Sonoman Investments

Forza Investment Advisory, LLC

Forza Investment Advisory LLC is a Registered Investment Advisory firm based in Westfield, NJ, providing fee-only investment advisory and portfolio management services to clients with investable assets over $500,000. Our services are tailored to individuals, families, small businesses and other institutions. We offer a wide range of services, such as investment strategy and implementation, asset allocation, portfolio management, retirement planning, savings plans, and other investment planning. We also specialize in Separately Managed Accounts (SMA's) for ERISA Plans, Rollover 401K into IRA, and other complex investments. Our team is experienced in managing different types of portfolios and Plans including IRA's, Trusts, Personal Accounts, Rollover 401Ks, Pensions, Endowments, Charitable Accounts, 401Ks, Profit-Sharing Plans, Education Plans, and more.

Barnes Investment Advisory, Inc

Barnes Investment Advisory, Inc. is a fee only financial planning and portfolio management firm.  We are an independent Registered Investment Advisory firm.  The firm is solely owned by Stephen Barnes, CFA, CFP® and Kathie Barnes, CFP®. At Barnes Investment Advisory, Inc. we have helped our clients with their lives by helping them with their money. The key to the  success  of our  work  is  our  unflappable  focus  on Wealth in Balance®.   There are two sides to the Wealth in Balance® coin, both critically important.  One side is financial planning.  The other side is investment management.  Financial lives become successful when these two disciplines blend together.  Visit our website for more information about our financial planning and our investment management processes.

Tax & Investment Advisory Services

Tax & Investment Advisory Services is a financial planning business providing assistance to young professionals and families in Annapolis and the surrounding area since 1996. Our mission is to help our clients plan for their future, by helping them budget, preparing for retirement, providing employee benefits and insurance planning, investment planning and money management, education planning, and estate and tax planning. We strive to give our clients peace of mind with year-in and year-out support, enabling them to make the most of their financial opportunities. Our experienced team is dedicated to providing the best quality service and tailored advice to ensure that our clients are able to make informed decisions about their finances.

McCabe Investment Advisory

At McCabe Investment Advisory, we believe that our collaboration-based approach gives our clients a wider view and more advantages. 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.

Cross Border Wealth Registered Investment Advisory Firm

Cross Border Wealth is a U.S.-based Registered Investment Advisory firm. Born out of the necessity for a new class of investment advisor, one with greater global perspective. While most financial firms work primarily within the United States, Our philosophy of diversification and a cosmopolitan mindset compel us to think and invest differently. Our commitment to international families in the U.S. and abroad includes globally-oriented Americans, expatriates and foreign nationals. We believe in building lasting client relationships based on trust earned through wise counsel, investment results, clear and candid communication. We are independent, attentive, and free from conflicts of interest. We serve as your advocate, unfailingly focused on your best interests.

Lilani Wealth Management A Full Service Financial Planning And Investment Advisory Firm

Lilani Wealth Management is a full service financial planning and investment advisory firm, located in Roseville and in San Mateo, California. We recognize that our clients have active and multifaceted lives. Our mission is to create and preserve wealth for our clients through effective implementation of sound financial strategies. Financial planning does NOT have to be an intimidating or frustrating process. We listen to our clients' concerns, learn what is important to them and take action. We regularly communicate with them to ensure the feasibility of their plan, while staying current with tax and estate law changes.

EagleBank

EagleBank is an established and respected community business bank, with 18 branches located throughout Maryland, Northern Virginia, and Washington D.C. We are committed to providing exemplary customer service and customized financial solutions to our local business customers. Our comprehensive range of products and services includes business loans and lines of credit, commercial mortgages and construction financing, small business lending, treasury management services, residential real estate lending, personal deposits and loans, online and mobile banking, Eagle Insurance Services, investment advisory services, and non-profit banking. We strive to be the go-to source for all of our customers' financial needs. With our experienced team of banking professionals, we are dedicated to delivering individualized and informed customer care. 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.

Everhart Advisors

Everhart Advisors is a registered investment advisory firm that offers retirement plan consulting, employee education and wealth management services to businesses, retirees, individuals and families. Our firm has almost three decades of experience in advising clients on their financial needs, and we have offices in Dublin, Ohio, Dayton, Ohio and Fort Myers, Florida. Our mission is to help our clients achieve their financial goals by providing them with the best advice and resources. We provide comprehensive services that include tax planning and preparation, retirement planning, and more. Our team of experienced professionals is dedicated to providing personalized guidance to each client. We are one of the largest independently-owned investment advisory firms in Ohio and strive to help our clients reach their financial objectives.

Wise Choices Financial

Wise Choices Financial is an independent insurance agency in Kansas City. We offer a wide selection of insurance products from various companies to ensure you get the best coverage. Our experienced team can help you navigate the complexities of Medicare and create security for your family should anything happen to you or your spouse. Get in touch with us today to request a quote or schedule a consultation. At Wise Choices Financial, we specialize in Insurance and Financial Solutions. We have clients throughout central Missouri and are familiar with the local insurance industry. Our goal is to provide our customers with risk management and cost-effective plans that are tailored to their individual needs, plus financial advice to help them make informed decisions. We strive to develop long-term relationships with our customers based on trust, quality service, and clear communication. Investment advisory services are provided by AE Wealth Management, LLC (AEWM). AEWM and Wise Choices Financial are not affiliated companies. The Debt Free Destination Plan™ and the Medicare Whisperer services are outside business activities and are not offered or supervised by AE Wealth Management, LLC.

CTB Financial Services

At CTB Financial Services, we provide our customers with a unique set of capabilities and services to help them make their best financial decisions. Our expertise in Modern Portfolio Theory, income and estate taxes, and personal financial strategies is unmatched. We also focus on educating our customers and building relationships with them through face-to-face meetings. As a privately owned, independent investment advisory firm, our investment reach is global and sophisticated, giving us the edge when it comes to making smart decisions about your money. We are committed to providing quality financial advice and personal customer service. With over three decades of tax, estate planning, and investment experience, we are confident that we can help you reach your financial goals.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.

Norseman Advisory Group

Norseman Advisory Group, Inc. is a state-registered investment advisory firm located in Virginia, providing services to those living in Newport News, Hampton Roads, Williamsburg, Richmond, Virginia Beach, and the surrounding areas. We specialize in pre- and retirement solutions, wealth and asset management, insurance and long-term care, empowering women for retirement, social security maximization, tax-efficient strategies, IRA & 401(K) rollovers, and legacy planning. Our mission is to help our clients reach their financial goals by providing them custom-tailored investment strategies. As fiduciaries, we are legally obliged to prioritize our clients' interests and offer them transparent and open solutions. We offer a free initial consultation to discuss your current situation and decide if our collaboration would be beneficial for both parties. We don't work for any particular money manager or insurance company - we work for you. Taking pride in our commitment to put our best foot forward, we strive to provide the highest quality services.

Wave Real Estate

Wave Real Estate Group is a forward-thinking real estate company committed to delivering best in class service to every customer. Our principals represent decades of experience as brokers, investors and managers, knowledge that we harvest to bring an unparalleled level of guidance to the sales and rental process. With our team, we emphasize efficiency, transparency and delivery. Wave Real Estate Group primarily specializes in landlord services from investment advisory, appraisals, leasing and marketing. All Wave agents have residential sales experience (both buyer & seller), rental experience, or commercial real estate experience prior to coming to Wave and complete a rigorous in-house training program. Reach out to Wave to schedule a viewing for any rental or sale property on the market. Our knowledgeable agents are here to guide you throughout the process of finding you the right place to call home.

Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only Registered Investment Advisory (RIA) firm that offers its clients over a century of collective financial services knowledge. Our experts are here to help you reach your goals and make sound financial strategies more achievable than you might think. No matter where you are in life, we will be with you until you reach the finish line. We serve as fiduciaries and provide unbiased financial solutions with a single focus: our client’s best interests. We don’t just manage money; we work closely with our clients to create comprehensive, personalized plans that connect all aspects of their finances in order to achieve the best results possible. Our services include: stock options, RSUs, ESPP exercising strategies and diversification for those with concentrated stock options; tax-advantaged retirement planning for business owners; wealth management and transfer solutions for pre-and-post retirees; and financial wellness and investment services for women. At Sierra Pacific Financial Advisors, we strive to ensure our clients are making well-informed and sensible decisions throughout their financial journey - from wealth accumulation to preservation, to distribution.

Ace Advisory Management

At Ace Advisory Management, we are dedicated to helping our clients prepare, plan and file their taxes. We have extensive experience in dealing with a variety of entities such as LLCs, Corporations, Partnerships, Trusts and Estates. In addition, we offer a range of insurance services, ranging from life, long term care, disability, final expense and auto policies, to home, condo, renter's and umbrella insurance, as well as workers' compensation, E&O and malpractice coverage. Our team is also able to provide guidance on business entity formation, such as LLCs, LLPs, S-Corp and C-Corp, as well as non-profit organizations. We provide investment advisory and management services, including college and retirement planning, and we also offer notary services. With our expertise, you can be sure that you are in good hands.