Fee-only investment management and financial planning. Most portfolios are Balanced using individual bonds, individual stocks and equity mutual funds. Financial planning is comprehensive.
Futurity Capital, an independent, fee-only Registered Investment Advisor, is focused on helping you discover a secure financial future. In addition to investment management, we offer both hourly, as-needed assistance and comprehensive, holistic finaSee More...
Curtis (Curt) Sheldon is a CERTIFIED FINANCIAL PLANNER™ Practitioner, Enrolled Agent, Accredited Investment Fiduciary® Designee and President of C.L. Sheldon and Company, LLC.
Curt provides comprehensive financial planning, including Mi ... See More
Wesley Stien, MBA
Timothy Wesling, AIF, CDFA, CFP, CMFC
We offer comprehensive financial planning, including: Goal development Spending plans and record keeping Retirement planning Tax planning including retirement plan and IRA distributions Investment management per ... See More
Robert Tull, CFP, MBA
Achieve Financial Freedom. Accomplish More.
Tull Financial Group, Inc. specializes in Investment Management and Financial Planning Services, helping you to define, prioritize, and achieve your financial goals and objectives. We ... See More
Eileen O'Connor, CFP, MBA
Hemington Wealth Management is one of the fastest growing firms in the nation because we have demonstrated a vision and commitment that leads to client success. Our name explains why. Every summer growing up, Hemington' ... See More
John Pugh, CFA, CFP
Insight Wealth Management (IWM) is an independent, fee-only investment management and financial planning firm located in Gainesville, Virginia. With IWM, you will work directly with one of the most respected investment profession ... See More
Kimberly Cox, CFP, MBA
Since our inception in 1982, we have provided objective, comprehensive financial planning and investment management for individuals, businesses and associations on a Fee-Only basis. We currently manage more than $950 million in ... See More
Gordon Bernhardt, AIF, CFP, CPA/PFS
At Bernhardt Wealth Management we know from experience that financial success is most likely to be achieved through an unwavering commitment to a set of investment principles: efficient markets, modern portfolio th ... See More
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