Family Office

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

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

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 Don't be stuck in the past with an old, outdated formula that incentivizes laziness.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

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

CMH Advisors

Accountant · Bookkeeper · Financial Advisor · Fractional CFO

• No reviews yet
• $750–$10,000/mo
• Serves nationwide
• Min revenue $500K+

We’re a full service accounting, advisory, payroll and tax strategy CPA firm.

Industries: Advertising & Marketing, Architecture & Engineering, Automotive +28 more

HB Wealth

Financial Advisor

• No reviews yet
• 0.5%–1.25% of AUM
• Serves nationwide

Independent, fee-only fiduciary since 1989. HB Wealth serves business owners, executives, professionals, and families with comprehensive wealth advisory services and concierge-level care.

Services: Alternative Investments, Asset Allocation, Business Succession Planning +24 more

Prestiq Wealth

Financial Advisor

Louis Green

• No reviews yet
• $1,000–$12,500/qtr
• Serves nationwide

Prestiq Wealth is a Brooklyn-based wealth management practice helping pre-retirees and retirees navigate retirement planning. Services include investment management, retirement planning, tax planning,

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

Scratch Capital

Financial Advisor · Real Estate Consulting

• No reviews yet
• Serves nationwide

Scratch Capital is a registered investment advisor which provides comprehensive wealth management services to business owners, high net worth individuals, corporate executives, and their families.

Industries: Advertising & Marketing, Agriculture & Farming, Architecture & Engineering +37 more

Steward

Financial Advisor

• 5.0 (3 reviews)
• $1,500–$10,000 one-time
• Serves nationwide

A modern estate planning firm combining technology with expert attorney support

Services: Business Succession Planning, Education Planning, Estate Planning +7 more

5T Wealth Management

Financial Advisor

• 5.0 (2 reviews)
• Serves nationwide

Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +20 more

Montebello Avenue

Financial Advisor

• 5.0 (2 reviews)
• 1% of AUM
• Serves nationwide

Real, personal, specialized wealth management for families with $3M-$30M in assets run by Robinson Crawford, CFP®.

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

CAPTRUST

Financial Advisor

• 5.0 (1 review)
• Serves nationwide

CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +29 more

Matt-Magee, CFP®

Financial Advisor

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

We take your personal finances personal.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +27 more

Austin Wealth Management

Financial Advisor

• (1 review)
• $250–$1,000/mo
• Serves nationwide

Austin Wealth Management is an SEC-regulated fiduciary and independent RIA, offering fee-based financial guidance starting with holistic planning that includes cash flow management, retirement planning, tax mitigation, estate planning, business exit, and investment strategies.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +29 more

Civic Financial

Financial Advisor

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

We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +28 more

Womack Financial

Financial Advisor

• (1 review)
• Serves nationwide

Your personal wealth manager, advising on and managing both public and private investments.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +19 more