Financial Planning and Management logos & brands

jamestown-wealth.com

Helping clients manage their wealth and offering advice on financial planning, retirement planning and portfolio management.

jarsprout.com

A chore chart that pays, with no bank account or kid card needed. Your kid ticks off jobs, you lock the day, and the app keeps count of what’s theirs. The money stays with you. Free, no ads, ages 5 to 12.

jcfinancialnetwork.com

We Make a Difference Trusted Solutions for Your Financial Journey We offer opportunities to help you plan for the future and explore ways to grow your assets. By focusing on your unique needs, we aim to provide guidance and tools that support informed financial decisions. LEARN MORE Junior Corria Services How we help you Tailored […]

jillditter.com

Plan-Invest-Monitor-Adapt

jmelloul.com

Cabinet de conseil stratégique et d'ingénierie d'affaires. Recherche de financement complexe, aide à la décision patrimoniale, marché de l'art. Intervention en France et à l'international.

jonesadvisor.com

Taylor Jones is a Retirement Benefits Group financial consultant focused on retirement plans, investments & insurance.

jrprunier.com

J. R. Prunier Capital Management delivers comprehensive financial planning through the CFP® process and exceptional service to families and businesses.

jtaxhelpllc.com

J Taxhelp LLC offers tax preparation, credit repair, insurance solutions, and business consultancy. Your trusted partner for financial stability.

justicefinancialsolutions.com

Build confidence in your financial future with Justice Financial Solutions. We offer comprehensive retirement planning, wealth management, and income strategies.

kairnup.com

Discutez avec Maggy, le copilote IA de KairnUp, et obtenez des réponses claires sur votre trésorerie, votre rentabilité et vos priorités. Sans jargon, sans configuration — résultat en 2 min.

kanecapitaladvisors.com

Kane Capital Advisors | Fiduciary Financial Planning in Camarillo, CA

kanenadvisory.com

Kanen Wealth Management, LLC | Philotimo Fund, L.P. | Financial Advisor, Wealth Management, Money Manager, Value Investing, Financial Services

keatsgroup.com

Gain a better connection to your investments with the best wealth management team in Lake Elmo, MN. Give us a call today to get the help you deserve.

keelandlong.com

Keel & Long offer decades of experience in financial planning in Greenville NC. Whether you're looking for social security optimization, 401k services, or more, call us for a free consultation!

kenfat.com

Sistema de navegación estratégica para la trascendencia y el dominio personal Pepe Kenfat. Unifica: Integridad, Productividad, Sustentabilidad y Rentabilidad para formar un Patrimonio Consciente de Legado. Sustentado en principios universales de la filosofía Náhuatl.

kenneywealth.com

Kenney Wealth offers expert investment advice, tax planning, and financial planning to help secure your future with personalized strategies. Visit now!

kensleyfinancial.com

Kensley Financial is an independent financial consulting firm in Irvine, CA, offering debt consolidation guidance and loan refinancing support

keyconcerns.com

Financial Planning & Investment Management For You, Your Family, Small Businesses, Non-Profits, and Trusts.

keystonefiduciaryfp.com

Experience integrated wealth management with Keystone Fiduciary. We specialize in aligning your investment portfolio, retirement planning, and tax reduction strategies for long-term success.

kfbma.com

Based in Destin, FL, kfbma.com provides personalized wealth management from certified, fiduciary advisors who put your long-term goals first.

kimick.com

Practice of Eugene Y. Kim, California Licensed Professional Fiduciary (CLPF #1408). Fiduciary, business, and technology consulting in Orange County, CA.

kimsawealth.com

Aadvisors for business owners and high net worth individuals who want to define their goals better and impact their communities.

kindredwealthpartners.com

Kindred Wealth Partners offers expert wealth management and financial advisory services. Let us guide you towards financial success. Contact us today.

kingstoneins.com

Shaping the future of accounting by simplifying work, boosting productivity, and empowering you to build wealth for your ideal future.

kitashimawealthadvisors.com

For more than 30 years, Kitashima Wealth Advisors (KWA) has provided a full range of financial planning for its clients. Located in Bellevue WA.

kmhunlimited.com

Communication consulting to provide insights & tools for any financial conversation! Estate Planning conversations with your family as online courses,

kodonorth.com

Turn idle cash into higher returns with KodoNorth's AI-powered idle cash management. Monitor cash positions, forecast surplus liquidity, automate treasury decisions, and optimize corporate cash investments.

koheletconsulting.com

Kohelet Consulting Group - Unlocking Value. קהלת ייעוץ מלווה חברות בהכנת סקרי תגמול בכירים, תוכניות עסקיות, בדיקות היתכנות ועוד.

kovachfinancialplanning.com

At Abby Kovach Financial Planning, LLC, we lead you through a financial planning experience with the goal of co-creating a plan that is both relevant and motivating.

krishnawealth.com

CFP, Fee-only Dallas area financial planner. As a financial advisor, we offer investment management, Tax planning, Estate Planning and Retirement Planning.

ks-signature.com

日本と米国をつなぐ、不動産・資産形成・国際承継のプライベートアドバイザリー。CCIM JAPAN 2026 President 小嶋啓一。

kucharowealth.com

From Dental Dreams to Financial Freedom. We help dentists, orthodontists, and specialists in the dental profession achieve their financial and life goals.

kuhnswealth.com

We are a team of experienced professionals focused on one thing – Simplifying the wealth building process. Financial independence is within everyone’s reach. We can help you get there.

kumafinances.com

Controla tus gastos, arma presupuestos y sal de deudas con Ren, tu asistente financiero con IA. Hecha para Latinoamérica. Gratis para empezar.

kwmpartners.com

No phone centers. No hand-offs to junior advisors. When you work with a fiduciary advisor at KWM Partners, you’ll always have a dedicated, single point of contact who understands your goals and is there every step of the way.

labwealthmanagement.com

― Albert Einstein LAB Wealth Management LLC is a full-service, independent financial services practice located in the Oakland-San Francisco Bay area. While many clients are local, we serve clients throughout the country. Our goal is to help individuals of different backgrounds, diverse family bl ...

lakeforestparkfinancial.com

Independent wealth management and financial planning in Lake Forest Park, WA. Build a clear path to a work-optional lifestyle. Schedule a consultation.

lakewayfinancialplanning.com

Your goals. Your values. Your Life. Start with Your Why A financial plan should be based on your life plan – your values, aspirations and dreams for your future and those you love. These things are your why. They are where your motivation comes from. They are the foundation for everything. I’ve been helping my … Home Read More »

largoconsultancy.com

Largo Consultancy is a private family office platform serving entrepreneurs, affluent families, business owners, executives and diaspora investors. Private Wealth. Global Interests. One Trusted Office.

larkinlaw.com

Thoughtful and Effective Probate, Trust & Estate Planning | Serving clients in Virginia, Maryland, the District of Columbia, New Jersey, and New York

lbfwny.com

At Lift Bridge Financial™, providing the right investment and insurance guidance for the greater Rochester, NY area is what we do. Building bridges to a better future for you and your family is who we are.

lbgadvisor.com

LBG Advisor wealth management experts for global clients demanding the best in portfolio managment, retirement planning, trust management, Expat and crossboarder taxation specialists. Asset protection domostic and offshore advisors. Get discreet, Fully Disclosed, Expert Advise. Serving California, New York, London, Madrid, Luxembourg, Switzerland, UK and Asia.

lefttackleadvisors.com

Welcome to Left Tackle Advisors where you'll receive expert guidance from your trusted partners committed to your financial success.

legacyfinancialadvisors.com

Your wealth is so much more than money. Work with a team that will help you align your treasure with your heart.

legacyincomeadvisors.com

Independent retirement income, Social Security, and estate planning for families in Malvern, PA and Greater Philadelphia. Plain language, no pressure.

legacyoakfinancial.com

Legacy Oak Financial, LLC is a Central Texas-based team of financial advisors and wealth managers dedicated to helping individuals and families long-term financial confidence. We specialize in retirement income strategies, tax-efficient investing, and legacy planning tailored to your unique stage of life. As SmartAsset-vetted fiduciaries, we put your goals first—always. What if we could help you?

legacypartnersgroup.com

Legacy Partners was founded in January 2003 to focus on middle market merger and acquisition advisory services.

legacypathadvisors.com

Fee-only fiduciary financial planning for pastors and ministry leaders. Specialists in clergy housing allowance, 403(b) rollover strategy, SECA, and pastor retirement planning. Virtual nationwide advisory.

legacypensioneers.com

Legacy Pensioneers provides qualified plan design, consulting, and administration services for small business retirement programs.

legacytrackr.com

One secure place for every asset, entity, and document. The record-keeping heart of a family office, for families who run their own wealth.