William Ertel, CFP, CMFC, CPA/PFS
Tassel Capital provides fee-only investment, financial and stewardship guidance to individuals. Services include financial planning (comprehensive, modular or hourly) and investment management. Tassel Capital provi ... See More
Financial Planning and Wealth Management.
Brian Fenn, CFP, ChFC, CLU
We are an independent, fee-only comprehensive financial planning firm offering highly specialized and customized services for high net-worth individuals and families. Our holistic approach to financial planning and asset ma ... See More
Jonie Parks, CFP
Since 1990, Matrix Wealth Advisors has built a trusted reputation among families throughout the Southeast (including physicians, executives, closely held business owners and retirees) by providing excellent service, creative and soun ... See More
Todd Calamita, CFP
Your finances, your future - that's the passion behind Calamita Wealth Management. Whether you're just starting to plan for retirement or you're living the dream, we're here to help you reach your financial goals. You can count on ... See More
Philip Gibson, CFP
Elation Wealth is a virtual, fee-only, financial planning, and investment management firm focused on serving young professionals, educators, and baby boomers.
Director of Financial Planning experienced in assisting high net worth executives and business owners with comprehensive wealth planning, investment management and generational wealth transfers.
Daniel Tobias, CFP
At Davidson Capital, we provide comprehensive wealth management services that coordinate your financial planning, investment management, and tax planning. The process is designed to assist you in making crucial decisions necessary ... See More
Moretz Wealth Management provides retirement and distribution planning for retired individuals and individuals nearing retirement. We provide full-service, one-stop planning for those individuals. We strive to serve seniors with integrity and accouSee More...
Thomas Velevis, CFP
Established in 1994, the firm manages investments and otherwise provides counsel for individuals who are retired or preparing for retirement. Investment Management is the firm's primary service:Written Investment Strategies,Execut ... See More
Barry Swaim, CFP
Wealth Management Group, Inc. is a personal financial advisory firm dedicated to providing comprehensive financial planning to middle America on a fee-only basis. Our goal is to form long-term, fiduciary relationships with our client ... See More
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