I am a fiduciary. Which means that I work for you, not some brokerage firm or some insurance company. Each client I work for finds that I take time to understand their specific needs and desire for their investments. We determine your risk tolerance See More...
Who we serve, what we do for you
and how we do it.
We help hard working individuals and families prepare and transition into retirement from the working years. Many would consider themselves the Millionaire Next Door, by accumulating asse ... See More
We are a fee-only financial planning division of a CPA firm. We do hourly rate planning and retainer work. We work as a team with our clients to help them reach their financial goals.
White Oaks Wealth Advisors simplifies the complexities of wealth by assisting clients with their portfolio management, tax planning, wealth transfer and risk management challenges on a proactive basis. White Oaks Wealth Advisors is a fee-only advisorSee More...
We help clients pursue their retirement goals through the proper management of their financial resources.
We use a customized process we call nestegg-mba whereby we help clients to measure, balance and amplify their assets to pursue a higher sustain ... See More
Dennis Packard, CFP, CPA/PFS
In these challenging economic times, preserving and growing your wealth is a daunting task. Investment fads, hidden fees, and rising taxes are relentless. Meanwhile, financial intermediaries such as brokerage firms, ban ... See More
David Harbeitner, CFP
Pinnacle Wealth Planning Services, Inc. (“Pinnacle”) is a fee-only Wealth Management firm working exclusively with affluent individuals, business owners and their families. Pinnacle sells no products and receives no ... See More
Dena Minning, BS, CFA, CFP, MBA
With Personal Asset Management, you get an informed investment partner who will help you make your savings work as hard as you do. We provide investment strategy and discretionary money management services for high ne ... See More
Wealth Management helps you succeed by working with your trusted fiduciary. For us, respect for our judgment and trust in our character is critical. And we bring a lot to the table.
Julie Lawrence, BA, CDFA, CFP
WOULD YOU LIKE TO WORRY LESS AND ENJOY LIFE MORE?
If you are like most people, you worry about your financial future. We can help.
• Flat retainer, full-service financial planning. From cash flow to estate planning, ... See More
Forrest Baumhover, CFP, EA, MBA
Westchase Financial Planning is a fee-only financial planning firm located in Tampa, Florida. Although our focus is on servicemembers and real estate agents, we welcome clients from all walks of life. If you feel o ... See More
No Commission!! Lebrigh does not charge commissions nor does it receive any direct or indirect commissions from any recommendations that are made. Instead, we charge an annual fee based on your net worth (or a set fee if applicable) and thus separSee More...
The Chambers Financial Group offers independent financial planning and investment management in Largo, Florida. Curtis Chambers is the founder and managing member of the Chambers Financial Group. Curtis Chambers is a Certified Financial Planner(r) PSee More...
Steven Bove, CFA, CFP, MSFS
Lebrigh Life Planners, LLC, a fee-only financial planning firm, takes a holistic approach to financial planning. As such we consider the interaction of multiple variables then weigh financial and non-financial concerns in ... See More
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