Jennifer Lane, CFP
Compass Planning Associates helps families, individuals, and small-business clients achieve financial security, knowledge, and control over their money. Our fee-only, client-centered approach provides education and guidance to help ... See More
Timbuktu Capital Management, LLC offers financial planning and investment advice. (Financial planning includes tax planning, insurance planning, retirement planning and estate planning. Financial planning services may include consultations and/or wriSee More
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Beverly Chapman, CFP
At Values: Financial Counseling and Education, I am a solo practitioner working with clients on an hourly fee basis. Through a series of face-to-face working session we develop a clear picture of the client's current financial p ... See More
Patricia Konetzny, CFP, EA
The Practical Planner, LLC provides comprehensive, fee-only, tax focused financial planning. Our annual open retainer covers comprehensive financial planning and investment management along with unlimited access to us when ... See More
Robert Lepson, CFP, ChFC, CLU
Adviser Investments offers comprehensive financial planning and investment management services to individuals and families who are interested in protecting and growing their wealth. Our financial planning services help ... See More
Dana Levit, CFP, MBA
Our goals are to get you excited about your financial independence and to help you better understand your finances so you can make educated decisions. Most people are not financial experts yet increasingly individuals are in cha ... See More
David Linnard, BS, CFP, MBA
Linnard Financial Management & Planning, Inc. provides fee-only wealth management, financial planning and investment management services. Our objective is to help you build and preserve wealth through well-informed financi ... See More
Jane King, CFP
FFA provides sound, well-reasoned financial and investment advice to individuals, families and business owners. We understand that each client has specific needs and very personal goals. We analyze investment options, make specific rec ... See More
Ira Rapaport, AIF, CFP, CIMA, CPA/PFS
New England Private Wealth Advisors LLC (NEPWA) is an SEC-registered, fee-only investment advisory firm. Our consultive team approach is designed to assist high net worth families and institutions in making finan ... See More
Michael Gross, CFP, CPA, MST
Our clients lead full lives and see the value in engaging a professional to save precious time, steer their financial lives in the right direction, and avoid catastrophic mistakes.
Our investment management clients tend ... See More
Jeffrey Augustine, CFA, CFP, RTRP
Corey Scrupps is dedicated to serving the investment and financial needs of his clients through comprehensive financial planning and strategic investment management. He specializes in Retirement and Income Planning, always with a focus on providing aSee More
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William Simpson, BS, CFP, MBA
Resolute Financial is an SEC-registered Wealth Management firm. We offer comprehensive financial planning and investment management. Clients are supported by a lead advisor, from a team of 7 CFP(R) certified financial ... See More
Providing retirement and protection solutions.
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