Michelle Smalenberger, CFP
Patrick Sweeney, CFP, CPA
Patrick M Sweeney & Associates, Inc. was formed in 2001 to service clients looking to better navigate their financial paths. Our approach is to offer straightforward advice and a simplified financial plan. The success of our ... See More
David Theis, BS, CFP
We specialize in Retirees Fee-Only Financial Advisors, Ltd. is a Retiree-centered firm, with over 20 years of financial experience, committed to helping clients achieve their financial goals. Why choose Fee-Only Financial Advi ... See More
Jeffrey Kostis, BBA, CDFA, CFP, CPA/PFS, MAcc
Own the moment – and own your futureJK Financial Planning takes a personal approach in helping clients to truly own their financial futures, with personalized solutions designed for each individual situ ... See More
Independent, fee-only financial advisor. We offer personalized service and advice tailored to the unique needs of each client.
Investment advisory service that focuses on investing like owners. That means thoroughly understanding the businesses we own, buying when the market is overly pessimistic about the company, and selling when the market is overly optimistic about the See More...
The mission of Lake County Financial Planning is to help clients feel financially secure and to achieve the personalized financial goals they seek. We believe that through partnering with clients, we can provide financial advice that will help build See More...
Michael Knight, CFP
If you are an experienced investor, Knight Investment Planning can provide a portfolio check up that will measure risk, return, tax efficiency and costs. If you are a new investor, Knight Investment Planning can help you get start ... See More
Kara Beth Vance, CFP
Timothy Financial Counsel, Inc. is unique among fee-only financial planners who provide hourly advice. Established over a decade ago by an experienced fee-only wealth advisor, our firm uses a team approach, allowing our clients t ... See More
Mark Smith, CFP
Smith Financial Advisors specializes in retirement planning, investment management, and comprehensive financial planning. Fees are based on an hourly rate or based on assets under management. Smith Financial also provides corporate ... See More
Scott Baril, CFP, CPA/PFS, MBA
Baril Advisors is a state registered investment adviser in the states of Illinois and Arizona. The firm provides independent fee-only financial planning and investment advisory services to individuals, families and busi ... See More
Sebold Capital Management is an independent fee-only wealth management firm that provides personal financial planning and investment management to high net worth individuals, families and their related entities, trusts and estates, and family businesSee More...
Armond Dinverno, CFP, CPA, JD
Balasa Dinverno Foltz LLC is a private wealth management firm that currently manages in excess of $3 billion in assets for individuals, retirement plans, charities, and trusts.
We are fee-only advisors and do not charg ... See More
Sean Sebold, BA, CFA, CFP, MBA
Sebold Capital Management, Inc. is a fee-only wealth management firm that creates maximum value for high net-worth clients. We commit to putting your needs first, providing unrivaled service guided by your priorities. W ... See More
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