Evensky & Katz / Foldes Financial Wealth Management

Galileo Fiduciary Wealth Management

Galileo Fiduciary Wealth Management offers a variety of financial services for retirement planning, such as mutual funds, social security, pensions, Medicare, 401(k) and more. They also provide retirement income planning and insurance planning to help clients prepare for their future.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.

Larson Wealth Management

Larson Wealth Management is an independent, fiduciary investment management and financial planning firm. Larson Wealth Management is an independent Registered Investment Advisor (RIA). Our services are focused on helping our clients grow and protect their wealth.  We help them prepare for the largest financial events in their lives: buying a home and working on become debt-free, saving for kids' college expenses, retiring from active work, and distributing the leftover estate to heirs in an efficient manner.  In all of our planning we help our clients maintain tax-efficiency by utilizing IRS-approved strategies to shelter income from taxes. Larson Wealth Management is absolutely committed to doing what is best for our clients each and every time - no matter what. We are a fee-based, independent financial advisory firm that is dedicated to helping our clients achieve financial success by solving their most critical financial problems. We do not receive commissions from investment custodians and we don't sell investment products.  Rather, we work directly for our clients according to service contracts that have simple, transparent fee structures.  Our objective is to help our clients grow their wealth as aggressively as needed to reach their goals without taking on risks that are unnecessary.  All of our planning is centered around our clients' objectives...

Hermosa Wealth Management

Hermosa Wealth Management is an investment advisory firm based in California that serves affluent investors. We are dedicated to providing clients with the highest quality of wealth management, asset management, and financial planning services. As a Registered Investment Advisor, we take on the fiduciary responsibility to ensure that our advice is tailored to each client’s best interests. Our team of experienced advisors has extensive knowledge of the financial markets and strives to provide tailored solutions to meet each client’s individual needs. From legacy planning and retirement strategies to investment portfolio reviews, Hermosa Wealth Management provides a comprehensive suite of services to help you achieve your financial goals.

Concierge Wealth Management

Concierge Wealth Management is Your Financial Concierge - a boutique firm dedicated to serving the needs of families and individuals looking for unbiased, holistic financial planning advice. The majority of our clients come from the Boston area, but with the use of phone and video conferencing technology, we have a network of clients all across the country. We help you Plan, Prosper and Empower. Our objective is to be Your Financial Concierge by figuring out what is truly important in your life. We understand money as a tool to help you achieve your goals. We are dedicated to joining you in this journey. We provide our customers with a personal Wealth Concierge to create a personal financial and investment plan tailored to their objectives. This is what we call the Plan, Prosper, Empower approach. If you would like to contact us, please make use of the Schedule Meeting or Become a Client section on our website. Securities and Advisory services are provided through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Wiser Wealth Management

Wiser Wealth Management is an independent fee-only investment advisory firm based in Marietta, Georgia. As a fiduciary, we put our clients' interests first and do not receive commissions or sell any financial products. Our mission is to provide portfolio management, financial planning, investment management and small business retirement plans. We also collaborate with trusted business partners to provide our clients with estate planning, tax preparation and business legal services. Our team of experienced professionals is dedicated to providing outstanding service and advice to ensure our clients reach their financial goals. 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.

Brein Wealth Management

Brein Wealth Management is a Registered Investment Advisory firm providing services throughout the Seattle region and East Side. We specialize in Retirement Planning, Social Security Planning, College Planning, Estate Planning, and Financial Analysis. If you need help starting to save for retirement, or want to ensure your current savings are sufficient for retirement and will be passed on to your beneficiaries without incurring extra taxes, we can help. Our approach is based on education and we offer a wide variety of products, including Life Insurance, Annuities, and Actively Managed Institutional Investment Strategies. Unlike some traditional brokerage firms, we act as a Fiduciary for our clients; this means we always prioritize your interests before ours. The Financial Services Industry has been allowing people down for a long time with their deceptive sales tactics, fees that are incomprehensible, and poor performance with their customers’ funds. Brein Wealth Management is here to change that. Get in touch today to begin your journey towards financial success.

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.

Rivermark Wealth Management

At Rivermark Wealth Management, we specialize in providing financial planning and investment management services to early to mid-career tech professionals and their families. Our goal is to help our customers reduce taxes, manage equity compensation, save for college, and plan for financial independence. We have developed the industry's best tech stack to provide a comprehensive view of our customers' finances. Our team understands the power of technology to improve lives and are dedicated to leveraging it to its fullest potential. 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.