and estate attorneys. The principals take a values-based approach that considers clients' specific goals and time horizons, with an emphasis on understanding the reasoning behind investment decisions.

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.

Overland Park, Kansas

Aspen Wealth Management is an investment advisory firm in Overland Park, Kansas. Services include Financial Planning, Investment Management, and Retirement 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 1 Google review.

Kokomo, Indiana

Financial Solutions & Investments, Financial Advisor, Mary Sommers Carden is an investment advisory firm in Kokomo, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. 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.

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.

Carrollton, Georgia

Partners Financial Group is an investment advisory firm in Carrollton, Georgia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 1-star rating from 1 Google review.

Gainesville, Georgia

Life Concepts, Inc., based in Gainesville, Georgia, offers retirement planning services with a focus on federal employee retirement strategies. Led by Mack Hales with 40 years of experience, the firm provides portfolio management, Social Security optimization, risk management, and life insurance services through a three-step process of assessment, strategizing, and implementation. The firm collaborates with clients' tax professionals and emphasizes personalized planning to address individual retirement goals and risk tolerance.

Anchorage, Alaska

David Hannon operates Eagle Strategies in Anchorage, Alaska, offering financial planning services with specialization in retirement planning and investment management. The firm develops customized investment strategies informed by current research and aims to help clients clarify their financial objectives while managing emotional decision-making. Hannon has earned recognition from the Million Dollar Round Table in 2020 and 2021, and the practice includes support staff with over 20 years of experience in financial services.

Dublin, Ohio

Golden Reserve is an investment advisory firm in Dublin, Ohio. Services include Financial Planning, Investment Management, and Retirement 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 25 Google reviews.

Buckner, Kentucky

Oliver Financial is an independent advisory firm based in Buckner, Kentucky that provides retirement planning, Social Security planning, investment management, and insurance services including life and long-term care coverage. The firm works with clients across various account types such as IRAs, Roth IRAs, 401(k)s, and professionally managed accounts, serving savers at different stages of the planning process regardless of account size. Oliver Financial offers both virtual and in-person consultations and emphasizes a straightforward approach to financial and retirement planning.

Kingsport, Tennessee

Raymond James & Associates is an investment advisory firm in Kingsport, Tennessee. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Abingdon, Virginia

R. Chris Walters, CFP® | Financial Advisor at Cary Street Partners is an investment advisory firm in Abingdon, Virginia. Services include Financial Planning. The firm specializes in Retirement Planning and Investment 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.

Milwaukee, Wisconsin

Fee-Based Independent RIA

Milborn Advisors is an independent, fee-based financial planning and investment management firm in Milwaukee founded by Mark Hoffman and Drew Ashland. The firm serves retired individuals, professionals, and small business owners, with particular focus on retirement planning and small business matters. Operating as fiduciaries, the firm emphasizes a no-pressure advisory approach and coordinates with professionals such as estate planning attorneys and accountants to address clients' comprehensive financial needs across different life stages.

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.

Naples, Florida

Four Seasons Wealth Management is an investment advisory firm in Naples, Florida. Services include Financial Planning. The firm specializes in Retirement 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 1 Google review.

Berthoud, Colorado

Dellinger Wealth Management - Raymond James is an investment advisory firm in Berthoud, Colorado. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Hanover, Pennsylvania

Wirehouse

Quinn Bower- Financial Advisor- Edward Jones is a wirehouse firm in Hanover, Pennsylvania. The firm specializes in Retirement Planning and Investment Management. 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.

Roseville, California

Cornerstone Wealth and Tax Advisory Group, Inc. is an investment advisory firm in Roseville, California. Services include Retirement Planning. The firm specializes in Investment Management and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open four days a week. It holds a 5-star rating from 82 Google reviews.

Fort Pierce, Florida

Carr, Riggs & Ingram (CRI) is an accounting and advisory firm based in Fort Pierce, Florida, operating for over 25 years. The firm offers accounting services, business advisory support, technology resources, and assurance services, with retirement planning among its specialties.

Southlake, Texas

Merit Financial Advisors is an investment advisory firm in Southlake, Texas. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Crivitz, Wisconsin

Legacy Financial Solutions is a financial advisory firm in Crivitz, Wisconsin, founded in 2018 by Tim and Sandi Banaszak. The firm provides financial planning, retirement planning, investment management, tax planning, and estate planning services, with Sandi holding the credential of Certified Retirement Planning Counselor and an MBA. Their stated approach centers on personalized planning tailored to individual circumstances, holistic wealth management across multiple areas, ongoing monitoring and adjustments, and relationship-based advisory work that includes financial education and legacy planning strategies.

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.

Wichita, Kansas

Salt Creek Wealth Advisors is an investment advisory firm in Wichita, Kansas. Services include Retirement Planning. The firm specializes in Small Business. 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 11 Google reviews.

Elkhorn, Wisconsin

OWG Financial Advisors is an investment advisory firm in Elkhorn, Wisconsin. The firm specializes in Retirement 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 11 Google reviews.

Denver, Colorado

Halbert Hargrove Denver is an investment advisory firm in Denver, Colorado. Services include Financial Planning, Investment Management, and Retirement Planning. The firm specializes in 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.

Fort Myers, Florida

Retallick Financial Group, based in Fort Myers with additional offices in Sarasota, Bonita Springs, and Venice, Florida, serves clients across all ages in retirement planning using insurance products. The firm emphasizes principal protection and low-risk alternatives to traditional market investing, with a stated focus on simplicity and clear fee disclosure during client consultations. Don Retallick leads the firm, which hosts educational seminars on retirement strategies and markets.

Surprise, Arizona

R&AP Financial, based in Surprise, Arizona, provides retirement planning and related services including estate planning, income planning, longevity planning, tax planning, and volatility protection strategies. Led by Mehran Rad, who brings over 22 years of financial planning experience, the firm works with clients to address retirement risks such as taxes, inflation, healthcare costs, and longevity concerns through customized planning approaches. The firm's stated focus centers on helping clients develop strategies that balance wealth accumulation with risk mitigation in service of personal goals and values.

Elkhorn, Nebraska

DC Retirement Strategies, based in Elkhorn, Nebraska, provides retirement planning and consulting services to businesses, employees, individuals, and families. The firm serves over 110 retirement plans with more than $1 billion in assets under administration as of January 2024. The team includes five financial professionals with credentials including CFP®, AIF®, QPA, and FLMI designations, and holds relevant securities registrations and insurance licenses. The firm was founded in 2007 and offers plan sponsor consulting, participant education, and individual retirement planning services.

Bloomfield Hills, Michigan

Orfin & Associates is an investment advisory firm in Bloomfield Hills, Michigan. Services include Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 106 Google reviews.

Charleston, West Virginia

Christopher Erlewine, CFP - Focus Partners Wealth is an investment advisory firm in Charleston, West Virginia. Services include Financial Planning, Investment Management, Retirement Planning, and Tax Planning. The firm specializes in Tax Strategy. 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.

Spring Hill, Florida

Nuit Consortium is an investment advisory firm in Spring Hill, Florida. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Clearwater, Florida

Independent RIA

RetirePro is an independent ria firm in Clearwater, Florida. The firm specializes in Retirement 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 10 Google reviews.

Lakewood, Colorado

High Point Financial Group, LLC is an independent financial advisory firm based in Lakewood, Colorado, with an additional office in Windsor. The firm provides financial planning and investment management services with a focus on retirement planning, and serves clients across medical, legal, construction, technology, real estate, and business ownership sectors. Its stated approach involves identifying client objectives through consultation, designing strategies aligned with short- and long-term goals, and conducting ongoing implementation reviews. The firm operates with 11 active partners and a full-time staff.

Conroe, Texas

Scott Strategic Investments is an investment advisory firm in Conroe, Texas. Services include Financial Planning, Investment Management, and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Evansville, Indiana

United Capital Financial Advisors is an investment advisory firm in Evansville, Indiana. Services include Financial Planning and Investment Management. The firm specializes in 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.

Tucson, Arizona

Independent RIA

Financial Directions is an independent registered investment advisor based in Tucson, Arizona, operating since 1996 with over thirty years of experience. The firm provides investment management and retirement planning services to individuals and small businesses, operating under a fiduciary standard and without sales quotas or hidden fees. The company emphasizes personalized financial strategies developed through detailed client consultation, with a focus on long-term relationships and transparent cost disclosure.

Indianapolis, Indiana

Raymond James & Associates is an investment advisory firm in Indianapolis, Indiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Boynton Beach, Florida

Raymond James Financial Services: Connor Wealth Management is an investment advisory firm in Boynton Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in 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 1 Google review.

Spokane, Washington

Cascade Financial Group is an investment advisory firm in Spokane, Washington. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Jacksonville, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Jacksonville, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance.

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.

Bloomfield Hills, Michigan

James Melstrom - Raymond James is an investment advisory firm in Bloomfield Hills, Michigan. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Buffalo, New York

Raymond James & Associates is an investment advisory firm in Buffalo, New York. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

San Diego, California

Sedberry Wealth Solutions is an investment advisory firm in San Diego, California. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Tampa, Florida

Eric A. Klaus, Financial Advisor is an investment advisory firm in Tampa, Florida. The firm specializes in Retirement Planning. 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.

Charlotte, North Carolina

Blue Financial, based in Charlotte, North Carolina, provides financial planning and retirement planning services with a focus on personalized strategies for retirees. The firm operates as a fiduciary and uses a process called ACE Your Retirement to assess clients' situations across investment allocation, income planning, tax efficiency, and legacy planning. The firm offers complimentary initial reports and strategy reviews, with ongoing monitoring and adjustments as client circumstances change.

Benton, Arkansas

Red Dog Investment Group is an investment advisory firm in Benton, Arkansas. Services include Retirement Planning. The firm specializes in Small Business. 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 1 Google review.

North Charleston, South Carolina

Tristate Financial Advisors is a financial advisory firm based in North Charleston, South Carolina, offering financial planning, retirement planning, investment management, wealth management, estate planning, tax planning, and business continuity planning services. The firm serves individuals, families, and business owners across Charleston neighborhoods and provides personalized strategies designed to align with clients' financial situations and goals.

Myrtle Beach, South Carolina

Gold Shield Wealth is a financial advisory firm located in Myrtle Beach, South Carolina that provides retirement planning services. The firm's approach emphasizes thorough analysis of retirement-related challenges and personalized client support throughout the planning process. Amy Ross is associated with the firm and has appeared in media discussing retirement financial concerns.

Bismarck, North Dakota

Triton Investments, LLC is an investment advisory firm in Bismarck, North Dakota. Services include Investment Management and Retirement Planning. The office is open five days a week.

Fairport, New York

Liftbridge Financial Advisors is an investment advisory firm in Fairport, New York. Services include Investment Management and Retirement Planning. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Mystic, Connecticut

Fuchs Financial is a Connecticut-based financial advisory firm with offices in Mystic, Middlebury, Middletown, and West Hartford that provides financial planning and retirement planning services to individuals and families. Operating as a fiduciary, the firm follows a five-step planning process culminating in a customized "How to Retire Blueprint" that addresses retirement income, tax strategies, investment management, asset protection, insurance planning, and estate documentation. The firm serves clients across multiple Connecticut counties and offers virtual consultations for remote engagement.

Gainesville, Georgia

Wirehouse

Edward Jones - Financial Advisor: Dillon Hemphill is a wirehouse firm in Gainesville, Georgia. Services include Investment Management. The firm specializes in Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Chattanooga, Tennessee

Bank-Affiliated

FirstBank Investment Partners is a bank-affiliated firm in Chattanooga, Tennessee. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

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.

Lone Tree, Colorado

Escape Velocity Financial Planning, based in Lone Tree, Colorado, provides financial planning, investment management, retirement planning, and insurance analysis services. The firm was founded by Tyler Otto and includes his brother Trevor Otto and additional team members, and structures its work around a three-step process of assessing client circumstances, developing customized strategies, and maintaining ongoing monitoring. The firm serves investors across various profiles and emphasizes personalized planning aligned to individual circumstances rather than standardized approaches.

Pasadena, California

Fair Harbor Financial Advisory is an investment advisory firm in Pasadena, California. Services include Investment Management. The firm specializes in Retirement Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Longmeadow, Massachusetts

Retirement Income Source SFG serves clients in Longmeadow, Massachusetts with a focus on retirement planning and wealth management strategies. The firm specializes in building income-focused retirement plans that emphasize capital preservation, steady cash flow from interest and dividends, and risk management across market cycles. Services include retirement planning, wealth management, income-investing approaches, and estate and legacy planning. The firm monitors client plans and adjusts them as market conditions change.

Houston, Texas

World Financial Advisors is an investment advisory firm in Houston, Texas. Services include Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Baton Rouge, Louisiana

Raymond James & Associates is an investment advisory firm in Baton Rouge, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Gainesville, Florida

Raymond James & Associates is an investment advisory firm in Gainesville, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Jupiter, Florida

Tribox Private Wealth is an investment advisory firm in Jupiter, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Advisory services are available in English and Spanish. Service options include 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 7 Google reviews.

Pensacola, Florida

Alphastar Wealth Management Emerald Coast, based in Pensacola, Florida, offers financial planning services with a focus on retirement planning across individuals, families, businesses, and institutions. The firm employs independent advisors and describes its approach as proactive and educational, working with clients to develop customized strategies aligned with their retirement objectives and risk tolerance. Led by Managing Partner Bob Beargie, the team emphasizes ethics, integrity, and client-first relationships throughout the planning and execution process.

Wexford, Pennsylvania

Key Wealth Management, based in Wexford, Pennsylvania, provides financial planning, retirement planning, investment management, and wealth management services. The firm emphasizes a client-centered approach that begins with understanding each client's personal circumstances, objectives, and risk tolerance, and employs a team-based model to address clients' varied financial needs. The firm takes a proactive strategy to help clients work toward their financial goals and stay on course through life's changes.

Sandy, Utah

Pinnacle Wealth Strategies, based in Sandy, Utah, provides retirement planning services to individuals and couples across different financial situations. The firm offers customized financial strategies and guidance addressing retirement-specific concerns such as market risk, withdrawal rates, longevity, and healthcare costs. The team includes a CEO with 46 years of insurance and estate planning experience, a wealth manager with an MBA and FINRA Series 65 license, and a tax specialist with over 25 years in accounting and tax services. The firm emphasizes personalized planning that accounts for each client's unique circumstances, risk tolerance, and timeline.

St. Petersburg, Florida

Get In The Clear is an investment advisory firm in St. Petersburg, Florida. The firm specializes in Investment Management and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Jacksonville, Florida

Katharyn S. Woods - Raymond James is an investment advisory firm in Jacksonville, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Alpharetta, Georgia

Raymond James & Associates is an investment advisory firm in Alpharetta, Georgia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Palm Desert, California

Brandon Rosi is a CFP-credentialed financial advisor at Keystone Private Wealth in Palm Desert, California, who brings experience from a healthcare background to financial planning work. He specializes in serving healthcare providers in private practice and operates as a fiduciary, offering financial planning, retirement planning, and asset management services. His approach emphasizes clear communication and understanding clients' short- and long-term objectives, informed by his training in physical therapy and insurance expertise.

Manitowoc, Wisconsin

Merit Financial Advisors is an investment advisory firm in Manitowoc, Wisconsin. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Dickinson, North Dakota

Thrivent - Infinity Financial Advisors Dickinson is an investment advisory firm in Dickinson, North Dakota. Services include Estate Planning. The firm specializes in Retirement Planning and Investment Management. The office is open five days a week.

Fort Worth, Texas

May Financial Solutions, based in Fort Worth, Texas, provides financial planning services with a focus on retirement planning and investment management. The firm works with individuals, families, and businesses using a three-stage approach centered on discovery, collaboration, and ongoing plan refinement as clients' circumstances evolve.

Falls Church, Virginia

RBMuha is a Falls Church, Virginia-based benefits and retirement planning firm that serves businesses nationwide with employee benefits consulting, retirement plan management, and individual advisory services. The firm acts as a fiduciary and offers plan benchmarking, vendor evaluation, investment due diligence, and education programs for plan sponsors and participants. Led by Cofounder and President Christopher Muha, the firm operates from offices in the Washington, DC area and Philadelphia.

Bozeman, Montana

Merit Financial Advisors is an investment advisory firm in Bozeman, Montana. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning.

New Orleans, Louisiana

RM Partners of Raymond James is an investment advisory firm in New Orleans, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Groton, Connecticut

Financial Square, based in Groton, Connecticut, provides retirement income planning and related advisory services led by founder Greg Lavelle, who holds an MBA and brings over 25 years of experience in pre- and post-retirement strategies. The firm addresses retirement readiness through a process-driven approach encompassing Social Security optimization, Medicare planning, tax-efficient strategies, and legacy planning, along with ancillary services such as college funding, estate planning assistance, and employee benefits consulting. Greg Lavelle is licensed for life insurance, health insurance, annuities, and mutual funds across multiple states.

Baton Rouge, Louisiana

Attracct Financial Advisors is a Baton Rouge-based firm with over 15 years of experience offering retirement planning, investment management, risk management, and wealth accumulation services to families and business owners. The firm collaborates with clients' CPAs and attorneys to coordinate planning across insurance, business valuations, and estate planning, and structures its approach around proactive strategy design rather than reactive market response.

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.

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.

Las Vegas, Nevada

Dynamic Financial Advisors - Las Vegas is an investment advisory firm in Las Vegas, Nevada. Services include Financial Planning. The firm specializes in Retirement Planning 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 1 Google review.

Prosper, Texas

Provision Retirement is a financial advisory firm in Prosper, Texas, led by David McEntire (RICP®, NSSA®, Series 65 fiduciary), offering financial planning and investment management with a focus on retirement income strategy. The firm employs a four-step planning process centered on understanding client goals, designing comprehensive retirement strategies that address investments and tax planning, and providing ongoing adjustments. The advisory team includes credentialed professionals such as CFP® holders and tax specialists who collaborate on customized plans addressing income replacement, Social Security optimization, Medicare planning, and estate considerations.

Sebring, Florida

J. Biance Financial, based in Sebring, Florida, offers investment management and retirement planning services through a proprietary process called the Retirement Design System. The firm works with clients through discovery and planning phases to address investment, income, tax, healthcare, and legacy considerations, with investment advisory services provided through AE Wealth Management, LLC (a registered investment advisor) and insurance products offered directly. Justin Biance holds the Certified Financial Planner (CFP®) designation and has been recognized on Forbes' Financial Security Professionals list.

Edmond, Oklahoma

Stronghold Wealth Partners specializes in retirement planning with a focus on insurance products and annuity strategies. Co-founder Jason Stock, a finance graduate from Arizona State University, leads the firm's approach of selecting specialized tools and providers for specific client needs. The firm personalizes its services around each client's distinct retirement objectives and legacy goals, and does not provide tax or legal advice.

Sioux Falls, South Dakota

Independent RIA

Footstool Financial is an independent registered investment advisor in Sioux Falls, South Dakota, operating as a fiduciary. Brian Spader, the principal, holds both CFP® and ChFC® credentials and established the firm in 2015 to serve business owners, individuals, and families. The practice provides financial planning with specializations in retirement planning and investment management, emphasizing a client-centered approach that begins with understanding goals and values before implementing strategies.

Sewickley, Pennsylvania

Fragasso Financial Advisors has provided financial planning and investment management services since 1972, serving individuals and multigenerational families from its Sewickley location. The firm organizes advisors into client teams that typically include a financial advisor, financial analyst, and account specialist, supported by an in-house portfolio management team that conducts market analysis and economic commentary. The firm states it works collaboratively with clients' existing professional networks, including attorneys and accountants, and maintains an investment committee that meets quarterly to review market trends and portfolio construction.

Dodgeville, Wisconsin

Merit Financial Advisors is an investment advisory firm in Dodgeville, Wisconsin. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

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.

Tallahassee, Florida

Preservation Financial Group is an investment advisory firm in Tallahassee, Florida. Services include Estate Planning. The firm specializes in Retirement 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 75 Google reviews.

Indianapolis, Indiana

United Capital Financial Advisors is an investment advisory firm in Indianapolis, Indiana. Services include Financial Planning and Investment Management. The firm specializes in 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 3-star rating from 1 Google review.

Bennington, Vermont

One Day In July Financial Advisors is a fee-only fiduciary firm in Bennington, Vermont that specializes in retirement planning and investment management for individuals, families, and institutions. The firm constructs diversified portfolios primarily using low-cost index funds and ETFs from providers such as Vanguard and iShares, with client assets held at Charles Schwab. The advisors emphasize tax-conscious investing, cost reduction, and long-term client relationships conducted through in-person meetings rather than algorithmic or outsourced management.

Palm Desert, California

Keystone Private Wealth is an investment advisory firm in Palm Desert, California. Services include Financial Planning, Investment Management, and Retirement Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Enid, Oklahoma

Joey Armstrong - Financial Advisor - Equity Financial Group is an investment advisory firm in Enid, Oklahoma. Services include Insurance Analysis and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open four days a week.

Chambersburg, Pennsylvania

Sollars & Associates of Raymond James is an investment advisory firm in Chambersburg, Pennsylvania. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Vienna, Virginia

McAdam Financial, based in Vienna, Virginia, provides financial planning, investment management, retirement planning, estate planning, and insurance analysis services. The firm is led by Phil Simonides, CFP®, who brings over 37 years of experience. McAdam, LLC is a registered investment advisor, and securities are offered through Madison Avenue Securities, LLC, a FINRA/SIPC member. The firm offers client events focused on retirement planning strategies and tax-related retirement considerations.

Uncasville, Connecticut

Jabez Financial is a fee-only registered investment advisor in Uncasville, Connecticut, founded in 2002 by Glenn Johnson and now including financial advisor Austin Concascia. The firm specializes in retirement planning, offering personalized financial planning that covers goal-setting, investment selection, and ongoing reviews through its Manumit Freedom Wealth Plan process. Operating under a fiduciary standard, the firm does not earn commissions on securities recommendations and serves clients across retirement-focused needs including 401(k) optimization, cash flow planning, and legacy planning.

Stuart, Florida

TurnKey Financial Partners is an investment advisory firm in Stuart, Florida. Services include Financial Planning. The firm specializes in Investment Management and Retirement Planning. The office has a wheelchair-accessible entrance.

Edmonds, Washington

Chris Dime is a CFP® and founder of Dime & Associates, an independent registered investment advisor in Edmonds, Washington that provides financial planning, investment management, and insurance analysis. The firm serves clients through two engagement models: a long-term relationship combining planning and portfolio management with fees of 0.8%–1.5% annually (minimum ~$5,000), or a short-term planning audit with flat fees of $3,000–$5,000. Areas of focus include retirement planning, investment strategy, tax reduction, insurance review, and estate coordination, with recommendations grounded in evidence-based strategies. Dime & Associates operates as a fiduciary with no conflicts of interest from bank or insurance company ownership, and Chris holds multiple advanced credentials including ChFC®, CLU®, AEP®, and CDFA®.

Huntington, West Virginia

JondaKnows, based in Huntington, West Virginia, offers retirement planning services with a focus on educational content across multiple personal finance topics. The firm provides written resources and guidance on retirement strategies, estate planning, insurance, college funding, and tax considerations. Jonda Lowe leads the organization and hosts The JondaKnows Show, featuring interviews with financial professionals and experts.

Florence, Alabama

FAB Financial Services is an investment advisory firm in Florence, Alabama. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Montevideo, Minnesota

MJT & Associates Financial Advisory Group is an investment advisory firm in Montevideo, Minnesota. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Loves Park, Illinois

Daniel Reece - Raymond James is an investment advisory firm in Loves Park, Illinois. Services include Financial Planning and Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Richmond, Virginia

Fee-Only Independent RIA

Valeo Financial Advisors is an independent, fee-only registered investment advisor based in Richmond, Virginia that provides financial planning and investment management services. The firm addresses clients' comprehensive financial needs, including retirement planning, insurance coordination, tax strategy, cash flow analysis, education funding, and estate planning, rather than limiting scope to investments alone. As a fiduciary, Valeo operates transparently under a single fee model and does not sell insurance products or earn commissions.

Pocatello, Idaho

Bright Star Financial Advisors is an investment advisory firm in Pocatello, Idaho. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

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.

Farmington, Connecticut

Essex Financial, operating as The Farmington Group in Farmington, Connecticut, is a fiduciary wealth management firm that has served clients since 2003. The firm offers financial planning, investment management, and retirement planning services, managing over $4.3 billion in assets for approximately 2,700 households and businesses across Connecticut. With multiple office locations and a team of financial advisors supported by relationship managers and an Investment Working Group, Essex Financial delivers personalized strategies aligned to clients' goals and life circumstances.

Columbus, Ohio

Frazier Financial Advisors, LLC is an investment advisory firm in Columbus, Ohio. Services include Financial Planning, Insurance Analysis, Investment Management, and Tax Planning. The firm specializes in Retirement 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 4.3-star rating from 6 Google reviews.

Bluffton, South Carolina

Lang Capital, LLC is an investment advisory firm in Bluffton, South Carolina. Services include Retirement Planning.

Kennewick, Washington

Henker Financial Partners LLC is a financial advisory firm based in Kennewick, Washington, founded in 1993 by John K. Henker. The firm provides financial planning services with specialization in retirement planning, investment management, and estate planning, operating as a Registered Investment Adviser through Eagle Strategies LLC and holding registrations with NYLIFE Securities LLC. The team includes professionals with credentials including CFP® and JD designations, alongside registered representatives and licensed insurance producers.

Tacoma, Washington

Insurance-Based

Michelle Williams, Financial Advisor - Eagle Strategies is an insurance-based firm in Tacoma, Washington. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Santa Rosa, California

Cipolla Financial Advisors, based in Santa Rosa, California, provides estate planning, financial planning, retirement planning, and investment management services. The firm uses a three-meeting introductory process at no charge to evaluate fit before engagement, and structures advice around clients' stated goals and values. The practice emphasizes tax-reduction strategies and coordinates investment management with broader financial objectives, reassessing the plan as circumstances change.

League City, Texas

Oath Planning - League City Wealth Management & Financial Advisors is an investment advisory firm in League City, Texas. It acts as a fiduciary. Services include Retirement 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.

Fredericksburg, Texas

Talent Financial Services Raymond James is an investment advisory firm in Fredericksburg, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Vancouver, Washington

Delphi Advisers is a fee-only fiduciary firm based in Vancouver, Washington that offers financial planning, retirement planning, and estate planning services to clients nationwide and internationally. The firm constructs individualized investment portfolios and comprehensive financial plans rather than using standardized model portfolios, and charges transparent flat fees for asset management or planning services without collecting commissions or product-based compensation. As a registered fiduciary operating exclusively in that capacity, the firm manages client investments in-house and emphasizes a personalized approach to address each client's distinct circumstances and objectives.

Orlando, Florida

Insurance-Based

M. Paul Armstrong - Northwestern Mutual is an insurance-based firm in Orlando, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Its advisors hold CFP credentials. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

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.

Wesley Chapel, Florida

Capital Wise Advisory is a fee-only fiduciary registered investment advisor based in Wesley Chapel, Florida, founded by Dana Lyon, who holds an MBA and the Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor designations. The firm specializes in retirement planning for individuals approaching or in retirement, offering services including investment management, tax planning, estate planning, insurance review, and cash flow planning. Capital Wise's process begins with a fit meeting to understand clients' circumstances and objectives, followed by development of a customized financial plan, implementation support, and ongoing monitoring.

Buffalo, New York

Tompkins Financial Advisors, based in Buffalo, New York, provides retirement planning and investment management services through a team-based approach. The firm develops customized investment portfolios using both active and passive strategies, with decisions made by an in-house investment committee that monitors portfolios and evaluates market conditions. The firm emphasizes local service, transparent practices, and understanding each client's unique financial objectives.

St. Petersburg, Florida

Raymond James & Associates is an investment advisory firm in St. Petersburg, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Indianola, Iowa

Retirement Solutions of Iowa LLC, based in Indianola, provides insurance analysis and retirement planning services. The firm emphasizes understanding clients' personal circumstances, objectives, and risk tolerance to support long-term financial planning. Securities and investment advisory services are offered through Integrity Alliance, LLC, a SIPC member firm.

Liberty, Missouri

Retirement Solutions Group, based in Liberty, Missouri, provides retirement planning services with a focus on the transition from working life to retirement. The firm addresses financial challenges through educational events and resources covering investments, income management, taxes, and legacy planning.

Chattanooga, Tennessee

Paradigm Wealth Partners operates in Knoxville with an expansion location planned for Chattanooga, serving pre-retirees, career professionals, and business owners. The firm provides financial planning, investment management, retirement planning, and wealth management services through a team of financial advisors. Named advisors include Jonathan Bednar and Tim Fuller, who meet with clients regularly to monitor progress and adjust strategies as market conditions change.

Danville, Indiana

Independent RIA

Florence Wealth LLC is an independent ria firm in Danville, Indiana. Services include Financial Planning, Insurance Analysis, and Retirement Planning. The office has a wheelchair-accessible entrance. It holds a 4.9-star rating from 29 Google reviews.

Juneau, Alaska

First Pacific Financial is an independent wealth management firm in Juneau, Alaska, offering financial planning, investment management, retirement planning, estate planning, and tax-aware strategies. The firm operates as a fiduciary and integrates clients' values and priorities into a coordinated planning approach that addresses investments, taxes, risk management, and succession planning. Services are customized to individuals, families, and business owners seeking long-term advisory relationships. Ryan Oldroyd, CFP® and CPA/PFS, is among the firm's principals.

Lexington, Kentucky

Blueprint Financial Advisors, operating as Bluegrass Investment Company in Lexington, Kentucky, is an SEC-registered investment adviser offering investment management and retirement planning services. The firm conducts securities transactions through affiliated FINRA member Maplewood Investments, Inc.

Warwick, Rhode Island

Mike Capalbo - Financial Advisor is an investment advisory firm in Warwick, Rhode Island. Services include Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. Service options include onsite meetings. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Ponte Vedra Beach, Florida

Wirehouse

Commodore Wealth Management Group is a Wells Fargo Advisors wirehouse office in Ponte Vedra Beach, Florida, offering investment management and retirement planning services. The firm follows a process that begins with identifying client goals and risk tolerance, reviewing current holdings, and analyzing debt and insurance needs, then constructs portfolios aligned with those objectives and conducts periodic reviews. Clients can meet online or in person to discuss their financial situation.

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.

Rockledge, Florida

McCarty Wealth, based in Rockledge, Florida, serves retirees and near-retirees with retirement planning and investment management services. The firm emphasizes tax-aware planning approaches, including Roth conversions and charitable giving strategies, along with legacy structuring, business asset management, and 401(k) plan optimization. The firm's planning process centers on developing personalized strategies and helping clients make informed financial decisions across retirement and wealth preservation.

Chandler, Arizona

Independent RIA

Wilde Wealth Management Group is an independent ria firm in Chandler, Arizona. Services include Estate Planning, Insurance Analysis, Investment Management, and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Sunrise, Florida

Luis Ugalde is a Regional Vice-President with Primerica Advisors in Sunrise, Florida, offering financial planning and investment management services since 2008. He holds credentials as a Life Insurance Representative and Investment Adviser Representative, and serves clients across Florida, Arizona, Iowa, New York, Texas, and Virginia. His services include retirement planning, emergency fund establishment, long-term investing through mutual funds and annuities, tax-advantaged accounts such as IRAs and 401(k) plans, and business retirement plan solutions. Ugalde employs a goals-based investing approach and partners with major investment firms including Fidelity, American Funds, and Franklin Templeton.

Spring Hill, Florida

Golinski Tax Advisors is an investment advisory firm in Spring Hill, Florida. Services include Financial Planning and Tax Planning. The firm specializes in Investment Management, Retirement Planning, and Tax Strategy. 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.

Morehead City, North Carolina

Valley Wealth Group is a financial advisory firm located in Morehead City, North Carolina that provides financial planning and retirement planning services. The firm emphasizes a client-centered approach to wealth management, working with individuals and families to develop personalized strategies aligned with their specific circumstances and long-term financial objectives.

Tyler, Texas

Insurance-Based

Jacob Hopson, Financial Advisor - Freedom Financial Group is an insurance-based firm in Tyler, Texas. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Leawood, Kansas

The Retirement Planning Group, based in Leawood, Kansas, provides financial planning, investment management, retirement planning, and tax planning services. The firm assembles a dedicated team for each client consisting of a wealth manager, tax professional, investment team member, and client relationship manager, coordinating across planning areas through both in-person meetings and digital communication platforms. The firm offers ongoing account monitoring, tax-aware trading, and analytical services such as Social Security timing analysis and education savings account setup.

Huntsville, Alabama

Raymond James & Associates is an investment advisory firm in Huntsville, Alabama. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Lake Havasu City, Arizona

Independent RIA

Imagine Financial Services, based in Lake Havasu City, Arizona, is an independent registered investment advisor led by Marianne Nolte, a Certified Financial Planner who operates as a fiduciary. The firm offers financial planning and investment management services, including comprehensive planning, project-based planning, and tax-efficient investment management using a passive, evidence-based approach through custodians Altruist and Charles Schwab, with a $300,000 minimum for portfolio management. Operating on a fee-only model with no product commissions, the firm primarily serves women and families preparing for or in retirement, and is a member of NAPFA and the XY Planning Network.

Mount Joy, Pennsylvania

LifeGuide Financial Advisors is a fee-only, fiduciary firm based in Mount Joy, Pennsylvania that serves Christian families nationwide. The firm offers financial planning, investment management, hourly advisory services, and survivor assistance, with a stated focus on helping clients align their finances with personal values and faith-based priorities. LifeGuide manages over $500 million in assets for more than 700 families and employs CFP®-credentialed advisors who provide team-based planning and in-house portfolio management. The firm serves clients across multiple asset levels, from those with less than $450,000 to those with greater investment needs.

Miami, Florida

Raymond James & Associates is an investment advisory firm in Miami, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Eagle River, Wisconsin

Patterson Investment & Retirement Solutions, based in Eagle River, Wisconsin, focuses on retirement planning and related financial services. The firm is led by Investment Advisor Representative Ron Patterson, who has worked in retirement and insurance planning for over 15 years, and Justen Schemmel, also an Investment Advisor Representative who joined the team in 2021. Both advisors assist clients with financial planning, retirement income planning, and estate planning services, supported by a long-tenured investment assistant with over 30 years of experience in the financial sector.

San Antonio, Texas

Baxter Retirement & Insurance Services is an investment advisory firm in San Antonio, Texas. Services include Insurance Analysis and Retirement Planning. The firm specializes in Insurance 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 15 Google reviews.

Lebanon, Ohio

Kapstone Financial Advisors in Lebanon, Ohio provides investment management and retirement planning services to individuals, families, business owners, and organizations. The firm works through a deliberate planning process that begins with understanding client objectives and risk tolerance, then develops customized investment allocations and portfolio recommendations. After implementation, the firm monitors progress and adjusts strategies as circumstances change.

West Hartford, Connecticut

Joshua Dunn - Raymond James is an investment advisory firm in West Hartford, Connecticut. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

San Antonio, Texas

Compass Financial Group, based in San Antonio, Texas, provides investment management and retirement planning services with a focus on federal employees. The firm holds a CLU credential and follows a four-step planning process that includes initial fact-finding, comprehensive financial review (with specific attention to federal benefits), ongoing semi-annual or annual check-ins, and estate planning coordination. The firm also offers educational workshops and works with third-party attorneys on legacy and asset transfer planning.

Coral Springs, Florida

Financial Partners is a financial planning firm in Coral Springs, Florida, with over 30 years of experience serving individuals, families, and business owners. The firm offers retirement planning, investment management, insurance planning, tax planning, employee benefits consulting, and fiduciary support for retirement plan sponsors. Financial Partners operates as an independent advisor without proprietary products and works with LPL Financial and Global Retirement Partners to deliver personalized guidance aligned with clients' goals and circumstances.

Roxboro, North Carolina

Horner Financial Services is an investment advisory firm in Roxboro, North Carolina. Services include Retirement Planning. 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.

Maumee, Ohio

Savage and Associates, established in 1957, provides investment management, insurance analysis, and retirement planning services from its Maumee, Ohio location. The firm offers investment plans, insurance coverage, and group employee benefit programs, and employs advisors who work to understand clients' financial backgrounds and objectives to develop long-term plans. The firm also operates a dedicated HR consulting practice led by a Certified Workplace Mediator and licensed Employee Benefits Professional, offering services including HR assessments, employee relations consulting, compliance audits, and conflict resolution training for organizations of various sizes.

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.

Beaverton, Oregon

Evergreen Financial Advisors in Beaverton offers retirement planning and investment management as part of a personalized financial planning process. The firm employs a discovery meeting followed by development of a written financial plan, ongoing portfolio management, and annual plan reviews. It charges asset-based fees on a tiered schedule ranging from 1.00% on the first $1 million to 0.25% on assets exceeding $4 million, assessed quarterly in advance.

Savannah, Georgia

Babin & Associates Financial Advisors, based in Savannah, Georgia, specializes in retirement planning with a focus on strategies centered on capital protection and lifetime income options. The firm organizes complimentary educational seminars and webinars to help clients understand retirement income strategies, operating under three core principles: safety first, reasonable rates of return, and simplicity. The firm works with retirees to establish a retirement foundation and offers financial products designed to provide accumulation, growth, and principal protection.

San Antonio, Texas

Oakridge Financial Planning LLC, based in San Antonio, Texas, provides financial planning, investment management, estate planning, and retirement planning services. The firm operates on a fee-based model with monthly fees starting at $34.99 plus a one-time setup fee of $50, and serves households saving for retirement, families planning legacies, and small business owners. The firm's stated process includes an initial complimentary consultation, development of a customized financial plan, and ongoing adjustments as circumstances change.

Lafayette, Louisiana

Hux Capital Management, LLC is an investment advisory firm in Lafayette, Louisiana. Services include 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 27 Google reviews.

Vancouver, Washington

Asset Preservation Wealth & Tax is a fee-only financial advisory firm in Vancouver, Washington offering financial planning, investment management, and retirement planning services. All advisors operate as fiduciaries and integrate tax planning into their client strategies. The firm works with multiple money management firms and coordinates across insurance, annuities, education funding, and estate planning. Their approach emphasizes transparent communication and collaborative wealth management tailored to individual financial goals.

Blue Bell, Pennsylvania

Tompkins Financial Advisors is an investment advisory firm in Blue Bell, Pennsylvania. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance.

Orange, California

Scott Eichler operates Savvy Advisors in Orange County, California, offering investment management and retirement planning services. He works with attorneys, plaintiffs managing lawsuit proceeds, business owners, and retirees, employing a structured process that begins with goal discovery and financial assessment, followed by data analysis, customized action planning, and ongoing quarterly reviews. His practice emphasizes tax-efficient strategies, structured settlements, and income-based investing for clients seeking to deploy assets strategically.

Centerville, Ohio

Raymond James & Associates is an investment advisory firm in Centerville, Ohio. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Concord, New Hampshire

Davis Wealth Management is a Concord, New Hampshire-based firm offering financial planning, investment management, retirement planning, and insurance analysis. The firm emphasizes relationship-based advisory, with advisors working to understand clients' risk tolerance and financial goals through personalized consultation. The firm provides secure account access and coordination with investment companies for account management and information security.

Pensacola, Florida

Insurance-Based

Dr.A Discepolo, Agent - New York Life is an insurance-based firm in Pensacola, Florida. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Murrysville, Pennsylvania

1st Cannon Financial is an independent advisory firm in Murrysville, Pennsylvania offering retirement planning, investment management, and insurance analysis. The firm develops customized retirement income plans and uses what it calls a proprietary G3 process to integrate investments, income structure, and estate planning; it also provides wealth management, portfolio construction, income planning, legacy planning, and insurance products including life insurance, Medicare plans, and commercial lines. The firm operates Monday through Friday 9am–5pm and Saturday by appointment, with flexibility for remote meetings via phone, Zoom, or email.

Elkhorn, Nebraska

Chad A. Horsham is a financial advisor in Elkhorn, Nebraska, offering financial planning with specialization in retirement planning and investment management. He holds the ChFC®, CLU®, LUTCF, and RICP® designations and is a nine-time qualifier for the Million Dollar Round Table. His practice emphasizes understanding client goals and obstacles before developing targeted strategies, with an approach centered on transparency and client comprehension of recommendations.

Chapel Hill, North Carolina

Raymond James & Associates is an investment advisory firm in Chapel Hill, North Carolina. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Bridgewater, Massachusetts

Kaplan Family Financial, LLC, based in Bridgewater, Massachusetts, offers financial planning services with a focus on retirement planning and investment management. The firm maintains relationships with multiple insurance carriers and can provide information on individual and group health insurance products. Clients may request a complimentary consultation to discuss their specific financial situation.

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.

Kissimmee, Florida

Good Life Financial Advisors of Celebration serves pre-retirees, retirees, and new residents in the Kissimmee and Orlando area with retirement planning, investment management, tax strategies, and estate planning services. The firm's advisors, including a CFP professional and Air Force veteran, focus on clients navigating major life transitions and work through a process of understanding personal circumstances, goals, and risk tolerance to develop customized strategies.

Racine, Wisconsin

Raymond James & Associates is an investment advisory firm in Racine, Wisconsin. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.