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
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David Fulton
Lodestar Financial Planning1880 Office Club Pointe, Ste. 1800
Colorado Springs, CO 80920719-685-0600
Meetings Offered: In-Person and VirtualFocus Areas: Special Needs Planning, Military Servicemembers/Veterans, Federal Employees -
Chris Moore
Moore Family Financial
Atlanta, GA678-938-7981
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Young Families, Baby Boomers -
Diane Pearson, CFP®, CDFA®
Pearson Financial Planning
Wexford, PA412-346-4655
Meetings Offered: Virtual OnlyFocus Areas: Retirement Planning, Divorce Planning, Widows/Widowers -
Johnathan Aelmore, CFP®
Amity Financial Achievements
Fulshear, TX 77441281-239-5812
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and Virtual -
Samuel K. Swenson, CFA, CPA
SKS Advisory Services70 Garth Rd., #1J
Scarsdale, NY 10583914-438-4072
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Young Professionals, Passive/Index Investing -
John Bush, MBA, EA
Elevate Financial Planning
Rockford, MI616-227-0051
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Tax Planning, Passive/Index Investing -
Eva Barberi, CFP®, CDFA®, RLP®
Eva Barberi Financial Planning10 E. Yanonali St.
Santa Barbara, CA 93101805-455-5954
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Gordon Achtermann
Your Best Path Financial Planning8280 Willow Oaks Corporate Dr., Ste. 600
Fairfax, VA 22031703-573-7325
Client Lifestage: Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: Retirement Planning, Federal Employees, ESG/SRI Investing -
Tess Rowland, CFP®, CPA/PFS, CDFA®
T Rowland Financial Services4 Bristol Green
Bourbonnais, IL 60914815-954-7304
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Passive/Index Investing -
Ron Guay
Rivermark Wealth Management
Sunnyvale, CA408-337-3261
Client Lifestage: Early Career, Mid CareerMeetings Offered: In-Person and VirtualFocus Areas: Retirement Planning, Financial Coaching, Young Families -
Roger Peterson
Peterson Financial Planning543 Robert Ct.
Hastings, MN 55033507-298-5515
Client Lifestage: Early Career, Mid Career, Near RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Education Planning -
Brent Lince, CFP®
Lince Financial Planning
Hillsboro, OR 97124971-217-7537
Client Lifestage: Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Passive/Index Investing -
Beth Agnello
Fair Winds Financial Advice
Winston-Salem and Burnsville Areas, NC336-701-2612
Meetings Offered: In-Person and Virtual -
Tim Hicks, CFP®
Hicks Financial Partners555 S. Mangum St., Ste. 200
Durham, NC 27701877-921-6478
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: Retirement Planning, Military Servicemembers/Veterans, Core-Satellite Investing -
Cheryl Ober, CFP®
Cheryl Ober Financial Planning5038 Luverne Ave.
Minneapolis, MN 55419612-202-0789
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Education Planning -
Tim Hicks, CFP®
Hicks Financial Partners1750 NW Maynard Rd., Ste. 108
Cary, NC 27513877-921-6478
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: Retirement Planning, Military Servicemembers/Veterans, Core-Satellite Investing -
Judy Ni, CFP®, EA
Cornerstone Financial Planning51 JFK Pkwy., 1st Fl. W.
Short Hills, NJ 07078973-723-3249
Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement -
Tim Hicks, CFP®
Hicks Financial Partners225 N. Bennett St., Ste. G
Southern Pines, NC 28387877-921-6478
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: Retirement Planning, Military Servicemembers/Veterans, Core-Satellite Investing -
Mitchell Hockenbury, CFP®
1440 Financial Partners1612 NE 124th St.
Kansas City, MO 64165
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: Retirement Planning, Military Servicemembers/Veterans, Federal Employees -
Steve Ferger, CFP®
Envisage Financial Planning750 Tahquitz Canyon Way
Palm Springs, CA 92262760-424-2001
Client Lifestage: Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Passive/Index Investing -
David Leitao
Argonaut Financial Planning & Investment Management405 Oak Park Dr.
San Francisco, CA 94131415-407-6252
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Core-Satellite Investing -
Ira Fialkow, CFP®, RICP®
Fialkow Financial Planning
West Palm Beach, FL561-877-1472
Client Lifestage: Early Career, Mid Career, Near RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Young Professionals -
Pat Green, CFP®
Green Financial Planning512 Colonial Dr.
Brooksville, FL 34601352-345-4783
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Passive/Index Investing -
Mike Nawrot, CFP®
Garden Financial Planning#326, 2112 W. Galena Blvd., Ste. 8
Aurora, IL 60506630-277-8385
Client Lifestage: Early Career, Mid CareerMeetings Offered: In-Person OnlyFocus Areas: General Planning, Working with Women, Passive/Index Investing -
Sheila Stowers, CFP®
Stowers Financial Planning13062 Hwy. 290 W.
Austin, TX 78737512-608‐9266
Client Lifestage: Mid Career, Near Retirement, RetirementMeetings Offered: In-Person OnlyFocus Areas: Retirement Planning, Widows/Widowers, Baby Boomers -
Skip Fleming, CFP®
Lodestar Financial Planning1880 Office Club Pointe, Ste. 1800
Colorado Springs, CO 80920719-685-0600
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: Retirement Planning, Military Servicemembers/Veterans, Federal Employees -
Leisa Aiken, CFP®
Veo Financial Counsel
Chicago, IL312-265‐2220
Meetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Passive/Index Investing -
Kristin Rogers, CFP®
Financial Advocate for You
Albertville, MN612-440-0212
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementFocus Areas: Retirement Planning, Education Planning, Working with Women -
Tom Fredrickson, CFP®
Fredrickson Financial552 16th St.
Brooklyn, NY 11215347-889‐5114
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: Retirement Planning, Widows/Widowers, Young Families -
Jeff Euting, CFP®, MBA
Pyxis Financial Planning111 Simsbury Rd., Ste. 206
Avon, CT 06001860-507-7397
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Passive/Index Investing -
Joshua Garcia, CFP®, MBA, MIM
Veritas Financial Consulting100 E. Huntington Dr., Ste. 222
Monrovia, CA 91016626-263-4232
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Doug Bellfy, CFP®, AFC®, MBA
Synergy Financial Planning47 Old Village Cir.
Windsor, CT 06095860-430-1808
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: Retirement Planning, Financial Coaching, Widows/Widowers -
Nola Kulig, CFP®, CFA
Kulig Financial
Longmeadow, MA413-565-2839
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: Retirement Planning, Working with Women, Passive/Index Investing -
Kent Grealish, CFP®, AIF®
Grealish Investment Counseling1710 S. Amphlett Blvd., Ste. 117
San Mateo, CA 94402650-952-5488
Client Lifestage: Mid Career, Near Retirement, Retirement -
CGN Advisors1107 Hylton Heights Rd.
Manhattan, KS 66502785-340-3434
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and Virtual
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.