Financial Advisors in the U.S.

A California Licensed Professional Fiducairy #615 offering fee only comprehsensive financial planning and consulting, and fiduciary services.

It starts with a casual conversation with an experienced compassionate professional.

Perhaps knowing if you are on track for your ideal retirement is important to you. It might be protecting your family should the unexpected happen or simply wanting a better understanding of your finances. Perhaps you need help with just one issue such as rolling-over a retirement plan, acquiring adequate life insurance or saving for retirement. For "Baby Boomer's" it might be ensuring they have enough income in their retirement years.
"You need help from someone, so why not let us help you? You'll be glad that you did."

We are independent, objective and flexible.

No one is too big or too small to help. If you are looking for trusted, objective, Fee-Only advice - you've found it. If you finally want your own financial plan in place, we offer an easy to understand and an affordable planning fee . Or, if you just want a second opinion or a quick checkup, we can work on an hourly basis . We also offer prudent investment and insurance services as robust as the big companies, but with hometown atmosphere.

"Our mission is to guide you with Christian principles and serve you with authenticity, compassion and respect."... See More

Areas that I specialize in include 401k Rollovers, Medicare, Life, Long-Term Care, Health (Individual, Family, or Group), Cancer, Dental, Short-Term & Long-Term Disability, IRA's, Social Security Planning, Comprehensive College Planning, and Retirement Income Planning.

His professional registrations include a Series 65, as well as Life Insurance, Health Insurance, and Long-Term Care Insurance Licenses. He also has his National Social Security Advisor designation. He is the only financial advisor in Southern Indiana and Western Kentucky to have this designation, at this time. Ryan Foncannon is a fiduciary financial advisor, meaning he must always put his clients’ interests first. Brokers, on the other hand, are generally not held to the same rigorous standard.

S.W.A.N. Financial Solutions specializes in wealth management, investing, financial and retirement planning, insurance strategies, comprehensive college planning, and social security planning. All portfolios are designed for those who appreciate safe, secure investments and who want to reduce risk of moving backwards financially. We work with individuals who are searching for alternatives to the traditional buy and hold strategy that left investors at a deficit over the last 11 years. With the “buy and hold” methodology, investors may have no idea where they will be in 5, 10, 15, or even 20 years; therefore, this method rarely works for the majority of investors. How can you build wealth, if you are always trying to get back to where you were before the market went down? That is why we provide access to high quality, low risk private wealth managers, and is equipped to establish safe and secure accounts for our clients.

S.W.A.N. stands for "Sleep Well At Night". If you are in the market and trying to get back to where you were, how are you going to build wealth over the long-term? I can show you better solutions that allow you to build wealth and "Sleep Well At Night".... See More

Founded in 2005 by Lawrence W. Wiswall, Jr., CFP®, TCS Financial Services, Inc. is an independent wealth management and registered investment advisory firm headquartered in Greensboro, N.C. A Delaware corporation, TCS provides financial planning, investment and insurance services to clients across the US.

As an independent company, TCS Financial Services is not directly affiliated with any Wall Street mutual or brokerage firm and is not an employee of any insurance carrier. As such, we do not charge commission on our investment management services, nor are we compensated by third parties for selling investment products. By operating in this manner, we maintain the freedom to explore the products and services which best meet your needs, regardless of their origination.

Our commitment to pursuing your best interest is our highest priority, and the driving force behind everything we do.... See More

Fiduciary Financial Advisor

Start Your Legacy Today: Ready to ensure your financial future is as bright as your dreams? Contact Frame Wealth Management, where our financial advisors are committed to crafting a plan that aligns with your life goals and legacy aspirations. Schedule a call now to begin your journey toward financial clarity and confidence.... See More

Hi, I'm Angel Escobedo CFP®

I have worked in the financial services industry since January 2018 after attaining a Bachelor of Science Degree in Personal Financial Planning from Texas Tech University. My primary goal as a financial planner is to help my clients light a financial path to dignity, awareness, hope, and a worry-free life. My experience working with both large broker-dealers and small family offices has allowed me to create a financial planning experience that is both personal and actionable, allowing the client to achieve complete financial peace of mind.

I am an active volunteer in VITA, a nonprofit program that helps low-income individuals get their taxes filed free of charge. Being involved in this program to help give back to the community is something I take pride in.

I enjoy being active and trying out new locally-owned restaurants, breweries, theaters, and other local businesses in my free time.

I've been a numbers guy my whole life, so I like percentages; here are some about me: I am part of the 5.4% of advisors under the age of 30, part of the 3.5% of Black/Latino CFPs in the country, part of the 1% of CFP advisors that speak Spanish, and most importantly I have a 95% client retention rate over the span of my career.... See More

"With deep experience in wealth management, our financial advisor in Alpharetta, GA is committed to adjusting your retirement plan in response to changing life circumstances, goals, milestones and financial priorities. Contact us today for any questions about 401(k) rollovers, retirement income, tax & estate planning, investment management, and more."... See More

James Stoes – AAMS® is the Founder of San Tan Planning and Investments, PLLC (STPI), a Comprehensive Financial Planning Firm located in Chandler, AZ that provides highly personalized financial guidance throughout the Phoenix metro area. STPI provides professional wealth management and financial planning services to busy professionals, business owners and families.

Our core mission is simple - "To help improve our clients' financial lives." Our belief is that managing wealth extends beyond building investment portfolios. It means partnering with people to define what matters most as they prepare for the next stage of life. We bring value to our clients by understanding what their needs and aspirations are. Our approach is comprehensive, consultative, objective and committed to excellence. The client dictates the focus and objectives, we bring principled, competent, and independent advice.... See More

Ryan Phillips is a fee-only financial planner located in Reston, VA serving families throughout the Loudoun County and Fairfax region. GuidePoint Financial Planning provides comprehensive wealth management and financial planning to help busy families, entrepreneurs, and federal employees to grow and protect their assets through life’s transitions. Ryan Phillips is a CERTIFIED FINANCIAL PLANNER™ Professional and has a legal obligation to provide unbiased and trustworthy financial advice.... See More

At First Financial Trust, we see wealth management differently. Above all, your needs are personal and we are always thinking based on what’s best for you and your future. With this in mind, our mission is to put each client’s best interests first. We have an experienced team that includes Investment Officers, Trust Administrators, and Financial Planners. Altogether, they offer comprehensive solutions that can be tailored to your specific short and long term goals.

► Investments
► Charitable Endowments
► Not-For-Profit Associations
► Charitable Trusts
► Private Foundations
► Estate Settlement Services
► Retirement Planning
► Estate Planning
► Education Planning... See More

Over the last 30+ years as a wealth advisor I have developed a passion and expertise in three very interesting, but distinct areas.

First, I very much enjoy helping pre-retirees prepare for the transition into retirement. Everything from preparing retirement income projections; proper portfolio positioning; risk and tax-mitigation techniques; to discussing the psychological challenges of the transition to non-work life. I have a passion to help clients handle the transition to retirement well! I enjoy working with physicians; business owners; and widows. I have been a Certified Financial Planner (CFP) helping these types of clients since 1992.

I also have extensive experience in the set up and proper operation of corporate retirement plans such as 401(k)s; 403(b)'s; and 457 plans. I have found that by helping plan sponsors and investment committee members to properly understand and discharge their fiduciary duty, it results in less liability for the business owner / plan sponsor while producing better financial wellness outcomes for plan participants. To stay sharp and up-to-date in this space, I maintain a professional designation as an Accredited Investment Fiduciary Analyst (AIFA). I also offer fiduciary training for forward-thinking plan sponsors and investment committees.

Over the last several years, I have developed an interest in Artificial Intelligence and better understanding how the digital asset space is re-writing how business is done right before our eyes. As a result, I have a lot in common with many millennials, who view this as an area poised for incredible growth in the years ahead as the old financial infrastructure is rapidly being replaced by blockchain record keeping, DeFi; & DEX's. Hence, I developed my tagline: "Advice for a changing world." I was privileged to be the first financial advisor in the United States to pass DACFP’s certificate program in Blockchain and Digital Assets and I also carry a designation as a Certified Digital Asset Advisor (CDAA) and a Certified in Blockchain and Digital Assets designation (CBDA) from DACFP.... See More

Centerpoint Financial Management provides tax-efficient retirement planning for California-based business owners and executives nearing retirement. We simplify the financial planning process and provide a 360-degree view of your entire financial life, giving you the peace of mind and freedom to focus on what matters most.

We are focused on helping business owners and executives navigate the transition towards retirement. During our process, we will perform a deep-dive into the following service areas: Financial Planning, Investment Management, Social Security Strategies, Tax Planning, Insurance Analysis, and Legacy Planning.

We can provide these services in the following formats: One-Time Financial Plan, Ongoing Financial Planning, Investment Management, and our most comprehensive offering Ongoing Financial Planning + Investment Management.

Take control of your retirement journey. Your tomorrow starts today.... See More

As a Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional (CFP®), and Enrolled Agent (EA) with Fiduciary Financial Advisors I love serving and partnering with my clients all over the country.

At the core of my financial planning philosophy is the belief that money is a powerful tool that can be used to fulfill dreams, purposes, and goals. By advocating for my clients and leveraging creative solutions, I design tax-efficient financial plans that pave the way for lasting success.... See More

Hey there! I'm Tim, a Fee Only Fiduciary Financial Advisor with a focus on supporting the unsung heroes of our communities – first responders. I've made it my mission to help those who dedicate their lives to helping others.

Ever wondered if you're cruising down the right road to retirement? Or maybe you're feeling a bit jittery about tackling some hefty financial decisions? Being unsure where to turn can be a bit overwhelming. You're already a hero in your community, and I'm here to help you become the hero of your financial journey.

My primary objective revolves around aiding clients in uncovering or enhancing their happiness, with this mission serving as my guiding principle. Allow me to architect a plan tailored specifically to your needs, enabling you to stride confidently towards your financial goals!... See More