Pension planning

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.

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

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.

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.

CAPTRUST

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

Carman Kubanda

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

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.

Cody Murray

Fee only fiduciary financial planning firm working with business owners.

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.

Focused Founders Wealth Planning

Financial Advice for Millennial and Gen X Entrepreneurs with ADHD

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.

Jane Mepham

Financial Planning For Foreign-Born Families & US Expats

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.

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.

Kyle Kuyat

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

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.

Novak Financial Partners

Flat-fee. Fiduciary. Life-centered planning.

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.

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.

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.

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

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.

Ross Cutler

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

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.

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.

The World Changers

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

Thompson Family Office

Putting the clients goals and objectives first and foremost.

Tony Escobar

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

Travis Allen

Fiduciary Financial Planning & Investment Management.

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.

Wealthcare for Women

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