Sierra Pacific Financial Advisors (SPFA) is an independent fee-only financial planning, investment and wealth management firm serving for individuals, families, and corporate clients. Our highly professional team provides objective and integrated fiSee More...
Fee-only financial planning and investment advisory services. Comprehensive financial plans, asset management and by-the-hour services available. We have no minimum required asset level and are happy to provide as-needed and project-based advice.
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Walter Romatowski, CFP, CMA, MBA
We offer "Fee-Only" Financial Advice and Investment Management to people from all walks of life. So, whether you are just starting out, in the midst of building for a brighter future, or seeking to preserve and enjo ... See More
Nicholas Rugh, BS, CRPC, MS
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Rugh Financial is an independent, fee-only, financial planning ... See More
We focus specifically on those individuals whose financial situations require a high level of expertise, coordination and analytical sophistication; those who are serious about accumulating and preserving wealth. Our clients face mid-life financial pSee More...
We are a registered investment adviser firm located in the Silicon Valley. We manage investment portfolios for individuals and families. We are an independent, fee-only, low-cost financial advisory firm. With over 29 years of investment expertise, anSee More...
Julie Schatz, CFP
We can help with the answers!
Our clients have been in your shoes. As a team of dedicated, fee-only financial advisors we have helped them achieve their goals. We have a passion for providing advice to help individuals and families ... See More
Fee-only comprehensive financial planning for new parents and young families.
Ford & Associates is a RIA ( Registered Investment Advisor ) specializing in Fee Only comprehensive Financial Advice and Investment Counsel. We have been in this business for over 31 years and a RIA since 1982. We advise on all areas of Financial plaSee More...
Financial Perspectives is an independent, fee-only financial advisory firm with two offices conveniently located in the San Francisco bay area. We provide unbiased advice for every aspect of your financial life. Recognizing that everyone is unique inSee More...
As your financial advisors, our first job is to help you protect your current position of wealth. Then we work with you to create a roadmap for the achievement and protection of your full narrative of wealth.
At Pacific Advisors, we go beyond prov ... See More
Jane Beule, BA, CFP, MBA
Griffin Black, Inc. offers integrated, fee-only financial advisory services focused on helping clients improve the quality of their lives. Sound investment management is a crucial component of our practice, but it is only one ... See More
Steve Johnson, BA, CFP, MBA
Johnson Lyman Wealth Advisors is a fee-only, comprehensive financial planning firm and Registered Investment Adviser in Los Altos, California managing over $180 million for families, trusts, small businesses and not-for-pr ... See More
Bill Oakes, CFP, EA
Services are offered on an hourly, as-needed, Fee-Only basis with no conflicts of interest. No products are sold, no commissions are generated. Objective, commission free financial advice is provided to everyday people. Comprehen ... See More
Robert Sullivan, BS, CFP
To serve the diverse needs of our clients we offer a variety of fee options: traditional assets under management as well as profit based. As a Multi-Family Office, all services are provided either in-house or through collabor ... See More
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