
My Portfolio Guide
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 performance. Our approach is far from the typical "buy and hold" mentality - we actively

Capital Planning
impartial advice to help them make important financial decisions. Our advisors have a wealth of experience and with the confidence to trust us. As a fee-based registered investment advisory firm, we are an independent company, so our team works solely for our clients’ interests, offering objective advice. Through

Clarity Capital Management
competitive fees. Our advisors are certified fiduciaries and investment advisor representatives who provide face-to-face meetings, even for those to help you minimize volatility and maximize your financial success. If you would like to learn more

ATX Portfolio Advisors
ATX Portfolio Advisors is a fee-only wealth management organization designed take control of their financial life. We offer both hourly financial planning services and complete top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can

Ernst Financial Services
return, and due to low overhead, they are typically lower than chain tax preparers. There are no additional fees or products to purchase. A 25% discount is available for new clients who bring their information before February 15, 2013. The expert team at Ernst Financial

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 reach their financial goals.Our experienced team is dedicated to providing top-notch service and satisfaction for all

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

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 to help our clients generate and preserve wealth for the future.With our commitment to service

Guy A Finocchiaro, CPA Tax Preparations For Businesses
agency to help them overcome financial hurdles and stressful times. Tax Preparations For Businesses: Whether you're size business owner chances are. As your trusted advisor, we make sure you stay on top and avoid penalties and fees that reduce your profitability. Tax Preparations For Individuals: We evaluate your

David Rae, CFP
if you want a holistic fee-based proative approach to financial planning. Named 2011 "Advisor With Heart" by Registered Radio discussing a variety of financial topics. If you are looking for a Certified Financial Planner(TM) to help

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

Joshua Lance CPA, LLC
Joshua Lance CPA, LLC, we are not your typical public accounting firm. Instead of charging by the charge extra for calls and emails. If you have a question or need help understanding your financials, you can feel free to reach out without worrying about a costly fee.

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 efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in

ReVamp Management & Consulting
Super., a cutting edge P.M. software, for our self-managed buildings and single units. management teams. Other features include compliance monitoring, financial planning, and day-to-day scheduling calendars. multiple retainer packages that are cheaper than typical PM fees, which includes a master building sheet with

Buckingham Strategic Wealth
been serving the Miami area for more than a decade, providing comprehensive financial planning services that help opened in 2017, and since then our fiduciary, fee-only advisors have been dedicated to working in theyour investments and create a viable plan for securing your financial future. You can trust our team to

Davis Capital Management
registered investment advisor in Jacksonville, Florida providing professional investment management services as well as financial, tax, estate and retirement planning. As a fiduciary, the company follows a fee-only providing top-notch service and satisfaction for all of our clients. Contact us today

Bienvenue Wealth
Wealth, we provide clarity for life! We are a Fee-Only Registered Investment Advisor located in New Orleans, LA you trust to assist you in reaching your financial objectives. Our knowledgeable staff is dedicated to providing

Wealth Navigation Advisors
Wealth Navigation Advisors is a fee-based, comprehensive wealth management them achieve their financial goals. Our team of experienced advisors will work with advice and guidance to ensure your financial success.Our experienced team is dedicatedtop-notch service and satisfaction for all of our clients. Contact us

Burlingame Wealth Management Firm
independent, fee-only advisors, David and his two partners manage over $800 million in financial assets for more investing, and he enjoys sharing this passion for sensible, disciplined investing with his clients. In clients benefit from knowing that one trusted advisor can both: (a) maximize investment returns while

Meisel Law Group
of injury-victim clients in the Bay Area for over 30 years with extensive experience, knowledge & dedication as we confront difficult or unreasonable insurance companies. Typically, our firm will agree to represent the client the client does not pay a fee unless there is a financial recovery. This allows our clients to