Michael Rudy, CFP, EA, MA, MBA
Money and one's emotional life are intimately linked. Our work is holistic: we will cunch the numbers and provide the useful financial information with the best of the NAPFA firms AND we will address the emotional side ... See More
My duties as an Adviser include overseeing the financial affairs of my clients which include both individuals and families, as well as corporations and non-profit organizations. My practice centrally focuses on 2 important themes:
#1 - Invest wi ... See More
I am a Fee-Only financial planner in the Marquette area. As a CFP(R) Certificant and a Registered Investment Adviser (RIA), I have a fiduciary obligation to my clients. Only RIAs have a fiduciary obligation mandated by law. Furthermore CFP(R) CertSee More
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Steven Sicklesteel, CFP
Scott Smith, CFP
Olympia Ridge, LLC (Olympia Ridge - Personal Financial Advisers) is a Registered Investment Advisor providing holistic financial planning services. Olympia Ridge uses a fee-only compensation model.
Why Choose Us?
We are Fee-Only - ... See More
Mark Goetz, CFP, ChFC, CLU, EA, MS
We work with successful people to Simplify their Lives and add Peace of Mind to their financial situation. Our ultimate goal is helping people live happier more fulfilled lives. We do this through an ongoing fee-o ... See More
Warren McIntyre, CFP, MBA
VisionQuest Financial Planning LLC delivers financial planning and investment management services the way you want. We provide as little or as much help as you need, and we have no account minimums or income requirements to ... See More
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