Fee-only Certified Financial Planner® Practitioner focused on assisting near-retirees, retirees and widows and widowers in achieving and maintaining financial security. This requires a holistic approach, meaning all facets of a person's financialSee More
...Burton Wealth Management is a comprehensive financial services firm committed to helping you improve your long term financial success. Our customized programs are designed to help grow, help protect and help conserve your wealth by delivering an unprSee More
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John Bagley, CFP, CPA, MBA
We are an independent, fee-only coordinated wealth management firm dedicated to meeting your needs. We view each client as unique, with circumstances and financial needs that require customized planning. We work with you an ... See More
We provide fiduciary Fee-Only Wealth Management on an ongoing basis for affluent pre-retirees and retirees. Our wealth management service is a combination of customized investment management based on your goals, values, desires and objectives AND perSee More
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Darin R Shebesta, Jackson Financial Advisors
Scottsdale, AZ 85258
At Witnauer Sloan & Associates, LLC, we work as partners with our clients to help them navigate the three critical stages of wealth:
1) the accumulation of capital for retirement,
2) the management of this capital to ensure it will last a lifetim ... See More
Holistic retirement planning. We reveal the rules so you can win! We educate then facilitate. Learn about the five areas that most affect your life in retirement. With over 17 years serving clients, we are her to help with; Lifelong savings, MedicarSee More
...We proviced comprehensive financial planning and coordination services. Including investment, retirement, estate and tax planning. We are a resource for our clients seeking objective guidance. We are fee only and do not sell any products.
Randy Oldenburg, BA, BS, CFP
Camden Financial Management is a 25-year experienced, fee-only firm that works solely with individuals, addressing their investment management and financial planning needs. As opposed to the typical “team approach& ... See More
Jon Ford, BA, CFP, MA
As a company that specializes in offering fee-only comprehensive financial planning and investment services, we provide an opportunity for you to become a part of a new and unique financial/investment planning service. We sell n ... See More
James Sweeney, CFA, CFP, MS
Switchpoint Financial Planning is a fee-only financial planning and investment management firm based in Lehi, Utah and serving clients in the greater Salt Lake City and Provo areas, as well as Mesa, Arizona and virtually t ... See More
Cornelius Van Zutphen, CFP, MS
Who We Are We are an independent, fee-only financial planning and asset management firm dedicated to the principle that advisors are compassionate fiduciaries to their clients.What We Strive To DoFinancial PlanningWe o ... See More
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 finanSee More
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Cheryl Krueger, BS, CFP
Growing Fortunes Financial Partners LLC specializes in providing financial planning services and investment advice to an often-overlooked and underserved market: Middle-income individuals and families. At Growing Fortunes, we ... See More
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