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Our Vision

Provide a best-in-class turnkey RIA platform with superior advisor service that Fee-Only financial advisors leverage to provide superior client service.

Find an Advisor


Find an Advisor

Map data ©2021 Google, INEGI
Map data ©2021 Google, INEGI

  • Jordan Grzesczyk, CFP®
    Transverse Wealth Solutions


    Santa Monica, CA 90401

    860-681-7914
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Financial Coaching, Budgeting

  • Tim Hicks, CFP®
    Hicks Financial Partners

    4000 S. Faber Place Dr.
    Charleston, SC 29405

    877-921-6478
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: Retirement Planning, Military Servicemembers/Veterans, Core-Satellite Investing

  • Steve Juetten, CFP®
    Juetten Personal Financial Planning


    Bellingham, WA 98225

    425-373-9393
    Website Email

    Client Lifestage: Near Retirement, Retirement
    Meetings Offered: Virtual Only
    Focus Areas: Retirement Planning, Baby Boomers, Passive/Index Investing

  • Daniel Veres, MBA
    Empowerment Fiduciary

    101 N. 7th St., Ste. 123
    Phoenix, AZ 85034

    720-248-8084
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Education Planning, Young Professionals

  • Kyle Wilke, CFP®
    Juetten Personal Financial Planning


    Bellingham, WA 98225

    425-373-9393
    Website Email

    Client Lifestage: Near Retirement, Retirement
    Meetings Offered: Virtual Only
    Focus Areas: Retirement Planning, Baby Boomers, Passive/Index Investing

  • Antonio Castillo
    FUNd2Vida Financial Planning


    Houston, TX 77007

    713-249-3637
    Website Email

    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Financial Coaching, Budgeting

  • Corey Kelley, ChFC®, MSA
    Lions Gate Portal Financial Services


    Fairfax, VA 22033

    571-354-6030
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Young Professionals, Business Owners

  • John Kahle
    Celebrate Financial Planning


    Cincinnati, OH 45255

    844-FIN-4ALL
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Budgeting, Young Families

  • Cydney Jones, CFP®
    Alpha Clear Financial Planning


    Clearwater, FL 33765

    727-647-6137
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Retirement Planning, Passive/Index Investing

  • Daniel Veres, MBA
    Empowerment Fiduciary

    631 Cheyenne Dr.
    Lafayette, CO 80026

    720-248-8084
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Education Planning, Young Professionals

  • Tess Rowland, CFP®, CPA/PFS, CDFA®
    T Rowland Financial Services

    65 W. Jackson Blvd.
    Chicago, IL 60604

    815-954-7304
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Retirement Planning, Passive/Index Investing

  • David Fulton
    Lodestar Financial Planning

    1880 Office Club Pointe, Ste. 156
    Colorado Springs, CO 80920

    719-685-0600
    Website Email

    Meetings Offered: In-Person and Virtual
    Focus Areas: Special Needs Planning, Military Servicemembers/Veterans, Federal Employees

  • Chris Moore
    Moore Family Financial


    Atlanta, GA

    678-938-7981
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Young Families, Baby Boomers

  • Diane Pearson, CFP®, CDFA®
    Pearson Financial Planning


    Wexford, PA

    412-346-4655
    Website Email

    Meetings Offered: Virtual Only
    Focus Areas: Retirement Planning, Divorce Planning, Widows/Widowers

  • Johnathan Aelmore, CFP®
    Amity Financial Achievements


    Fulshear, TX 77441

    281-239-5812
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual

  • Samuel Swenson, CFA, CPA
    SKS Advisory Services


    New York, NY 10128

    917-727-6096
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Young Professionals, Passive/Index Investing

  • John Bush, CFP®, EA, MBA
    Elevate Financial Planning


    Rockford, MI

    616-227-0051
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Tax Planning, Passive/Index Investing

  • Eva Barberi, CFP®, CDFA®, RLP®
    Eva Barberi Financial Planning

    10 E. Yanonali St.
    Santa Barbara, CA 93101

    805-455-5954
    Website Email

  • Gordon Achtermann
    Your Best Path Financial Planning

    8280 Willow Oaks Corporate Dr., Ste. 600
    Fairfax, VA 22031

    703-573-7325
    Website Email

    Client Lifestage: Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: Retirement Planning, Federal Employees, ESG/SRI Investing

  • Tess Rowland, CFP®, CPA/PFS, CDFA®
    T Rowland Financial Services

    4 Bristol Green
    Bourbonnais, IL 60914

    815-954-7304
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Retirement Planning, Passive/Index Investing

  • Ron Guay, CFP®, EA
    Rivermark Wealth Management


    Sunnyvale, CA

    408-373-7337
    Website Email

    Client Lifestage: Early Career, Mid Career
    Meetings Offered: In-Person and Virtual
    Focus Areas: Retirement Planning, Financial Coaching, Young Families

  • Roger Peterson, CFP®
    Peterson Financial Planning

    1303 S. Frontage Rd., #105
    Hastings, MN 55033

    507-298-5515
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Retirement Planning, Education Planning

  • Brent Lince, CFP®
    Lince Financial Planning


    Hillsboro, OR 97124

    971-217-7537
    Website Email

    Client Lifestage: Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Retirement Planning, Passive/Index Investing

  • Beth Agnello
    Fair Winds Financial Advice


    Winston-Salem and Burnsville Areas, NC

    336-701-2612
    Website Email

    Meetings Offered: In-Person and Virtual

  • Tim Hicks, CFP®
    Hicks Financial Partners

    555 S. Mangum St., Ste. 200
    Durham, NC 27701

    877-921-6478
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: Retirement Planning, Military Servicemembers/Veterans, Core-Satellite Investing

  • Cheryl Ober, CFP®
    Cheryl Ober Financial Planning

    5038 Luverne Ave.
    Minneapolis, MN 55419

    612-202-0789
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Retirement Planning, Education Planning

  • Tim Hicks, CFP®
    Hicks Financial Partners

    1750 NW Maynard Rd., Ste. 108
    Cary, NC 27513

    877-921-6478
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: Retirement Planning, Military Servicemembers/Veterans, Core-Satellite Investing

  • Judy Ni, CFP®, EA
    Cornerstone Financial Planning

    51 JFK Pkwy., 1st Fl. W.
    Short Hills, NJ 07078

    973-723-3249
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement

  • Tim Hicks, CFP®
    Hicks Financial Partners

    225 N. Bennett St., Ste. G
    Southern Pines, NC 28387

    877-921-6478
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: Retirement Planning, Military Servicemembers/Veterans, Core-Satellite Investing

  • Mitchell Hockenbury, CFP®
    1440 Financial Partners

    1612 NE 124th St.
    Kansas City, MO 64165

    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: Retirement Planning, Military Servicemembers/Veterans, Federal Employees

  • Steve Ferger, CFP®
    Envisage Financial Planning

    201 N. Palm Canyon Dr., Ste. 220
    Palm Springs, CA 92262

    760-424-2001
    Website Email

    Client Lifestage: Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Retirement Planning, Passive/Index Investing

  • David Leitao
    Argonaut Financial Planning & Investment Management

    405 Oak Park Dr.
    San Francisco, CA 94131

    415-407-6252
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Retirement Planning, Core-Satellite Investing

  • Ira Fialkow, CFP®, RICP®
    Fialkow Financial Planning


    West Palm Beach, FL

    561-877-1472
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Retirement Planning, Young Professionals

  • Pat Green, CFP®
    Green Financial Planning

    512 Colonial Dr.
    Brooksville, FL 34601

    352-345-4783
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Passive/Index Investing

  • Mike Nawrot, CFP®
    Garden Financial Planning

    #326, 2112 W. Galena Blvd., Ste. 8
    Aurora, IL 60506

    630-277-8385
    Website Email

    Client Lifestage: Early Career, Mid Career
    Meetings Offered: In-Person Only
    Focus Areas: General Planning, Working with Women, Passive/Index Investing

  • Sheila Stowers, CFP®
    Stowers Financial Planning

    13110 Hwy. 290 W., Ste. 300
    Austin, TX 78737

    512-608‐9266
    Website Email

    Client Lifestage: Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person Only
    Focus Areas: Retirement Planning, Widows/Widowers, Baby Boomers

  • Skip Fleming, CFP®
    Lodestar Financial Planning

    1880 Office Club Pointe, Ste. 156
    Colorado Springs, CO 80920

    719-685-0600
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: Special Needs Planning, Military Servicemembers/Veterans, Federal Employees

  • Leisa Aiken, CFP®
    Veo Financial Counsel


    Chicago, IL

    312-265‐2220
    Website Email

    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Retirement Planning, Passive/Index Investing

  • Kristin Rogers, CFP®
    Financial Advocate for You


    Albertville, MN

    612-440-0212
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Focus Areas: Retirement Planning, Education Planning, Working with Women

  • Tom Fredrickson, CFP®
    Fredrickson Financial

    552 16th St.
    Brooklyn, NY 11215

    347-889‐5114
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: Retirement Planning, Widows/Widowers, Young Families

  • Jeff Euting, CFP®, MBA
    Pyxis Financial Planning

    111 Simsbury Rd., Ste. 206
    Avon, CT 06001

    860-507-7397
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Retirement Planning, Passive/Index Investing

  • Joshua Garcia, CFP®, MBA, MIM
    Veritas Financial Consulting

    100 E. Huntington Dr., Ste. 222
    Monrovia, CA 91016

    626-263-4232
    Website Email

  • Doug Bellfy, CFP®, AFC®, MBA
    Synergy Financial Planning

    360 Bloomfield Ave., Ste. 301
    Windsor, CT 06095

    860-430-1808
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: Retirement Planning, Financial Coaching, Widows/Widowers

  • Nola Kulig, CFP®, CFA
    Kulig Financial


    Longmeadow, MA

    413-565-2839
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: Retirement Planning, Working with Women, Passive/Index Investing

  • Kent Grealish, CFP®, AIF®
    Grealish Investment Counseling

    1710 S. Amphlett Blvd., Ste. 117
    San Mateo, CA 94402

    650-952-5488
    Website Email

    Client Lifestage: Mid Career, Near Retirement, Retirement


  • CGN Advisors

    1107 Hylton Heights Rd.
    Manhattan, KS 66502

    785-340-3434
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual

  • Tess Rowland, CFP®, CPA/PFS, CDFA®
    T Rowland Financial Services

    2564 Mays Ln.
    Lac du Flambeau, WI 54538

    815-954-7304
    Website Email

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Retirement Planning, Passive/Index Investing
List all Advisors


Click LIST ALL ADVISORS above to view a complete list of advisors, as well as Client Lifestage, Meetings Offered and Focus Areas for each advisor.