Fee-only advisors for real estate investors

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.

Thomas-Kopelman

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

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.

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 Don't be stuck in the past with an old, outdated formula that incentivizes laziness.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.

Rora Wealth

Financial advice for startup founders and tech employees with equity compensation.

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.

Steward

A modern estate planning firm combining technology with expert attorney support

Tony Escobar

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

Certified Exit Planners

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

Garrett Chmiola

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

Intersecting Wealth

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

Cory Smith

Financial life planning for business owners and the childfree community.

Kyle Kuyat

Priority Tax & Financial Planning

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

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.

Taylor Turner

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

James White, Jr

Wealth advisory services for high-earning CRE Professionals.

Capital Area Planning Group

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

Baskets Capital

Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others.

Phillip Durbin

I help rural and middle-income families to learn about personal finance so that they can great Generational Wealth and change their families futures.