Family wealth transfer

5T Wealth Management

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

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.

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.

Annuity Answers

We provide unbiased annuity guidance with no fees, no obligations.

Arcadia Capital

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

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.

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.

Balance Wealth

We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love.

Ballast Rock Private Wealth

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

Bjorn Amundson

A systematic approach to financial planning and investment overview

Brian Seymour

Guiding First-Generation Wealth Builders

Brianna Shealey - Buena Vista Financial Planning LLC

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

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.

CAPTRUST

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

Cayden McLaughlin, CFP, EA

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

Certified Exit Planners

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

Chad Holmes

Flat fee - fee only - fiduciary - Life Audit Creator

Chani Katzman

We help our clients live a life by design, not default.

Chris Gure

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

Chris Musick

Personal CFO for faith-driven founders earning $300k+, helping you steward income, taxes, and wealth beyond the business.

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.

Clarity Advisors

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

Cody Murray

Fee only fiduciary financial planning firm working with business owners.

Cory Smith

Financial life planning for business owners and the childfree community.

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.

Daniel DeSouza

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.

Define Financial

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

Eric Johns

We specialize in tax planning for those nearing retirement.

Eric Ross

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

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.

Fee-Only Planning Hawaii

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

Firm Foundation Family Wealth

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

Focused Founders Wealth Planning

Financial Advice for Millennial and Gen X Entrepreneurs with ADHD

Garrett Chmiola

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

Gloria Garcia Cisneros

Empowering the Next Gen and First Gen to Build Wealth & Their Dream Lives

Grey Private Capital

Hightower Wealth Advisors | St. Louis

We help streamline complexity, save money, and grow wealth, but ultimately, we set out to uncover what’s truly important to our clients, building a financial life that reflects a meaningful life.

Ian Weiner, CFP(R), CEPA

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

Inflection Point Wealth Management

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

Insight Valuations, LLC

Business appraisals to help owners plan their next move

Intersecting Wealth

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

Jane Mepham

Financial Planning For Foreign-Born Families & US Expats

Joe Ciliberti, CFP®

Helping Families & Business Owners Plan Retirement and Major Liquidity Events

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.

Justin May

Tax-focused wealth management for executives & founders

Kevin Estes

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

Kevin Feig

Rewrite Your Money Story. Build Real Wealth.

Kyle Kuyat

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

Bringing JOY to Your Money Journey™

Lei Deng

Efficient financial plans and investing for busy skilled trades professionals

Liberty One Wealth Advisors

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

Marc Butler

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

Marcos Murillo

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

Mark Cecchini, CFP® - Quadrant Capital

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

Matt-Magee, CFP®

We take your personal finances personal.

Michal Skowronski

Comprehensive Wealth Planning for High-Income Professionals and Retirees

Moment Private Wealth

We help athletes and entrepreneurs build and protect wealth.

Omar Dinar

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

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.

Peter Wolynski

Helping people retire and save taxes.

Phil Telpner

We end post-divorce financial anxiety.

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.

ProsperPlan Wealth

Guiding your family’s wealth

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.

Reconstructing Wealth

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

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.

Robert Jeter

Modern Tax & Retirement Expertise

Robinson Crawford

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

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.

Rora Wealth

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

Ryan Johnson

We help successful professionals and families simplify their finances, make confident decisions, and align their money with the life they want to live.

Ryan Landmark

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

Sean Coen

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

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.

Stein Financial LLC

Steward

A modern estate planning firm combining technology with expert attorney support

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.

The World Changers

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

Thomas-Kopelman

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

Thompson Family Office

Putting the clients goals and objectives first and foremost.

Titan

Award-winning modern wealth management firm for high earning professionals.

Tom O'Neill

We are a multi generational wealth management team.

Tony Escobar

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

Travis Allen

Fiduciary Financial Planning & Investment Management.

Trey Gevers

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

TrueClarity Wealth

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

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.

Wealthcare for Women

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

Womack Financial

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