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Sozo Private Wealth

CAPTRUST

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

Firm Foundation Family Wealth

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

Wealthcare for Women

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

Thomas-Kopelman

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

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.

Moment Private Wealth

We help athletes and entrepreneurs build and protect wealth.

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.

Degree Free - Educational Design

We help parents of 16-20 year olds find their kids amazing careers.

WELLth Financial Planning

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

Kevin Apolinar

Financial planner for Christians

How to choose a fee-only financial advisor

A practical guide to evaluating fee-only advisors — what to verify, what to ask, and how to tell a specialty claim from a marketing claim.

What 'crypto expertise' should actually mean in a financial advisor

Most advisors now reference crypto somewhere on their site. Very few have working depth. Here's what to look for — and what to discount.

Cross-border advisor discovery: how it differs between Canada and the US

Finding a cross-border advisor looks different on either side of the border. A short guide to what's actually different and what to look for.