Financial Planning and Management logos & brands

fpnavigators.com

Getting started is often the hardest part of financial planning. As financial professionals who love organization, we strive to make the entire process straightforward for you.

frontstreet.com

Fee Only, Proactive Wealth Managment

gavekalwealth.com

At Gavekal Wealth clients always come first. We pride ourselves on offering comprehensive tailor-made wealth management solutions to private clients, corporates and family offices.

gestaltfinancialgroup.com

A planning framework built for the moments a forecast can't survive. Gestalt Financial Group gives independent financial advisors the Gestalt Method, the training, and the support to build a practice that holds under pressure.

glassymountainadvisors.com

Glassy Mountain Advisors helps individuals and families plan for retirement, protect what matters, and build lasting financial confidence for the future.

goldenroadconsulting.com

Fractional FP&A expertise helping businesses make smarter financial decisions with tailored consulting solutions.

gottliebwealthmanagement.com

We are an independent financial service firm helping with experience in wealth management, retirement planning, and investment counseling. Call us today!

grace-cap.com

Grace Capital Management is an independent wealth advisory firm in Austin, Texas, working with investors and families. Learn about our team and our approach.

gyngabr.com

Especialistas planejamento financeiro, inteligência de mercado, análise de dados e business intelligence para a sua empresa. Atuamos de maneira próxima, entendendo os problemas e desafios únicos de nossos clientes e desenvolvendo soluções sob medida. Atendemos todos os setores, como mineração, logística, energia, tecnologia e agronegócio.

harshinvestment.com

Leading mutual fund distributor in Bhayandar, Harsh Investment & Finance offers expert financial guidance and tailored investment solutions for your goals.

havidelrs.com

Professional 3(38) fiduciary services for 401(k) and 403(b) retirement plans in Birmingham, AL. Reduce fiduciary risk while improving participant outcomes with our comprehensive retirement plan management.

heartworthfinancial.com

Financial planning with heart.

hermchile.com

HERM Chile Business Partner HERM Chile es una empresa chilena con raíces alemanas, nuestro staff de profesionales cuenta con una amplia experiencia nacional e internacional en asesorías comerciales y financieras/compliance. Core Business: 1.- Proporcionamos apoyo y asesoría clave a empresas nacionales y extranjeras para la introducción y comercialización de marcas, productos y servicios en el mercado chileno asegurando una integración exitosa y sostenible. Esto principalmente en los rubros de Construcción, Minería, Industria, Energías Renovables, Proyectos Sustentables, Logística y Salud. 2.- Apoyo efectivo para pymes y emprendimiento en sus distintas etapas de desarrollo. 3.- Asesoría financiera y compliance para empresas chilenas y extranjeras. Asesoría financiera : -Mejora de rentabilidad & control de costos, incluye gestión de proyectos. -Finanzas/ Tesorería: Financiamiento y gestión de flujo de caja de la empresa. -Planificación financiera, generación de presupuestos anuales y control de gestión. -Servicio de CFO/ Gte de Adm. y Finanzas EXTERNO /fraccional/ tiempo parcial. Permite acceso flexible a expertise y experiencia para asuntos determinados o por un periodo de tiempo; considerando los requerimientos específicos de una empresa. Compliance : -Implementación de cumplimiento de responsabilidad penal personas jurídicas & prevención de delitos (Ley 20.393 y Ley 21.595) vía un modelo prevención de delitos (MPD). -Actualización (-> ley 21.595 ) y revisión /por ley requerida evaluación de modelos de prevención de delitos (MPDs) existentes. -Servicio de Encargado de Prevención/Oficial de cumplimiento/Compliance Officer – EXTERNO. -Control interno, compras & contratos, supervisión contable y optimización de proceso Contacto y servicio a cliente: Mail: [email protected] Cel/wsp: +56 9 42694951 Cel/wsp: +56 9 62102449

heymanaccounting.com

Heyman Wealth Management offers comprehensive financial planning, investment management, estate planning, and lifestyle services to help families and professionals build lasting legacies.

heymanwealth.com

Heyman Wealth Management offers comprehensive financial planning, investment management, estate planning, and lifestyle services to help families and professionals build lasting legacies.

hicokfinancial.com

Starting with a clear view of what financial freedom looks like to you, Hicok Financial Solutions maps out how to reach those goals.

idexfinancial.com

John Mateyko is a financial advisor with over two decades of experience in the field. He specializes in retirement planning at IDEX Financial in Serenbe, GA.

infocusplan.com

InFocus Financial Strategies is committed to helping our clients improve their long-term financial success.

innovativeaag.com

Explore comprehensive financial and tax solutions tailored to your goals, including wealth management, estate planning, and alternative investments.

ironnorth.com

Iron North Private Wealth is a boutique independent advisory firm positioned to help you secure your hard-earned money, capitalize on your life’s work, and confidently pursue what matters most. We plan and invest globally, but at our core, We Are American Wealth Management.

jadeandcowrywealth.com

We are an independent fiduciary financial planning firm helping globally mobile employees and multinational families live their dream lives.

karinkeren.com

קארין קרן — מתכננת פיננסית וסוכנת ביטוח פנסיוני. ליווי אישי בתכנון פנסיוני, קופות גמל וקרנות השתלמות, ביטוח, תכנון פרישה, ניוד כספים וליווי בתביעות.

kendallwealth.com

Kendall Wealth     Your Trusted Advisors for Life

kowikan.com

Logiciel de trésorerie pour PME-ETI — indépendant, expert CIF, à partir de 59€/mois

lakepointwealthpartners.com

Fiduciary Financial Advisor for Healthcare Professionals. We are an independent, fee-only, financial advisor who cares for the people who care for everyone else.

lelahfinancial.com

State-of-the-art, comprehensive financial planning and asset management services to individuals and families as they grow, protect, and distribute wealth.

lex-aurum.com

Financial Planning & Investment Management

lockwealthmanagement.com

Atlanta fee-only fiduciary helping pre-retirees and retirees turn savings into reliable, tax-smart retirement income.

madridwm.com

As fiduciaries, our responsibility to our clients comes first. From wealth management to retirement and tax solutions, our insight and sophisticated financial strategies can help make your investment goals a reality. We serve clients from individuals and families to businesses and Native American tribes. Our services include Wealth Management, Investment Consulting, Retirement Planning, and Tax Strategy Planning. https://www.madridwm.com/services Disclosures: Investing involves risks, including loss. Past performance is not indicative of future results. Client experiences may differ, and their value depends on individual circumstances. The success of a financial plan relies on various factors and is subject to market conditions. Professional designations should not be the sole factor in choosing an advisor, nor does having a professional designation such as a CFA, CFP®, or AIFA® provide superior advice or experiences. Adhering to our fiduciary duty does not guarantee client satisfaction or specific outcomes. Fee-only compensation is how some advisors are compensated and should not be considered superior to other forms of compensation or the resulting advice.

mccalebwealthmanagement.com

McCaleb Wealth Management is the premier financial advising firm in Northern Arizona. We specialize in goal-oriented wealth management. Call us!

mcintoshcapital.com

DREAM WILD and open your mind to the possibilities…to the “impossibilities”. Posting on every Thursday, follow us if you like to master your own finance.

metacapfinancial.com

Financial Planning Delivered Digitally

mirusplanning.com

Discover clarity and confidence with Mirus Planning. We offer personalized support and innovative solutions for life's pivotal transitions so your financial journey aligns with your aspirations.

modelwiz.com

Transform Month-End Reports, Board Presentations, and Financial Analysis Into Minutes Instead of Hours

momentumwealthpartners.com

Momentum Wealth Partners helps financial advisors chart their course to independence with strategic support and professional guidance.

montoyawealth.com

Montoya Wealth Management is an independent, fiduciary financial advisor in Prescott, AZ offering fee-only wealth management.

mtmplanning.com

MTM Financial Planning provides flat-fee, fiduciary financial planning for individuals, families, and business owners, with specialized expertise for federal employees, military families, and firefighters.

mtmwealth.com

Institutional wealth management, planning, and alternative investments for ultra-high-net-worth families, family offices, and private foundations.

my-pwm.com

Discover tailored Tax and Legacy Planning solutions with Pinnacle Wealth Management. Contact us today to prepare for a financially sound retirement across 30+ states.

myipiwealth.com

IPI Wealth Management. Independence Doesn’t Mean Going It Alone. We connect financial professionals with holistic support, so that you can thrive and focus on your clients.

mymodernwealth.com

Chandler, AZ financial advisors for people in transition: layoffs, severance, pension elections, 401(k) rollovers, and transition planning. Book a clarity call.

naviantpartners.com

Naviant Partners is a wealth management firm—a partnership of like-minded and like-hearted advisors— helping families and individuals navigate toward their long-term financial goals through timeless wisdom and exceptional resources.

newportfinancialplanning.com

Newport Financial Planning is the Irvine, CA home to Manorama Pai, your fee-only financial advisor specializing in comprehensive financial planning and investment management.

notyourtypicalcfo.com

Strategic fractional CFO services for founder-led media, technology, fintech and consumer businesses scaling across Dubai, the UAE, EMEA and beyond. Better numbers. Better decisions.

oakbourne.com

Oakbourne Advisors is an independent advisory firm with two distinct divisions. The Private Wealth Management team designs and implements financial strategies for successful individuals and families across the country while the Retirement Plan Services team works with Executive and HR committees to help them manage and maintain complex 401(k) solutions. Every member of our firm has several years of experience in financial services, and our clients rely on our collective expertise.

ogtrustservices.com

OG Trust Services offers expert mineral asset management and consulting for oil, gas, and real estate assets.

olsonfp.com

Comprehensive financial planning for quality of life-focused physicians. Get personalized advice on investments, taxes, debt, and retirement planning.

onlyvpw.com

VPW Wealth — Outgrow The Ordinary. India's First AI-powered mutual fund and wealth management Company for serious investors.

onyxwealthmgmt.com

Onyx Wealth Management: a fee-based fiduciary RIA in NY & NJ offering comprehensive financial planning built around your life, not ours.

onzawealth.com

Onza Wealth is a Bangalore-based private wealth management firm providing proactive risk diversification, stable double-digit IRRs, and client-first advisory services.