Tax Strategy

Bonita Springs, Florida

ILG Private Wealth is a financial advisory firm in Bonita Springs, Florida led by John Iannucci, J.D., LLM, offering financial planning and tax planning services with a focus on tax strategy. The firm specializes in multigenerational wealth management and adopts a fiduciary approach, positioning itself as a comprehensive financial partner that coordinates planning across tax management, estate planning, asset protection, and succession strategies. The firm employs a mutual evaluation process with prospective clients to ensure alignment on goals and risk tolerance before engagement.

Hollywood, Florida

SA Financials, Inc. is an investment advisory firm in Hollywood, Florida. Services include Tax Planning. The firm specializes in Estate Planning, Investment Management, and Tax Strategy. Advisory services are available in English and Spanish. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Newark, Delaware

JTK Advisors is a financial advisory firm in Newark, Delaware, serving small business owners and individuals with tax planning, financial planning, estate planning, accounting, and business advisory services. The firm is led by Jeff Kaczmarczyk, Sr., a CPA and Enrolled Agent with over 30 years in financial services, including prior experience managing a family office. Services include tax compliance and strategy, financial record maintenance, cash flow projections, business performance analysis, investment management, and family office services for affluent clients. The firm emphasizes proactive tax planning and provides audit defense and identity protection coverage with all prepared tax returns at no additional cost.

Yuba City, California

Shaw & Associates is an investment advisory firm in Yuba City, California. Services include Financial Planning, Investment Management, and Tax Planning. The firm specializes in Tax Strategy and Wealth Management. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 4.3-star rating from 22 Google reviews.

Quincy, Illinois

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

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.

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.

Brandon, Florida

BAB Insurance and Wealth Management is an accounting and financial advisory firm serving individuals, small business owners, and pre-retirees/retirees with a focus on tax strategy and planning. The firm offers accounting, bookkeeping, tax preparation, payroll processing, financial planning, business consulting, and fractional CFO services. Led by CPA Hugh C. Bishop, Jr., who brings 17+ years of public accounting experience and holds insurance licenses across multiple states, the firm takes a tax-centric approach to financial management and retirement readiness. The team combines accounting expertise with direct experience as small business owners to serve clients across the Southeast.

Coconut Creek, Florida

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

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.

Haymarket, Virginia

Skyline Financial Partners is a multi-disciplinary financial advisory firm in the DC Metro Area founded in 2023, offering estate planning, investment management, tax planning, and insurance analysis. The firm structures its team across portfolio management, legal, advanced planning, and operations divisions, including advisors, a CPA, and estate planning counsel. The firm operates as a fiduciary and employs a documented six-step planning process focused on understanding client goals before developing recommendations, with stated emphasis on product neutrality and client confidentiality.

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.

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.

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.

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.

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.

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.

Pewaukee, Wisconsin

FiduciaOne is a fee-based fiduciary advisory firm in Pewaukee, Wisconsin, registered in Wisconsin and California. Led by Jennifer Hipkiss (CFP®, EA, MSFP), the firm offers investment management, tax planning and strategy, comprehensive financial planning, retirement planning, estate planning, and business owner solutions, serving professionals, couples, and small business owners. The firm employs a holistic, life-stage-based planning approach that integrates tax optimization with wealth management and conducts regular strategy reviews; it operates independently without proprietary products and is affiliated with Charles Schwab for custodial services.

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.

Boca Raton, Florida

Legasure is an investment advisory firm in Boca Raton, Florida. Services include Financial Planning and Tax Planning. The firm specializes in Tax Strategy. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.6-star rating from 10 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.

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.

Boulder, Colorado

BlueBird Advisory, based in Boulder, Colorado, is an independent fiduciary firm founded by Peter Ruh, who brings over 40 years of investment experience. The firm provides investment management, tax planning, and real estate advisory services, including 1031 exchanges, alternative investments, insurance planning, and long-term care strategies. Ruh offers three core strategy models—Green, Blue, and Black—aligned to different risk profiles, along with customized planning for individual clients.

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.

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.

Columbia, Missouri

Wilkerson Advisory Group is a fiduciary registered investment advisor in Columbia, Missouri, serving professionals, business owners, and pre-retirees through retirement planning, tax planning, estate planning, and investment management. The firm's advisory team includes four CFP®-credentialed advisors, two CPFA™ professionals, and one CPA, and employs a multi-step planning process that integrates tax strategy, risk analysis, and ongoing reviews to align clients' financial affairs across all areas. Built on a 40-year foundation in the Columbia market, the practice focuses on long-term client relationships and coordinates with other professional advisors to address business transitions, wealth protection, and succession planning.

Short Hills, New Jersey

United Success is an investment advisory firm in Short Hills, New Jersey. Services include Financial Planning, Retirement Planning, and Tax Planning. The firm specializes in Investment Management, Tax Strategy, and Wealth Management. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 27 Google reviews.

Sewickley, Pennsylvania

True Wealth Design is an investment advisory firm in Sewickley, Pennsylvania. Services include Financial Planning, Investment Management, and Tax Planning. The firm specializes in Tax Strategy. The office has a wheelchair-accessible entrance. The office is open daily.

Scottsdale, Arizona

49th Parallel Wealth Management is an investment advisory firm in Scottsdale, Arizona. Services include Financial Planning, Investment Management, Retirement Planning, and Tax Planning. The firm specializes in Tax Strategy 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 5-star rating from 12 Google reviews.

Williamsburg, Virginia

Williamsburg Financial Group is an investment advisory firm in Williamsburg, Virginia. Services include Estate Planning and Financial Planning. The firm specializes in Tax Strategy and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 3 Google reviews.

Aliso Viejo, California

Eden Financial, based in Aliso Viejo, California, offers financial planning and investment management services led by founder Nycole, a CFP® and Behavioral Financial Advisor (BFA™) who has worked in financial services since 2012. The firm serves young families, entrepreneurs, and women across California and the United States, with a focus on tax planning, behavioral finance, and comprehensive planning that encompasses budgeting, debt management, retirement, estate planning, and investment guidance. Eden Financial provides both full-service planning and à la carte services, with ongoing 1:1 coaching available to clients; Nycole holds Series 7 and Series 66 licenses and maintains memberships in professional organizations including NAPFA, XYPN, and the Financial Planning Association.

Jupiter, Florida

Paolini Financial Group, LLC is an investment advisory firm in Jupiter, Florida. Services include Financial Planning and Tax Planning. The firm specializes in Investment Management and Tax Strategy. 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.

Dover, Delaware

CSG Financial is a Delaware-registered investment advisor operating as a fiduciary and fee-only planner with no minimum investment requirement. The firm provides financial planning services with a focus on tax strategy, taking a comprehensive approach that integrates multiple aspects of clients' financial lives. As an independent advisory firm, CSG does not earn commissions from third parties and structures fees through hourly rates, flat fees, or assets under management.

Clearwater, Florida

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

Portage, Michigan

Cahill Wealth Management provides financial planning and tax planning services to clients in Portage, Michigan, serving individuals across different life stages from wealth accumulation through retirement and legacy planning. The firm offers tax strategy expertise alongside estate planning capabilities and maintains in-house specialists to support client needs.

Southlake, Texas

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

Tacoma, Washington

Financial Insights Wealth Management is a women-owned firm in Tacoma providing financial planning, retirement planning, tax planning, and socially responsible investing services. The firm's advisors hold CFP credentials and follow a documented investment process centered on aligning portfolio construction with client goals, long-term asset allocation, and diversification across and within asset classes. The firm emphasizes understanding client circumstances and risk tolerance through initial consultation, then developing and monitoring customized investment strategies using mutual funds, fixed income, equities, ETFs, and alternative investments.

Brentwood, Tennessee

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

Clearwater, Florida

Flat Fee

Unify Financial Advisors is an SEC-registered investment advisor based in Clearwater, Florida, providing financial planning with a focus on tax strategy. The firm operates on a flat-fee structure and describes itself as fee-only and fiduciary, offering needs-based service tailored to individual client circumstances rather than applying standardized fee schedules across all accounts.

Highlands Ranch, Colorado

Rosel Wealth Management is an investment advisory firm in Highlands Ranch, Colorado. Services include Estate Planning, Financial Planning, Investment Management, and Tax Planning. The firm specializes in Tax Strategy and Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 32 Google reviews.

Raleigh, North Carolina

Fee-Only Independent RIA

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

New Providence, New Jersey

Fee-Only

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

Tequesta, Florida

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

Newport News, Virginia

Fee-Only

Mason & Associates, LLC is an investment advisory firm in Newport News, Virginia. Services include Financial Planning, Investment Management, and Tax Planning. The firm specializes in Tax Strategy. Compensation is on a fee-only basis. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 62 Google reviews.

Huntsville, Alabama

Bearden Stroup Tax Strategies is a Huntsville, Alabama–based tax planning firm staffed by three CPAs—Joseph Bearden (the only Certified Tax Planner in the area), Ashley Harper, and Kevin Diehl—with over 20 years of combined experience. The firm offers personalized tax planning and strategy services that consider clients' broader financial picture, including investments, family situations, and major life transitions such as retirement and estate changes. Services include annual tax strategy consultations, proactive monitoring, and guidance on significant financial decisions like real estate sales and investment rebalancing, delivered through customized plans and plain-language presentations.

Meridian, Idaho

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

Spokane, Washington

Fee-Only

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

Charlotte, North Carolina

Fee-Only

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

Westminster, Maryland

Cecil Wealth LLC provides financial planning, investment management, retirement planning, and tax planning services to clients in Westminster, Maryland. The firm emphasizes a consultative approach beginning with a complimentary assessment, followed by plan development and ongoing quarterly reviews. Investment portfolios are constructed using low-cost, broadly diversified vehicles with tax-efficient asset allocation, and the firm discloses all compensation in advance without offering proprietary products.

Johnson City, Tennessee

Talley Wealth is a financial advisory firm in Johnson City, Tennessee, offering financial planning, investment management, and tax planning services. Founded and led by David Talley (CFP®, ChFC®, EA), the firm works with clients nearing retirement, business owners, individuals with inherited wealth, and executives with complex compensation, using a planning-first approach where strategy precedes investment allocation. The engagement process involves building a comprehensive plan over a six-month structured period, integrating tax strategy and investment decisions, with full refundability during the engagement. Talley is supported by Stephenee Carberry, who serves as Practice Manager.

Tampa, Florida

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

Burlington, North Carolina

Fisher Wealth Management, based in Burlington, North Carolina, offers financial planning, investment management, retirement planning, tax planning, and insurance analysis services. The firm operates as a fee-based advisory practice registered through LPL Financial and holds insurance licenses across multiple states including North Carolina, Virginia, Pennsylvania, California, Florida, South Carolina, and Tennessee. Services are available to residents of a broad geographic footprint across the United States.

Sterling Heights, Michigan

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

Newport News, Virginia

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

Spring, Texas

Magnolia Wealth provides retirement planning and tax planning services to clients aged 50 and older with at least $500,000 in retirement savings, serving the Houston region and beyond. Operating as a fiduciary, the firm takes a holistic approach to wealth management that includes investment management alongside its core retirement and tax planning offerings. The firm specializes in Social Security strategy and tax-efficient retirement income planning for pre-retirees and retirees.

Albany, New York

John Gigliello, Albany Financial Group is an investment advisory firm in Albany, New York. Services include Financial Planning, Investment Management, Retirement Planning, Social Security Optimization, and Tax Planning. The firm specializes in Social Security 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 11 Google reviews.

Wayzata, Minnesota

Independent RIA

Fiat Wealth Management is an independent, fiduciary-registered investment advisor based in Wayzata, Minnesota, serving families across the United States. The firm provides financial planning, retirement planning, tax planning, and insurance analysis, with particular expertise in retirement distribution strategy, investment management, and tax strategy. Having worked with over 500 families in more than 35 states, the firm emphasizes intentional planning that structures each asset to support specific retirement objectives.

Chesapeake, Virginia

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

Athens, Georgia

Arch Financial Planning is a fee-only registered investment adviser in Athens, Georgia, led by CFP® professional Cecil Staton. The firm serves retirees and those nearing retirement with $1M–$5M in invested assets, offering retirement income planning, tax strategy (including Roth conversions, RMD planning, and capital gains management), and investment management. Operating as an independent, employee-owned fiduciary, the firm serves clients throughout Athens, Watkinsville, Oconee County, and the Lake Oconee area, with options for in-person or virtual engagement.

Centerville, Ohio

Ridgeline Wealth Planning is an investment advisory firm in Centerville, Ohio. Services include Estate Planning, Financial Planning, Retirement Planning, and Tax Planning. The firm specializes in Tax Strategy. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Fort Myers, Florida

Wirehouse

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

Spokane, Washington

Stewardship Concepts is a fee-only fiduciary firm in Spokane serving individuals age 50 and older approaching or in retirement. The firm specializes in retirement income planning, Roth conversion analysis, Social Security timing, tax strategy, and withdrawal sequencing for clients with substantial 401(k) and IRA balances. The team offers both standalone retirement plans and ongoing advisory relationships, with guidance integrated across investments, taxes, and income decisions. CFP® professionals at the firm work directly with clients locally rather than through call centers.

St. Petersburg, Florida

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

Naples, Florida

Wirehouse

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