Fee-only advisors for pre-retirees

Brian Seymour

Guiding First-Generation Wealth Builders

CAPTRUST

CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.

Artistic Wealth

Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client.

Kevin Estes

Kevin Estes, CFP®, CCFC, MBA is an hourly financial planner who helps tech professionals and their families live great lives.

Eric Ross

Modern wealth management integrating financial planning, tax planning, and investment management to help you live your best life.

Justin May

Tax-focused wealth management for executives & founders

Thomas-Kopelman

We help high net income/ high worth business owners manage their entire financial life.

Andy Moran, CFP®

Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets.

Ascend Investment Partners

Low Cost Direct Indexing and Securities Backed Lending and related services. PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies.

Thompson Family Office

Putting the clients goals and objectives first and foremost.

Patrick Cicchetti

I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business.

Joe Ciliberti, CFP®

Helping Families & Business Owners Plan Retirement and Major Liquidity Events

Womack Financial

Your personal wealth manager, advising on and managing both public and private investments.

Focused Founders Wealth Planning

Financial Advice for Millennial and Gen X Entrepreneurs with ADHD

Ballast Rock Private Wealth

Comprehensive and bespoke wealth management with curated access to private investments.

ProsperPlan Wealth

Guiding your family’s wealth

Steven Evensen - Gerber Kawasaki Wealth & Investment Management

Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise.

Inflection Point Wealth Management

We help executives of publicly traded companies turn complex equity compensation and executive benefits into clear, tax-efficient wealth strategies.

Michal Skowronski

Comprehensive Wealth Planning for High-Income Professionals and Retirees

Seth Shepherd

"Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products like insurance.

Joel Cundick

I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve.

Robinson Crawford

Real, personal, specialized wealth management for families with $3M-$30M in assets run by Robinson Crawford, CFP®.

Matt-Magee, CFP®

We take your personal finances personal.

Define Financial

Tax-smart retirement planning for investors with a $2MM+ nest egg.

Liberty One Wealth Advisors

Tax-efficient Wealth Management for high-income ($500k+) executives

Ryan Landmark

Financial Planner for families that want to know how the clock works, not just what time it is.

Taylor Nissi

On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life.

Daniel M Kavanaugh CPA Inc

We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals.

Ian Weiner, CFP(R), CEPA

Reduce tax, optimize investments, grow preserve and protect your wealth - for generations.

Trey Gevers

Helping Tech Employees reduce taxes, build wealth, and retire confidently

Steward

A modern estate planning firm combining technology with expert attorney support

Tony Escobar

Purpose-based financial planning for your business and personal needs.

Civic Financial

We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals.

Certified Exit Planners

We increase your company value by 72% to prepare for a sale

Cody Murray

Fee only fiduciary financial planning firm working with business owners.

Travis Allen

Fiduciary Financial Planning & Investment Management.

Garrett Chmiola

Valeo is an independent, fee-only financial advisory firm offering objective, independent guidance for one transparent fee

The World Changers

The World Changers empowers individuals and businesses with financial education, tools, and strategies to build wealth and secure their future.

Brianna Shealey - Buena Vista Financial Planning LLC

Helping clients find clarity of their financial future while humanizing the financial planning experience.

Intersecting Wealth

The intersection of financial planning, investment management, and life plans for high performers.

Mark Cecchini, CFP® - Quadrant Capital

Comprehensive wealth management and equity advice for people in tech/crypto with $2m+.

Peter Wolynski

Helping people retire and save taxes.

Daniel DeSouza

Retirement Matters, Inc.

You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams.

D&M Strategic Wealth

DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning.

Truvize Financial Planning

Experienced entrepreneurs helping business owners pay less in taxes and build wealth.

VDB Wealth

A boutique wealth management firm focused on holistic support for business owners and entrepreneurs.

Cory Smith

Financial life planning for business owners and the childfree community.

Kyle Kuyat

Bjorn Amundson

A systematic approach to financial planning and investment overview

Priority Tax & Financial Planning

Helping individuals and small business professionals convert high income to high net worth.

Robert Jeter

Modern Tax & Retirement Expertise

Jeffrey Schlotterbeck

Water Street Wealth Management is an independent financial advisory firm providing personalized financial planning, investment management, tax strategies, and estate planning for individuals, families, and businesses.

Chelsea Ransom-Cooper

Zenith Wealth Partners provides a flexible retirement planning and investment management approach that inspires our clients to take financial action.

Andrew Mitchell

I'm a wealth advisor who helps entrepreneurs and business owners make smart financial decisions; whether it's managing a windfall, funding a business venture, or building generational wealth so they can invest in themselves, their communities, and their passions.

Lei Deng

Efficient financial plans and investing for busy skilled trades professionals

Firm Foundation Family Wealth

We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™

Rodriquez Wealth Management

At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.

Arynton Hardy

I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income.

Omar Dinar

I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand.

Michael Troxell

Financial planning for folks with stock options and RSUs

Insight Valuations, LLC

Business appraisals to help owners plan their next move

Marc Butler

We empower clients to take control of their financial future with confidence.

Stein Financial LLC

Carman Kubanda

Holistic Financial, Tax, Estate, Business Planning from a boutique firm.

5T Wealth Management

Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions.

Rather & Kittrell Capital Management

Your life is a series of transitions, Together we can design a plan that will guide you to a successful financial future.

Fee-Only Planning Hawaii

We do comprehensive financial planning for individuals and families in the mid-market affluent space.

Marcos Murillo

We build custom, comprehensive plans, so you can live retirement boldly on your terms.

Ross Cutler

We aim to be readily available to clients at all times.

Reconstructing Wealth

We help high capacity families align money with purpose so it fuels their mission.”

Sean Coen

Retirement Planning and Asset Management for Individuals and Small Business Owners.

Rush Imhotep

Financial Planning practice servicing founders and investment professionals located in Atlanta GA.

Etzler Financial Advisors, LLC

Etzler Financial Advisors is a fee-only fiduciary firm providing comprehensive, conflict-free financial planning on a time-based model, helping clients make informed decisions and achieve peace of mind without sales or asset-based fees.

TrueClarity Wealth

Helping busy med professionals reduce taxes and pay off debt faster without burning out.

Eric Johns

We specialize in tax planning for those nearing retirement.

Kevin Feig

Rewrite Your Money Story. Build Real Wealth.

Anthony Syracuse

Dynamic Financial Planning is a fee-only, fiduciary financial planning firm in Scottsdale, AZ specializing in equity compensation and financial planning for tech professionals and high earners in their 30s and 40s.

Wealthcare for Women

I help women aged 55-75 retire with clarity, comfort, & confidence

Clarity Advisors

Approachable planning, without compromise. Many have accounts, if you have a plan.

Ryan Furlong, CFP®

Tax Efficient Wealth Management for families who want to leave a legacy.

WELLth Financial Planning

WELLth is a flat fee, fiduciary financial planner located in Palm Beach Gardens, Florida and serving clients nationally

Bull Oak

You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned. Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.

Plan For It Financial, LLC

Plan For It Financial delivers personalized, actionable financial advice and education empowering you to make informed decisions about your future with confidence.

Calculated Wealth

Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan.

Arcadia Capital

Our experienced team offers clear, strategic guidance that helps clients grow and protect their wealth with confidence.

Grey Private Capital

Michael Taylor - The Financial Rules Consulting

Independent Fee-only financial coaching and solutions, by the hour or by the project

Generations Financial Management

Helping people understand their financial situation and showing them the real-world impact it has on their lives

Taylor Turner

Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists.

Steven Balch

Helping you organize your financial life so you can focus on what truly matters

Larry Sprung, CFP®, CEPA®▪️ Mitlin Financial, Inc®

Bringing JOY to Your Money Journey™

Chris Gure

Personalized investment management, tax planning, insurance, and estate strategy - all in one place.

Brendan Crews

Daviman Financial provides customized financial planning and research-based investment management services to small business owners looking to increase the efficiency of their personal finances.

Novak Financial Partners

Flat-fee. Fiduciary. Life-centered planning.

James White, Jr

Wealth advisory services for high-earning CRE Professionals.

Cayden McLaughlin, CFP, EA

Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early

Phil Telpner

We end post-divorce financial anxiety.

Capital Area Planning Group

We offer financial planning and investment management services to senior managers and executives in tech.

SFG Wealth Advisors

40 year old, family owned, values-based, wealth management firm providing comprehensive financial planning and / or investment management.

Erik Cooper

Low cost wealth management firm

Kevin Apolinar

Financial planner for Christians

Manetta Wealth Management

I take great pride in having built a business that truly honors my clients best interests without interference from anything. This allows me to help my clients, without hurting them.

Justin Pritchard

Retirement planning and investment management.

Jake Skelhorn

Tax-smart financial advice for high-earners and pre-retirees

MOKAN Wealth Management

Helping Self-Made 401(k)/IRA Millionaires Avoid The 7 Hidden Tax Surprises