Financial Advisors in the U.S.

The advisors at The Planning Center can help you set a course for personal growth, financial strength, and most important, the peace of mind that comes with it.

We are an independent, full-service financial services firm committed to helping people pursue their financial goals.

Freedom Founder is a community of like-minded investors that helps orthodontists or dentists to overcome their economic barriers and achieve financial freedom. Being a part of a community of investors will help in wealth building for orthodontists through strategic coaching, reliable investment deal flow, and cash-flow opportunities. Our network of esteemed advisors is our greatest strength that helps us survive the turbulence in the market and bring order in chaos through proactive financial planning for dentists. We take immense pride in our ability to generate higher returns and continuous cash flow through reliable real estate investment for doctors. Our collective bargaining power and market expertise help us in negotiating deals and creating investment opportunities that are beyond the reach of individual investors. Our network of fellow practitioners with similar goals and core values ensures a higher layer of safety in investment. We also offer our new members an opportunity to enhance their real estate knowledge and investment skills to achieve higher returns and growth. Freedom Founder is a unique forum that helps generate a reliable passive income source for dentists and provides them with an early retirement plan. For more details, visit our website at https://www.freedomfounders.com/why-choose-freedom-founders/ & https://www.freedomfounders.com/blog/.

Address: 519 E IH 30 # 246, Rockwall, TX, 75087... See More

Vladimir specializes in financial planning, business and employer solutions, custom investment ideas, and manages investment portfolios for the team. Vladimir graduated from Georgia State University with honors and has a B.S. in Economics and minor in Risk Management & Insurance. Since 2011, he has been in the investment services business, and in 2019 Vladimir obtained his certificate in financial planning from University of Georgia, and the prestigious Certified Financial Planner™ professional designation. Currently, Vladimir is pursuing his MBA at Georgia Tech with a concentration in quantitative finance. In 2020 he opened a Silver Penny branch in Peachtree City to better serve the local community.

Vladimir’s family moved from Ukraine in 1999, and he currently lives near Peachtree City with his wife and three kids. Outside of the office, he enjoys outdoor sports such as hunting, golf, and volleyball. Vladimir’s desire to serve others goes well beyond financial planning; in the local community he is actively involved as a youth leader in his local church, a member of several missionary boards, and himself serves in missionary and humanitarian efforts in Eastern Europe, Asia, and South America.... See More

Intermountain Wealth Management is a fee-only Registered Investment Advisor based in Idaho Falls, idaho. Instead of measuring our success on commissions or company growth, we pride ourselves on the financial health and happiness of our clients. And that’s how it should be. Give us a call or schedule an appointment with us today.... See More

Woodson Wealth Management is a fee-only financial advisory firm dedicated to providing fiduciary advice so you can focus on doing what you love to do with ZERO financial stress. Learn more about us and our process at www.woodsonwm.com

World Market Advisors provides ethical, affordable, and innovative Wealth Management strategies to help you meet your needs, hopes, and aspirations. With over 35 years of experience, we are independent, employee-owned, and laser-focused on our clients' needs.... See More

Gap Financial was established to give everyday people access to what is normally reserved for the ultra wealthy. We believe everyone deserves access to an innovative balance of institutional investment options and unbiased planning advice. We value objectivity, integrity and transparency. So we act as a fiduciary, providing independent investment management and fee-only financial planning tailored to the individual needs of all phases of life. We create personalized investment solutions, with a disciplined process to select, monitor, and adjust your investments so your plan stays on track despite life's ups and downs.... See More

Douglas Greenberg is President of Pacific Northwest Advisory (PNWA), an investment advisory company providing highly personalized financial guidance to business owners, executives and individual investors.

He founded PNWA after compiling a remarkable track record over 25 years as one of the country’s leading financial advisors at Morgan Stanley, the global leader in wealth management and financial services. He became the firm’s top advisor in Oregon by assets under management and revenue -- recognition which extended outside the company. Barron’s chose Doug for its annual “Top Advisor Rankings” over four straight years, ranking him second among all financial advisors in 2012. The Financial Times selected Doug among the “FT 400 Top Financial Advisers,” one of only two advisors in Oregon in 2013. Doug’s work on behalf of his clients also came to the attention of Forbes who chose him for its annual “Best in State” listing of the top wealth advisors in Oregon.... See More

BKM Wealth Management is an independent financial advisory practice in Brookfield, WI. We act as fiduciaries and specialize in retirement income planning, financial planning, and corporate retirement plans for small business owners.