certified financial planner

Allodium Investment Consultants was founded in 2005 as an independent, fee-only investment management consulting firm that provides investment advice to individual and institutional investors. Our services include wealth management, financial planning, investment consulting, fiduciary consulting and fiduciary management for trusts and institutions. We aspire to be the best investment management consulting firm and strive to always act in the best interests of our clients. Our mission is to simplify and improve the financial lives of our clients with objective, fee-only financial advice, and a fiduciary standard of care. Call 612-230-3700.

Here at Fuchs Financial, we focus on generating income for our clients without reducing their principal. Ben Fuchs, the founder of Fuchs Financial, is a Fiduciary financial advisor and is also a Certified Financial Planner® (CFP). Ben has more than 15 years of investment experience, and he and his team have created thousands of plans for clients seeking retirement without the stress of monitoring their own investments.

Retirement Portfolio Partners is a fee-only financial planning and wealth management firm in Naperville, IL. As a Certified Financial Planner™, we offer investment management, tax planning, and retirement solutions to clients 50 and older.

Julie A. Kern. I’m a CPA and Certified Divorce Financial Analyst® professional specializes in helping Arizona women and the attorneys who assist them, build the strongest financial case in a divorce with over 19 years of industry experience.

Blackhawk Wealth Advisors as an independent, unbiased investment advisory firm. BWA integrates three separate but inter-connected companies to make sure prudent financial advice and investments are provided to his clients. The CPM® Program advances your information in three essential areas: Valuation Analysis, Portfolio Construction and Risk Management. Certified Portfolio Managers have earned a deeper understanding of fundamental security analysis, asset allocation, and portfolio management concepts pertaining to managing discretionary portfolios.

At The Wong Group, our team of portfolio managers, financial advisors and certified financial planners is uniquely positioned to manage your wealth in a way that sets you up for financial resiliency, allowing you to build and maintain a Work-Optional Lifestyle.

Financial Planning Services in Traverse City, MI

Haunn Lande­rs & Co is a priva­te onlin­e consu­ltanc­y firm based in Missi­ssaug­a, focus­ing on makin­g wise decis­ions surro­undin­g your wealt­h. We devel­op sound plans and budge­ts for clien­ts that help the busin­ess men and indiv­idual­s meet their finan­cial goals­! Our certi­fied finan­cial plann­ers may have a subst­antia­l impac­t on clien­t'­s or busin­ess' finan­cial futur­e. We under­stand the finan­cial circu­mstan­ces of our clien­ts (indiv­idual­s, famil­ies, and busin­esses) https://haunnlanders.ca/

Financial Services, Financial Planning, Investment Services, Certified Financial Planner, Retirement Planning