We offer scientifically-based investment management, comprehensive financial planning, and effective tax advice to help you reach your financial goals.
We don't believe in making things unnecessarily complex and strive to provide straightforward, ho ... See More
Kenneth Robinson, CFP, JD
Serving Independent professional women Public sector professionals (OPERS, STRS Ohio, SERS, FERS) Medical professionals College professors
We are a holistic financial advisory firm. We believe the best financial well-bei ... See More
The financial management process at Securus Financial Strategies begins with an in-depth evaluation of your current financial situation. Once we`ve established your overall objectives, we`ll focus on your specific goals.
With changing economic con ... See More
Bryan Glancy, CFP
Andrew Tisler, CFP
Epic Financial, LLC provides clients with comprehensive financial planning and investment management services. Epic Financial is a passion driven, fee-only firm focused on helping the medical community, young professionals, familie ... See More
Anthony Kure, CFP, MBA
Johnson Investment Counsel is a fee-only, comprehensive financial planning firm that specializes in retirement planning for recent retirees and busy professionals who are planning to retire within the next 15 years. We provide ... See More
Independent "fee-only" trust department and advisor. Additional education includes being a Certified Public Accountant, Certified Financial Planner(r), Accredited Investment Fiduciary Analyst(r) and Certifed Mutual Fund Specialist. Have been selectSee More...
Scott Snow, CFP, CIMA, CPA
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David Zolt, CFP, EA
Westlake Advisors is an independent, fee-only financial advisory firm. We provide comprehensive financial planning services including sound advice on the topics of investments, retirement and estate planning, insurance, and genera ... See More
I help bring clarity to the complex world of investment management, tax planning, estate planning, retirement and other life and career transitions, so that the stress of unresolved financial issues is replaced by the peace of mind that comes from knSee More...
Scott Haley, CDFA, CFP, EA
Prelude Financial is a financial planning and investment management firm with a strong belief that with the right guidance and planning, you can live your best financial future. Whether you are looking to save for your reti ... See More
I have over 20 years of practical financial services' experience as a CPA, Investment Advisor and Certified Financial Planner. Together with my team, we act as a personal CFO and help affluent clients address their five biggest concerns: preserving tSee More...
Jason Burkholder, CFA, CFP
New Legacy Financial Group's mission is toprovide comprehensive financial planning with institutional quality service, in order to help clients realize financial independence.
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