Jeffrey Larson

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.

JH Advisers

Financial advisors can help people strategize and make informed decisions about their money. At our family-owned and independent firm, we specialize in comprehensive financial planning. Our services range from investment advice and 401k decisions, to tax reduction strategies, Social Security maximization, and even advanced planning software solutions. All of our advisors are Certified Financial Planners. However, please note that we do not offer debt or credit counseling and are not tax preparers or attorneys. We are here to help you invest in your future and ensure a comfortable retirement. With our professional guidance and expertise, we can walk you through the various strategies and options available to you, so that you can make the best decisions for yourself and your family.

Infinity Financial Advisors

Infinity Financial Advisors is a Bellaire-based tax and financial consulting firm, dedicated to offering top-tier support for all of your business management needs. Our team of experts have many years of experience providing advice and auditing services in the field and are committed to helping you overcome any challenge you may face. We also offer bookkeeping, payroll, and other financial services to make managing your business simpler. Reach out to us today to learn more! Our tax professionals strive to provide the highest level of service and are equipped with the knowledge and tools necessary to help you successfully navigate the complexities of taxation and finance. With a client-focused approach, we strive to ensure that our clients receive the best possible advice and guidance. Whether you're looking for assistance with taxes, bookkeeping, payroll, or other financial matters, our team of experts can provide the support and expertise you need.

Cris Financial

Cris Financial (Cinco Ranch Insurance Services) is a full-service, independent financial firm that helps people reach their economic goals. We provide a broad range of products and services to pre-retirees and retirees as well as business owners, and are committed to tailoring our advice to each individual. Our team of licensed financial advisors focuses on safe investment alternatives with minimal risk. We prioritize protecting clients' principal, keeping them shielded from market downturns. We also offer retirement income planning, wealth management, tax management, retirement strategies, estate conservation, insurance and annuity products, IRAs and IRA rollovers, and 401K rollovers. Cris Financial is the perfect choice for conservative investors. Our experienced advisors provide personalized service and sound guidance in order to take advantage of any financial opportunities available.

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.

True Root Financial

At True Root Financial, we are a fiduciary financial advisor with 19+ years of experience at renowned firms including Goldman Sachs and BlackRock. We provide comprehensive services such as investing, tax planning and wealth management for business owners, physicians, tech professionals and high-earning individuals. Our mission is to help our clients achieve their life goals with unbiased, ethical and legal advice. We are a fee-only advisor, which means no commissions and no product pushing. Our team of experienced advisors have the professional knowledge and specialized skills to customize strategies that fit the needs of our clients. With our expert guidance, you can trust that your investments, taxes and wealth are in good hands.

Financial Essentials

Financial Essentials is a financial advisor providing services for individuals, families, and businesses. We strive to provide our clients with the best investment advice and support possible. Our team of experienced financial advisors are committed to helping you reach your goals and make smart financial decisions. We provide a range of services, from retirement planning to wealth management, to ensure you make the most of your money. With our fiduciary model, we strive to provide unbiased and objective advice that is tailored to your specific needs. At Financial Essentials, we are dedicated to helping you make the most out of your finances. Our advisors are knowledgeable in a range of financial areas, providing comprehensive services such as investment advice, estate planning, and tax preparation. We'll work with you to create a unique plan that best meets your current and future needs. We also offer comprehensive investment advice, helping you make the right decisions when it comes to investing. Whether you're looking for guidance on a single purchase or help managing your entire portfolio, our team is here to help.

Mumy Financial Advisors, LLC

Mumy Financial Advisors, LLC is an independent financial advice provider specializing in helping individuals and businesses understand their financial solutions. Our team of professionals have the knowledge and expertise to provide advice on asset allocation and diversification, cash flow analysis, education expenses, estate planning, financial planning, insurance analysis, and retirement strategies. We strive to create tailored plans that best suit each individual's or business's unique situation, ensuring that our clients' assets are protected and managed with care. Our Life Insurance Audit software makes it easy to review existing policies and determine if they are providing the right amount of coverage. At Mumy Financial Advisors, LLC, our experienced advisors can provide you with the guidance you need to make informed decisions about your finances. We will work with you to develop a plan that takes into account your current resources and future goals. Whether you are an individual looking to plan for retirement or a business seeking to optimize investments, we will be with you every step of the way. With our help, you can feel confident and secure in your financial future.

Bedel Financial Consulting

At Bedel Financial Consulting, we are committed to helping you achieve your financial goals. We adhere to the highest fiduciary standard of care, with no commissions, no products to sell, and no conflicts of interest. We prioritize transparency and trust, so you can have confidence in your financial decisions. Our comprehensive wealth management services ensure that your success comes first. Our team of experienced professionals is dedicated to providing personalized guidance and strategies tailored to your specific needs. With decades of experience, we have the knowledge and resources to provide you with the peace of mind that comes from working with an experienced financial advisor. Let us help you make the most of your future.

Wealth Management Partners of Los Angeles

Mr. Tuckman is a Financial Advisor (adviser) in the Los Angels area. We will start with a phone conversation and offer comprehensive financial advice and guidance. Expect no pressure discussions, a focus on your goals, and I will explain everything clearly and succinctly. I do everything from planning for retirement, stocks, bonds, real estate, mutual funds, index funds, 401ks, IRAs, Roth conversions, new tax laws, investing for retirement, helpful advice, financial investing guidance, financial advising. I am very knowledgeable about investing, and come highly recommended through the Dave Ramsey SmartVestor Pro Program, of which I am a member. I am very knowledgeable about investing, give great advice, and will give you a jam-packed list of planning advice to help your financial security in your latter years. I am passionate and knowledgeable about my field and  tailor discussions to your specific situation. I can provide fresh ideas, life insurance advice and I am good with young adults. I can provide useful tools to accomplish financial goals, offer assistance with debt elimination, PLUS I'm easy and pleasant to talk to. I highly recommend you seek my counsel and financial perspective when planning for your future finances. I will explain any questions you may have in making choices to attain your goals. Servicing Malibu, Los Angeles, Torrance, El Segundo, Hermosa, Redondo, Palos Verdes, Hawthorne, Long Beach, Lomita, Marina del Rey, Carson and beyond.

AOG Wealth Management

AOG Wealth Management advisors are comprised of a team of financial advisors serving Washington, DC Virginia and Maryland, bringing their individual experience and training to the firm. Amid times of market volatility and change, AOG's team of Certified Financial Planners® and Accredited Investment Fiduciary® maintains a steady hand of guidance and expertise. Managing your finances is a very personal service. The AOG team is committed to being with you every step of the way.

Aspen Commercial Lending

At Bluerock Financial Solutions, we understand that every business is different and requires tailored plans to achieve their financial goals. That's why we strive to provide our clients with financial planning and business loans that are tailored to their unique needs. We specialize in helping small and medium-sized businesses access the capital they need to grow and expand. Our experienced team of financial advisors will work closely with you to gain an understanding of your business and its goals. We then use this insight to develop a strategy that is tailored to meet your specific needs. We are committed to providing our clients with the best possible service. Our team is knowledgeable and experienced, and we work hard to ensure our clients receive the highest quality of care. We understand that your business is important to you and we will do everything we can to ensure you reach your desired financial objectives. Our services are designed to help businesses access the capital they need to succeed. Whether you're looking for a loan, funding for a new project, or just need guidance in managing your finances, we are here to help. Let us tailor a financial plan for you and provide the funds you need to make your business a success.

Grothe Financial Services PC

Taxes, accounting and financial services are essential elements for businesses of all sizes. Accurately tracking and paying taxes is a critical component of running a successful business. Keeping accurate records also helps to ensure that you meet all of your filing requirements. Finally, having a team of experienced financial professionals can help to guide your business decisions and provide insight into best practices. Taxes are a major expense and can be difficult to calculate without the help of an accountant. Tax laws vary from state to state, so working with an accountant familiar with the local area will make sure you stay in compliance with the law. They will be able to itemize deductions and take advantage of any tax incentives that may be available. Accounting services can provide valuable help with your finances. An accountant can help you keep track of all of your income and expenses to ensure that everything is reported accurately when filing taxes. They also can help to create budgets and make projections to help you plan for the future. Financial services provide a range of advice. A financial advisor can help you make sound investments and grow your money. They can also evaluate risk management strategies and offer guidance on taxation and estate planning. Financial advisors can provide additional support such as retirement plans and insurance coverage. By leveraging the services of tax, accounting and financial professionals, you can ensure that your business operates smoothly and stays on track financially. The right professionals can provide insight, guidance and assistance to help you create a larger and more profitable business.

Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors is a fee-only financial advisor based in Houston, Texas. For over three decades, we have been providing individuals, families, and businesses from all over the world with financial guidance. We strive to make our clients’ lives easier by delivering comprehensive financial planning services and creating lasting relationships with them. Our team of Certified Financial Planner™ professionals and advisors are dedicated to helping you reach your financial goals. We use a combination of investment management and holistic planning strategies to craft comprehensive wealth management solutions tailored to your unique needs. With our help, you can make confident decisions about your future.