
Horizon Harvest Financial Planning
Horizon Harvest Financial Planning is a fee-only investment firm that puts your interests first. possible. Our team of experienced advisors are here to help make your financial life simpler and give you

Farnam Financial
in any market. We offer portfolio management, financial planning, tax planning, and other wealth management 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

Orion Capital Management
a Registered Investment Advisor located in Coronado, CA, providing customized investment management and comprehensive financial planning services for an independent, fee-only advisor, offering unbiased advice to our clients without commission or sales of financial products. Our

Planning Within Reach
Planning Within Reach has been a financial planning, investment management and tax customized financial plan to secure their financial future. We are an independent Registered Investment Advisor and fiduciary that does not have any affiliations with any brokerage or insurance company. We provide fee

My Portfolio Guide
Portfolio Guide is a Registered Investment Advisor that ensures conflict-free advice. We to reducing your investment expenses and fees by at least 25%. This applies as well as those who have an advisor. Our service is tailored to meet an in-depth look at your overall financial situation, including assets that are not

Capital Planning
impartial advice to help them make important financial decisions. Our advisors have a wealth of experience and knowledge with the confidence to trust us. As a fee-based registered investment advisory firm, we are able

Clarity Capital Management
free consultation to discuss your tax and financial planning needs. Our team specializes in consolidated reporting and competitive fees. Our advisors are certified fiduciaries and investment advisor representatives who provide facehelp you minimize volatility and maximize your financial success. If you would like to

ATX Portfolio Advisors
ATX Portfolio Advisors is a fee-only wealth management organization designed to assist business discipline to take control of their financial life. We offer both hourly financial planning services and complete wealth

The WealthTenders
The WealthTenders specialize in financial planning, providing services that focus on tax efficienciesmanage investments and retirement accounts for a flat annual percentage fee of the account balance. Our custodians arerentals, investment properties, land, refinances and more. The fee for mortgage lending is 1% of the

Newhaven Capital Advisors
At Newhaven Capital Advisors, we are a trusted financial advisory partner, offering fee-only planning, business consulting extensive experience in CPA profession and company financial management, as well as a deep understanding of the financial markets. We are an independent firm – not

Lynch Financial Group
spouses with the best wealth management services. Our advisors have a fiduciary responsibility to act in theirs best interests, and do not accept any fees or compensation based on product sales. This 30 years of experience in financial planning, helping our clients reach their financial goals.Our experienced team is

Convergent Financial Group
Group is an independent, fee-only fiduciary financial planner and investment advisor. We specialize in helping our clients plan and

Arrow Investment Management
to helping clients achieve their financial goals. Our experienced team of advisors are all fiduciaries, placing theinvestment, retirement, and goal-based plans with low-fee ETF portfolios tailored to each individual's everyone, not just the wealthy. With our lifelong financial planning services, we strive to help our

Iron Oak Capital Management
tailored to their clients' needs. They are a fee-only financial advisor, meaning they act only in the best

Guy A Finocchiaro, CPA Tax Preparations For Businesses
this overbearing government agency to help them overcome financial hurdles and stressful times. Tax Preparations For Businessessize business owner chances are. As your trusted advisor, we make sure you stay on top of your tax obligations and avoid penalties and fees that reduce your profitability. Tax Preparations For

David Rae, CFP
if you want a holistic fee-based proative approach to financial planning. Named 2011 "Advisor With Heart" by Registered Rep Magazine. Specializing in Comprehensive Financial Plans to

Ten Talents Financial Planning
personal finance news articles. He is a Certified Financial Planner™ (CFP®) Professional from Parker, Colorado who Kaleb is a fiduciary and fee-only advisor, meaning he doesn't sell any financial products and only acts in the best interests of his clients. His fees are

ShankerValleau
to personal wealth management and acting as a Financial Quarterback for our clients. Our goal is to through global portfolio diversification, financial planning advice, and tax planning. As an independent, fee-only advisor, we are able

Avanti Wealth Management - Pasquale Pisani
individuals and families. We are a fiduciary advisor with a fee-based structure and specialize in retirement planning, annuities, and life insurance to help secure the financial future of our clients. We take pride in

Smart Sourced IT
backup, minimal downtime, and predictable flat monthly fees. We are a trusted technology advisor who understands the importance of