Financial Planning and Management logos & brands

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 preservation.

cjwcapital.com

CJW CAPITAL is an independent investment advisory firm and financial advisor that provides customized investment management services to individual and institutional investors.

clearstonewm.com

We are a fee-only fiduciary firm providing personal wealth planning and investment management for every stage of your life.

clearwealthadvisors.com

Discover integrated Financial Planning & Tax Management with Clearwealth Advisors. Partner with us for proactive strategies and a dedicated, long-term relationship.

cliffdownie.com

Helping families in the Inland Empire/Orange County area on their financial planning and banking for the past 15 years.

cliqspend.com

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clvrfinance.com

Verbinde dein Depot und lass dir deine Investments erklären – ohne Vorwissen, in einfacher Sprache. Ziele, KI-Assistent Benji, Daten in der EU.

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, cash flow management, and CFO-level strategy — without the full-time cost.

cochrell.com

Cochrell Financial Advisors - Financial Advisor & Retirement Planner. Our firm has been built on long-term, trusting relationships with like-minded individuals. We are dedicated to the client by seeing them through all aspects of the retirement planning process.

coellaborate.com

CRM setup, workflow automation, and RIA operations consulting. Built by a CFP and database designer who understands how financial advisory firms work.

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 management.

coldspringinvestments.com

Cold Spring Investments provides personalized wealth management, financial planning, and retirement strategies in Belchertown, MA.

colemanquiner.com

Financial Planners. Insurance and investing for Iowa clients. Robert D. Coleman, Stephen J. Quiner

colterdennis.com

Built on trust, rooted in results. A family business that honors past generations — while providing for future ones.

commoncentsgroup.com

Success Starts With Action And a Little Bit of Common Cents

communaute-coiffure.com

La plateforme de gestion financière pour coiffeurs indépendants. Simulateur de rentabilité, calculateur de tarifs, comptabilité en ligne et assistante IA CoCo.

compoundfamilyoffices.com

Discover our independent trusted family wealth advisory services at Compound Family Offices, LLC. Learn how our independent perspective can transform your wealth journey.

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.

conservativewealth.com

At Conservative Wealth, our financial advisors specialize in conservative investment strategies. Safeguard your assets and achieve long-term financial stability. Contact us today to discuss your investment goals and develop a conservative investment plan.

consilium-wealth.com

Consilium Wealth is a Tucson fiduciary advisory practice guiding families, professionals, and university faculty through retirement, investing, taxes, and legacy.

contractoresop.com

Secure your legacy and reward your team with an ESOP. Transition ownership smoothly while gaining tax benefits and boosting employee retention.

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 commissions or hidden fees. Schedule a fit call today.

coppercreekfinancial.com

Turn lifetime savings into steady retirement income. Serving Annapolis, MD. Custom plans for income, taxes, healthcare & legacy. Schedule a free call today.

coromandelwealth.com

Estate planning, tax management, insurance (including Medicare), retirement income (including Social Security), and investments in Lexington, Massachusetts

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.

counterculturewealth.com

Counterculture Wealth is a virtual financial planner and advisor for millennials and folks nearing retirement. Comprehensive, conflict-free money advice. Founded in 2022 by Tommy Modec, Counterculture Wealth is a fiercely independent fiduciary firm.

covenantfinancialstrategies.com

Financial Advisor, Wealth Manager - Bel Air Maryland - We serve Christian investors through biblically-based financial planning and faith-based investing.

crescentmeridian.com

Crescent Meridian Capital is an independent wealth advisory firm serving business owners, professionals, and families through fiduciary guidance, fee-based planning, and long-term wealth strategy.

crestcolumn.com

Tailored risk management & estate strategies for entrepreneurs & families at Crest & Column Wealth Management. Contact us to secure your financial future.

crestlinelegacy.com

Retirement, legacy and protection planning for individuals, families and business owners. Serving Woodland Hills and communities throughout California.

crusoniawealth.com

Crusonia Wealth Fiduciary Financial Advisors offering Private Wealth Management and Estate Planning Services. Crusonia Financial Advisors and Investment Managers serve as Fiduciaries providing fee-only financial advisor private wealth management solutions and family office services with no third-party compensation.

culturalwealthfinancial.com

Cultural Wealth Financial provides fiduciary wealth management, tax, estate planning, and generational wealth strategies for high achievers.

cumulativewealth.com

Financial professionals, Steve Melchiorri and Steven Sirot, provide education-first financial planning with no separate planning fee in Cedar Knolls, NJ.

customized1031.com

Explore 1031 exchange, DST, replacement property, Opportunity Zone and 721 Exchange strategies with personalized guidance from Customized 1031.

dador.ch

Wir bieten Ihnen Treuhand, unabhängige Versicherungs- & Finanzdienstleistungen an. Für KMU's und Privatpersonen.

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-earned assets from the unexpected. There is no constant in life, which is why we make sure you are prepared for the road ahead. SCHEDULE CONSULTATION Your Financial Director Our wealth … HomeRead More »

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. IMPLEMENTING YOUR PLAN. We take a hands-on approach and work with you, keeping you informed on how we manage your financial future.  MANAGING YOUR PLAN. We will recommend tax-efficient […]

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. IMPLEMENTING YOUR PLAN. We take a hands-on approach and work with you, keeping you informed on how we manage your financial future.  MANAGING YOUR PLAN. We will recommend tax-efficient […]

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.

deborahwellis.com

Ellis Wealth Planning – A fee-only fiduciary CFP® providing personalized wealth management. Serving clients nationwide (UT, CA, HI). Schedule a free discovery call today!

decidedlywealth.com

Fort Worth wealth management for family business owners. Exit planning, succession, and values-driven financial guidance. Free consultation.

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 high-quality advice, and striving for simplicity.

defrancofinancial.com

DeFranco Financial is a financial advisory firm based in Wheeling, West Virginia, providing personalized financial planning, wealth management, and retirement planning services to individuals, families, and businesses.

delhifinancialservices.com

Explore expert financial planning services with Delhi Financial Serv. Build your future with confidence.

delvrwealth.com

Strategic financial guidance for business owners and legacy-minded families. Expert wealth management, CFO services and tax mitigation tailored to your goals.

dgrfinancial.com

Financial Planning, Estate Planning, Retirement Funding, Education Planning, Mutual Funds, IRA, Annuities, Long Term Care, Disability, Employee Benefits, Wealth Management, 401k, Financial Advisor, Life Insurance, Fee Only, Managed Accounts, Executive Benefits, Longevity Planning, Retirement Income, Seminars, Variable Annuities, New Hampshire

disciplinedmoney.com

Fee-Only Financial planning firm serving clients on an hourly fee basis.

discretionaryinc.com

Discretionary Inc. offers personalized financial planning for the childfree community, helping you achieve your unique life and financial goals.

disputefrog.com

Understand your credit, identify reporting information worth reviewing, and follow a personalized financial-readiness roadmap toward goals such as buying a home, financing a vehicle, or preparing for business funding.

divisfinvest.com

Plan for tomorrow today!