A directory of independent financial professionals across the U.S. Filter by specialty and service region to find a fit for your situation.
CFP® · Retirement & Tax Planning
Focuses on withdrawal sequencing, Roth conversion strategy, and Social Security timing for pre-retirees.
ChFC® · Debt Strategy & Cash Flow
Helps dual-income households restructure high-interest debt while building an investing foundation.
CFA · Investment Portfolio Design
Builds diversified, low-cost portfolios for long-term investors using a research-first, low-turnover approach.
CFP® · Estate & Wealth Transfer
Coordinates with estate attorneys on trust structuring, beneficiary planning, and multi-generational transfer.
CPA, PFS · Small Business Owners
Advises owner-operators on SEP IRAs, solo 401(k)s, and separating business cash flow from personal finances.
CFP® · Young Professionals
Works remotely with early-career clients on student debt payoff, first investments, and building credit.
RICP® · Retirement & Tax Planning
Specializes in Medicare timing decisions and required minimum distribution planning for retirees.
CFA · Investment Portfolio Design
Designs tax-efficient portfolios across taxable and retirement accounts for households with concentrated stock.
AFC® · Debt Strategy & Cash Flow
Accredited financial counselor focused on rebuilding credit and negotiating manageable repayment plans.
No advisors match those filters. Try broadening your search.
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Ask whether they act as a fiduciary at all times, and how conflicts of interest are disclosed.
Clarify AUM fees, hourly rates, flat planning fees, or commissions — and what is included in each.
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Advisor profiles are self-reported directory listings to help you begin your search — not endorsements, recommendations, or guarantees of quality.
Advisors list their own professional designations; we recommend independently verifying credentials with the issuing body.
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