Silverstone Financial

Alldredge Fee-Only Wealth Management

At Alldredge Fee-Only Wealth Management, we are committed to providing comprehensive and holistic financial planning and wealth management services. Our approach is based on the belief that financial planning is an ongoing process rather than a one-time event. We provide independent, unbiased advice to our clients, without taking commissions or referral fees from third parties. This helps us to maintain a strong level of trust with our clients. Our team has extensive experience in the financial planning industry and we strive to provide our clients with the best possible advice. We understand the importance of developing a personalized plan in order to reach the desired financial goals. We are here to help guide our clients through the complex world of financial planning and investments.

Bogart Wealth

Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement.  Our approach is to fully understand your dreams -- not just your "risk profile" -- and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution.   As a Registered Investment Advisor (RIA), we're held to a fiduciary standard, which gives our clients the confidence that everything we do is always in their best interest.  Working with Bogart Wealth means only paying for expert guidance -- no hidden costs, no broker commissions. When you work with us, you will find that not only will you enjoy an extremely high level of service from our wealth managers, but that our boutique size enables multiple advisors to become familiar with you - and your financial plan. Our services include: * Retirement Planning * Investment Management * Tax Planning & Tax Strategizing * Tax Preparation * Roth Conversion Analysis * Cash Flow Planning * Estate Planning * Multi-Generational Planning * Social Security Optimization * Pension Lump Sum vs. Annuity Analysis * Specialized NUA Analysis

Waypoint Wealth Counsel

Waypoint Wealth Counsel is a fee-only wealth management firm that provides clients with customized investment management and financial advice. We strive to ensure that our clients understand their options and the implications of their decisions, in order to help them make sound financial choices. Our team is committed to transparency, objectivity, and integrity as we guide our clients through the complexities of the financial system. We offer a comprehensive suite of services including asset allocation, portfolio construction, retirement planning, tax planning, estate planning, and insurance planning. Our team is comprised of experienced professionals specializing in wealth management who work closely with clients to provide personalized and tailored advice. We believe that our commitment to our clients, along with our core values, enables us to provide an unparalleled level of counsel and support.

Citrine Capital

Citrine Capital is a fee-only wealth management firm committed to helping tech professionals, entrepreneurs and business owners thrive. We specialize in helping those with company equity positions such as company stock, stock options, RSUs and much more. Our comprehensive approach to financial planning is designed to free up our clients' time and provide peace of mind by helping them make prudent financial decisions for themselves and those who depend on them. Specifically, we help them become financially organized, mitigate taxes, manage investments, plan for major life events, protect loved ones, and conserve and create wealth. Citrine Capital, LLC is a California registered investment advisor.

McHenry Capital

McHenry Capital, LLC is a fee-only wealth management firm dedicated to helping emerging affluent individuals, couples, and families manage their wealth more effectively. The company seeks to maximize the Return on Life (ROL) for its clients by assisting them with all of their financial needs and transitions. Our team of experienced professionals provides tailored solutions that can help clients reach their goals. We strive to make our clients feel secure and empowered as they navigate this complex financial landscape.Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Market Street Wealth Management Advisors

Protecting and preserving your funds is essential. After all, they are earned through hard work and dedication, and form the basis for your future. That's why the experienced team of fee-only wealth management advisors at Market Street Wealth Management Advisors are here to help you with your long-term financial planning. We can provide assistance with savings planning, small business issues, mid-career planning, retirement savings and distributions, divorce planning, women’s financial planning, middle-income financial planning, cash flow, budgeting and credit issues, charitable giving planning, education planning, risk management, insurance planning, investment planning, and estate planning and tax strategies. Market Street will help you to gain financial stability and make the best decisions for your future. We will analyze your finances in detail and offer straightforward recommendations that will help build a strong financial foundation. So, whether you're saving up for a house or preparing for retirement, you can be sure that we have your back.

Areté Wealth Strategists

Arete Wealth Strategists is a fee only financial advisory firm offering financial planning and investment management services for executives and business owners. We bring bring strategy, structure, clarity and confidence to your financial life and keep it that way. We are a wealth management firm that takes a holistic view of your financial situation with an emphasis on helping you meet your life goals. We align with clients who see the purpose of money as a means to enhance their own and their families' well-being. We view our success as maximizing your return on life, not simply your return on investment. Why Choose Us? - We specialize in the needs of small business owners - High-touch, limited number of engagements (you'll deal with the same people throughout your engagement) - We are your fiduciary and thus legally obligated to put your best interests first - Credentialed and experienced - Innovative, flexible and tailored investment philosophy - Cutting-edge technology to save you time, increase accessibility & reduce our carbon footprint

Asset Preservation Wealth & Tax

Asset Preservation Wealth & Tax is an independent Wealth Management Firm located in the Scottsdale, DC Ranch, Paradise Valley, Fountain Hills, and Phoenix areas. We specialize in providing Tax Planning and Roth Conversions, Financial Planning, Estate Planning, Wealth Management and Insurance services specifically tailored to seniors. Our products and services include Mutual Funds, ETFs, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. We have been helping our clients since February 1997, providing unique strategies and solutions that have enabled them to enjoy a secure and enjoyable retirement. Our company has managed over $420 million of client nesteggs for over 9,000 households statewide. Our services include Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, and Life Insurance Analysis. We strive to be an industry leader and ensure our clients have consistent growth and safety with lasting success.

Lourd Capital Management

Lourd Capital Management is a fee-only wealth manager focused on meeting the financial needs of high-profile individuals such as business leaders, artists, entertainers, and athletes. We understand their unique challenges and strive to provide them with the confidence and peace of mind that comes with making smart financial decisions. Our team of experts is dedicated to delivering personalized, comprehensive financial solutions tailored to each client’s individual needs. We are committed to helping our clients simplify their lives by taking care of their everyday financial matters so they can focus on their own passions. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Covenant Wealth Advisors

Covenant Wealth Advisors is more than a private wealth management firm - we are an intelligent team of fiduciary financial advisors, fee-only financial planners, and retirement income planning professionals. Founded in 2010, we are one of a few fully independent wealth management firms and fee-only financial planners located in Central Virginia with offices in Williamsburg and Richmond.As our clients' Personal CFO, we ensure that their overall financial goals are met in a prudent way. Our simple and elegant wealth management process provides our clients with clarity on what's important, comprehensive insights into how to accomplish their financial and life goals, and an ongoing partnership to guide them along the way.Our mission is to provide our clients with financial security and peace of mind through a lifetime of trust, personal relationships, and objective advice. We take on new clients as part of our extended family, and many of our relationships span multiple generations.We cater to a variety of clients from physicians, corporate executives, successful professionals, business owners, Christian families, entrepreneurs, to individuals and families with substantial and complex assets. While investable assets typically exceed $1,000,000, we are able to serve clients of all asset levels, including their children and heirs.

Nexus Wealth Advisors

Nexus Wealth Advisors is a financial services firm dedicated to helping people live their best lives by providing clarity, coordination, transparency and exceptional care around preserving and growing wealth. We provide comprehensive “financial life guidance” and fee-only investment management solutions to help alleviate the stress of money and the future. Additionally, we offer tailored, value-aligned or socially responsible investment options to meet our clients' needs. Our team is committed to helping clients achieve their long-term financial goals and make the most of their money. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Modera Financial Advisors & Financial Planners

Modera is an independent, fee-only wealth management and financial planning firm based in Boston, MA. We are dedicated to providing ethical advice and a fiduciary commitment to our clients. With decades of experience, we offer retirement planning, estate planning, income tax planning, investment management, risk protection, stock option analysis, and college or education planning. Our team of knowledgeable financial advisors prioritise our clients' best interests and strive to help them make well-informed financial decisions. Contact us today to discuss your financial future with an experienced professional.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Annette Di Bello, CPA, CFP® - Di Bello Financial Inc.

Annette Di Bello, CPA, CFP® - Di Bello Financial Inc. is a fee-only investment management firm with two locations in Irvine and Carlsbad, California. Clients can meet with Annette Di Bello for an initial consultation at the Irvine office, and subsequent meetings are available at the Carlsbad location. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Insight Wealth Strategies - Livermore

Insight Wealth Strategies - Livermore is a financial planning and wealth management firm that provides retirement planning, investment advice, estate planning, asset management, and other services to individuals and families. Our experienced financial advisors are committed to providing comprehensive solutions designed to help you reach your financial goals. We offer fee-based advice and utilize advanced strategies, such as 401k rollovers, tax reduction strategies, investment management, and stock option planning, to ensure that you get the most out of your investments. In addition, we specialize in special needs financial planning, long-term care, annuities, and are certified Financial Planner™ (CFP). Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.