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Steven D. Humphrey

CFP®

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

Fee Only Financial Advisor serving Atlanta, GA and the surrounding communities.

George M. Hiller Companies LLC

3414 Peachtree Rd NE, Ste 1110
Atlanta, GA 30326
(404) 365-0222

Neil T. Gartner

CFP®, MBA

Principal

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving Mason, OH and the surrounding communities.

Gartner Financial Advisors

7137 Celebration Way
Mason, OH 45040-6511
(513) 620-6598

D. Wayne Harris

CFP®

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

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

Bridgeworth + SAVANT

101 25th Street North, Suite 100
Birmingham, AL 35203
(205) 208-8700

Beth A. Fleming-Brown

CFP® CLU CRPC

Advisor

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

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

Osaic Wealth

P. O. Box 806
Windermere, FL 34786

John R. Deitrick

CFP®

Chief Vision Officer

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving Dublin, OH and the surrounding communities.

ARD Advisory Services, LLC

7263 Sawmill Rd, Suite 150
Dublin, OH 43016
(866) 319-6902
(614) 602-6506
CONNECT WITH John
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Jeffrey Loehnis

CPA, CFP®

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

Financial Advisor serving Columbus, OH and the surrounding communities.

Hamilton Capital Management, Inc.

5025 Arlington Centre Blvd, Ste 300
Columbus, OH 43220
(888) 833-5951
(614) 273-1000

Thomas C. Falkner

CFP®

Financial Advisor

Specialties:

Fee Only Financial Advisor serving Louisville, KY and the surrounding communities.

Legacy Financial Independent Advisors

100 Mallard Creek Road, Suite 402
Louisville, KY 40207
(502) 873-0526

David Mendels

CFP®, MBA

Managing Director

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

Commission and Fee Financial Advisor serving New York, NY and the surrounding communities.

DBM Planning, LLC

Grand Central Station, PO Box 4206
New York, NY 10163
(646) 452-3415

Phillip E. Cook

CFP®

CEO

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

Commission and Fee Financial Advisor serving Manhattan Beach, CA and the surrounding communities.

Mogul Wealth Management, Inc.

818 Manahattan Beach Blvd, Ste 200
Manhattan Beach, CA 90266
(310) 545-6700

Harmon A. Kong

CFP®

Partner/Principal

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

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

Apriem Advisors

19200 Von Karman Ave, Suite 1050
Irvine, CA 92612-8547
(949) 253-8888

Bruce Hosler, CFP®

EA, CPWA®,AIF®,CEPA®

Founder & Principal

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

Commission and Fee Financial Advisor serving Prescott, AZ and the surrounding communities.

Hosler Wealth Management LLC

700 S Montezuma St
Prescott, AZ 86303

Hosler Wealth Management LLC

7400 E Pinnacle Peak Rd Suite #100
Scottsdale, AZ 85255-3566
(928) 778-7666
CONNECT WITH Bruce
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Chip Roe

CFP®

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

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

The Potter Financial Group

1816 Front St, Ste 220
Durham, NC 27705-2595
(919) 383-7421

Ray J. Fernandez, Jr.

CPA/PFS,CFP®, CM&AA,

Director, Transaction Advisory Services

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.

abip CPAs & Advisors

1 Riverway
Houston, TX 77056
(713) 409-8033

Gray L. Goudeau

CFP®, ChFC, CLU

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

Financial Advisor serving Metairie, LA and the surrounding communities.

Goudeau Wealth Planning Group

1 Galleria Blvd, Ste 1111
Metairie, LA 70001
(504) 837-6541

Christopher P. Bixby

CFP®, EA, CLU®

Portfolio and Wealth Manager

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking,...More

Fee Only Financial Advisor serving Bellevue, WA and the surrounding communities.

Ferguson Wellman

10900 NE 4th St Ste 2300
Bellevue, WA 98004-8308

Jane Taubner Barney

J.D., CFP®, CDFA™

Senior Client Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Estate...More

Financial Advisor serving Boston, MA and the surrounding communities.

TFC Financial Management, Inc.

260 Franklin St., Ste 1888
Boston, MA 02110
(617) 210-6727

Jerome B. Moore

CFP®, CIMA, EA

Partner

Specialties: Comprehensive Financial Planning, Attending College

Commission and Fee Financial Advisor serving Brentwood, TN and the surrounding communities.

Tower Wealth Advisors

205 Powell Pl, Ste 430
Brentwood, TN 37027
(615) 369-0660

John D. Frenzel

CFP®

Long Term Care Specialist

Specialties: Long-term Care

Financial Advisor serving Campbell, CA and the surrounding communities.

Agape Long Term Care

629 Lisa Way
Campbell, CA 95008
(408) 984-6661

Charles John NeSmith

CFP®, CFA

Portfolio Manager

Specialties:

Financial Advisor serving Fort Lauderdale, FL and the surrounding communities.

Tobias Financial Advisors, Inc.

1000 S. Pine Island Road, #450
Fort Lauderdale, FL 33324
(954) 424-1660
CONNECT WITH Charles
  • linkedin link

Michelle J. Gessner

CFP®

Owner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable...More

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

Gessner Wealth Strategies, LLC

1717 St James Place, Suite 625
Houston, TX 77056
(713) 589-6448
CONNECT WITH Michelle
  • facebook link
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  • linkedin link

Josh Hartley

CFP®

Financial Planner

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

Commission and Fee Financial Advisor serving Columbus, MS and the surrounding communities.

Milestone Investment Group

1123 COLLEGE ST
Columbus, MS 39701-5810
(800) 748-3470
(662) 328-3300

Jim White

CFP®, EA, MBA

President

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

Fee Only Financial Advisor serving Malvern, PA and the surrounding communities.

Great Oak Wealth Management

101 Lindenwood Dr, Suite 225
Malvern, PA 19355

Great Oak Wealth Management

2295 Wells Rd
Pottstown, PA 19465
CONNECT WITH Jim
  • facebook link
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  • linkedin link

Kevin M. Dillon

CFP®

Regional Vice President & Branch Manager

Specialties: Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Radnor, PA and the surrounding communities.

Mercer Advisors

100 W Matsonford rd., Ste. 4-200
Radnor, PA 19087
(610) 862-1090
CONNECT WITH Kevin
  • facebook link
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Karl F. Frank

CFP®, MBA

Financial Planner

Specialties: Asset Allocation, Investment Management, Employee Benefits, Insurance, Retirement,...More

Commission and Fee Financial Advisor serving Lone Tree, CO and the surrounding communities.

A&I Wealth Management

9605 Kingston Court, Suite 190
Lone Tree, CO 80112
(303) 690-5070

Lloyd J. Galbraith

CFP®

Financial Planner (owner)

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

Financial Advisor serving Edmonds, WA and the surrounding communities.

L. Jeffrey Galbraith, CFP

300 Admiral Way, Ste 210
Edmonds, WA 98020-7230
(425) 775-5325

Tanya K. Steinhofer

CFA, CFP®

Principal

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

Fee Only Financial Advisor serving San Rafael, CA and the surrounding communities.

Redwood Grove Wealth Management

3950 Civic Center Drive, Suite 210
San Rafael, CA 94903
(415) 737-5003

Richard A. Wright

CFP®

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

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

Morgan Stanley

850 S. Palafox St, Suite 200
Pensacola, FL 32502
(850) 470-8008

Albert E. Dean, III

CFP®, EA

Principal

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

Fee Only Financial Advisor serving Flower Mound, TX and the surrounding communities.

Riverchase Wealth Management, LLC

3419 Cross Timbers Rd, Ste 105
Flower Mound, TX 75028
(972) 471-9013

Allison M. Berger

CFP®

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

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

Financial Symmetry, Inc.

5438 Wade Park Blvd, Suite 310
Raleigh, NC 27607
(919) 851-8200
CONNECT WITH Allison
  • twitter link
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Drummond Osborn, II

CFP®

President & Senior Advisor

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

Fee Only Financial Advisor serving LaPorte, IN and the surrounding communities.

OSBORN Wealth Management

912 Michigan Ave, PO Box 1646
LaPorte, IN 46352
(219) 362-8567