Lula Financial

Rich Chambers, CFP, RLP

I am a Fee-Only fiduciary compensated only by you with no incentive to use anything other than what is best for your unique situation. With my guidance, you can find the peace of mind that comes from knowing that you have planned prudently for your future and that your loved ones are protected. My goal is to help you bridge the gap between where you are and where you want to be with planning that is customized to your personal situation. Clients and I work as partners to design a life plan that combines your values, dreams and financial resources. Whether you are just setting out on your financial journey or seeking to protect and enjoy the wealth you've accumulated, I help you along the way with objective advice that puts your financial interests first. I offer the Kinder EVOKE™ Method, a life-centered approach to Financial Planning, provides a supportive financial framework for living the most meaningful and rewarding life you can imagine.

Farnam Financial

Farnam Financial is a financial advisory firm located in Phoenix, Arizona that helps clients in retirement or nearing it. Our mission is to help our clients turn their financial house into a financial castle by providing more money for their family, lowering their taxes, and giving them peace of mind in any market. We offer portfolio management, financial planning, tax planning, and other wealth management services - all as a fee-only fiduciary without charging commissions or selling products. Our experienced team of advisors can help you reach your 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.

Lula Financial

Lula Financial is a fee-only fiduciary service that specializes in helping those who don't enjoy financial planning. We assist with retirement planning, home buying, RSUs/stock options, student loan debt, credit card debt, and life insurance. Our goal is to provide our clients with sound financial advice that is tailored to their unique needs. 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.

Paradigm Financial Advisors

Paradigm Financial Advisors is a pioneer in the St. Louis region, offering fee-only fiduciary services to business owners, professionals and families alike. We strive to bring financial planning, asset management, estate and tax planning under one roof, so that you and your family can attain your financial objectives.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.

Stock Plan Advisory Group - Wade Brittingham

Fee-only Fiduciary & Certified Financial Planner™ professional in private practice offering comprehensive financial planning, retirement planning and investment management for individuals and families. I provide independent and objective fee-only financial planning and investment advisory services.

Navigoe Wealth Management

Navigoe Wealth Management is a fee-only fiduciary, financial planning and wealth management firm serving clients in the greater Los Angeles area including Manhattan Beach, Hermosa Beach, Redondo Beach, Torrance and Palos Verdes. Our Certified Financial Planners™ provide comprehensive solutions to investment management, tax planning, estate planning and retirement cash flow generation. At Navigoe Wealth Management, we offer a suite of retirement plan services designed specifically for small to mid-sized businesses. Our 401(k) plans combine the best of time-tested employee retirement plans with the latest advancements in technology and investment management. Our concierge services ensure an unparalleled client experience.

Paceline Wealth Management

Paceline Wealth Management is a fee-only fiduciary firm offering comprehensive financial services across Boston and remotely. As a fiduciary, Paceline is committed to putting their clients' interests first, without receiving commissions or other incentives from sales. The team is headed by Jeremy Bohne, who brings expertise in financial planning, institutional investing, insurance, and management consulting. Clients benefit from his investment expertise, listening skills and detail-oriented approach. Paceline helps tech and biotech executives, physicians, and those seeking financial planning services to professionally manage investments and receive financial advice. 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.

Franklin Madison Advisors

Franklin Madison Advisors is a fee-only fiduciary registered investment advisor that assists individuals in achieving their financial goals. We provide comprehensive financial planning, portfolio management, and ongoing advice and guidance to help clients make informed decisions about their finances. Our focus is on building long-term relationships with our clients to ensure they achieve success.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.

Woodson Wealth Management

Woodson Wealth Management is a California-based wealth management firm that provides certified financial planners to help clients manage their finances with no stress. Our goal is to provide comprehensive, customized plans tailored to reach long-term goals and retire on our terms with the lifestyle we desire. We offer a range of services such as financial planning, investment management, 401K advice, and more - all with no hidden fees. Our team of experienced fee-only fiduciary financial planners are here to help you take control of your financial future. Contact us today near San Diego to set up an appointment.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.

Skylark Wealth

Established in 2016. My name is Michal Skowronski, I founded Skylark Wealth to strike the idealbalance for personal financial services combining the latest in technology with fiduciary levelpersonal service alongside a fee structure that properly aligns incentives towards mutual long term success. Skylark's open architecture allows me to serve clients wherever their assets may be held using the most suitable investments and to evolve the platform with the latest in technology without restriction or limitation. Skylark's fee-only fiduciary model incentives me to do only that which is in the long-term best interest of my clients. In fact, I have signed a fiduciary oath to do so.

Entelechy

Entelechy is a flat fee-only fiduciary financial planning and investment management company based in Bethesda, MD serving clients locally in the Washington D.C. area (Bethesda, MD, Silver Spring, MD, Arlington, VA), Richmond, VA area, and across the country.   Entelechy specializes in providing objective financial planning, investment management, and tax services to help clients imagine, save and invest for what's possible. Ben Brown is a NAPFA-Registered Financial Advisor, a Certified Financial Planner™ (CFP®) Professional, and an IRS Enrolled Agent.  No sales. No minimums. No hidden fees. No nonsense.

Copley Financial Group

Copley Financial Group is a fee-only, fiduciary financial company that focuses on helping clients achieve a contented and secure retirement. They specialize in providing financial planning, wealth management, tax-reducing strategies and social security optimization services. 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.

Abundance Wealth Planning

Abundance Wealth Planning is a financial life planning practice that combines financial planning with coaching to help people achieve a more stress-free and easier relationship with money. We are a fee-only fiduciary, which means we do not receive commissions, referral fees, or other third-party compensation. 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.

Windfall Advisors

Windfall Advisors is a fee-only, fiduciary, and sudden wealth financial advisory firm specializing in protecting, planning, and growing financial windfalls into lasting legacies. It is a registered investment adviser (RIA) and has been featured on CNN and CNBC. 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.