Telos Financial

Telos Financial

Telos Financial is a Michigan-based financial advisory firm, founded by Dennis LaVoy, CFP®, CLU®. It is specialized in providing holistic financial planning and wealth management services for Xennials, Millennials, Generation Xers, young professionals, and their families. By utilizing his experience, knowledge, and expertise, LaVoy helps these clients to reach their financial goals. Telos Financial also serves clients across the country, from Ann Arbor to Detroit. Telos Financial offers a comprehensive range of services, including financial advice, wealth management, and related services. The company's mission is to provide customized solutions that are tailored to individual needs, allowing clients to make the most of their assets while minimizing risks. Additionally, the team at Telos Financial has the expertise and experience to handle any financial challenge. They strive to help their clients make sound financial decisions and achieve long-term financial success.

Genesis Wealth Management

At Genesis Wealth Management, our goal is to provide holistic financial planning services. We help individuals plan, manage and invest to meet their goals, whatever they may be. In addition, we offer advice on life insurance, annuities and long-term 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.

Capital Partners Wealth Management

At Capital Partners Wealth Management, we are dedicated to providing the highest quality holistic financial planning and wealth management services. Our independence allows us to craft the most tailored solutions for each of our clients, free from the expensive fees and commissions associated with Wall Street. We are proud to offer a free consultation to determine whether our services are right for you. Our team of professionals specializes in life/disability/long term care insurance planning, providing an unparalleled level of personalized service. With years of experience in the field, we are able to deliver optimal solutions that ensure your financial security and peace of mind.

Pretty Books

Pretty Books provides professional, holistic financial services for small businesses across the nation. We offer a variety of services ranging from accounting and bookkeeping to payroll and financial controller support. Our goal is to help small businesses manage their finances better while simultaneously providing strategic growth plans to assist in their success. We have extensive experience with various technology solutions such as QuickBooks, Stripe, and Square, and our team has the expertise to efficiently setup, train, and oversee financial data, bookkeeping, and local business tax preparation. We are proud to offer our clients complete control over their financial operations.

Ballast Point Financial Planning

Ballast Point Financial Planning was founded by Shawn Tydlaska, a Certified Financial Planner (CFP®), to support young professionals and their families in achieving their financial goals. Located on the Peninsula, including Burlingame, San Mateo, San Bruno, and San Francisco, we provide fee-only financial planning services to empower our clients. We can help millennials manage their student loans and 401ks, while new couples and parents can find assistance with wills, life insurance, 529 plans, and buying their first home. Our team is committed to providing quality advice and guidance to help our clients reach their financial objectives. 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.

Brunch & Budget

Are you looking for a way to find peace, energy, and the life you were meant to live? At Brunch & Budget, we can help you get there. We're a fee-only financial planning firm that specializes in budgeting and expense analysis, cash flow planning for small businesses, savings plans, debt management, student loans, salary negotiations, insurance planning, investment planning, and estate planning. Our clients range from millennials, Gen X/Y, young professionals, small business owners, entrepreneurs, and freelancers. We are registered as a Registered Investment Advisor (RIA) in New York, New Jersey, Texas, and California and work with clients virtually across the country. We don't sell any products or take commissions or referral fees, so you can trust that our advice is unbiased. Life isn't about worrying about money. It's about finding your why and how to get there. That's where we come in. When you're ready, we'll be here to help you figure out how to reach that place in your life.

Sweetgrass Financial Planning

Sweetgrass Financial Planning is a fee-only financial planning firm located in the Lowcountry of South Carolina, providing services to young professionals and their families. The company was founded by Daniel Patterson, a Certified Financial Planner (CFP®), and offers holistic financial planning that covers cash flow management, budgeting, taxation, employee benefits and stock options, insurance, investing, saving for college and retirement, and estate planning. Sweetgrass Financial Planning strives to help clients reach their financial goals through expert advice and personalized plans. The team at Sweetgrass Financial Planning has years of experience and is committed to providing quality service and support.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.

First Harvest Insurance

At First Harvest Insurance, we understand the importance of safeguarding your hard-earned investments like family, home, and business. We are a wealth management firm that specializes in providing tailored insurance solutions to protect our clients' first harvest. Our team of experienced professionals take a holistic approach to risk management, ensuring that our clients have the appropriate coverage to safeguard their assets. Our services include coverage for vehicles, boats, RVs, and ATVs, so that our clients can enjoy the special memories that come with owning these possessions without worrying about financial risks. We are dedicated to helping you protect your first harvest and create a secure financial plan for the future.