Financial Advisors in the U.S.

Gold Medal Waters is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s and 403(b)s. We started out as a small independent firm in Boulder and recognize that the growth and success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians.... See More

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

New York City Financial Planner (Certified Financial Advisor) providing in-person and virtual fee-only fiduciary financial planning and investment advisory services to help clients navigate life events and changes (retirement, divorce, inheritance, career).

As an independent and fee-only advisor, we don’t restrict ourselves to working with specific products or families of funds. We select the products we believe are best for your long-term financial well-being. As a fiduciary and fee-only advisor, our compensation is not based on commissions and the products that we use to implement your investments.

Our experienced financial planning team can help you implement a financial plan that is specific to your cash-flow needs, family circumstances, investment goals, and financial and tax situations. We use a detailed discovery and analysis process to help create a financial plan that works best for you.... See More

I specialize In working with sales professionals and other high-earners with variable incomes. My practice is tailored to your unique needs and focuses on two essential themes.

#1 - Maximize investment performance with low costs in a way that aligns with your values and beliefs.
#2 - Develop a strategic financial plan focusing on financial and tax efficiency.

I provide tangible benefits in the following situations or services to make my clients' lives easier:
- Retirement Planning, including 401(k) Rollovers, IRAs, Pension guidance, and Social Security planning.
- Investment Management, including Cash Management, Portfolio Construction, and Diversification using Mutual Funds, Exchange-Traded Funds, Stocks, Bonds, Separate Account Managers, and Alternative Investments.
- Assisting with life-changing circumstances such as retirement or retirement planning, new marriage, college savings for children, and inheritance and settlement management.

Sales professionals work hard for their money, often without a clear plan. Through strategic financial and tax planning, I empower you to take control of your financial future, making informed decisions that can leverage compounding interest to your advantage. This allows your money to start working for you and gives you the power to reclaim your time.... 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

What sets me apart is my dedication to my clients' needs, embodied in my high-touch approach. I ensure that each client and family receives unparalleled attention and support that extends beyond finances. Multi-generational planning is not just a service I offer; it's the very essence of what I set out to do. I guide families through the complexities of wealth preservation and transfer across generations, instilling financial literacy from an early age to empower future generations.

My services, structured under asset-based fees, encompass a wide range of offerings, including investment management, estate planning, philanthropic endeavors, and risk management. My focus on tax planning further distinguishes me in the industry. I tailor my strategies to meet the unique needs of these families, leveraging strategic outsourcing including partnerships with best-of-breed money managers to deliver objective financial advice and innovative solutions.
In addition to my dedication to clients' needs, I offer a unique approach that goes beyond conventional financial planning. I believe that true financial excellence is achieved through a tailored approach that addresses each client's unique circumstances and goals. This personalized approach ensures that every aspect of your financial affairs are expertly managed and optimized for long-term success.

Apart from the services within my practice, I orchestrate a symphony of specialized professionals, each equipped with a deeper reservoir of skills and knowledge, to delve into the intricacies impacting your financial landscape. This approach allows me to provide more complete solutions tailored to your specific needs, ensuring that every aspect of your financial affairs is expertly managed and optimized for long-term success.

As this trusted clearinghouse for financial, investment, tax, and estate planning ideas, I orchestrate a seamless integration of my clients' financial affairs, ensuring their long-term goals are not just met but exceeded.... See More

I am proud to be a fee-only fiduciary financial planner working with Doctors, Advanced Practice Providers, and Nurses. I assist healthcare professionals eager to set themselves up for a successful financial future. As a fiduciary on your team, I can help you organize your financial life, assess what goals you want to accomplish, and then support you in implementing a financial plan to reach those goals. Financial terminology can be confusing just as medical terminology is for patients. As your financial planner, I will simplify confusing financial terminology to help you become a competent & confident investor.

I believe in controlling what you can control and not wasting brainpower over what you can’t. I focus on Vanguard’s Advisor Alpha methodology which includes these value-add best practices in wealth management.

-Suitable asset allocation using broadly diversified funds/ETFs
-Rebalancing
-Asset Location
-Total return versus income investing
-Cost-effective implementation (expense ratios)
-Behavioral coaching
-Spending Strategy (withdrawal order)

Healthcare professionals work long shifts, weekends, and holidays caring for other people’s families — which sacrifices time away from their families. My goal is to help the helpers. With financial and tax planning, I help you implement strategic decisions and use compounding interest to your advantage. This allows your money to start working for you and the ability to reclaim back your time. Money and time are essentially the same thing.... See More

Our boutique investment advisory firm is dedicated to delivering tailored strategies that amplify your wealth potential. Backed by a team of seasoned experts, we offer a holistic approach that considers your unique goals, risk tolerance, and market trends. Whether you're aiming for short-term gains or long-term security, Infinity Investments is here to guide you with precision and care, and a goal of turning your financial dreams into reality.... See More