Find a Financial Advisor

Capital Area Planning Group

Financial Advisor

• 5.0 (2 reviews)
• 0.25%–1.5% of AUM
• Serves nationwide

We offer financial planning and investment management services to senior managers and executives in tech.

Services: 401(k) & IRA Management, Estate Planning, Executive Compensation +4 more

Calculated Wealth

Financial Advisor

• 5.0 (1 review)
• 0.5%–1% of AUM
• Serves nationwide

Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan.

Services: 401(k) & IRA Management, Asset Allocation, Business Succession Planning +14 more

Bull Oak

Financial Advisor

• No reviews yet
• Serves nationwide

Bull Oak is a fee-only fiduciary advisor, helping high-net-worth individuals and families navigate the transition into retirement through financial planning, investing, and tax planning and filing.

Services: Executive Compensation, Exit Planning, Financial Planning +6 more

Full Send | Accounting, Tax, Data, & AI

Accountant · Bookkeeper · Financial Advisor · Fractional CFO

• 5.0 (3 reviews)
• From $1,500/mo
• Serves nationwide
• Min revenue $500K+

Most firms hand you a report. We help you do something smart with it. Accounting, tax, and data services under one roof.

Industries: Advertising & Marketing, Architecture & Engineering, Construction +26 more

Ian Weiner, CFP®, CEPA®

Financial Advisor

• 5.0 (1 review)
• $1,500–$12,500 one-time
• Serves nationwide

Personal CFO for owners, executives, and families. One quarterback for planning, tax, estate, and investment decisions. Built for irreversible calls: sales, exits, equity comp, inheritance.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +25 more

Chris Gure

Financial Advisor

• 5.0 (17 reviews)
• 0.35%–2% of AUM
• Serves nationwide

Personalized investment management, tax planning, insurance, and estate strategy - all in one place.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +16 more

Ryan Johnson, CFP®, BFA™

Financial Advisor

• 5.0 (12 reviews)
• $2,500–$5,000 one-time
• Serves nationwide

We help successful professionals and families simplify their finances, make confident decisions, and align their money with the life they want to live.

Services: 401(k) & IRA Management, Asset Allocation, Cash Flow Management +22 more

Pillar Wealth

Financial Advisor · Fractional CFO

• 5.0 (10 reviews)
• $11,400–$60,000 one-time
• Serves nationwide

"Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products…

Industries: Advertising & Marketing, Biotechnology & Pharmaceuticals, Construction +4 more

Michael Taylor - The Financial Rules Consulting

Financial Advisor

• 5.0 (8 reviews)
• $150/hr
• Serves nationwide

Independent Fee-only financial coaching and solutions, by the hour or by the project

VDB Wealth

Financial Advisor

• 5.0 (8 reviews)
• 0.35%–1% of AUM
• Serves nationwide

A boutique wealth management firm focused on holistic support for business owners and entrepreneurs.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +14 more

Reliant Wealth Advisory

Financial Advisor

• 5.0 (3 reviews)
• Serves nationwide

Fee-only wealth management for young professionals, entrepreneurs, and business owners who want to invest smarter and stop leaving money on the table.

Services: 401(k) & IRA Management, Executive Compensation, Financial Planning +5 more

Steven Evensen - Gerber Kawasaki Wealth & Investment Management

Financial Advisor

• 5.0 (3 reviews)
• 0.25%–1.5% of AUM
• Serves nationwide

Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +21 more

Alex Jankowski, CPA, CFP®

Accountant · Financial Advisor

• 5.0 (3 reviews)
• 0.3%–1% of AUM
• Serves nationwide

Hi there! I'm Alex, a CPA and CERTIFIED FINANCIAL PLANNER® based in PA but serving clients nationwide. I provide tax prep & advisory, as well as holistic financial planning services.

Industries: Dental, E-commerce, Education +7 more

Manetta Wealth Management

Financial Advisor

• 4.8 (2 reviews)
• 1% of AUM
• Serves nationwide

I take great pride in having built a business that truly honors my clients best interests without interference from anything. This allows me to help my clients, without hurting them.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +13 more

Drew Feldman, APMA® | WideFrame Wealth

Financial Advisor

Drew Feldman, APMA®

• 5.0 (1 review)
• $4,000 one-time
• Serves nationwide

We help creative professionals turn career breakthroughs into lasting financial stability. Flat-fee, full-service with a tax-aware investment and planning approach tailored to your unique goals.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +15 more

Emory Wealth LLC

Financial Advisor

• 5.0 (1 review)
• 0.5%–1.5% of AUM
• Serves nationwide

Emory Wealth is an Austin-based independent wealth firm helping families, business owners, and retirees simplify investments, tax planning, retirement, estate, and financial decisions.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +17 more