Financial Advisors in the U.S.

A California Licensed Professional Fiducairy #615 offering fee only comprehsensive financial planning and consulting, and fiduciary services.

It starts with a casual conversation with an experienced compassionate professional.

Perhaps knowing if you are on track for your ideal retirement is important to you. It might be protecting your family should the unexpected happen or simply wanting a better understanding of your finances. Perhaps you need help with just one issue such as rolling-over a retirement plan, acquiring adequate life insurance or saving for retirement. For "Baby Boomer's" it might be ensuring they have enough income in their retirement years.
"You need help from someone, so why not let us help you? You'll be glad that you did."

We are independent, objective and flexible.

No one is too big or too small to help. If you are looking for trusted, objective, Fee-Only advice - you've found it. If you finally want your own financial plan in place, we offer an easy to understand and an affordable planning fee . Or, if you just want a second opinion or a quick checkup, we can work on an hourly basis . We also offer prudent investment and insurance services as robust as the big companies, but with hometown atmosphere.

"Our mission is to guide you with Christian principles and serve you with authenticity, compassion and respect."... See More

Areas that I specialize in include 401k Rollovers, Medicare, Life, Long-Term Care, Health (Individual, Family, or Group), Cancer, Dental, Short-Term & Long-Term Disability, IRA's, Social Security Planning, Comprehensive College Planning, and Retirement Income Planning.

His professional registrations include a Series 65, as well as Life Insurance, Health Insurance, and Long-Term Care Insurance Licenses. He also has his National Social Security Advisor designation. He is the only financial advisor in Southern Indiana and Western Kentucky to have this designation, at this time. Ryan Foncannon is a fiduciary financial advisor, meaning he must always put his clients’ interests first. Brokers, on the other hand, are generally not held to the same rigorous standard.

S.W.A.N. Financial Solutions specializes in wealth management, investing, financial and retirement planning, insurance strategies, comprehensive college planning, and social security planning. All portfolios are designed for those who appreciate safe, secure investments and who want to reduce risk of moving backwards financially. We work with individuals who are searching for alternatives to the traditional buy and hold strategy that left investors at a deficit over the last 11 years. With the “buy and hold” methodology, investors may have no idea where they will be in 5, 10, 15, or even 20 years; therefore, this method rarely works for the majority of investors. How can you build wealth, if you are always trying to get back to where you were before the market went down? That is why we provide access to high quality, low risk private wealth managers, and is equipped to establish safe and secure accounts for our clients.

S.W.A.N. stands for "Sleep Well At Night". If you are in the market and trying to get back to where you were, how are you going to build wealth over the long-term? I can show you better solutions that allow you to build wealth and "Sleep Well At Night".... See More

Founded in 2005 by Lawrence W. Wiswall, Jr., CFP®, TCS Financial Services, Inc. is an independent wealth management and registered investment advisory firm headquartered in Greensboro, N.C. A Delaware corporation, TCS provides financial planning, investment and insurance services to clients across the US.

As an independent company, TCS Financial Services is not directly affiliated with any Wall Street mutual or brokerage firm and is not an employee of any insurance carrier. As such, we do not charge commission on our investment management services, nor are we compensated by third parties for selling investment products. By operating in this manner, we maintain the freedom to explore the products and services which best meet your needs, regardless of their origination.

Our commitment to pursuing your best interest is our highest priority, and the driving force behind everything we do.... See More

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 financial planning.

By understanding what matters to you, we can better help you achieve your goals. The choices you make now about your money and your future will likely impact you and your family for many years to come. Those decisions are best made with objective, expert input from a CFP® professional who will help you simplify & organize your life.... See More

"With deep experience in wealth management, our financial advisor in Alpharetta, GA is committed to adjusting your retirement plan in response to changing life circumstances, goals, milestones and financial priorities. Contact us today for any questions about 401(k) rollovers, retirement income, tax & estate planning, investment management, and more."... See More

James Stoes – AAMS® is the Founder of San Tan Planning and Investments, PLLC (STPI), a Comprehensive Financial Planning Firm located in Chandler, AZ that provides highly personalized financial guidance throughout the Phoenix metro area. STPI provides professional wealth management and financial planning services to busy professionals, business owners and families.

Our core mission is simple - "To help improve our clients' financial lives." Our belief is that managing wealth extends beyond building investment portfolios. It means partnering with people to define what matters most as they prepare for the next stage of life. We bring value to our clients by understanding what their needs and aspirations are. Our approach is comprehensive, consultative, objective and committed to excellence. The client dictates the focus and objectives, we bring principled, competent, and independent advice.... See More

Ryan Phillips is a fee-only financial planner located in Reston, VA serving families throughout the Loudoun County and Fairfax region. GuidePoint Financial Planning provides comprehensive wealth management and financial planning to help busy families, entrepreneurs, and federal employees to grow and protect their assets through life’s transitions. Ryan Phillips is a CERTIFIED FINANCIAL PLANNER™ Professional and has a legal obligation to provide unbiased and trustworthy financial advice.... See More

At First Financial Trust, we see wealth management differently. Above all, your needs are personal and we are always thinking based on what’s best for you and your future. With this in mind, our mission is to put each client’s best interests first. We have an experienced team that includes Investment Officers, Trust Administrators, and Financial Planners. Altogether, they offer comprehensive solutions that can be tailored to your specific short and long term goals.

► Investments
► Charitable Endowments
► Not-For-Profit Associations
► Charitable Trusts
► Private Foundations
► Estate Settlement Services
► Retirement Planning
► Estate Planning
► Education Planning... See More

Hi, I'm Angel Escobedo CFP®- Partner and Fee-only Financial Advisor at Capasso Planning Partners.

I have worked in the financial services industry since January 2018 after attaining a Bachelor of Science Degree in Personal Financial Planning from Texas Tech University. My primary goal as a financial planner is to help my clients light a financial path to dignity, awareness, hope, and a worry-free life. My experience working with both large broker-dealers and small family offices has allowed me to create a financial planning experience that is both personal and actionable, allowing the client to achieve complete financial peace of mind.

I am an active volunteer in VITA, a nonprofit program that helps low-income individuals get their taxes filed free of charge. Being involved in this program to help give back to the community is something I take pride in.

I enjoy being active and trying out new locally-owned restaurants, breweries, theaters, and other local businesses in my free time.

I've been a numbers guy my whole life, so I like percentages; here are some about me: I am part of the 5.4% of advisors under the age of 30, part of the 3.5% of Black/Latino CFPs in the country, part of the 1% of CFP advisors that speak Spanish, and most importantly I have a 95% client retention rate over the span of my career.... See More

As an independent, fee-only, registered investment advisory firm located in the Milwaukee, WI area, we are dedicated to coaching clients toward a holistic view of wealth and family stewardship.

Our boutique investment advisory firm is dedicated to delivering tailored strategies that amplify your wealth potential. Backed by a team of seasoned experts, we offer a holistic approach that considers your unique goals, risk tolerance, and market trends. Whether you're aiming for short-term gains or long-term security, Infinity Investments is here to guide you with precision and care, and a goal of turning your financial dreams into reality.... See More

We're an advisory firm serving those in retirement or nearing it. We aim to provide three primary benefits: Improving portfolio returns, cutting your tax bill, and providing peace of mind. Our mission in providing those benefits is to turn your financial house into a financial castle.... See More

Aleksey Krylov is a seasoned Chief Financial Officer (CFO) recognized for his experience in the life sciences and medical technology sectors. With a background in venture investing and mergers and acquisitions (M&A), his track record includes over 70 successful fundraising and M&A transactions, which showcase his ability to navigate diverse strategic opportunities for companies he works with.

As the CFO of CytoImmune Therapeutics, Aleksey spearheaded a transformative period, securing over $100 million in funding and overseeing the expansion of the workforce from five to over 60 employees. Furthermore, he played a pivotal role in building a cutting-edge commercial-scale cell and biologics manufacturing facility.

Previously, as CFO of DIH International, Aleksey positioned the Swiss-Chinese medical equipment manufacturer for a targeted NASDAQ public offering, driving strategic initiatives to optimize growth and maximize shareholder value.

Aleksey's accomplishments extend to his role as CFO of SELLAS Life Sciences, where he orchestrated a successful reverse merger, which ultimately propelled the company to the market capitalization of several hundred million dollars . He also led a successful convertible PIPE fundraise.

Before his stints as a healthcare CFO, Aleksey spent 12 years as a family office investment professional. He oversaw principal and control investments exceeding $500 million across diverse industries, including life sciences, medical technologies, healthcare IT, and consumer products. He started his career as an equity capital markets banker with Cowen's healthcare practice.

Aleksey holds an MBA from Columbia Business School and a Bachelor of Science in Business Administration from Babson College. His ability to blend financial acumen, deal-making expertise, and operational leadership makes him an invaluable asset to life sciences and medical technology organizations, driving transformative growth and financial performance.... See More

New York and Santa Fe (N.M.) Financial Advisor (Certified Financial Planner) providing in-person and virtual fee-only fiduciary financial planning and investment advisory services to help clients navigate life events and changes (retirement, divorce, inheritance, career).

As an independent and fee-only advisor, we don’t restrict ourselves to working with specific products or families of funds. We select the products we believe are best for your long-term financial well-being. As a fiduciary and fee-only advisor, our compensation is not based on commissions and the products that we use to implement your investments.

Our experienced financial planning team can help you implement a financial plan that is specific to your cash-flow needs, family circumstances, investment goals, and financial and tax situations. We use a detailed discovery and analysis process to help create a financial plan that works best for you.... See More