On The Mark Money

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.

Define Financial

At Define Financial, we are a fee-only financial advisor based in San Diego, committed to providing professional retirement advice to those who are 10 years away from retirement. Our mission is to help you reduce taxes, make smarter investments, and work towards an enjoyable retirement. We specialize in working with individuals who have saved up at least $1 million or more in investment and retirement assets. We understand that the success of your retirement is too important to be done alone, so our team of certified financial planners are here to help you every step of the way. From investment and asset allocation advice to tax planning and charitable giving, you can trust us to provide unbiased and well informed advice as we are a fiduciary with personal liability should we give you bad advice.

Babylon Wealth Management

Babylon Wealth Management is a fee-only financial advisor located in the San Francisco Financial District. We are dedicated to helping families navigate life transitions through our fiduciary approach to financial planning and investment management. Our team of advisors has the skills and knowledge needed to provide holistic guidance that simplifies and brings clarity to complex financial decisions. We specialize in helping tech professionals and executives with equity compensation, stock options, risk mitigation, and income tax planning. By taking a comprehensive approach to wealth management, we create tailored plans that account for all aspects of one's financial life. Our services include personal financial planning, traditional investment management, tax-smart investing, tax planning, estate planning, and risk management.

Avier Wealth Advisors

Avier Wealth Advisors provides financial planning and investment advisory services to individual investors, families and business owners for a fee. We strive to develop strong relationships with our clients based on trust, shared values and effective investment strategies. We are dedicated to helping our clients live a more prosperous life through transparency and clarity of our work. Our services include maximizing corporate benefits, Dimensional Fund Advisors (DFA), women and investing, distribution strategies, concentrated stock positions, fee-only financial planning, investment management, 401(K) and IRA, tax planning, college education planning, stock options, insurance review, and estate planning. The information provided on this page is only for illustration purposes. Everyone's situation is different, so please consult your advisor to decide if the scenarios discussed are appropriate for you. Investment Advisory services are offered by Avier Wealth Advisors. Testimonials on this page have not been compensated for and, to the best of our knowledge, are conflict free.

Mindful Money Financial Counsel

Mindful Money Financial Counsel is a Chicago-based financial advisory firm providing comprehensive, fee-only financial planning and investment advice. We strive to offer affordable and transparent solutions to meet the needs of our clients, from one-time financial advice to ongoing relationships. Our team of advisors offers budgeting, investment, insurance, employee benefits, debt, tax, retirement, education, and estate planning services. We create individualized financial plans written specifically for each client, as well as provide consultations on an hourly basis. 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.

Lula Financial

At Lula Financial, we are dedicated to helping millennials and gen Xers achieve financial peace of mind. As fiduciaries and fee-only investment advisors, we provide financial planning services that allow people who don't have a passion for planning to have their finances taken care of. We strive to make the process as simple and stress-free as possible. 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.

Your Financial Pharmacist

Your Financial Pharmacist is a fee-only financial planning firm dedicated to helping pharmacists and young professionals achieve their financial goals. We offer tailored financial advice and services to help individuals reach their short and long-term objectives. Our team of experienced advisors provides personalized guidance, support, and strategies to ensure our clients are on the path to financial success.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Fair Winds Tax & Financial

Fair Winds Tax & Financial is a company that provides comprehensive taxation and financial advice. Our services include individual tax filing, assistance for non-resident aliens, expat tax returns, amended returns, business tax preparation and planning, payroll management, startup business consultation, retirement planning, and fee-only financial advising. We have offices in Worthington, Westerville, and near Easton Town Center for our customers' convenience. Our team of experienced advisors are devoted to providing the best service possible. We have extensive knowledge and experience in the industry, allowing us to provide you with the most comprehensive and sound advice. We're always available to answer any questions you may have regarding taxes, accounting, and financial advising.

Buckingham Strategic Wealth

The team of fee-only financial planners at Buckingham Strategic Wealth in Norfolk, VA aims to assist clients in making sound financial decisions that align with their values and goals. Through comprehensive conversations, they help develop a personalized wealth management plan to meet the individual needs of each client, as well as providing ongoing education and guidance. Additionally, they provide peace of mind by safeguarding assets and creating plans to transfer wealth into the future. Their staff of fiduciary advisors in Norfolk uses their wealth of experience to create a tailored approach to clients’ financial objectives. Their services are available for individuals, families, and business owners, and they take pride in providing an attentive, personalized service. With their expert knowledge and commitment to customer satisfaction, they strive to help their clients achieve success and financial security.

Lula Financial

Lula Financial is a boutique financial services firm. We work with clients to strengthen their finances in the following areas: Retirement Planning 401(k)/403(b) Rollovers IRA/Roth IRA Investment Strategy Student Loan Debt Credit Card Debt Life Insurance We are fee-only investment advisors and fiduciaries.

Financial Life Advisors

Financial Life Advisors provides comprehensive fee-only financial planning and investment management services. We strive to ensure that our clients get the best advice and support in their financial journey. Our fees are typically quoted on a binding fixed fee basis, ranging from $2,000 to $10,000 for a comprehensive plan. For ongoing investment management services, there is a minimum monthly asset management fee of $958.33, which is applicable to clients with investment assets of at least $1,000,000. Our team of professionals offer expertise and experience, and our internal billings rates range from $100-$400 per hour depending on the team member involved. 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.

Iron Oak Capital Management

For over a decade, Iron Oak Capital Management has developed personalized investment strategies tailored to their clients' needs. They are a fee-only financial advisor, meaning they act only in the best interests of their clients.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Earn Into Wealth

Earn Into Wealth Strategies (EIWS) became a Registered Investment Advisory firm in 2016. EIWS is a fee-only financial planning firm: * No conflicts of interest, no commissions, sales charges, or referral fees from anyone or products * Our priority is whatever is in your best interest, we act as a fiduciary and put your needs first * Our revenue is only what (you) our clients pay us * Our aim is to be your trusted financial advisor for as long as you want Our clients receive a customized road-map plus the accountability and support to optimize their cashflow, reduce debt, and invest for the future.