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Financial Advisors

Visit AdvicePeriod - Reinventing Wealth Management

We provide advice. Period.

When you hire AdvicePeriod, you hire a knowledgeable fiduciary committed to helping you keep more of what you earn. We've built our firm to achieve three simple objectives, and they define how we work with every client, ... See More

Highlights: ETFs, 401K Consulting, Rollover Of 401k Or IRA, Professional Wealth Management, Corporate Bonds, Registered Investment Advisor, Fee-Only, Retirement Income Planning, Independent Investment Advisor, 403B Plans, Retirement Distribution Plan, IRA, Charitable Planning, Passive Investment Strategies, Mutual Funds, Wealth Management, Fee Only, Fiduciary, Investment Services, Financial Planning Advice And Services
Cruger Financial Services
Corpus Christi, TX
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Travis Cruger, President of Cruger Financial Services, provides the daily market report for KEDT 90.3 FM, and is heavily involved with local non-profit organizations. He currently serves on the board of directors for the Ronald McDonald House of Corp... See More

Highlights: MBA, Financial Planning, Mutual Funds, Retirement Income Planning, Young Investors, Family Financial Planning, Independent Investment Advisor, Annuities & Life Insurance, Fiduciary, Investment Services, ETFs, Rollover Of 401k Or IRA, 401k Rollover, Retirement Distribution Plan, Investment Management, IRA, Asset Protection, 401K Consulting, Investment Policy Statements, College Planning
Ben Lex
Grand Rapids, MI
Visit Ben Lex

I specialize In working with sales professionals and other high-earners with variable incomes. My practice is tailored to your unique needs and focuses on two essential themes.

#1 - Maximize investment performance with low costs in a way that alig... See More

Highlights: Fee Only, Passive Investment Strategies, Independent Investment Advisor, Young Investors, Investment Consulting, IRA, Family Financial Planning, Financial Planning, Fee-Only, 403B Plans, Advising for Sales Professionals, Legacy Planning, Mutual Funds, Debt Management, Asset Protection, Retirement Planning, Financial Planning for Variable Income, ETFs, Financial Planning Advice And Services, Estate Planning
Heath Biller
Grand Rapids, MI
Visit Heath Biller

I am proud to be a fee-only fiduciary financial planner working with Doctors, Advanced Practice Providers, and Nurses. I assist healthcare professionals eager to set themselves up for a successful financial future. As a fiduciary on your team, I can ... See More

Highlights: Family Financial Planning, IRA, Wealth Management, Passive Investment Strategies, Advisory And Investment Management, ETFs, Financial Planning Advice And Services, Professional Wealth Management, Charitable Planning, Comprehensive Financial Planning, Retirement Income Planning, Rollover Of 401k Or IRA, Fee Only, Income Tax Planning, Investment Services, Business Planning, 401k Rollover, Investment Management, Independent Investment Advisor, Fee-Only
Visit Andrew Van Alstyne, MBA

What sets me apart is my dedication to my clients' needs, embodied in my high-touch approach. I ensure that each client and family receives unparalleled attention and support that extends beyond finances. Multi-generational planning is not just a ser... See More

Highlights: Young Investors, Estate Planning, Mutual Funds, ETFs, Stocks, Charitable Planning, Professional Wealth Management, 403B Plans, Retirement Income Planning, Corporate Bonds, Investment Policy Statements, Investment Services, College Planning, Financial Planning, Legacy Planning, Wealth Management, Advisory And Investment Management, Retirement Planning, Comprehensive Financial Planning, Rollover Of 401k Or IRA
Daner Wealth Management
Alpharetta, GA
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"With deep experience in wealth management, our financial advisor in Alpharetta, GA is committed to adjusting your retirement plan in response to changing life circumstances, goals, milestones and financial priorities. Contact us today for any questi... See More

Highlights: Investment Consulting, Wealth Management, IRA, Investment Management, Estate Planning, Investment Services, Financial Planning, Professional Wealth Management, Certified Financial Planner, Fee Only, Retirement Planning, Independent Investment Advisor
Visit Unique Investment Advisors

Our boutique investment advisory firm is dedicated to delivering tailored strategies that amplify your wealth potential. Backed by a team of seasoned experts, we offer a holistic approach that considers your unique goals, risk tolerance, and market t... See More

Highlights: Rollover Of 401k Or IRA, Women's Issues, Advisory And Investment Management, Comprehensive Financial Planning, Investment Management, 401K Consulting, Retirement Income Planning, Fiduciary, Annuities & Life Insurance, Independent Investment Advisor, Investment Consulting, Business Planning, IRA, ETFs, Retirement Planning, Wealth Management, Family Financial Planning, Disability Income & Long Term Care Insurance, Passive Investment Strategies, Registered Investment Advisor
Farnam Financial
Phoenix, AZ
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We're an advisory firm serving those in retirement or nearing it. We aim to provide three primary benefits: Improving portfolio returns, cutting your tax bill, and providing peace of mind. Our mission in providing those benefits is to turn your finan... See More

Highlights: Wealth Management, Retirement Income Planning, Registered Investment Advisor, Investment Services, Financial Planning, Fee-Only, Financial Planning Advice And Services, Stocks, Comprehensive Financial Planning, Independent Investment Advisor, Estate Planning, Fiduciary, Income Tax Planning, IRA, Fee Only, Certified Financial Planner, Investment Management, Asset Protection, Charitable Planning, Professional Wealth Management
Aleksey Krylov
New York City, NY
Visit Aleksey Krylov

Aleksey Krylov is a seasoned Chief Financial Officer (CFO) recognized for his experience in the life sciences and medical technology sectors. With a background in venture investing and mergers and acquisitions (M&A), his track record includes over 70... See More

Highlights: Partnerships and Business Development, Investment Consulting, Mergers & Acquisitions (M&a), Investor Relations, Strategic Planning, Business Planning, MBA, Fractional Cfo, Operating Finance, Advisory And Investment Management, Financial Planning Advice And Services
Wharton Wealth Planning, LLC
New York City, NY
Visit Wharton Wealth Planning, LLC

New York and Santa Fe (N.M.) Financial Advisor (Certified Financial Planner) providing in-person and virtual fee-only fiduciary financial planning and investment advisory services to help clients navigate life events and changes (retirement, divorce,... See More

Highlights: Fee-Only, Passive Investment Strategies, ETFs, Investment Policy Statements, Young Investors, Asset Protection, Business Planning, Comprehensive Financial Planning, College Planning, MBA, Retirement Planning, Stocks, Divorce Planning, Sustainability, Divorce Financial Advisor, Wealth Management, IRA, Charitable Planning, Certified Financial Planner, Legacy Planning
Moore's Wealth Management
Gainesville, GA
Visit Moore's Wealth Management

At Moore’s Wealth Management we help our clients build retirement plans that fit their lives, and that they can’t outlive. Just like you don’t want to outlive your savings, you don’t want to outlive your financial advisor. We’re proud to ha... See More

Highlights: Comprehensive Financial Planning, Investment Consulting, Wealth Management, Investment Services, Retirement Planning, Professional Wealth Management, Estate Planning, Independent Investment Advisor, Financial Planning, Fiduciary
Visit LifeLong Wealth Management Group

LifeLong Wealth Management Group is Trusted Financial Expert

We believe in challenging the financial norm. That happiness is not synonymous with the money we have. We shoot to create a comprehensive plan that bridges your relationship with mone... See More

Visit William Bevins, CFP® CTFA

CERTIFIED FINANCIAL PLANNER™ and fiduciary financial advisor focused on achieving client goals. Serving Middle Tennessee and the Nashville areas. Fee-only, portfolio management and comprehensive financial plans. Free initial consultation.

Highlights: Divorce Planning, Estate Planning, Comprehensive Financial Planning, Fee Only, Retirement Distribution Plan, Fiduciary, Investment Management, Wealth Management, Certified Financial Planner, Fee-Only, Financial Planning, Women's Issues
Visit Samuel Rad, Financial Planner - Fiduciary Financial Advisor

Samuel Rad is one of the best financial advisors in Los Angeles. As a Fiduciary, he will always place your interest ahead of any company. He also does not work for any brand, so you will never be pressured into any products!

Highlights: Fee-Only, Certified Financial Planner, Fiduciary, Family Financial Planning, Comprehensive Financial Planning, Investment Consulting, Wealth Management, Retirement Planning, Financial Planning, Professional Wealth Management, Independent Investment Advisor, Investment Management, Registered Investment Advisor, Retirement Income Planning, Advisory And Investment Management, Fee Only
Rawson Gulick, CFP
Sebastopol, CA
Visit Rawson Gulick, CFP

We are a fee-only, registered investment advisory firm that provides independent wealth management services to individuals, families, and businesses.

Highlights: Financial Planning Advice And Services, Fiduciary, Retirement Income Planning, Investment Consulting, Retirement Distribution Plan, Comprehensive Financial Planning, Certified Financial Planner, IRA, Wealth Management, Legacy Planning, Retirement Planning, Investment Services, Socially Responsible Investments, Independent Investment Advisor, NAPFA Member, Sustainability, Passive Investment Strategies, Estate Planning, Fee Only, Family Financial Planning

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