Financial Planning and Management logos & brands

onimoney.com

Money clarity for people and growing teams.

pagga.ai

Pagga is the automated back office for startups and small teams. An AI executive team that runs finance, compliance, and operations through a single chat interface.

panoramafin.com

pennriseadvisors.com

We provide wealth management, financial services & experienced advisors to help individuals and business owners on the path to reaching goals near you.

pichelliassociates.com

Pichelli & Associates provides Fractional CFO leadership to companies between $5M and $250M in revenue that need executive-level financial strategy without the cost of a full-time hire. Founded by Anthony Pichelli — CPA, CMA, and graduate of the Chief Financial Officer Program at Columbia Business School — the firm brings 30+ years of financial leadership across manufacturing, construction, technology, hospitality, retail, and healthcare. What we do differently: Most companies at the growth stage don't have a revenue problem. They have a systems problem. Weak standard costing, pooled overhead that hides department-level losses, pricing built on markup instead of gross margin, inventory running on autopilot — these are the financial infrastructure gaps that quietly drain profitability and distort every strategic decision downstream. We build the financial operating system that fixes that. Our work includes: Strategic financial planning and KPI development · Standard costing and manufacturing cost control · Cash flow and treasury management · M&A, due diligence, and business valuation · ERP selection and implementation · Financial reporting, SOX, IFRS, and US GAAP compliance. Track record: $1M+ cash position improvements in single engagements. Net income growth from 1% to 18%. M&A payback achieved in 14 months. Profit increases of 400%+ in turnaround situations. Based in Miami. Available for remote engagements across the United States.

pil.finance

پیل اپلیکیشن هوشمند مدیریت مالی و زندگی شخصی است که به شما کمک میکند هزینهها، درآمدها و برنامههای مالی خود را ساده و دقیق مدیریت کنید.

pinebendwm.com

Pine Bend Wealth Management offers personalized financial planning, investment, retirement and estate planning services near you in Anniston, Alabama.

plansync.ai

We believe better software can fix retirement planning's data problem. PlanSync is the operating system that turns plan data into better retirements.

plesocapital.com

pocknellswealth.co.uk

Pocknells Wealth Management offers tailored financial planning and wealth management services to help you build and secure your financial future.

point2capital.com

Here at Point2 Capital Partners, we understand that the path to financial success can be difficult to navigate. That is why we aim to understand each of our client’s unique situations and develop a roadmap to help them achieve their financial goals. By simplifying and streamlining financial decisions, our experienced team of advisors help clients to take control of one of their most valuable assets, time. Advisory services are offered through Point2 Capital Partners, a DBA of Forefront Advisor Network. Forefront Wealth Partners, LLC (“FWP”) is an investment adviser registered with the U.S. Securities and Exchange Commission. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at (512) 617-1984 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from FWP with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochures, Form ADV Part 2 and Form ADV Part 3, are available for your review upon request, and on our website, https://forefrontwealthpartners.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

portuscm.com

Portus Capital Management is a comprehensive Investment Management Firm. Our philosophy is to provide our clients with both personal and professional service. We offer Investment Advisory Service, Estate Planning, as well as a broad range of investment and insurance services. Our mission is to create and maintain wealth for our clients through long term effective asset management. We will build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals. At Portus, we strive to give our clients personalized financial advice. It is for all these reasons that Portus Capital Management is a trusted resource for individuals seeking investment advice.

presidioplan.com

Partner with Presidio Financial for security-driven advice in Clear Lake, Friendswood, League City, and Houston. Contact us to secure your financial future today!

previswealth.com

We provide wealth planning, financial services and advisors to help individuals and business owners on the path to reaching financial goals near you in NY.

ptfgplans.com

Get personalized tax-efficient planning & investment management. Schedule a consultation to create your comprehensive retirement plan today!

quadrant.global

40 years of trusted luxury asset management provided by the team at Quadrant Group in the Isle of Man, Jersey, Malta & the Cayman Islands.

quantumplanners.com

Many families with children with disabilities struggle with what their legal and financial future should look like and how it may affect their child's care. Our SpecialCare group creates a Life Care Plan that helps to ensure resources and peace of mind for both generations.

rcfinanzas.com.ar

Gerencia externa para PyMEs argentinas: comercio exterior de punta a punta y orden financiero, con IA aplicada a tus procesos. Sin sumarlo a tu nómina.

redmin.ch

Treuhandbüro und Buchführung für KMU und Vereine | Digitalisierung: Digitale Prozesse. Persönliche Betreuung. Maximaler Nutzen.

refinedretirement.net

Refined Retirement offers financial planning and wealth advising solutions to individuals and families in North Carolina and Pennsylvania.

reliastarcapital.com

We can help you manage your wealth and assets so you can pursue your goals. Schedule a meeting with one of our financial advisors, today.

risingwealth.com

Craig Johnson, CFP® provides customized financial planning and investment strategies for high-net-worth individuals in Texas.

rohrigfinancial.com

We work closely with you to develop a strategy that gives you financial confidence. Our service areas include West Virginia, Ohio, and Pennsylvania.

rpafinancialgroup.com

Financial planning built around your whole life. Work directly with a veteran-owned family practice in Wintersville, OH. Schedule a conversation today.

rwcforlife.com

Meet virtually or in-person. We offer tactical biblical responsible investing, also known as BRI. We seek to coordinate, organize and simplify the many components of your wealth management plan, providing the financial clarity, solutions, and service that allow you to focus on what you care about most.

sachswm.com

Sachs Wealth Management is a financial planning firm in St. Louis, Missouri, focused on helping individuals work towards financial wellness. We consider short and long term goals, help align your resources with your objectives, and prioritize good financial habits over time.

salleywealthmanagement.com

Discover personalized financial planning with Steve Salley. Tailored solutions for couples and individuals approaching retirement. Achieve clarity and confidence in your financial journey.

saobentocapital.com

Estruturamos o financeiro de empresas de médio porte: preparação para captação e orçamento base zero. Conversa inicial sem compromisso, retorno em 24h.

saylorwealth.com

A financial professional since 2003, Arthur Saylor founded the firm in the heart of downtown Coshocton in 2016 to offer investment advisor services to his beloved hometown.

scaleupfinance.co.uk

Scaleup Finance is your Fractional CFO service on-demand for startups and growing companies. Subscribe to a Fractional CFO, don't hire one. Learn more →

scottenterprises.us

Scott Enterprises delivers strategic business management services, financial leadership, and operational infrastructure to help businesses launch, operate, and scale with clarity.

seniorandfamilyfinancial.com

Retirement is the largest financial undertaking of your life. At Senior and Family Financial we create strategies and plans for your financial future.

servantadvisors.com

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products.

shrierassociates.com

singerfinancialgroup.net

Explore financial solutions with Singer Financial Group to secure your retirement and protect your assets. Book an appointment today!

sohumfinancialplanning.com

Discover Sohum Financial Planning, a Colorado-based fiduciary firm offering comprehensive financial planning, investing, retirement and estate strategies to help you stay prepared at every stage of life.

soperfinancialservices.com

Turn to Paige Soper, the Financial Advisor behind Soper Financial Services.

spiegel.financial

Modern wealth management built for sophisticated families. Unify all your assets - public, private equity, real estate - with institutional-quality tools and complete transparency.

springbokwealth.com

Turn your income into actionable insights with financial planning for individuals & professionals at Springbok Wealth Partners.

stagereadyfp.com

Joseph Eck, CFP® is a fiduciary financial advisor providing wealth management for retirees in Dayton, Ohio and surrounding communities.

summit-rs.com

Empower your retirement with clarity & education. Trust our expert team for personalized planning solutions. Contact us today!

tagretirement.com

Regain control of your financial future with tailored retirement planning. Contact us today for a personalized strategy!

tarrantfinancial.com

Every journey begins with a destination in mind. At Tarrant Financial, we do planning with purpose. Our mission is to improve lives and relationships by hel ...

tfginc.com

Serving clients across the country with tailored retirement and financial planning strategies. Your goals deserve more than a one-size-fits-all approach. Click to schedule a complimentary consultation today

theestateorganiser.com

A complete, fill-in-the-blanks workbook for your accounts, passwords, wishes and final instructions, so the people you love are not left guessing. Made for American families.

themainstreetgroup.com

Discover the Main Street Experience Find out how our signature client-advisors relationship helps you discover the next chapter of your life. DISCOVER THE DIFFERENCE

theparkermethod.com

Credit Improvement & Financial Advocacy — Tempe, AZ Eighteen years reading credit reports. Zero promises we can’t keep. The Parker Method identifies errors under the FCRA and FDCPA, corrects them through documented dispute and furnisher processes, and builds honest strategy around your credit, your student loans, and your business credit — no guaranteed deletions, no shortcuts, […]

thrivestewardship.com

Helping the Greater Sacramento Area pursue its goals anchored in Faith-Based Financial Principles. Financial planning, retirement savings and income structures, insurance and more.

tortugafinancial.com

Welcome to Tortuga Financial. We are a team of experienced wealth management specialists, in Boca Raton FL. Our process called the Checklist Formula® serves high net worth and ultra-high net worth clients, who's goals and needs align with our expertise.

transitions-wealth.com

Transitions Wealth Management helps women, high earners, and business owners navigate retirement, investments, tax strategies, and life transitions. Based in the North Hills and serving the greater Pittsburgh area.