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Two Bird Wealth Strategies
Adam Finch
CEO, Senior Wealth Strategist
CFP®
Location
Ann Arbor,MI
Compensation
Commission and Fee
A Small Investment, LLC
André Small
CFP®, MBA
CFP®, MBA
Location
Houston,TX
Compensation
Fee Only
Advise Finance, LLC
Rose Swanger
Principal of Advise Finance, LLC
CFP®, RICP®, CDFA® EA
Location
Knoxville,TN
Compensation
Commission and Fee
Monvia Financial L.P.
Michael Hansen
C0-Founder & Managing Partner
CFP®, M.S. Economics
Location
Walnut Creek,CA
Compensation
Fee Only
Yardley Wealth Management, LLC
Michael Garry Esq.
Founder & CEO
CFP®, MBA, JD
Location
Yardley,PA
Compensation
Fee Only
Life Strategy Financial
Juan Munoz
Financial Planner
CFP®, AIF®, CRC®, AAMS®
Location
Cypress,TX
Compensation
Fee Only
Robinson Nelson
Lisa Robinson
Founder and CEO
CFP®
Location
Chesterfield,VA
Compensation
Commission and Fee
A&I Wealth Management
Karl Frank
Financial Planner
CFP®, MBA, MSF, MA
Location
Lone Tree,CO
Compensation
Commission and Fee
Schneider Wealth Management
Meredith Schneider
Principal
CFP®
Location
Austin,TX
Compensation
Fee Only
Life After Grief Financial Planning
Chris Dale
President
CFP®, CeFT®
Location
Orlando,FL
Compensation
Fee Only
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