David Wealth Management

AIO Fee-Only Financial Planners

At AIO Fee-Only Financial Planners, we offer independent and comprehensive financial planning services without any commissions or product sales. We are committed to fulfilling our fiduciary responsibility to our clients by providing unbiased advice tailored to their individual needs. Our fee is based on the assets we manage and we work with clients from around the world via virtual meetings. Additionally, we specialize in Sustainable, Responsible, Impact Investing and our team often travels to visit non-local clients. Our services include asset management, retirement planning, taxes, estate planning, and impact investing. 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.

AIO Fee Only Financial

AIO Fee Only Financial is an independent, fee-only financial planning firm that focuses on providing unbiased advice as fiduciaries. They provide comprehensive services such as asset management, retirement planning, taxes, estate planning, and impact investing. Their fee is based on the assets they manage and they work with clients virtually throughout the world. The team at AIO Fee Only Financial often travel to meet non-local clients and specialize in Sustainable, Responsible, Impact Investing. They prioritize their clients' financial well-being and work closely with them to create tailored strategies for their financial goals.

Wealth Engineers

Wealth Engineers is a 100% fee-only financial planner that serves a wide range of clients from all over the country, including Denver. Our clients are typically mid-level to executive professionals, entrepreneurs and business owners, or retirees who have higher-income earning needs and require assistance with investing for the future, minimizing their tax burden, and/or planning around their family. Our relationship with our clients begins with fiduciary investment and financial planning advice. We work closely with clients to craft low-cost, tax-efficient investment solutions as well as provide them with industry-leading software to help bring their entire financial world together in one place. Our team of thoughtful and experienced financial planners develop a personalized plan and never charge any product sales or commissions. The range of services we offer includes investment portfolio design and management, reviewing insurance coverage and developing risk management plans, planning and investing for college, tax minimization planning and strategy, maximizing employee benefits, social security planning and maximization, and analyzing and making recommendations on 401(k), 403(b), 457(b), or IRA accounts. With Wealth Engineers, you can rest assured you're getting the most comprehensive financial advice available.

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.

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.

TrueNorth Wealth

At TrueNorth Wealth, our mission is to work with our clients to develop a personalized financial plan that meets their unique needs and goals. We are fee-only financial planners, meaning we are not driven by commissions from sales of products or services. Our comprehensive financial planning includes wealth management, estate planning, investment management, retirement planning, insurance planning, income tax planning, college savings planning, and 401(k) solutions. With our expertise and experience, we strive to build a secure financial future for our clients.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.

David Wealth Management

Jim David is a fee-only financial planner based in Fairfax, VA. Through David Wealth Management LLC, he offers comprehensive, unbiased and objective financial advice to help clients manage their assets. Jim is bound by fiduciary duty and never accepts commissions for any services provided. David Wealth Management provides a wide range of services, enabling clients to make informed decisions about their financial future, including retirement planning, estate planning and investment management. The team is committed to delivering the highest level of service, offering guidance and expertise to help clients achieve their goals.

Buckingham Strategic Wealth

At Buckingham Strategic Wealth, formerly Confluence Wealth Management, our mission is to help clients achieve their long-term financial goals through customized and disciplined planning. Our Portland financial advisors are fiduciaries, so our clients can receive objective advice with confidence. Our wealth management firm has a network of specialists that are experts in financial planning and investment management, allowing us to create tailored strategies for each individual's needs. Additionally, we collaborate with other professionals such as attorneys and CPAs to provide comprehensive guidance. If you are looking for fee-only financial planners in Portland, Oregon, contact us today! 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.