Financial Advisors in the U.S.

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

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

We're an advisory firm serving those in retirement or nearing it. We aim to provide three primary benefits: Improving portfolio returns, cutting your tax bill, and providing peace of mind. Our mission in providing those benefits is to turn your financial house into a financial castle.... See More

Aleksey Krylov is a seasoned Chief Financial Officer (CFO) recognized for his experience in the life sciences and medical technology sectors. With a background in venture investing and mergers and acquisitions (M&A), his track record includes over 70 successful fundraising and M&A transactions, which showcase his ability to navigate diverse strategic opportunities for companies he works with.

As the CFO of CytoImmune Therapeutics, Aleksey spearheaded a transformative period, securing over $100 million in funding and overseeing the expansion of the workforce from five to over 60 employees. Furthermore, he played a pivotal role in building a cutting-edge commercial-scale cell and biologics manufacturing facility.

Previously, as CFO of DIH International, Aleksey positioned the Swiss-Chinese medical equipment manufacturer for a targeted NASDAQ public offering, driving strategic initiatives to optimize growth and maximize shareholder value.

Aleksey's accomplishments extend to his role as CFO of SELLAS Life Sciences, where he orchestrated a successful reverse merger, which ultimately propelled the company to the market capitalization of several hundred million dollars . He also led a successful convertible PIPE fundraise.

Before his stints as a healthcare CFO, Aleksey spent 12 years as a family office investment professional. He oversaw principal and control investments exceeding $500 million across diverse industries, including life sciences, medical technologies, healthcare IT, and consumer products. He started his career as an equity capital markets banker with Cowen's healthcare practice.

Aleksey holds an MBA from Columbia Business School and a Bachelor of Science in Business Administration from Babson College. His ability to blend financial acumen, deal-making expertise, and operational leadership makes him an invaluable asset to life sciences and medical technology organizations, driving transformative growth and financial performance.... See More

At Moore’s Wealth Management we help our clients build retirement plans that fit their lives, and that they can’t outlive. Just like you don’t want to outlive your savings, you don’t want to outlive your financial advisor. We’re proud to have a tradition that we have passed along to generations within our firm through our own succession plan so that the families and community we serve can expect seamless service and advice.... See More

LifeLong Wealth Management Group is Trusted Financial Expert

We believe in challenging the financial norm. That happiness is not synonymous with the money we have. We shoot to create a comprehensive plan that bridges your relationship with money and values.
#LifeLong Wealth Management Group... See More

MPG is a leading Financial Advisor Recruiter, Financial Headhunter and Financial Recruiter in Houston, Dallas, Fort Worth, Oklahoma City, and Surrounding Areas. Our Financial Advisor Recruiter help you uncover what’s most important to you in Houston, Dallas, Fort Worth and Oklahoma City. Contact Us Today For Your Financial Employment Needs!... See More

CERTIFIED FINANCIAL PLANNER™ and fiduciary financial advisor focused on achieving client goals. Serving Middle Tennessee and the Nashville areas. Fee-only, portfolio management and comprehensive financial plans. Free initial consultation.

Samuel Rad is one of the best financial advisors in Los Angeles. As a Fiduciary, he will always place your interest ahead of any company. He also does not work for any brand, so you will never be pressured into any products!

PG Capital Management Group is an independent private wealth advisory firm dedicated to working with individuals, families, and small businesses. We strive to create strategies and solutions that would fit your personal financial goals by focusing on you and what's important to you. The company acts as a general partner, managing member, and/or investment manager to the U.S.-based private investment fund and as an investment advisor for individual institutional and non-institutional accounts that invest in a variety of securities.

PG Capital Management Group LLC ("PG Capital") acts as a general partner, managing member, and/or investment manager to the U.S.-based private investment fund and as a wealth manager, investment/financial advisor, and financial planner for individual institutional and non-institutional clients that invest in a variety of securities.

PG Capital and its affiliates do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning, and other legal matters.... See More

We are a fee-only, registered investment advisory firm that provides independent wealth management services to individuals, families, and businesses.

Engage Advisors is a Dental CPA and Business Advisory firm providing solutions for dentists. Engage Advisors knows what it takes to run a profitable dental practice – we work with over 500 financially successful dentists. When you engage with us, we manage all of your financial details so that you have the insights and time to make the right decisions. The results are just as you would expect – a financially healthy dental practice with more free time for you and your family.... See More