Wealth Management

Tucson, Arizona

Foster Wealth Management is a Tucson-based wealth advisory firm that provides investment management, tax strategy, estate planning, and insurance coordination services. Operating as fiduciaries, the firm focuses on understanding clients' personal circumstances, goals, and risk tolerance through long-term relationships built on open communication. The practice is affiliated with JW Cole, a broker-dealer, and reports that its growth derives entirely from client referrals.

Alexandria, Virginia

CAPTRUST is an investment advisory firm in Alexandria, Virginia. The firm specializes in Investment Management, Small Business, and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 7 Google reviews.

Arlington, Virginia

Mountain View Wealth Management LLC is a financial planning and investment management firm based in Arlington, Virginia, serving individuals and small business clients. Operating as a fiduciary, the firm develops customized investment strategies and retirement planning services designed to align with each client's specific goals and risk tolerance. The firm charges fee-based compensation and emphasizes tax-efficient investment approaches and below-market fee structures.

Pasadena, California

Marquez Private Wealth Management of Raymond James is an investment advisory firm in Pasadena, California. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance.

Albany, Georgia

CAPTRUST is an investment advisory firm in Albany, Georgia. Services include Financial Planning. The firm specializes in Investment Management, Small Business, and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

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.

Bohemia, New York

Personalized Wealth Management, LLC. is an investment advisory firm in Bohemia, New York. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

San Angelo, Texas

First Legacy Wealth Management is a wealth management firm based in San Angelo, Texas, with an additional office in Big Spring, serving clients nationwide. The firm provides investment management, financial planning, and wealth advisory services to individuals, families, and business owners, with a stated focus on understanding client goals and priorities before making recommendations. Operating for more than 30 years, the firm's advisors offer in-person, phone, and virtual consultations and emphasize personalized financial roadmaps aligned with clients' short and long-term objectives.

Omaha, Nebraska

Stevens Capital Partners (Certified Financial Planner) is an investment advisory firm in Omaha, Nebraska. Services include Estate Planning and Financial Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CFP credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 48 Google reviews.

New Berlin, Wisconsin

Du Charme Wealth Management is an investment advisory firm in New Berlin, Wisconsin. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Chagrin Falls, Ohio

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Chagrin Falls, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tampa, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Tampa, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.9-star rating from 7 Google reviews.

Memphis, Tennessee

LoneTree Wealth Management is an independent, fiduciary firm in Memphis, Tennessee, serving clients across the country. Led by partners Andrew Gilbert (CFP®, AWMA®) and Jimmy Beard (Series 65), the firm provides financial planning, investment management, tax strategy, estate planning, and alternative asset consulting, with particular focus on individuals and families navigating career growth, equity compensation, and major life transitions. The firm's approach emphasizes understanding clients' full circumstances rather than just balance sheets, grounded in the partners' own experience as business owners and parents.

York, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in York, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Hoboken, New Jersey

Breakaway Wealth Management is a wealth advisory firm with offices in Hoboken, New Jersey, and Fort Lauderdale, Florida, operating under a fiduciary standard. The firm provides investment management and wealth management services, including financial planning and investment customization, and traces its origins to Relucio & Associates, founded in 2008. The team works with executives, business owners, and multi-generational families, beginning each engagement with a comprehensive financial assessment before developing personalized strategies.

Buffalo, New York

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

Boulder, Colorado

MAI Capital Management is a Boulder-based wealth management firm serving high net worth individuals and families, with a 50-year history of integrated financial advisory services. The firm provides financial planning, investment management, and specialized services including tax planning, insurance coordination, and family office support, structured around a goals-based planning approach and customized portfolio construction. Operating with fiduciary responsibility, MAI offers personalized advice across wealth optimization, business matters, charitable giving strategies, and multi-generational financial decision-making through an in-house team combining boutique service with institutional resources.

San Antonio, Texas

Exencial Wealth Advisors is a San Antonio-based firm serving business owners, corporate executives, pre-retirees, and high-net-worth individuals with financial planning, investment management, and wealth management services. The firm operates on a percentage-of-assets-under-management fee structure for wealth management, with financial planning fees starting at $2,500, and employs a three-phase process (Evaluate, Execute, Evolve) to align client goals with investment strategy. The firm manages customizable portfolios using an open-architecture platform and coordinates tax planning, income projections, and tax return filing with broader financial and estate planning. With approximately 5.9 billion in assets under management and 110 employees across 15 offices, the firm caters to clients with complex financial situations, including those with investable assets exceeding $2 million.

Worcester, Massachusetts

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Worcester, Massachusetts. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Ocala, Florida

Vazquez Wealth Management, based in Ocala, Florida, provides financial planning and wealth management services to individuals, families, and businesses. The firm offers retirement planning, business planning, and tax-efficient investment strategies, employing a data-driven approach informed by each client's risk tolerance and time horizon. With over a decade in business, the firm operates from 725 East Silver Springs Boulevard and serves clients through both in-person and virtual engagements.

Florence, Alabama

Eagle Creek Wealth Management is an investment advisory firm in Florence, Alabama. Services include Financial 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. It holds a 5-star rating from 5 Google reviews.

Lyndon, Kansas

Independent RIA

Joshua Payne, Financial Planner - Payne Financial Strategies, Inc. is an independent ria firm in Lyndon, Kansas. It acts as a fiduciary. Services include Financial Planning. The firm specializes in Wealth Management. The office is open five days a week.

Oak Park, Illinois

Linden Wealth Management LLC offers financial planning and investment management services to clients in Oak Park, Illinois. The firm takes a goal-oriented approach that begins with understanding client aspirations and risk tolerance, then implements a disciplined, long-term investment strategy across public and private securities. Services also include tax strategy, retirement income planning, and estate planning advisory, with the advisor coordinating with clients' other professional advisors. The firm provides ongoing portfolio management and financial planning on an as-needed basis.

Bucyrus, Ohio

McConnell Wealth Management, LLC, based in Bucyrus, Ohio, offers investment management and wealth management services delivered on a one-on-one basis. The firm works with clients to develop investment strategies aligned with individual risk tolerance, time horizons, and financial goals, with an emphasis on transparency and ongoing communication. Brian McConnell, the principal advisor, takes a proactive approach to help clients address financial objectives and anticipate evolving needs over time.

Columbus, Georgia

Momentum Wealth Management in Columbus, Georgia provides financial planning and wealth management services, with a focus on retirement income planning and investment coordination. The firm works with individuals, families, and businesses through a multi-step process that begins with a financial snapshot, moves to goal definition, and culminates in plan implementation across accounts and strategies. The firm also offers guidance to current and former Aflac employees navigating pension plan decisions, including analysis of lump sum versus monthly payment options.

Sugar Land, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Sugar Land, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Columbia, Missouri

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Columbia, Missouri. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

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.

Pueblo, Colorado

Life Well Lived Financial Group is an investment advisory firm in Pueblo, Colorado. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Los Angeles, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Los Angeles, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

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.

Santa Rosa, California

Trent Wealth Management of LPL Financial, based in Santa Rosa, California, provides investment management and wealth planning services. The firm offers portfolio management, retirement planning, estate planning, and education planning assistance, with advisors holding the UniFi by CAIA certification in alternative investments. The team delivers personalized service and works directly with clients to understand their financial circumstances, goals, and risk tolerance.

Marietta, Ohio

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Marietta, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Janesville, Wisconsin

Three Pillars Wealth Management is an investment advisory firm in Janesville, Wisconsin. Services include Financial Planning. The firm specializes in Investment Management and 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.

Jasper, Indiana

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Jasper, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Mitchell, South Dakota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Mitchell, South Dakota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 2 Google reviews.

Milwaukee, Wisconsin

UMB Private Wealth Management Center is an investment advisory firm in Milwaukee, Wisconsin. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

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.

Bozeman, Montana

Blue Wolfe Financial is an investment advisory firm in Bozeman, Montana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. 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.

Oxford, Mississippi

Barfield Wealth Management is an investment advisory firm in Oxford, Mississippi. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Shreveport, Louisiana

HMV Wealth Advisors is a wholly owned affiliate of Heard, McElroy & Vestal, LLC, an accounting and consulting firm with offices in Shreveport and Monroe, Louisiana and Longview, Texas. The firm provides investment management and wealth management services to businesses and individuals, operating under a fiduciary standard and using an evidence-based investment approach through its affiliation with Focus Partners Advisor Solutions. Services address concerns including tax minimization, estate planning, asset protection, and charitable giving strategies, with an investment philosophy emphasizing control of expenses and taxes rather than market timing.

Knoxville, Tennessee

Leading Edge Financial Planning is a fee-only fiduciary firm in Knoxville, Tennessee that provides investment management and wealth management services. The firm specializes in serving professional pilots and other high-income families, with a particular focus on addressing the financial needs of these client segments. Operating under a fee-only model with no commissions, the firm follows a structured planning process to guide clients through various life stages.

Victor, New York

Bank-Affiliated

Miguel A Fernandez is a bank-affiliated firm in Victor, New York. The firm specializes in Debt Management, Investment Management, and Wealth Management. Advisory services are available in English and Spanish. The office has a wheelchair-accessible entrance. The office is open five days a week.

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.

Longview, Texas

First Keystone Wealth Management &Partners is an investment advisory firm in Longview, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

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.

Lakewood Ranch, Florida

Base Wealth Management is an SEC-registered investment adviser in Lakewood Ranch, Florida, founded in 2022 by Dan DiLascia. The firm provides investment management and wealth planning services on a fee-based, fiduciary basis, with particular focus on pre-retirees addressing withdrawal strategy, tax planning, and retirement income design. The firm serves a diverse clientele including business owners, executives, and professionals navigating major life transitions or workplace benefits optimization.

Daytona Beach, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Daytona Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.4-star rating from 5 Google reviews.

Port St. Lucie, Florida

Robert “Bob” Metz, Wealth Management Advisor with Lifetime Financial Growth is an investment advisory firm in Port St. Lucie, Florida. The firm specializes in Investment Management and 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.

Indiana, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Indiana, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Dedham, Massachusetts

Fox Hill Wealth Management is an investment advisory firm in Dedham, Massachusetts. The firm specializes in Investment Management and Wealth Management. 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.

Abilene, Texas

Koda Wealth Management LLC, based in Abilene, Texas, provides financial planning and investment management services. The firm is led by Brendan Messenger, a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant (ChFC®) with over 20 years of experience in financial services. Messenger works with clients across investments, insurance, and debt reduction strategies, drawing on knowledge of stocks, bonds, ETFs, and mutual funds. The firm has earned a 5-star rating on Google based on 30 reviews.

Airmont, New York

Bernath & Rosenberg, P.C. is a financial services firm in Airmont, New York with two divisions: Wealth Management and Tax/Accounting. The firm serves individuals, families, business owners, and nonprofits with financial planning, investment management, tax planning, and accounting services; wealth management advisors operate as fiduciaries and charge fees starting at 1% of assets under management on a tiered basis, with tax services billed separately. The firm takes a long-term, diversified investment approach and coordinates with external specialists including estate planning attorneys to align financial, tax, and legal strategies.

Salt Lake City, Utah

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Salt Lake City, Utah. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.3-star rating from 6 Google reviews.

Norman, Oklahoma

Heartland Wealth Management is an independent financial advisory firm in Norman, Oklahoma, offering financial planning and investment management services. The firm conducts face-to-face client meetings at least twice yearly, performs internal portfolio reviews every 60 days, and prepares annual required minimum distribution reports. Founded over 38 years ago and serving clients across 30 states, the firm is led by Mark, the owner and founder with more than 30 years of industry experience, supported by a team with over 100 years of combined expertise in retirement income planning, estate planning, and wealth management.

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.

Wheat Ridge, Colorado

Independent RIA

Oakway Financial is an independent registered investment advisor and fiduciary firm based in Wheat Ridge, Colorado, serving clients throughout the Front Range. Founder and Financial Advisor Brian Lipsett holds a Series 65 license and insurance credentials, with over 14 years of experience in financial services. The firm provides financial planning, investment management, insurance analysis, and retirement account services including 401(k) rollovers, with particular focus on risk assessment, long-term care planning, and disability and life insurance evaluation. Oakway offers complimentary initial consultations to discuss clients' financial objectives and circumstances.

McLean, Virginia

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

Newtown Square, Pennsylvania

Steeplechase Capital Partners is a wealth management firm based in Newtown Square, Pennsylvania, serving professional athletes, business owners, and high-net-worth families with a focus on sports, ultra-high-net-worth clients, and liquidity events. The firm offers investment management, financial planning, estate planning, tax planning, retirement planning, and related services through a customized approach emphasizing education and transparency. Led by Managing Directors Trevor P. Johnson and Brian P. Russo, both with over 20 years of industry experience, the firm specializes in navigating major life transitions, generational wealth transfer, and contract-related financial matters. Trevor holds Series 7 and 66 registrations through LPL Financial.

Paducah, Kentucky

Insurance-Based

Northwestern Mutual is an insurance-based firm in Paducah, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 5-star rating from 1 Google review.

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.

Salt Lake City, Utah

Mountain Goat Wealth Management is an investment advisory firm in Salt Lake City, Utah. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 7 Google reviews.

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.

Myrtle Beach, South Carolina

Coast Wealth Management Group is an independent fiduciary firm based in Myrtle Beach, South Carolina, serving clients nationwide through in-person and virtual meetings. The firm specializes in retirement planning and investment management for pre-retirees, retirees, teachers, nurses, state employees, and women experiencing major life transitions such as divorce or inheritance. As a fiduciary, the firm is legally obligated to act in clients' best interests and provides personalized guidance covering income needs, Social Security strategy, tax considerations, and portfolio management, using custodians including Charles Schwab and Altruist.

Hunt Valley, Maryland

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Hunt Valley, Maryland. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. 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 8 Google reviews.

Ontario, California

Mallory Wealth Management serves high-earning professionals and retirees across the United States, offering investment management and wealth management services from its Ontario, California office or via remote consultation. The firm works directly with clients through a structured five-step planning process—organizing financial information, prioritizing goals, developing strategy, testing plans against scenarios, and maintaining ongoing reviews. The practice serves physicians, attorneys, executives, engineers, and entrepreneurs, as well as retirees focused on retirement income and asset protection.

Mountain Home, Arkansas

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

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.

Wall Township, New Jersey

Independent RIA

Independent Wealth Management is a registered investment advisor based in Wall Township, New Jersey, providing financial planning and investment management services to individuals, families, corporate executives, and entrepreneurs. The firm employs a holistic planning approach that considers clients' time horizons, financial objectives, risk preferences, and tax situations to develop personalized financial strategies. Services include personal financial planning and wealth management designed to help clients achieve clarity around major financial decisions and life goals.

Denver, Colorado

EdgeRock Wealth Management is an investment advisory firm in Denver, Colorado. Services include Financial Planning and Investment Management. 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 20 Google reviews.

Statesboro, Georgia

Sound View Wealth Advisors is a fiduciary-based wealth management firm in Statesboro, Georgia, providing financial planning, investment management, and family office services to clients of varying wealth levels. The firm integrates tax planning, administrative management, philanthropic planning, and generational wealth education with a collaborative approach that engages clients' other professional advisors. Led by principals including Emerson Ham III (CIMA, CFP, CPWA) and Eddie Ambrose, the firm employs an open-platform investment model and conducts ongoing portfolio monitoring and rebalancing aligned with client objectives and life changes.

Burlington, Vermont

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Burlington, Vermont. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 3 Google reviews.

Jackson, Mississippi

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

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.

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.

Wausau, Wisconsin

Independent RIA

MBE Wealth is an independent registered investment adviser in Wausau, Wisconsin, offering financial planning, investment management, and wealth management services. The firm's advisers hold CFP certifications and serve clients across retirement planning, business owner transitions, and tax-coordinated strategies, leveraging an affiliation with MBE CPAs for integrated tax planning. The firm uses planning software from eMoney, Right Capital, Stratify, and Charles Schwab to develop individualized financial plans.

Bala Cynwyd, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Bala Cynwyd, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Jonesboro, Arkansas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Jonesboro, Arkansas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Champaign, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Champaign, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 4-star rating from 4 Google reviews.

Oxford, Mississippi

GilesMcPhail Wealth Management is an investment advisory firm in Oxford, Mississippi. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 18 Google reviews.

Staten Island, New York

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Staten Island, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Mobile, Alabama

Waverly Advisors, LLC is a Mobile, Alabama-based wealth management firm offering financial planning, investment management, tax, and estate planning services to private clients. The firm constructs customized portfolios incorporating traditional and alternative asset classes, provides quarterly net-of-fee performance reporting, and delivers client access through a proprietary Wealth Management Dashboard. Advisors hold the Chartered Life Underwriter (CLU) credential and operate with a stated emphasis on personalized, partner-level service rather than transaction-driven relationships.

Lakewood, Colorado

IronFjord Wealth Management offers financial planning, investment management, and tax planning services to households with $1 million or more in assets, structured around a flat annual fee and fiduciary arrangement. Founded by James Mayo, who holds CFA, CFP, and Enrolled Agent credentials, the firm coordinates retirement planning, in-house portfolio management using low-cost index funds, and tax strategy as an integrated approach. Client assets are held at independent custodian Altruist, and the firm may coordinate with or refer to external tax preparers for additional tax preparation services. The firm is based in Lakewood, Colorado.

St Simons Island, Georgia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in St Simons Island, Georgia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Lee's Summit, Missouri

Lakeshore Wealth Management is a Missouri-registered investment advisor and fiduciary firm based in Lee's Summit that provides investment management and wealth management services with a focus on retirement planning. The firm works with clients to assess their current financial position and develop clear, straightforward retirement plans aligned with their goals. As an independent advisor, the firm operates in a fiduciary capacity to provide objective guidance on financial decisions.

Tomah, Wisconsin

Independent RIA

MBE Wealth is an independent ria firm in Tomah, Wisconsin. Services include Financial 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.

Fairfax, Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Fairfax, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Mandeville, Louisiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Mandeville, Louisiana. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning and Wealth Management.

Willits, California

Insurance-Based

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

Dubuque, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Dubuque, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 3.9-star rating from 7 Google reviews.

Murray, Utah

RISE Wealth Management & Planning, based in Murray, Utah, has served approximately 1,000 clients across multiple states since 2014, providing investment management and wealth management services. The firm takes a holistic, client-centered approach that addresses individual financial goals and circumstances rather than applying standardized strategies. The team works collaboratively from planning through execution and ongoing review, focusing on education and proactive guidance to help clients navigate their financial objectives.

Baraboo, Wisconsin

Independent RIA

MBE Wealth is an independent registered investment adviser in Baraboo, Wisconsin, offering financial planning, investment management, and wealth management services. The firm staffs Certified Financial Planners who work with clients on retirement planning, business owner strategies, tax-efficient investing, and comprehensive financial planning; they maintain an affiliation with MBE CPAs to coordinate tax and investment guidance. The practice serves individuals and business owners and emphasizes understanding each client's evolving priorities before designing a plan.

Parker, Colorado

Eight Peaks Wealth Management in Parker, Colorado provides financial planning, investment management, and estate planning services to high-net-worth families and successful professionals. The firm operates as a fiduciary and integrates tax planning with wealth and estate strategies through its proprietary LEGACYSCULPT® Framework, coordinating with estate attorneys and CPAs while handling investment management and retirement planning in-house. The firm serves clients nearing retirement and those managing significant assets, with particular focus on small business owners and families seeking tax-efficient legacy planning.

Bridgeville, Pennsylvania

Waldron Private Wealth is an investment advisory firm in Bridgeville, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

The Villages, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in The Villages, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 6 Google reviews.

Cedar Rapids, Iowa

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Cedar Rapids, Iowa. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Dallas, Texas

Leap Wealth Management is an investment advisory firm in Dallas, Texas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.2-star rating from 11 Google reviews.

Elgin, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Elgin, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 3-star rating from 2 Google reviews.

Des Moines, Iowa

Gremler Wealth Management, based in Des Moines, Iowa, offers investment management and wealth management services. The firm is led by John T. Gremler, RFC, and operates through Cambridge Investment Research, Inc. for securities and Cambridge Investment Research Advisors, Inc. for advisory services. The firm is registered to serve clients in California, Colorado, Florida, Iowa, Illinois, Kansas, Minnesota, Missouri, North Carolina, Oregon, Texas, and Washington.

Wilbraham, Massachusetts

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

Janesville, Wisconsin

Wirehouse

Terrapin Wealth Management, operating under the Wells Fargo Advisors Financial Network in Janesville, Wisconsin, provides financial planning and investment management services to clients. The firm structures its advisory relationships around personalized financial strategies and ongoing client relationships.

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.

Lafayette, Louisiana

ADVSR Wealth Management - Financial Advisor: Blake Harper is an investment advisory firm in Lafayette, Louisiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 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.

Milwaukee, Wisconsin

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Milwaukee, Wisconsin. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

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.

Cleveland, Tennessee

Insurance-Based

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

St. Louis, Missouri

Independent RIA

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

Sumter, South Carolina

Insurance-Based

Northwestern Mutual is an insurance-based firm in Sumter, South Carolina. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Crestview Hills, Kentucky

Insurance-Based

Northwestern Mutual is an insurance-based firm in Crestview Hills, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Alpharetta, Georgia

Daner Wealth Management is an independent financial advisory firm in Alpharetta, Georgia, founded in 2022 by Marc Daner, a CFP® and ChFC® with over 30 years of industry experience. The firm provides financial planning, investment management, and wealth management services, with a focus on retirement planning, tax-efficient strategies, and estate protection for high-income clients. Led by Daner and Vice President Kellie Borror, the firm employs a fiduciary approach and uses globally diversified portfolios of index funds and ETFs to align with clients' risk tolerance and goals.

Bakersfield, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bakersfield, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 2.6-star rating from 7 Google reviews.

Aiken, South Carolina

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Aiken, South Carolina. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Belmont, North Carolina

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

Scranton, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Scranton, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Middletown, Delaware

Savant Wealth Management is an investment advisory firm in Middletown, Delaware. It acts as a fiduciary. Services include Investment Management. The firm specializes in Wealth Management. 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 1 Google review.

Albuquerque, New Mexico

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

Decatur, Illinois

Idle Clevenger Wealth Management is a financial planning and investment management firm in Decatur, Illinois that serves individuals and families approaching retirement. The firm offers financial analysis covering retirement withdrawal strategies, 401(k) management, Social Security optimization, and insurance planning, along with tax and estate services including tax strategies, estate plan review, and legacy planning. Investment services include stocks, bonds, mutual funds, ETFs, separately managed accounts, and alternative investments. The firm's stated process involves creating a simple one-page retirement plan based on client priorities, then implementing and adjusting the plan as circumstances change.

Toms River, New Jersey

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Toms River, New Jersey. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 4 Google reviews.

Coldwater, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Coldwater, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Portland, Maine

CAPTRUST is an investment advisory firm in Portland, Maine. The firm specializes in Investment Management, Small Business, and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Media, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Media, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Florence, South Carolina

Insurance-Based

Northwestern Mutual is an insurance-based firm in Florence, South Carolina. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 1-star rating from 1 Google review.

Keene, New Hampshire

Upper Valley Wealth Management is located in Keene, New Hampshire and provides investment management and wealth management services. The firm works with clients to identify life goals, develop investment plans aligned with personally meaningful benchmarks, and conduct periodic reviews to track progress and adjust strategy as circumstances change. The firm discloses the reasoning behind recommendations and associated fees, and offers client communication through in-person meetings, phone, or email.

Crowley, Louisiana

Altus Wealth Management is an independent financial advisory firm based in Crowley, Louisiana, offering investment management, financial planning, and wealth management services. The firm serves a diverse clientele including retirees, families, business owners, high-net-worth individuals, endowments, and foundations, with service offerings that encompass personalized investment management, 401(k) plan administration, insurance, and financial counseling.

Salida, Colorado

Mandala Financial Advisors in Salida provides financial planning and investment management services with an integrated approach that addresses multiple dimensions of clients' lives. The firm operates as a fiduciary and serves clients across different life stages, from early career through retirement, with a stated focus on helping clients work toward personal financial wellness while pursuing values-aligned goals. The advisors work through an initial discovery process to understand client circumstances before developing detailed financial plans, and the firm notes that its principals invest their own capital alongside client portfolios.

Franklin, Tennessee

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Franklin, Tennessee. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Missoula, Montana

Nexus Wealth Management is an independent advisory firm in Missoula, Montana that provides financial planning and investment management services to over 700 clients across 1,100+ accounts. The firm offers financial goal setting, investment management, 401(k) benchmarking, insurance planning, estate planning, and defined benefit reviews, operating under a non-proprietary approach that evaluates solutions across the broader market. The firm begins client relationships with a personal consultation and comprehensive financial diagnostic assessment designed to identify opportunities and risks in each client's financial situation.

Ocala, Florida

Alliance Advisors Wealth Management, founded in 1999 and based in Ocala, Florida, is a registered investment advisor led by founder David Peters, who holds a Series 65 license and insurance credentials. The firm provides investment management, retirement planning, tax planning, and long-term care planning services to individuals, families, and business retirement plans. David Peters brings decades of experience from Wall Street and a University of North Carolina economics degree to his client relationships.

Summersville, West Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Summersville, West Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Poughkeepsie, New York

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Poughkeepsie, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fairhope, Alabama

Crimson Wealth Management is a registered investment advisor in Fairhope, Alabama, serving entrepreneurs, family offices, and institutional clients. The firm integrates investment management with insurance and tax strategy planning, and has experience structuring sophisticated vehicles for after-tax optimization and serving as an outsourced chief investment officer. Services include portfolio management, wealth management, and institutional investment solutions with an emphasis on original research and disciplined risk management.

Topeka, Kansas

Reinert Wealth Management is an investment advisory firm in Topeka, Kansas. The firm specializes in Investment Management and 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.

Orlando, Florida

Fee-Only

Savant Wealth Management is an investment advisory firm in Orlando, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Compensation is on a fee-only basis. The office has a wheelchair-accessible entrance. The office is open five days a week.

Baton Rouge, Louisiana

Stenger Family Office is a fiduciary wealth management firm in Baton Rouge serving families across Louisiana and the United States. The firm provides investment management, financial planning, tax preparation and strategy, and estate planning coordination, with in-house CPAs and estate planning professionals working collaboratively on client cases. The firm manages portfolios tailored to client goals using individual stocks and ETF-based allocations, and provides comprehensive financial planning at no separate charge for clients with accounts. The firm also maintains offices in Naperville, Illinois and Houston, Texas.

Costa Mesa, California

CAPTRUST is an investment advisory firm in Costa Mesa, California. Services include Financial Planning and Investment Management. The firm specializes in Small Business 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 4.5-star rating from 6 Google reviews.

Naperville, Illinois

VestGen Wealth Partners is a Naperville-based wealth management firm offering investment management, retirement planning, estate planning, tax planning, financial planning, and insurance solutions. The firm serves families, individuals, women investors, and business owners, working with clients on goals ranging from pre-retirement through legacy transfer and employing a consultative approach that coordinates with external professionals such as CPAs and attorneys. Services include personalized portfolio management with active monitoring, retirement income strategies, estate planning with trust and wealth transfer guidance, tax optimization, and education savings planning.

Spokane, Washington

Mountain Sky Wealth Management is an investment advisory firm in Spokane, Washington. Services include Financial 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.

College Station, Texas

Fee-Only Independent RIA

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

Philadelphia, Pennsylvania

Fee-Only Independent RIA

Zenith Wealth Partners is a fee-only independent fiduciary RIA headquartered in Philadelphia with additional offices in New York, Washington DC, and Charlotte, serving clients nationwide. The firm provides investment management and comprehensive wealth planning delivered by a team of CFP® professionals, who develop customized portfolios based on a proprietary investment process aligned with each client's time horizon, risk tolerance, and financial circumstances. The firm does not accept commissions or referral fees and serves high-earning families and professionals seeking long-term wealth management relationships.

Victor, New York

The Pitti Group Wealth Management is a registered investment advisor and fiduciary firm founded in 2016 by Sal and Matt Pitti, with offices in Victor, New York and Bonita Springs, Florida. The firm provides financial planning, investment management, and wealth management services to educators, nonprofit employees, business owners, executives, and high-net-worth individuals, with CFP-credentialed advisors who address retirement planning, tax-efficient investing, estate coordination, insurance strategies, and employee benefit design. Their stated approach begins with discovery meetings to understand client goals and circumstances, followed by detailed planning and ongoing adjustments as life changes. The firm serves the Rochester region and clients nationwide.

Amarillo, Texas

Credent Wealth Management - Amarillo, TX is an investment advisory firm in Amarillo, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Hot Springs, Arkansas

Phoenix Rising Wealth Management is a fee-only fiduciary firm founded in 2007 by Katrina Robertson, a CDFA® practitioner with an accounting degree and nearly two decades of experience. The firm provides investment management, financial planning, and retirement planning services, including specialized guidance for clients navigating divorce through its Certified Divorce Financial Analyst credential. Operating as a DBA of Black Knight Wealth Management with securities offered through Charles Schwab, the firm emphasizes a personalized approach aligned to individual risk tolerance, goals, and values without accepting commissions or outside compensation.

Peru, Indiana

Insurance-Based

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

St Simons Island, Georgia

Harvard Wealth Management is a fiduciary financial advisory firm in St. Simons Island, Georgia, founded by Jake Harvard, a CPA and CFP®. The firm provides integrated financial planning, investment management, tax strategy, retirement planning, and estate planning, with a particular focus on coordinating tax and wealth strategies as a single discipline. The firm operates on a fee-only basis with transparent AUM fees that include comprehensive planning, serves business owners and individuals within 10 years of retirement or already retired, and maintains independence from banks, brokerages, and insurance companies to avoid conflicts of interest.

Pittsburgh, Pennsylvania

Proxima Wealth Management is an independent wealth management and investment advisory firm based in Pittsburgh, Pennsylvania. The firm offers personalized financial planning services including retirement planning, investment management, and estate planning, structured around each client's individual circumstances and objectives. The firm emphasizes a client-centered approach with direct personal attention throughout the planning process.

St. Louis, Missouri

JAG Capital Management is an investment advisory firm in St. Louis, Missouri. Services include Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fort Scott, Kansas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Fort Scott, Kansas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Bowling Green, Kentucky

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bowling Green, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Atlanta, Georgia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Atlanta, Georgia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.5-star rating from 2 Google reviews.

Wapakoneta, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Wapakoneta, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Amarillo, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Amarillo, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.5-star rating from 4 Google reviews.

St Paul, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in St Paul, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

West Des Moines, Iowa

Carlson Wealth Management, based in West Des Moines, Iowa, offers financial planning and investment management services through a structured approach called the PLAN Success Cycle and coordinated planning across five domains: investment, retirement, tax, legacy, and risk management. Founded in 2002 by Lisa Carlson (NSSA®), the firm is supported by an investment team that includes multiple CFP® and CFA® credentialed professionals; the investment advisory services are provided through Advisory Alpha, LLC, a SEC-registered investment advisor. The firm structures its investment process around five core principles—strategy, rebalancing, diversification, security selection, and monitoring—and offers complimentary income planning and portfolio analysis consultations.

Stuart, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Stuart, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 6 Google reviews.

Charlotte, North Carolina

CayDen Wealth Management in Charlotte offers financial planning, investment management, and wealth management services led by CERTIFIED FINANCIAL PLANNER™ professionals. The firm operates on a fiduciary basis and coordinates tax planning through its affiliated company, CayDen Tax & Consulting, combining goal-setting, cash flow analysis, and portfolio management as part of a systematic approach to household finances. The practice emphasizes tax-efficient strategies and uses financial planning technology to help clients organize their complete financial picture.

Omaha, Nebraska

Avant-Garde Wealth Partners is a financial planning and wealth management firm based in Omaha, Nebraska. The firm offers investment management and financial planning services, with a stated approach emphasizing personalized planning that accounts for individual circumstances, life stages, and relationship dynamics. The firm provides clients with online account access through Investor 360° for consolidated statements and account details.

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.

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.

Knoxville, Tennessee

Marsh Wealth Management is a fiduciary firm in Knoxville, Tennessee that provides financial planning, investment management, and wealth management services with a focus on tax-efficient strategies for clients nearing or in retirement. Led by principals Mike Marsh and Yvonne Marsh—both CPAs, with Yvonne also holding CFP certification—the firm serves clients with investable assets of $300,000 or more, particularly those aged 50 and older. The firm structures its planning approach around four areas: investments, tax strategies, healthcare, and legacy and estate planning, with particular emphasis on tax timing and optimization across different wealth stages.

Andover, New Jersey

Hampton Square Wealth Management is an investment advisory firm in Andover, New Jersey. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 11 Google reviews.

Altoona, Iowa

RCI Wealth Management, located in Altoona, Iowa, provides investment management and wealth management services. The firm emphasizes understanding clients' financial situations, objectives, and risk tolerance through long-term relationships built on transparent communication. RCI works with clients to evaluate financial options and develop individualized strategies.

Charlotte, North Carolina

Signature Wealth Strategies is a wealth management firm serving clients throughout the Southeast, including its Charlotte, North Carolina office, with a team of credentialed financial advisors operating since 1970. The firm provides investment management, wealth management, and financial planning services across areas including asset allocation, insurance, tax strategy, estate planning, and retirement income planning through its SignatureLife Framework approach. Advisors hold CFP® certification and offer complimentary initial consultations to discuss clients' financial goals and planning needs.

Quincy, Illinois

Donovan Prost | Wealth Management Advisor is an investment advisory firm in Quincy, Illinois. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Henderson, Nevada

Kore Wealth Management is an independent wealth management and financial planning firm based in Henderson, Nevada, operating for over 20 years. The firm is led by Alexi Howie (CFP®, CDFA®) and Kyle Price (CFP®), both of whom operate as fiduciaries and provide services including retirement planning, comprehensive financial planning, investment management, estate planning, college funding, tax-efficient strategies, and specialized support for divorce-related financial decisions. The firm works with business owners, families, and individuals across various backgrounds, following a four-step process of initial consultation, customized plan development, implementation, and ongoing account monitoring.

Bixby, Oklahoma

360 Wealth Management, based in Bixby, Oklahoma, offers financial planning and investment management services with a focus on wealth management. The firm emphasizes investor education and personalized portfolio construction designed for clarity and long-term investing, and is registered with the SEC as an investment advisor. The principal, Kraig McFarland, holds the Registered Financial Consultant and Chartered Retirement Planning Counselor designations and has been licensed in the securities industry since 1987, with support staff including Heather, who has worked in financial services since 2006.

Auburn, Indiana

Credent Wealth Management - Auburn, IN is an investment advisory firm in Auburn, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Upper St Clair, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Upper St Clair, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tucson, Arizona

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Tucson, Arizona. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 8 Google reviews.

San Luis Obispo, California

San Luis Wealth Advisors is an independent wealth management firm in San Luis Obispo serving clients with at least $1 million in investable assets. The firm offers investment portfolio management, financial planning, estate planning, real estate investment consulting, and private equity guidance, operating on a fee-only basis for discretionary account management. The team includes CFP®-credentialed advisors with extensive experience in traditional investments, alternative assets, tax planning, and coordination with clients' other professional advisors. The firm takes a holistic approach addressing both asset and liability sides of a client's financial picture.

Kennewick, Washington

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Kennewick, Washington. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Auburn, Alabama

Jackson Thornton Wealth Management in Auburn provides financial planning and investment management services to clients throughout the Southeast. The firm traces its roots to a founding more than 100 years ago as a CPA practice and established its asset management division in 1999, rebranding to its current name in 2024 to reflect its expanded wealth management focus. The firm works with individuals and closely held businesses to assess financial objectives and develop corresponding strategies.

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.

Birmingham, Alabama

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

Northbrook, Illinois

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Northbrook, Illinois. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Kingston, New York

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Kingston, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Monessen, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Monessen, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Pasadena, California

Fee-Only Independent RIA

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

Salem, Oregon

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Salem, Oregon. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Tyler, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Tyler, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Wayzata, Minnesota

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Wayzata, Minnesota. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

Norfolk, Nebraska

Insurance-Based

Northwestern Mutual is an insurance-based firm in Norfolk, Nebraska. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 5-star rating from 1 Google review.

Lewisburg, West Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Lewisburg, West Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Rockford, Illinois

UMB Private Wealth Management Center in Rockford, Illinois offers financial planning, investment management, and wealth management services to individuals and institutions. The center provides portfolio management, private banking, and trust administration through an appointment-only model. Located near the intersection of Guilford Road and North Alpine Road, the Rockford office is part of UMB Bank's broader banking operations and serves as a resource for customers seeking private wealth management guidance.

Baraboo, Wisconsin

Baus Wealth Management is an investment advisory firm in Baraboo, Wisconsin. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

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.

Biloxi, Mississippi

Roberts Wealth Management offers financial planning, investment management, and wealth management services from eight locations across the Gulf Coast, with a primary office in Biloxi, Mississippi. The firm operates on an independent basis and employs certified financial advisors who work through a three-step process—discovery, strategy, and implementation—to develop personalized financial plans. Services include retirement planning, estate planning, income solutions, insurance guidance, and tax planning. The firm has been in business for over 30 years and serves families throughout the region.

Edina, Minnesota

Boulevard Wealth Management is a fee-based financial advisory firm founded in 2010 and headquartered in Eden Prairie, Minnesota, operating as a fiduciary across investments, insurance, tax, and estate planning. The firm serves individuals, families, business owners, and those in transition through comprehensive financial planning (charged on a flat-fee basis) and portfolio advisory services, with a $100,000 minimum for investment management that may be waived for younger professionals. Leadership includes founders with CFP and CFA credentials, plus additional credentialed partners (CLU, CASL, ChFC) brought through strategic mergers that expanded the firm's service capabilities while maintaining its client-first approach.

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.

Louisville, Kentucky

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

College Station, Texas

Evan Weeks - Financial Advisor is an investment advisory firm in College Station, Texas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

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.

Birmingham, Alabama

Blalock Williams is a wealth management and investment advisory firm in Birmingham, Alabama, led by CFP® principals John Blalock IV and Lee Williams. The firm provides comprehensive financial planning services including investment management, retirement planning, and estate planning and wealth transfer guidance, grounded in a philosophy that treats stocks as business ownership rather than short-term trading instruments. The firm emphasizes personalized service and long-term client relationships, with a team that includes compliance and operations support.

Fort Collins, Colorado

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Fort Collins, Colorado. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

East Longmeadow, Massachusetts

Ferrentino Wealth Management is an investment advisory firm in East Longmeadow, Massachusetts. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Katy, Texas

Roberts Wealth Management is a financial planning firm based in Katy, Texas, operating across multiple Gulf Coast locations with over 30 years in business. The firm provides financial planning, investment management, and wealth management services, including retirement planning, estate planning, income strategy, and insurance guidance through a three-step process focused on discovery, strategy development, and implementation. The firm operates on an independent advisory model and employs certified financial professionals to serve clients through personalized planning aligned with individual goals and values.

Myrtle Beach, South Carolina

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Myrtle Beach, South Carolina. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Punta Gorda, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Punta Gorda, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.2-star rating from 10 Google reviews.

Reno, Nevada

The Bernard Wealth Management Group is an investment advisory firm in Reno, Nevada. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Missoula, Montana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Missoula, Montana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management.

Racine, Wisconsin

MGA Wealth Management, based in Racine, Wisconsin, offers investment management and wealth planning services centered on a proprietary three-phase process called the MGA Model. The firm works with clients seeking financial independence and life milestone planning, incorporating financial planning, risk assessment, legacy planning, and connections to health and wellness resources through an in-house life coach. The firm coordinates with other professionals as needed and emphasizes ongoing relationship management with regular portfolio reviews and updates.

Knoxville, Tennessee

Millennium Wealth Management is an independent financial advisory firm in Knoxville, Tennessee offering investment management and wealth planning services. The firm employs a three-step approach—assessing client finances and objectives, developing customized strategies, and implementing plans that adjust as circumstances change. As an independent practice, the firm states it prioritizes client interests without selling proprietary products or meeting sales quotas, and emphasizes financial education to help clients make informed decisions about their long-term financial planning.

Amarillo, Texas

Canadian River Wealth Management, LLC is an investment advisory firm in Amarillo, Texas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Meridian, Mississippi

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Meridian, Mississippi. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Carroll, Iowa

Silverleaf Wealth Management - Ann K. Slechta is an investment advisory firm in Carroll, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning 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 10 Google reviews.

Keene, New Hampshire

Birch Financial Group provides financial planning, investment management, and wealth management services to professionals in New Hampshire and nationwide from its Keene office. The firm emphasizes personalized planning through in-depth client conversations and customized strategies rather than standardized approaches, with a stated focus on understanding each client's specific circumstances and priorities.

New Orleans, Louisiana

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in New Orleans, Louisiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.2-star rating from 5 Google reviews.

Fayetteville, North Carolina

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Fayetteville, North Carolina. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

Kalispell, Montana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Kalispell, Montana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

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.

Plymouth, Indiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Plymouth, Indiana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. 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.

Roanoke, Virginia

Selective Wealth Management - Roanoke is an investment advisory firm in Roanoke, Virginia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

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.

Honolulu, Hawaii

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Honolulu, Hawaii. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.6-star rating from 5 Google reviews.

Wilmington, Delaware

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Wilmington, Delaware. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

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.

St Johnsbury, Vermont

Ridgeline Wealth Management, based in St Johnsbury, Vermont, has provided investment and wealth management services to families and businesses since 2011, drawing on more than 50 years of combined experience across its team. The firm develops customized portfolios aligned with clients' risk tolerance and financial objectives, and offers financial and retirement planning, tax-aware portfolio strategies, and estate planning coordination. The firm emphasizes a three-part approach centered on understanding client goals, simplifying portfolio consolidation, and maintaining regular communication with portfolio reviews.

Jamison, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Jamison, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Paxton, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Paxton, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Kansas City, Missouri

VestGen Wealth Partners is a Kansas City-based firm providing investment management, wealth planning, and related financial services. The firm offers personalized portfolio management, retirement plan administration for employers, estate planning coordination, tax strategy, insurance solutions, education savings planning, and comprehensive financial planning aligned with client goals and life circumstances. The practice emphasizes a three-step process of understanding client needs, designing customized strategies, and providing ongoing adjustments as situations change.

Ithaca, New York

Insurance-Based

Northwestern Mutual is an insurance-based firm in Ithaca, New York. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Harrisonburg, Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Harrisonburg, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Glasgow, Missouri

Arthur Morris Lifestyle Wealth Management LLC is an investment and wealth management firm based in Glasgow, Missouri that works with high-net-worth and ultra-high-net-worth individuals and institutions. The firm builds customized financial plans and investment portfolios tailored to each client's lifestyle objectives, incorporating asset protection, retirement planning, tax strategies, succession planning, and estate planning rather than using standardized model portfolios. The firm emphasizes an extended discovery process—typically three to six months—to thoroughly understand client circumstances before establishing long-term relationships, with ongoing review and adjustment of strategies based on evolving goals.

Kansas City, Missouri

Independent RIA

Mader & Shannon Wealth Management is an independent registered investment advisor based in Kansas City offering financial planning and investment management services. The firm operates on a fiduciary basis with no product-related conflicts of interest, delivering portfolio management, comprehensive financial planning, retirement projections, estate planning, and guidance on qualified plans and education savings vehicles. The firm emphasizes client education and objective advice grounded in realistic expectations about risk and performance.

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.

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.

Jupiter, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Jupiter, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

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.

Roanoke, Virginia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Roanoke, Virginia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Plano, Texas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Plano, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Saratoga Springs, New York

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Saratoga Springs, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Terre Haute, Indiana

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Terre Haute, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.4-star rating from 5 Google reviews.

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.

St. Petersburg, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in St. Petersburg, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 6 Google reviews.

Scottsdale, Arizona

Ribbon Falls Wealth Management is an investment advisory firm in Scottsdale, Arizona. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance.

Albert Lea, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Albert Lea, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 2-star rating from 1 Google review.

River Falls, Wisconsin

Credent Wealth Management - River Falls is an investment advisory firm in River Falls, Wisconsin. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Canandaigua, New York

Independent RIA

Sheppard Mosher Independent Wealth Management is an independent ria firm in Canandaigua, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Cleveland, Ohio

Firefly Wealth Management is a fee-only fiduciary firm in Cleveland, Ohio founded by Joshua F. Levine, CFP, serving attorneys and lawyers. The firm provides financial planning, investment management, estate planning coordination, and HR benefits advisory tailored to legal professionals navigating variable compensation, retirement benefits, and complex financial situations. It charges either a percentage of assets under management or flat fees (financial plans range from $5,000–$15,000), maintains no custody of client funds, and does not sell proprietary products.

Stillwater, Minnesota

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Stillwater, Minnesota. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Newnan, Georgia

CAPTRUST is an investment advisory firm in Newnan, Georgia. The firm specializes in Investment Management, Small Business, and Wealth Management. The office has a wheelchair-accessible entrance. The office is open three days a week.

Tampa, Florida

Bayview Wealth Management is an investment advisory firm in Tampa, Florida. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open five days a week.

The Villages, Florida

Alexander Capital Wealth Management provides financial planning and investment management services to high-net-worth individuals, institutions, endowments, foundations, and family offices from its Villages, Florida location. The firm uses Arlington Econometrics, a proprietary quantitative modeling system, to construct asset allocation strategies that rank sectors by relative strength and identify securities based on earnings, growth metrics, and valuation factors. Led by Chief Investment Strategist Scotty C. George, who brings over 30 years of Wall Street experience, the firm employs a top-down, actively rebalanced approach across multiple time horizons. Team members hold credentials including AAMS® and CRPC™ designations.

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.

Scottsdale, Arizona

Insurance-Based

Northwestern Mutual Scottsdale is an insurance-based firm in Scottsdale, Arizona. The firm specializes in Investment Management and Wealth 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.

Oakbrook Terrace, Illinois

OakCrest Capital, LLC is an investment advisory firm in Oakbrook Terrace, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

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.

Jackson, Tennessee

Wallace Wealth Management / LPL Financial is an investment advisory firm in Jackson, Tennessee. Services include Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Harrisburg, Pennsylvania

Summit Trail Advisors provides investment management and wealth management services to ultra-high-net-worth individuals and families in Harrisburg, Pennsylvania. Operating as an outsourced family office, the firm coordinates clients' financial teams to address complexities associated with generational wealth, offering services including family wealth advisory, estate planning guidance, private investment access, tax strategy, family governance, philanthropic planning, and next-generation wealth alignment.

Great Neck, New York

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

Poplar Bluff, Missouri

Insurance-Based

Northwestern Mutual is an insurance-based firm in Poplar Bluff, Missouri. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Centennial, Colorado

Elite Wealth Management in Centennial, Colorado provides investment management and wealth management services to families with $500,000 or more in retirement and investment assets. The firm serves sports professionals, business owners, engineers, and technology workers who prefer a straightforward investment approach grounded in historical analysis and global diversification, with attention to tax efficiency and cost control. The firm emphasizes long-term investing discipline, regular client communication, and evidence-based decision-making rather than market timing.

Williamsville, New York

Independent RIA

Independent Solutions Wealth Management is a registered investment advisor in Williamsville, New York that provides financial planning and investment management services. The firm works with insurance agents and advisors through its Asset Management Alliance partnership program, offering access to diversified investment portfolios including stocks, bonds, mutual funds, ETFs, and separately managed accounts managed by an investment committee. The firm's stated approach involves developing financial models to help clients protect and organize their assets while aligning investments with individual risk profiles and objectives.

Lynbrook, New York

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Lynbrook, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include online appointment booking. 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.

Paducah, Kentucky

The Wealth Management Group is an investment and wealth management firm based in Paducah, Kentucky that serves individuals planning for or in retirement. The firm offers personalized financial strategy development, retirement planning, money management, insurance, and estate conservation services, emphasizing client education and long-term guidance. Operating as a boutique practice, the firm provides direct attention to each client while accessing institutional investment and insurance products.

Prescott, Arizona

Cornerstone Christian Wealth Management, based in Prescott, Arizona and Redlands, California, provides financial planning and investment management services grounded in biblical stewardship principles. Founder Phillip Naman, with 30 years of financial services experience, and Certified Financial Planner Julia Naman operate as independent advisors through Raymond James. The firm works with clients to assess risk tolerance and goals—such as retirement, education funding, and charitable giving—and typically recommends quarterly meetings in the first year followed by semi-annual check-ins, with account access available via mobile device.

Austin, Texas

Carlin Wealth Management Group, based in Austin, Texas, provides investment management and wealth planning services, founded in 2023 by Nick Carlin. The firm works collaboratively with clients and their professional advisors to develop personalized financial plans across multiple areas including retirement, education funding, and estate considerations. Nick Carlin holds several professional designations including Certified Financial Planner™, Chartered Special Needs Consultant®, and Chartered Financial Consultant, and previously worked as a private wealth advisor at Ameriprise Financial.

Jackson, Mississippi

Insurance-Based

Northwestern Mutual is an insurance-based firm in Jackson, Mississippi. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 4-star rating from 1 Google review.

Jacksonville, Florida

Atlantic Edge Private Wealth Management is a Jacksonville-based firm serving high-net-worth clients nationally, with a team of three CFA charterholders and multiple CFP professionals who have worked together for over a decade. The firm operates on a fee-only basis and acts as a fiduciary, offering financial planning and investment management that are coordinated with clients' tax and estate planning needs. Investment decisions are made in-house rather than outsourced, and the firm emphasizes regular reporting and coordination with clients' other professional advisors.

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.

Farmington, Connecticut

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Farmington, Connecticut. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Statesville, North Carolina

Insurance-Based

Northwestern Mutual is an insurance-based firm in Statesville, North Carolina. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Sandy, Utah

Heritage Wealth Management is an investment advisory firm in Sandy, Utah. Services include Financial 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. It holds a 5-star rating from 13 Google reviews.

Syracuse, New York

Orla Wealth Management provides financial planning and investment management services to clients in Syracuse, New York across varying financial backgrounds and life stages. The firm works with clients through an initial consultation to understand their circumstances, goals, and risk tolerance, then develops strategies aligned to individual needs rather than standardized approaches. The firm coordinates financial planning and investment guidance through an ongoing advisory relationship.

Beaver Dam, Wisconsin

Synergy Bound Wealth Management, based in Beaver Dam, Wisconsin, offers investment management and wealth management services. The firm works with clients to develop personalized financial strategies aligned with individual circumstances and objectives, including portfolio construction and retirement planning. The firm emphasizes a relationship-based approach and maintains a 5-star rating on Google.

Midland, Michigan

Legacy Wealth Management - Benjamin F. Edwards is an investment advisory firm in Midland, Michigan. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Danville, Illinois

Insurance-Based

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

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.

Charleston, West Virginia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Charleston, West Virginia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Nashville, Tennessee

Infinitus Wealth Management is an independent fiduciary firm in Nashville specializing in active portfolio management and custom investment solutions for individuals, families, business owners, and institutions. The firm charges a transparent Assets Under Management fee (1.00% to 0.80% annually depending on account size) with no commissions, performance fees, or planning charges, and requires a minimum of $100,000 in investable assets. Founded by Erik James Roberts, who holds an MBA from Wharton and brings extensive investment management experience, the firm employs a disciplined, research-driven approach to portfolio construction, risk management, and asset allocation. Services include financial planning, investment management, and customized portfolio strategies addressing growth, income, risk management, and capital preservation.

Mena, Arkansas

Diamond Legacy Wealth Management's Mena branch, led by Holly, offers financial planning and investment management services for individuals, families, and business clients. The firm provides guidance on a range of account types including retirement plans (401(k), 403(b), IRAs), education savings vehicles (529 plans), and custodial accounts, alongside retirement planning, tax optimization, and estate planning. Holly holds Series 7 and Series 66 licenses through LPL Financial, health and life insurance licenses, and the Certified Financial Planner® designation. The firm operates as a fiduciary for advisory clients and offers flexible meeting arrangements in-person, by phone, video, or text.

Overland Park, Kansas

Caliber Wealth Management is a registered investment adviser in Overland Park, Kansas, offering financial planning and investment management services. As a member of NAPFA, the firm operates on a fee-only basis and adheres to a fiduciary standard, with at least one CFP® on staff. The firm employs a five-step collaborative planning process and offers flexible service delivery options including in-person, online, and hybrid arrangements. Caliber is affiliated with Raymond James and serves clients seeking personalized wealth management paired with institutional resources.

Maryville, Tennessee

Elevate Financial Planning & Wealth Management, based in Maryville, Tennessee, offers financial planning and investment management services to clients across various backgrounds and life stages. The firm employs a three-step approach—assessing household goals and financial circumstances, designing customized strategies, and implementing personalized investment plans—with a stated emphasis on team-based collaboration and client-centered service. The practice serves early investors through experienced wealth-builders and provides complimentary initial consultations to discuss financial objectives and risk tolerance.

Key West, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Key West, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 2 Google reviews.

Atlanta, Georgia

Waverly Advisors is an Atlanta-based firm offering financial planning, investment management, and wealth management services to private clients. The firm provides a blended approach encompassing investment management, tax, estate planning, and financial planning, with portfolio construction using both traditional assets and nontraditional alternatives. Client service includes customized wealth management reporting, quarterly performance reports net of fees with benchmark comparisons, and partner-level access. The firm employs advisors with the CLU credential and operates with a stated focus on long-term client relationships.

Fresno, California

Fig Garden Wealth Management, based in Fresno, California, provides financial planning and investment management services. The firm emphasizes a team-based approach to address clients' varied financial needs, developing personalized strategies that account for individual risk tolerance, time horizon, and objectives rather than applying a one-size-fits-all model. The firm takes a proactive stance on monitoring client situations and adapting strategies as circumstances change, with a stated focus on helping clients work toward retirement and other long-term financial goals.

Duluth, Minnesota

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Duluth, Minnesota. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

North Miami Beach, Florida

Independent RIA

Pioneer Family Office is an SEC-registered independent investment advisor operating as a family office from North Miami Beach, Florida. The firm delivers financial planning and wealth management services to clients across multiple continents, with no proprietary products or sales quotas. Established in 1986 and part of the Pioneer Wealth Management Group, the firm structures its advisory relationships around client-specific objectives rather than standardized offerings.

Santa Rosa, California

Casey Barrett Financial & Insurance Services, based in Santa Rosa, offers financial planning and wealth management services led by principals Brian Barrett and Thomas Casey. Both advisors hold FINRA securities licenses (Series 7, 66, 63, and 6) and insurance certifications, with Barrett bringing over seven years of experience in financial advisory. The firm serves clients across various professions with particular emphasis on medical professionals, utilizing a data-driven planning process grounded in understanding each client's financial objectives and circumstances.

Eugene, Oregon

Insurance-Based

Northwestern Mutual is an insurance-based firm in Eugene, Oregon. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management.

Grandville, Michigan

Evergreen Capital Management, based in Grandville, Michigan, provides investment management, wealth management, and financial planning services to individuals and businesses across the nation. The firm offers personalized investment strategies, retirement planning, tax-focused wealth management, legacy planning, and employer-sponsored retirement plan design, leveraging LPL Financial's platform and tools. With over 90 years of combined team experience, the firm emphasizes a long-term investment philosophy centered on lower-cost strategies and personalized roadmaps aligned to clients' goals and life stages.

North Little Rock, Arkansas

Argenta Wealth Management is a fee-only wealth management firm based in North Little Rock, Arkansas, serving individuals and families seeking objective financial advice. The firm provides investment management and holistic wealth planning services, including resource alignment guidance, strategy monitoring, and integrated tax and protection considerations. Founded and owned by John, who brings 30 years of investment advisory experience, the firm emphasizes understanding clients' personal goals before recommending strategies.

Wenatchee, Washington

Insurance-Based

Northwestern Mutual is an insurance-based firm in Wenatchee, Washington. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 3.7-star rating from 3 Google reviews.

Saratoga Springs, New York

CHS Wealth Management & CPAs is an investment advisory firm in Saratoga Springs, New York. The firm specializes in Investment Management and Wealth Management. Its advisors hold CPA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Emporia, Kansas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Emporia, Kansas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Slidell, Louisiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Slidell, Louisiana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Williamsville, New York

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Williamsville, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

Glenwood Springs, Colorado

Fee-Only

Systematic Wealth Management is a fee-only fiduciary firm based in Glenwood Springs, Colorado, serving high-net-worth clients across Western Colorado and beyond. The firm's President and CEO, Gus Jepsen (CFP), brings over 15 years of experience in wealth management and offers financial planning, investment management, and tax planning services. The firm takes a comprehensive approach that integrates retirement, education, legacy, and tax considerations, with particular expertise in areas such as concentrated stock positions, equity compensation, and digital assets. Client relationships begin with detailed discovery conversations, followed by ongoing quarterly meetings and a fee-only structure with no product commissions.

Youngstown, Ohio

Mission Wealth Management offers investment management and wealth management services to business owners and families in the Ohio Steel Valley region. The firm integrates tax planning, financial advisory, and insurance services, employing a three-step process that begins with comprehensive financial assessment, moves to strategy development combining analysis with judgment, and concludes with execution of personalized solutions. The team comprises tax and financial professionals with combined decades of experience, and the firm serves clients across various life stages and circumstances, from early investors to established business owners.

New York, New York

Drucker Wealth Management is a third-generation financial advisory firm founded in 1959 and based in New York, operating under fiduciary standards. The firm provides financial planning and investment management services to high-earning professionals and pre-retirees, with a focus on comprehensive planning that addresses behavioral factors and scenario analysis rather than market forecasting. Leadership includes founder Bernie Drucker's son Lance and grandson Gideon, supported by a team with over 100 years of combined experience and eight professional designations. The firm serves clients both locally and through a virtual planning practice.

Dover, Delaware

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Dover, Delaware. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.3-star rating from 3 Google reviews.

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.

Albuquerque, New Mexico

Peak Wealth Management is an Albuquerque-based firm founded in 2013 (originally as Waterway Wealth Management, rebranded in 2024) offering financial planning and investment management services. The firm's principals include David Michalk (ChFC®) and Michael Parrott (CFP®), and they serve clients across New Mexico with a focus on retirement planning, wealth management, estate planning, tax strategy, and business ownership matters. The practice emphasizes personalized portfolio management and integrated financial planning that addresses investments, taxes, insurance, and legacy considerations.

Polo, Illinois

Insurance-Based

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

Bradford, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bradford, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 5-star rating from 2 Google reviews.

Galt, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Galt, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Tucson, Arizona

Modern Wealth Management is an independent investment firm in Tucson, Arizona that offers financial planning and insurance analysis services. The firm staffs Accredited Investment Fiduciaries who collaborate on client wealth strategies, emphasizing an education-focused approach to help clients understand the reasoning behind their financial plans. Services include investment management and wealth management, with advisors available for ongoing guidance on financial questions and life changes.

Florham Park, New Jersey

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Florham Park, New Jersey. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Fargo, North Dakota

Horizon Wealth Partners is an investment advisory firm in Fargo, North Dakota. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Somerset, Kentucky

Visionary Horizons Wealth Management, based in Somerset, Kentucky, provides investment management and wealth management services through a model they call the Community Family Office™. The firm offers holistic financial planning that spans personal and business finances, active investment management, and ongoing client communication, with advisors positioned to address financial questions across multiple life areas including retirement planning, education funding, business succession, and family financial coordination.

Akron, Ohio

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Akron, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Boise, Idaho

BR Wealth Management is an investment advisory firm in Boise, Idaho. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

San Antonio, Texas

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

Dallas, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Dallas, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2.6-star rating from 10 Google reviews.

Sarasota, Florida

Fee-Only

Forza Wealth Management is a fee-only fiduciary firm in Sarasota that provides financial planning and investment management services. The firm was founded in 2015 by advisors with 20 years of experience at major trust companies and brokerage firms; both principals hold CFA and CFP credentials. The firm manages portfolios for clients and offers direct access to decision-makers, with a stated focus on building long-term client relationships.

Gainesville, Florida

Insurance-Based

Will Lewis - Financial Advisor - Northwestern Mutual Wealth Management is an insurance-based firm in Gainesville, Florida. Services include Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Charlottesville, Virginia

Capitum Wealth Management, based in Charlottesville, Virginia, is an LPL Financial-affiliated firm founded by John Thornton and Jake McLean. The firm provides investment management, wealth management, estate planning, and philanthropic planning services, with an approach that emphasizes understanding each client's distinct circumstances and objectives.

New Braunfels, Texas

Oakwell Private Wealth Management is a financial advisory firm in New Braunfels, Texas that provides financial planning and investment management services. The firm employs professionals with various specialized credentials and focuses on guiding clients through complex financial matters, including estate planning and investment strategy. The firm has earned a 5-star rating across 32 Google reviews.

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.

Reynoldsburg, Ohio

Currens Wealth Management, based in Reynoldsburg, Ohio, is led by Seth Currens, a financial advisor affiliated with LPL Financial who holds a degree in finance from the University of Wisconsin. The firm offers financial planning, retirement planning, and investment management services, including portfolio construction across stocks, bonds, mutual funds, ETFs, and alternative investments. Currens works with clients at various life stages—from early-career professionals to business owners and retirees—and emphasizes personalized strategy development tailored to individual circumstances and goals.

Ormond Beach, Florida

Plan to Prosper Wealth Management is an SEC-registered investment advisor based in Ormond Beach, Florida, offering investment management and wealth management services. The firm provides retirement planning, protection planning through disability and life insurance strategies, estate planning coordination, education planning, and 401(k) advisory services for business owners. Led by Erick J. Palacios (MBA, Fiduciary Advisor) and Brent Buckmaster (Wealth Advisor), the firm evaluates clients at all income levels and life stages to develop personalized financial strategies.

Amarillo, Texas

Jess Miller - Caliber Wealth Management is an investment advisory firm in Amarillo, Texas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Colorado Springs, Colorado

Confidence Financial Partners is an investment advisory firm in Colorado Springs, Colorado. The firm specializes in Investment Management and Wealth Management. 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.

Lexington, South Carolina

Sturkie Wealth Management Group in Lexington, South Carolina offers financial planning, insurance analysis, and investment management services. The firm's approach emphasizes understanding clients' personal objectives before developing customized financial plans, with a stated focus on addressing lifestyle needs across wealth accumulation, retirement planning, and education funding. Stephen, a founding partner with over 26 years in the investment industry, is affiliated with the firm and operates under an independent model through Osaic Wealth.

Murphys, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Murphys, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Columbia, Missouri

Convergence Wealth is a fee-only independent advisory firm in Columbia, Missouri, offering financial planning, investment management, and wealth management services. The firm's three Wealth Advisors—Travis Cook, Tyler Hoffmann, and Mark Brooks—manage client portfolios directly in-house using funds, ETFs, individual stocks, and alternative investments, with over 15 years of experience serving the Mid-Missouri region. As a fiduciary, the firm charges fees rather than commissions and coordinates investment strategy with tax planning and retirement analysis customized to each client's circumstances.

Ceres, California

Inspired Growth is a wealth management and tax firm based in Ceres, California, serving clients across California and nationwide. The firm coordinates investment management, tax planning, and wealth strategies under one roof for individuals, families, pre-retirees, retirees, high-income earners, and small business owners. The firm emphasizes values-aligned investing, tax-integrated planning, and a faith-based approach to financial guidance, and maintains a partnership with Avantax for technology and research support.

Muskegon, Michigan

Independent RIA

Braeburn Wealth Management is an independent registered investment advisor founded in 2011 and based in Muskegon, Michigan, offering investment management, wealth management, and financial planning services. The firm's principal, Michael Poland, holds a CFA designation and brings over three decades of industry experience from prior roles at major wirehouses. The team includes credentialed and experienced staff members who assist with client management, financial planning, and compliance across areas including retirement planning, social security strategy, and employer-sponsored plans.

Yakima, Washington

Insurance-Based

Northwestern Mutual is an insurance-based firm in Yakima, Washington. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Bryan, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bryan, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

New Haven, Connecticut

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in New Haven, Connecticut. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

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.

Fort Lauderdale, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Fort Lauderdale, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2-star rating from 3 Google reviews.

St. Augustine, Florida

Insurance-Based

Northwestern Mutual Wealth Management Company: Anastasia Gray, CFP®, ChFC® is an insurance-based firm in St. Augustine, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Its advisors hold CFP and ChFC credentials. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office is open five days a week. It holds a 4.8-star rating from 16 Google reviews.

Grandville, Michigan

Evergreen Capital Management, headquartered in Grandville, Michigan, provides investment management, wealth management, and financial planning services to individuals and businesses across the nation. The firm offers personalized investment strategies, retirement planning guidance, employer-sponsored retirement plan design, and legacy planning services, drawing on over 90 years of combined team experience. Operating through the LPL Financial platform, the firm emphasizes a long-term approach using lower-cost investments.

Winchester, Virginia

Ball, Warren and Branch Wealth Management is part of DA Davidson and operates in Winchester, Virginia, offering investment management and wealth management services. The firm integrates investments, cash flow, insurance, and debt management within a personalized planning framework designed to address both near-term and long-term financial objectives.

Florence, Alabama

UB Wealth Management, based in Florence, Alabama, provides investment management and wealth planning services to individuals, families, and business owners. The firm operates on a fiduciary basis and offers goal-based financial planning centered on retirement income strategies, intergenerational wealth transfer, business succession planning, and philanthropic giving. The firm's process includes discovery, planning, implementation, ongoing review, and plan evolution to align with changing life circumstances.

San Diego, California

LourdMurray is a San Diego-based financial advisory firm offering financial planning and investment management services focused on wealth management. The firm structures its advice around clients' personal values and interests, developing customized financial plans that address investments, retirement, estate, insurance, and education planning. Their investment approach emphasizes evidence-based strategies with attention to diversification and tax efficiency, avoiding speculative trading and trend-chasing.

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.

Oxford, Mississippi

Insurance-Based

Northwestern Mutual is an insurance-based firm in Oxford, Mississippi. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 5-star rating from 2 Google reviews.

Honolulu, Hawaii

Ashton Thomas Private Wealth provides investment management and wealth planning services to affluent individuals in Honolulu, Hawaii. The firm offers asset management, wealth planning, estate and trust solutions, and tax services, with specialized teams in wealth planning and asset management led by principals including Aaron Brodt, Drinan Gorney, and Kevin Kading. Trust, family office, and banking solutions are provided through affiliated third-party entities, while tax services operate through Ashton Thomas Tax Advisory and insurance products through Ashton Thomas Insurance Agency.

Surprise, Arizona

Dynamic Wealth Management is a registered investment advisor based in Surprise, Arizona that provides investment management, wealth management, and retirement planning services. The firm offers tax preparation, estate planning, and in-house investment management, and serves retirees and those approaching retirement. The practice has over 35 years of collective experience and monitors client plans ongoing after implementation.

Oakmont, Pennsylvania

Osaic Wealth is a financial advisory firm with offices in Oakmont, Pennsylvania, operating as part of one of the nation's largest networks of wealth management professionals. The firm offers financial planning, investment management, and wealth management services through its affiliated advisors across all 50 states. Osaic functions as a platform supporting financial professionals who work directly with clients, leveraging technology and resources to facilitate client relationships.

Fort Smith, Arkansas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Fort Smith, Arkansas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2.5-star rating from 4 Google reviews.

Rogers, Arkansas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Rogers, Arkansas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Spokane, Washington

River Rock Family Wealth Management is a Spokane-based firm affiliated with Wells Fargo Advisors Financial Network that provides investment management and wealth management services. The firm structures its approach around helping clients clarify financial goals, develop a plan to pursue them, and adapt as circumstances evolve, recognizing that each client's situation is distinct.

Princeton, West Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Princeton, West Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Findlay, Ohio

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Findlay, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

McAllen, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in McAllen, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.5-star rating from 2 Google reviews.

Sioux Falls, South Dakota

Insurance-Based

Ryan Douglas Smith - Northwestern Mutual is an insurance-based firm in Sioux Falls, South Dakota. The firm specializes in Investment Management and Wealth 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. It holds a 5-star rating from 2 Google reviews.

Harrisburg, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Harrisburg, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

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.

Bethesda, Maryland

Robert Ugiansky, Partner - Capital Associates Wealth Management LLC is an investment advisory firm in Bethesda, Maryland. Services include Financial 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.

New Madrid, Missouri

Wescoat Wealth Management is an investment advisory firm in New Madrid, Missouri. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Springfield, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Springfield, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 3-star rating from 2 Google reviews.

Novi, Michigan

Alliance Advisors Wealth Management LLC is an investment advisory firm in Novi, Michigan. The firm specializes in Investment Management and Wealth Management. 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.

Salem Lakes, Wisconsin

Serenity Wealth Management, based in Salem Lakes, Wisconsin, is led by Sean O'Connor (MBA, CFP) and provides financial planning and investment management services as a fiduciary firm. The practice works with certified financial planners on staff and coordinates with CPAs and attorneys for clients requiring tax and estate planning services. The firm employs a goal-based planning process that begins by identifying and prioritizing client objectives before structuring investments, and serves clients across multiple life stages from early career through retirement and wealth accumulation. Serenity has been recognized by AdvisorHub as a top RIA to watch for three consecutive years.

Covington, Louisiana

Aspyra Wealth Management, located in Covington, Louisiana, provides investment management, wealth planning, estate planning, and insurance services to clients seeking to organize their financial affairs and plan for wealth distribution. The firm offers estate planning assistance including wills, trusts, and asset distribution strategies developed in coordination with clients' legal and tax professionals, along with investment planning and insurance coverage evaluation. Clients can engage with the team through virtual meetings and online account management tools.

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.

Lakewood Ranch, Florida

Fee-Based + Fee-Only

Base Wealth Management is an SEC-registered investment adviser in Lakewood Ranch, Florida, founded in 2022 by Dan DiLascia. The firm provides investment management and wealth planning services on a fee-based, fiduciary basis, with particular focus on pre-retirees addressing withdrawal strategy, tax planning, and retirement income design. The firm serves a diverse clientele including business owners, executives, and professionals navigating major life transitions or workplace benefits optimization.

Cincinnati, Ohio

Credent Wealth Management - Cincinnati, OH is an investment advisory firm in Cincinnati, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fresno, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Fresno, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Bozeman, Montana

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Bozeman, Montana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.8-star rating from 4 Google reviews.

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.

Rome, Georgia

Newby-Stahl Wealth Management is an investment advisory firm in Rome, Georgia. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance.

Islamorada, Florida

Alma Wealth Management offers financial planning and investment management services to clients in Islamorada, Florida. The firm works through a three-step process—analyzing a client's financial situation, strategizing approaches, and personalizing recommendations—with an emphasis on retirement income planning and comprehensive financial strategy development. The firm operates with a community-focused philosophy and emphasizes personalized guidance across topics including real estate and retirement planning.

Lake Placid, New York

Independent RIA

Mercer Advisors' Lake Placid office is an independent registered investment adviser operating under a family office model that integrates financial planning, investment management, tax, estate, and insurance services. The firm serves professionals including C-suite executives, engineers, technology leaders, entrepreneurs, and physicians, with particular expertise in retirement planning, business succession for multi-generational families, concentrated equity positions, and special needs planning. Operating as a fiduciary, the firm combines local market knowledge with resources and specialized personnel from its national platform. The Lake Placid team has been serving clients for 40 years.

Austin, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Austin, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

St. George, Utah

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in St. George, Utah. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 4 Google reviews.

Washington, District Of Columbia

Insurance-Based

Northwestern Mutual - Washington is an insurance-based firm in Washington, District Of Columbia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

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.

Detroit, Michigan

Insurance-Based

Northwestern Mutual is an insurance-based firm in Detroit, Michigan. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management.

San Diego, California

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

Nampa, Idaho

Insurance-Based

Northwestern Mutual is an insurance-based firm in Nampa, Idaho. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are required. It holds a 4.5-star rating from 8 Google reviews.

Abingdon, Virginia

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

Orem, Utah

Caliber Wealth Management is an independent investment and wealth management firm based in Orem, Utah, operating as a fiduciary that offers personalized portfolio design informed by comprehensive financial planning. The firm constructs customized portfolios using asset allocation, fundamental analysis, and diversification, while considering clients' goals, time horizons, tax implications, and broader financial circumstances. Caliber also provides retirement plan consulting and design services for businesses, including investment selection, employee communications, and plan committee support. The firm employs transparent fee practices and maintains independence to select from a broad range of investment options.

Charlotte, North Carolina

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Charlotte, North Carolina. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 4 Google reviews.

Fresno, California

Thiesen Dueker Modern Wealth Management is an independent financial advisory firm in Fresno offering financial planning, investment management, and tax planning services. The firm serves clients across various life stages, from young professionals to retirees, and emphasizes a collaborative team approach supported by artificial intelligence planning technology. As an independent firm not affiliated with a single financial institution, the advisors work together across their respective areas of expertise to develop client plans.

Aspen, Colorado

Ashton Thomas Private Wealth is an investment and wealth management firm based in Aspen, Colorado, serving affluent individuals and families. The firm offers asset management, wealth planning, estate and trust solutions, tax advice, insurance products, and banking services, with some services delivered through affiliated entities. Leadership includes Aaron Brodt, Drinan Gorney, and Kevin Kading, supported by teams specializing in wealth planning, asset management, tax advisory, and client services.

Lodi, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Lodi, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Brentwood, Tennessee

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Brentwood, Tennessee. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Springfield, Massachusetts

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Springfield, Massachusetts. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Manchester, New Hampshire

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Manchester, New Hampshire. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Denver, Colorado

Breakwater Capital Group is a Denver-based investment management and financial planning firm serving clients across Colorado and nationwide. The team, comprising advisors with over 50 combined years of wealth management experience, works with individuals and families holding $500,000 or more in investable assets, taking a personalized approach that considers clients' risk tolerance, goals, and life circumstances. The firm operates on a fiduciary basis and includes CFP-credentialed advisors who focus on investment strategy aligned with clients' priorities rather than standardized solutions.

Durant, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Durant, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Lititz, Pennsylvania

Smoker Wealth Management, based in Lititz, Pennsylvania, provides investment management and wealth management services with a focus on retirement planning and investment strategy. The firm emphasizes a personalized, collaborative approach with its team of financial professionals, delivering individualized attention through planning, execution, and ongoing follow-up to address clients' financial goals and objectives.

San Diego, California

Traction Wealth Management is a San Diego-based firm offering financial planning and investment management services. The firm develops financial plans that address retirement, investment strategy, and wealth preservation, with consideration given to tax efficiency. According to Google reviews, the firm maintains a 5-star rating across 61 customer submissions.

Tullahoma, Tennessee

Highland Rim Wealth Management in Tullahoma, Tennessee offers investment management and wealth management services with a focus on retirement planning, tax strategies, estate planning, and business exit planning. The firm serves engineers, educators, and entrepreneurs through a process of discovery, analysis, recommendation, and execution. Team members hold CFP® and CEPA® credentials and employ a data-driven approach to develop individualized financial plans that address clients' complete financial picture.

Blue Bell, Pennsylvania

CDS Wealth Management, based in Blue Bell, Pennsylvania, is an independent firm founded in 2001 by Daniel J. O'Sullivan, AIF, a Penn State graduate and Registered Principal with Series 6, 7, 24, and 65 securities registrations. The firm provides investment management and wealth management services including comprehensive financial planning, portfolio construction with stocks and ETFs, retirement planning, tax-efficient income strategies, estate planning, and business succession services to individuals, businesses, and organizations. O'Sullivan is supported by a client service team and manages accounts across the United States using a customized planning approach centered on each client's specific values and goals.

Conway, Arkansas

Insurance-Based

Northwestern Mutual - Conway District Office is an insurance-based firm in Conway, Arkansas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Brookings, South Dakota

Fee-Only Independent RIA

Birch Investment Management is an independent, fee-only fiduciary firm based in Brookings, South Dakota, founded in 2011 by Brian Berkenhoff, CFA. The firm provides financial planning and investment management services to clients with a minimum of $500,000 in investable assets, with a focus on helping mid-to-late career individuals navigate major life transitions such as retirement, job changes, divorce, and other significant events. As a fee-only adviser, the firm derives compensation exclusively from clients and does not earn commissions, aligning its interests with those of the families it serves. The firm intentionally maintains a limited client base to develop deeper relationships and provide personalized guidance rooted in each client's values and financial goals.

Storm Lake, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Storm Lake, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Frederick, Maryland

McCaskill Financial is an investment advisory firm in Frederick, Maryland. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 17 Google reviews.

Birmingham, Alabama

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Birmingham, Alabama. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 3 Google reviews.

Erie, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Erie, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.3-star rating from 3 Google reviews.

Lafayette, Louisiana

Family Office Partners is a multi-family office firm in Lafayette serving high-net-worth and ultra-high-net-worth families, founders, and entrepreneurs. The firm provides wealth management across four core areas: business transaction strategy, advanced planning, investment management, and bespoke family office services, working with custodians Goldman Sachs and BNY Pershing. Founded by Benjamin Domingue, Travis Frayard, and Shawna Prejean—all holding credentials including CFP®, CEPA®, and CIMA®—the firm operates as an independent advisor with fiduciary obligations, and partners with Elevation Point to offer integrated planning and access to institutional platforms and alternative investments.

Covina, California

Chatfield Wealth Management, founded in 2013 by Sal Flores-Chatfield in Covina, California, provides investment management and wealth planning services. The firm, which expanded in 2015 when Sal's brother Mitchell joined as co-founder, serves educators, public servants, working families, and retirees with retirement planning and investment advisory services. The practice emphasizes transparency in fees and costs, client education, and long-term relationships, with advisors walking clients through financial assessments and planning toward short- and long-term goals.

St. Louis, Missouri

Insurance-Based

Northwestern Mutual is an insurance-based firm in St. Louis, Missouri. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Lee's Summit, Missouri

Next Bloom Wealth is a financial advisory firm in Lee's Summit, Missouri, offering financial planning, investment management, and tax planning services. The firm operates as a fiduciary with CFP® and CPA credentials on staff, including founder Ashley Dickson (CFP®) and Alex Borgardts (CPA, Personal Financial Specialist), and employs a structured planning process that integrates tax strategy with personalized wealth management. Services include customized financial planning, investment management aligned with overall financial goals, and proactive tax planning to address tax liabilities.

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.

Chandler, Arizona

Ironwood Wealth Management LLC, based in Chandler, Arizona, offers financial planning and investment management services. The firm works with clients on portfolio management, tax preparation, and retirement planning through ongoing advisory relationships. Team members include advisors such as Alex Marek, Rick Wagner, and Cean, who conduct regular client meetings to review financial situations and strategies.

Winston-Salem, North Carolina

Signature Wealth Strategies in Winston-Salem provides financial planning and investment management to families and business owners across the greater High Country area. The firm's advisors hold credentials including AAMS and CFP®, and work collaboratively with clients' external professionals such as CPAs and estate attorneys. Services include portfolio management, business succession and asset protection planning, insurance review, tax optimization, and retirement income strategies. The firm, part of a larger regional group established in 1970, emphasizes a relationship-centered approach and offers complimentary consultations.

New York, New York

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in New York, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.6-star rating from 5 Google reviews.

Westfield, New Jersey

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Westfield, New Jersey. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

Covington, Louisiana

Texada Wealth Management, based in Covington, Louisiana, offers retirement planning and investment management services to individuals, families, and business owners. Led by President Dan Texada, a FINRA Series 7 and Series 66 licensed advisor with over six years of prior experience at Merrill Lynch, the firm emphasizes personalized advice and long-term client relationships. The firm operates through partnerships with Cetera Financial Group, Horizon Advisor Network, and Pershing to deliver investment management solutions and financial planning services.

Scottsdale, Arizona

AXIOM Founders Family Office Inc. in Scottsdale provides wealth management and financial planning services to founders, entrepreneurs, business owners, and high-net-worth families. The firm offers investment management, retirement planning, tax strategy, exit planning with business valuation and succession support, and coordinated tax and legal services. AXIOM also provides lifestyle concierge services, business coaching, health and wellness planning, and family legacy planning. The firm coordinates with external professional experts to address clients' financial needs across investments, real estate, insurance products, and business transitions.

Farmington, Connecticut

Wealth Management Group of North America, LLC is an investment advisory firm in Farmington, Connecticut. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Youngstown, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Youngstown, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Boise, Idaho

Headwaters Wealth Management is a Boise-based firm founded by five partners with over 125 years of combined financial industry experience. The firm offers financial planning and investment management services, including trust services through LPL Financial's private trust affiliate, and employs a collaborative team approach where advisors work together to address client needs across wealth management and financial planning.

Sheboygan, Wisconsin

Insurance-Based

Northwestern Mutual is an insurance-based firm in Sheboygan, Wisconsin. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Encino, California

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Encino, California. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 4 Google reviews.

Santa Clarita, California

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Santa Clarita, California. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Ridgefield, Washington

Barker Wealth Management serves retirees and near-retirees in southwestern Washington and Portland on a fee-only, fiduciary basis. The firm specializes in retirement income planning, tax strategy, and coordinated wealth management across estate and legacy considerations, with CFP® and CFA® credentialed professionals. The practice typically works with clients within five years of retirement who have accumulated at least $750,000 in retirement savings and seek ongoing advisory relationships.

Glendale, California

Universal capital wealth management is an investment advisory firm in Glendale, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Wealth Management. Service options include online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Hilo, Hawaii

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Hilo, Hawaii. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Corpus Christi, Texas

MGA Wealth Management & Life Coaching, based in Corpus Christi, Texas, provides investment management and wealth management services alongside life coaching. The firm employs a proprietary three-phase planning process—discovery, design, and deployment—that addresses financial planning, risk assessment, and ongoing service coordination. The firm serves clients seeking work-optional lifestyles and guidance through major financial transitions, with an in-house life coach available to connect clients with health and wellness resources. Michael Gorichanaz leads the firm's approach, which integrates financial objectives with broader lifestyle and wellness goals through a unified planning strategy.

Pittsburgh, Pennsylvania

Independent RIA

Mercer Advisors' Pittsburgh office is an independent registered investment adviser that integrates financial planning, investment management, tax, estate, and insurance services through a family office model. The firm serves C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and other professional groups, with particular expertise in retirement planning, concentrated stock options, multi-generational succession planning, divorce-related situations, and special needs planning. Operating for over 40 years, the firm emphasizes integrated service delivery across its advisory, specialist, and support teams.

Miami, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Miami, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 4 Google reviews.

Mentor, Ohio

Fee-Based

Lakehouse Family Wealth, founded by Benjamin Simerly (CFP), provides financial planning, investment management, and retirement planning services on a fee-based model while acting as a fiduciary. The firm works with pre-retirees, young families, and retirees, addressing topics including tax planning, income strategy, Social Security timing, and wealth management. Benjamin Simerly and his team serve clients nationwide via virtual meetings and locally in northeast Ohio.

Metairie, Louisiana

Hassell Wealth Management is a fee-only Registered Investment Advisor based in Houma, Louisiana, serving the Gulf Coast since 2006. The firm provides financial planning and investment management to pre-retirees, retirees, mid-career professionals, and business owners, with a team of advisors holding credentials including CFP®, ChFC®, CLU®, CLTC®, and CFA designations. Operating under fiduciary obligation, the firm structures its planning process around three core pillars: establishing clarity on client objectives, developing customized financial strategy across multiple areas including cash flow and retirement, and maintaining accountability to long-term financial goals.

Lafayette, Louisiana

Fee-Only