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Christian K. Johnson, Jr.

CFP®

Founder

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Fee Only Financial Advisor serving Denver, CO and the surrounding communities.

Capital Investment Counsel, In

600 Grant Street, Ste 450
Denver, CO 80203
(303) 381-0200

Dennis R. Bacon

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Charitable & Planned...More

Commission and Fee Financial Advisor serving Lee's Summit, MO and the surrounding communities.

Bacon Financial Advisors, Inc.

600 SW Jefferson St., Ste 208
Lee's Summit, MO 64063
(816) 246-8450

Diana J.L. Harrison

CFP®, CPA

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Business Taxes,...More

Fee Only Financial Advisor serving Portland, OR and the surrounding communities.

DBA Finacial Investment Team

15350 SW Sequoia Pkwy, Ste 150
Portland, OR 97224
(503) 906-5205

Joshua D. Taylor

CFP®, CLU

Certified Financial Planner

Specialties: Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits,...More

Commission and Fee Financial Advisor serving Wauneta, NE and the surrounding communities.

Kompass Financial Advisors, Inc.

P.O. Box 67
Wauneta, NE 69045
(303) 770-7078

Stephen W. Close

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Las Vegas, NV and the surrounding communities.

Close Financial Services, Inc.

9890 S. Maryland Parkway, Suite 220
Las Vegas, NV 89183
(702) 440-6000
CONNECT WITH Stephen
  • facebook link
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Thomas M. Wagner, Jr.

CFP®

Advisor

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Fee Only Financial Advisor serving Birmingham, AL and the surrounding communities.

The Welch Group, LLC

3940 Montclair Rd, 5th Flr
Birmingham, AL 35213
(205) 879-5001
CONNECT WITH Thomas
  • linkedin link

Charles F. Kreitler

CFP®

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Financial Advisor serving New Haven, CT and the surrounding communities.

Kreitler Financial

265 Church St, Suite 801
New Haven, CT 06510
(203) 867-4396

Mary M. Murphy

CFP®

Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Naples, FL and the surrounding communities.

LPL Financial

2022 Grove Drive, SUITE A
Naples, FL 34120
(217) 306-5551

Gerald R. Vanderlugt

CPA, CFP®, CVA

Partner

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Fee Only Financial Advisor serving Wyoming, MI and the surrounding communities.

JVL Wealth Strategies

1657 Gezon Pkwy SW
Wyoming, MI 49519-9569
(616) 261-2800

Dana J. Menard

CFP®, RLP®, CEPA®

Founder & CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Maple Grove, MN and the surrounding communities.

Twin Cities Wealth Strategies

11670 Fountains Drive, Suite 200
Maple Grove, MN 55369
(763) 445-2772
CONNECT WITH Dana
  • facebook link
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  • youtube link

Mitchell J. Ludwig

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Raleigh, NC and the surrounding communities.

3356 Six Forks Rd
Raleigh, NC 27609-7233
(919) 782-0033

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CFP®, TestR

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Specialties: Budget & Debt Management, Comprehensive Financial Planning, Banking, Buying a Home,...More

Commission and Fee Financial Advisor serving Newell, SD and the surrounding communities.

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501 Dartmouth Ave
Newell, SD 57760

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1290 N Broadway
Denver, CO 80203
(800) 322-4237
CONNECT WITH MEMBER03
  • facebook link
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  • linkedin link
  • youtube link

Aaron M. Newland

CFP®

Managing Director

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Newport Beach, CA and the surrounding communities.

CIBC Private Wealth Management

520 Newport Center Drive, Suite 700
Newport Beach, CA 92660
(562) 673-2445

William J. Dion

CFP®

Director, Financial Planning

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Boston, MA and the surrounding communities.

Prio Wealth

265 Franklin St., 20th Floor
Boston, MA 02110
(508) 981-1234

Manish B. Patel

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Monroe Township, NJ and the surrounding communities.

Horizon Coast Financial Services, LLC.

3 Palace Court
Monroe Township, NJ 08831
(732) 521-3040

CATHERINE J. COOPER

CFP®, CFA

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Stocks & Bonds

Fee Only Financial Advisor serving Sarasota, FL and the surrounding communities.

Azure Financial Advisors

5220 Sand Lake Court
Sarasota, FL 34238
(847) 476-9501

Christopher R. Cinelli

CFP®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Estate...More

Fee Only Financial Advisor serving Buffalo, NY and the surrounding communities.

Capital Insights Group of WNY

640 Ellicott Street, Mailbox 10
Buffalo, NY 14203
(716) 309-4109

Ray J. Fernandez, Jr.

CPA/PFS,CFP®, CLU

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Houston, TX and the surrounding communities.

Asset Management Advisors, Inc.

1 Riverway
Houston, TX 77056
(713) 977-9600

Mengxi Monica Ma

CFP®

Specialties:

Financial Advisor serving Solana Beach, CA and the surrounding communities.

Blankinship & Foster, LLC

420 Stevens Ave, Ste 250
Solana Beach, CA 92075
(858) 755-5166

Erik C. Olson

CFP®, CKA®

Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Crystal Lake, IL and the surrounding communities.

Arete Wealth Management LLC

One North Virginia Street, Suite D
Crystal Lake, IL 60014
(815) 940-4652
CONNECT WITH Erik
  • twitter link
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Jeffrey Simon

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Arlington Heights, IL and the surrounding communities.

Tryline Private Wealth of TPG

150 W Campbell St
Arlington Heights, IL 60005
(847) 870-4695

Magay L. Shepard

CFP®

Senior Vice President, Trust Specialist

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Estate Planning,...More

Financial Advisor serving Charlotte, NC and the surrounding communities.

Stifel Nicolaus

6100 Fairview Rd, Ste 700
Charlotte, NC 28210
(704) 554-6039

Nick B. Capobianco

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Fee Only Financial Advisor serving West Des Moines, IA and the surrounding communities.

Wealth Advisors of Iowa

1601 West Lakes Pkwy, Ste 200
West Des Moines, IA 50266-8230
(515) 974-4571

Matthew I. Botkin

CFP®, CPA/PFS, J.D.

CEO/President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Financial Advisor serving Parkland, FL and the surrounding communities.

Building Financial Solutions

7455 NW 108 Ave
Parkland, FL 33076
9547710100
CONNECT WITH Matthew
  • linkedin link

Gordon J. Bernhardt

CFP®

Principal and Wealth Manager

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving McLean, VA and the surrounding communities.

Modera Wealth Management, LLC

7601 Lewinsville Road, Suite 210
McLean, VA 22102
(703) 356-4380

Rosemary Barnes

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Wausau, WI and the surrounding communities.

Rosemary Barnes, CFP®

300 3rd St, Ste 308
Wausau, WI 54403
(715) 842-2703

Jamie A. Bosse

CFP®, RFC

Financial Planner

Specialties: Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Estate Planning,...More

Fee Only Financial Advisor serving Overland Park, KS and the surrounding communities.

Aspyre Wealth Partners

10000 College Blvd, Ste 260
Overland Park, KS 66210
(888) 822-1881
(913) 345-1881
CONNECT WITH Jamie
  • twitter link
  • linkedin link

Michael Hoeflich

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Pensacola, FL and the surrounding communities.

Ameriprise Financial Services, LLC

5101 N 12th Ave, Ste A
Pensacola, FL 32504
(850) 476-5773
CONNECT WITH Michael
  • facebook link
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Greg M. Hurley

CFP®

Specialties:

Financial Advisor serving Oakland, FL and the surrounding communities.

Hurley Wealth Management Grp

1907 Iron Horse Way
Oakland, FL 34787
(650) 445-9003

Joel E. Nance

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Albuquerque, NM and the surrounding communities.

TruePath Financial Planning

3240-B Juan Tabo Blvd. NE, Suite A-2
Albuquerque, NM 87111
(505) 797-7765