# Finance → Financial Planning and Management - **Type:** industry - **Total brands:** 8,614 - **Page:** 79 of 173 ## Brands on this page | Brand | Domain | Description | | --- | --- | --- | | [CIM Advisors](/cimadvisors.com.md) | `cimadvisors.com` | Independent advisory firm offering objective, personal advice for retirement and customizable financial plans for pre-retirees and retirees. | | [CIO Complete](/cio-complete.com.md) | `cio-complete.com` | CIO Complete is an outsourced Chief Investment Officer solution for planning-focused financial advisors and RIAs. Institutional-quality portfolio models, compli | | [Civog](/civog.com.md) | `civog.com` | Govic Capital is a boutique private wealth management firm. Our focus is on tax efficient value and income-oriented investments and multigenerational wealth pre | | [CJW Capital](/cjwcapital.com.md) | `cjwcapital.com` | CJW CAPITAL is an independent investment advisory firm and financial advisor that provides customized investment management services to individual and instituti | | [PQBrown](/clearstonewm.com.md) | `clearstonewm.com` | We are a fee-only fiduciary firm providing personal wealth planning and investment management for every stage of your life. | | [Clearwealth Advisors](/clearwealthadvisors.com.md) | `clearwealthadvisors.com` | Discover integrated Financial Planning & Tax Management with Clearwealth Advisors. Partner with us for proactive strategies and a dedicated, long-term relations | | [Cliff Downie](/cliffdownie.com.md) | `cliffdownie.com` | Helping families in the Inland Empire/Orange County area on their financial planning and banking for the past 15 years. | | [CliqSpend](/cliqspend.com.md) | `cliqspend.com` | Know before you click | | [CLVR Finance](/clvrfinance.com.md) | `clvrfinance.com` | Verbinde dein Depot und lass dir deine Investments erklären – ohne Vorwissen, in einfacher Sprache. Ziele, KI-Assistent Benji, Daten in der EU. | | [Coastview Advisory](/coastviewadvisory.com.md) | `coastviewadvisory.com` | Coastview Strategic Advisory is a fractional CFO firm for founders, small business owners, and nonprofits doing $1M–$15M in revenue. We bring financial clarity, | | [Cochrell](/cochrell.com.md) | `cochrell.com` | Cochrell Financial Advisors - Financial Advisor & Retirement Planner. Our firm has been built on long-term, trusting relationships with like-minded individuals. | | [Coellaborate](/coellaborate.com.md) | `coellaborate.com` | CRM setup, workflow automation, and RIA operations consulting. Built by a CFP and database designer who understands how financial advisory firms work. | | [— Cohen Wealth](/cohenwealth.com.md) | `cohenwealth.com` | As a trusted advisor and fiduciary, I'm committed to making a meaningful impact on the lives of others through independent financial planning and wealth managem | | [Cold Spring Investments](/coldspringinvestments.com.md) | `coldspringinvestments.com` | Cold Spring Investments provides personalized wealth management, financial planning, and retirement strategies in Belchertown, MA. | | [ColemanQuiner](/colemanquiner.com.md) | `colemanquiner.com` | Financial Planners. Insurance and investing for Iowa clients. Robert D. Coleman, Stephen J. Quiner | | [Colter Dennis](/colterdennis.com.md) | `colterdennis.com` | Built on trust, rooted in results. A family business that honors past generations — while providing for future ones. | | [Common Cents Group](/commoncentsgroup.com.md) | `commoncentsgroup.com` | Success Starts With Action And a Little Bit of Common Cents | | [Communauté Coiffure](/communaute-coiffure.com.md) | `communaute-coiffure.com` | La plateforme de gestion financière pour coiffeurs indépendants. Simulateur de rentabilité, calculateur de tarifs, comptabilité en ligne et assistante IA CoCo. | | [Compound Family Offices](/compoundfamilyoffices.com.md) | `compoundfamilyoffices.com` | Discover our independent trusted family wealth advisory services at Compound Family Offices, LLC. Learn how our independent perspective can transform your wealt | | [Concierge Wealth](/concierge-wealth.com.md) | `concierge-wealth.com` | Christian Amsberry is a Bay Area financial planner for widows. One person who coordinates your CPA, attorney, and accounts. Practice capped at fifty families. | | [Conservative Wealth](/conservativewealth.com.md) | `conservativewealth.com` | At Conservative Wealth, our financial advisors specialize in conservative investment strategies. Safeguard your assets and achieve long-term financial stability | | [Consilium Wealth](/consilium-wealth.com.md) | `consilium-wealth.com` | Consilium Wealth is a Tucson fiduciary advisory practice guiding families, professionals, and university faculty through retirement, investing, taxes, and legac | | [Contractor ESOP](/contractoresop.com.md) | `contractoresop.com` | Secure your legacy and reward your team with an ESOP. Transition ownership smoothly while gaining tax benefits and boosting employee retention. | | [MA Copper Beech Wealth](/copperbeechwealth.com.md) | `copperbeechwealth.com` | Discover independent, fee-only fiduciary wealth management at Copper Beech Wealth. We help retirees and pre-retirees protect and grow their wealth with zero com | | [MD Copper Creek Financial](/coppercreekfinancial.com.md) | `coppercreekfinancial.com` | Turn lifetime savings into steady retirement income. Serving Annapolis, MD. Custom plans for income, taxes, healthcare & legacy. Schedule a free call today. | | [Coromandel Wealth](/coromandelwealth.com.md) | `coromandelwealth.com` | Estate planning, tax management, insurance (including Medicare), retirement income (including Social Security), and investments in Lexington, Massachusetts | | [Cosaint Financial](/cosaintfinancial.com.md) | `cosaintfinancial.com` | A Successful Retirement Is Within Your Reach - We go out of our way to get to know clients so that we can find the best solution for them. | | [Counterculture Wealth](/counterculturewealth.com.md) | `counterculturewealth.com` | Counterculture Wealth is a virtual financial planner and advisor for millennials and folks nearing retirement. Comprehensive, conflict-free money advice. Founde | | [Covenant Financial Strategies](/covenantfinancialstrategies.com.md) | `covenantfinancialstrategies.com` | Financial Advisor, Wealth Manager - Bel Air Maryland - We serve Christian investors through biblically-based financial planning and faith-based investing. | | [Crescent Meridian](/crescentmeridian.com.md) | `crescentmeridian.com` | Crescent Meridian Capital is an independent wealth advisory firm serving business owners, professionals, and families through fiduciary guidance, fee-based plan | | [Crest Column](/crestcolumn.com.md) | `crestcolumn.com` | Tailored risk management & estate strategies for entrepreneurs & families at Crest & Column Wealth Management. Contact us to secure your financial future. | | [Crestline Legacy](/crestlinelegacy.com.md) | `crestlinelegacy.com` | Retirement, legacy and protection planning for individuals, families and business owners. Serving Woodland Hills and communities throughout California. | | [Crusonia Wealth](/crusoniawealth.com.md) | `crusoniawealth.com` | Crusonia Wealth Fiduciary Financial Advisors offering Private Wealth Management and Estate Planning Services. Crusonia Financial Advisors and Investment Manager | | [Cultural Wealth Financial](/culturalwealthfinancial.com.md) | `culturalwealthfinancial.com` | Cultural Wealth Financial provides fiduciary wealth management, tax, estate planning, and generational wealth strategies for high achievers. | | [Cumulative Wealth](/cumulativewealth.com.md) | `cumulativewealth.com` | Financial professionals, Steve Melchiorri and Steven Sirot, provide education-first financial planning with no separate planning fee in Cedar Knolls, NJ. | | [Customized 1031](/customized1031.com.md) | `customized1031.com` | Explore 1031 exchange, DST, replacement property, Opportunity Zone and 721 Exchange strategies with personalized guidance from Customized 1031. | | [Dador.Ch](/dador.ch.md) | `dador.ch` | Wir bieten Ihnen Treuhand, unabhängige Versicherungs- & Finanzdienstleistungen an. Für KMU's und Privatpersonen. | | [Damefender](/damefender.com.md) | `damefender.com` | Nurturing Your Legacy We go beyond the numbers to develop a customized strategy that combines an offensive and defensive approach, seeking to protect your hard- | | [DartBank Wealth](/dartbankwealth.com.md) | `dartbankwealth.com` | THE ART OF INVESTING FOR INCOME…CONTACT US DEVELOPING A FINANCIAL PLAN. We’ll look at your complete financial picture and design a plan that fits your needs. IM | | [Dart Investments](/dartinvestments.com.md) | `dartinvestments.com` | THE ART OF INVESTING FOR INCOME…CONTACT US DEVELOPING A FINANCIAL PLAN. We’ll look at your complete financial picture and design a plan that fits your needs. IM | | [Davis Design Benefits](/davisdesignbenefits.com.md) | `davisdesignbenefits.com` | We prepared to educate our clients by collaborating one-on-one to produce a customized financial plan that safeguards their family's assets. | | [Deborah W Ellis](/deborahwellis.com.md) | `deborahwellis.com` | Ellis Wealth Planning – A fee-only fiduciary CFP® providing personalized wealth management. Serving clients nationwide (UT, CA, HI). Schedule a free discovery c | | [Decidedly Wealth](/decidedlywealth.com.md) | `decidedlywealth.com` | Fort Worth wealth management for family business owners. Exit planning, succession, and values-driven financial guidance. Free consultation. | | [Decima Wealth](/decimawealth.com.md) | `decimawealth.com` | At Decima Wealth Consulting, we believe financial planning should be simple. We work to create better financial outcomes by understanding your needs, providing | | [DeFranco Financial](/defrancofinancial.com.md) | `defrancofinancial.com` | DeFranco Financial is a financial advisory firm based in Wheeling, West Virginia, providing personalized financial planning, wealth management, and retirement p | | [Delhi Financial Services](/delhifinancialservices.com.md) | `delhifinancialservices.com` | Explore expert financial planning services with Delhi Financial Serv. Build your future with confidence. | | [DeLVR Wealth](/delvrwealth.com.md) | `delvrwealth.com` | Strategic financial guidance for business owners and legacy-minded families. Expert wealth management, CFO services and tax mitigation tailored to your goals. | | [DGR Financial](/dgrfinancial.com.md) | `dgrfinancial.com` | Financial Planning, Estate Planning, Retirement Funding, Education Planning, Mutual Funds, IRA, Annuities, Long Term Care, Disability, Employee Benefits, Wealth | | [Disciplined Money](/disciplinedmoney.com.md) | `disciplinedmoney.com` | Fee-Only Financial planning firm serving clients on an hourly fee basis. | | [Discretionary Inc](/discretionaryinc.com.md) | `discretionaryinc.com` | Discretionary Inc. offers personalized financial planning for the childfree community, helping you achieve your unique life and financial goals. | ## Pagination [← Previous page](/explore/industry/finance/financial-planning-and-management.md?page=78) · [Next page →](/explore/industry/finance/financial-planning-and-management.md?page=80) --- _Source: _ _See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._