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Open Advisors | Certified Financial Planner
Some of the registered professionals of Open Advisors are Certified Financial Planner designees specializing in Financial Planning, Trust and Estate Planning, Wealth Management, Socially Responsible Investing, Special Needs Planning, and Agribusiness Services.
Great Oak Wealth Management - Fee-only financial planning firm
A different kind of approach from a different kind of team. We are fee-only advisers passionate about guiding you through the ever-changing world of finance
Compound - Wealth Management for Startup Founders and Employees
Pacifica Partners Capital Management | Investment Advisors
Pacifica Partners is an independent, established investment firm offering personalized, fee-only portfolio management solutions to Canadian and US investors.
Fee-Only Financial Advisor | Orion Capital Management
Orion Capital Management is a fee-only financial advisor in Coronado, CA. We provide investment management and tax and retirement planning.
Author: Peter Thoms; CFA; MBA
Home - Lodestar Asset Management
We are an independent, fee-only financial planning & wealth management firm based in Alamo, California, servicing clients in the Bay Area and beyond.
Welcome to Mengis Capital Management
Mengis Capital Management, Inc. is an independent Registered Investment Advisory firm in Portland, Oregon.
Movement Capital
Flat Fees. Smarter Portfolios. Movement Capital provides investment management and financial planning for a flat annual fee. Services + Pricing Investing Framework
Agincourt Capital Management, LLC
Agincourt Capital Management, located in Richmond, Virginia, manages over $4 billion in fixed income portfolios for a wide range of institutional clients.
Maple Capital Management
Providing customized solutions to investment management needs Founded in 2004, Maple Capital Management has worked with the core belief that every portfolio should be structured to meet the individual needs and objectives of each client. We have established a strong reputation as a trusted investment manager to institutions, insurance companies and families nationwide. We are […]
Southport Capital
Southport Capital is an independent, fee only, registered investment advisory firm that manages portfolios for individuals, endowments, and institutions.
Opus Capital Management - Cincinnati, Ohio
Experienced. Independent. Client-Focused. Opus Capital Mgmt, founded in 1996, is an employee-owned, investment management firm based in Cincinnati, Ohio.
Author: AI Software; Inc
Opus Capital Management - Cincinnati, Ohio
Experienced. Independent. Client-Focused. Opus Capital Mgmt, founded in 1996, is an employee-owned, investment management firm based in Cincinnati, Ohio.
Author: AI Software; Inc
Portland, OR | Fee-Only Financial Planner — Clarity Capital Management
We are an independent fee-only financial planning and investment management firm helping our clients develop a stronger path to financial clarity.
Nielsen Capital Management - Home
Nielsen Capital Management
Author: Super User
North Financial Advisors | A boutique financial planning firm that specializes in providing fiduciary, fee-only advice to women and entrepre
A boutique financial planning firm that specializes in providing fiduciary, fee-only advice to women and entrepreneurs in San Diego, CA and Washington, DC
Moreland Capital Management
Moreland Capital Management is a full service financial planning firm offering investments, portfolio management, retirement services, and insurance.
Beyond Your Hammock | CFP in Boston & Fee Only Financial Planning
Get a CFP in Boston at Beyond Your Hammock, a fee-only financial planning and wealth management firm providing independent advice for your 30s and 40s.
Financial Advisor | Wealth Management | Las Vegas, NV | ICC
Our Las Vegas financial advisors provide fee-only financial planning and wealth management services. Largest independent investment advisor in Nevada.
Other sites like exchangecapital com
TP Capital Management Sydney
TP Capital Management is committed to providing professionally tailored financial planning advice with the well-being and security of the client as our priority.
Greenspring Advisors | Corporate Retirement & Wealth Management
Independent, fee-only wealth management and financial planning for investors; Investment services for retirement plan fiduciaries.
Darrow Wealth Management - Fiduciary Financial Advisor | Boston, MA
Independent Wealth Management, Financial & Retirement Planning, Asset Management. Fee-Only Financial Planner & Fiduciary. Boston & Concord, MA.
Author: Kristin McKenna
Dickmeyer Boyce Financial Management - Independent Fee Only
Dickmeyer Boyce Financial Management is an independent, Fee-Only Financial Planning and Wealth Management in Fort Wayne, IN and Milwaukee, WI.
Home | Integris Wealth Managment | Monterey, CA
Intergris Wealth Management is an independent, fee-only financial planning and investment management firm located in Monterey, California.
Scarborough Capital Management, Annapolis, MD
Scarborough Capital Management provides affordable 401(k) management services plus financial planning and wealth management.
Pearl Capital Management, LLC
Pearl Capital Management is a fee-only registered investment advisory firm. At PCM, we are passionate about helping people meet their financial goals.
Hoxton Capital Management
Hoxton Capital Management provides unparalleled personal financial advice to expatriate clients living globally. Hoxton Capital Management is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding your financial future. Founded by UK qualified financial advisers, Hoxton Capital Management offers a fresh approach with a dynamic energy that sets it apart from its
Blue Ocean Capital | Independent Wealth Management Practice
lue Ocean Capital is an independent, fee-only, Wealth Management practice, specializing in Multi-Family Office Administration, Investment Management, and Financial, Tax and Estate Planning. Founded in 1997 out of a traditional CPA firm practice, our team consists of a tenured group of Certified Public Accountants, Certified
Financial Planning & Wealth Management Services in Draper, UT | Coign Capital Advisors
Coign Capital Advisors is a fee-based financial advisor located in Draper, Ut. We provide financial planning and wealth management services in Utah. Contact us today for a free consultation!
Welcome to Capital Strategies - Capital Strategies, Inc.
Capital Strategies, Inc. is a registered investment advisor that provides extensive consulting services including investment management and financial education programs. From our headquarters in Indianapolis, we provide investment supervisory services to individual clients, trustees, and corporations throughout the United States. Capital Strategies offers fee only services, charging only for assets under management. We are an independent […]
Resource Management LLC - Fee Only Financial Planning
We are a full service hourly as needed fee-only investment advisory firm providing portfolio management and financial planning services located in Honolulu, HI.
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Buckeye Financial Solutions, Inc. - Comprehensive Fee-Only Financial Planning and Investment Management
We are a full service Fee-Only investment advisory firm providing portfolio management and comprehensive financial planning services located in Canton, OH.
Dalma Capital Management Limited
Dalma Capital is an award-winning global alternative investment platform and accelerator for alpha generating managers with an inherent edge in emerging investment strategies and markets.
Home - Exchange Capital
Welcome to Exchange Capital's Home Page! We are a holistic finance institution, offering services ranging from Foreign Exchange to Insurance and beyond.
Fee-Only Financial Planning and Investment Management - NH, ME, MA
Three Bearings Fiduciary Advisors is an independent fee-only financial planning and investment management firm based in Hampton, NH.
Aspire Wealth Management
Independent, virtual, fee-based financial planning practice, providing a holistic approach to lifestyle financial planning.
Fiduciary Financial Advisor & Planning San Diego | Bull Oak Capital
Bull Oak Capital is a top-rated financial advisor in San Diego. We provide investment management & fiduciary fee-only financial advice.
LFM&P - Linnard Financial Management & Planning, Boxborough MA
LFM&P offers independent, fee-only retirement and comprehensive financial planning, coupled with investment advice emphasizing risk management strategies.
Investment Advisory Services | Washington Capital Management, Inc.
Washington Capital Management, Inc. is an investment advisory firm serving WA, OR, CA, and MA. Partner or invest with us to fulfill your investment goals.
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Fee-Only Financial Advisor
As a fee-only financial advisor in Asheville, NC, Wessel Investment Counsel, L.L.C. provides financial planning and portfolio management. Because we are "fee-only," our objectivity is not distorted by the lure of commissions.
Investment Advisory | Rizk Capital
At Rizk Capital, we provide active portfolio management with a balanced approach towards investing. Let us help you plan your financial future!
Wealth 360, LLC - A fee only financial planning and investment management firm
A fee only financial planning and investment management firm
High Level Wealth Management • Investments and Financial Planning
Registered portfolio manager providing independent, evidence-based investment management and financial planning services to residents of Alberta.
Valenta Capital Management — Westminster, CO
Valenta Capital Management is a financial planning firm located in Westminster, Colorado that focuses on helping clients achieve their goals through a financial plan tailored for them.
Lehner Shope Wealth Group
Lehner Shope Wealth Group, specializes in assisting individuals and families with the financial challenges and issues faced with retirement planning, and investment portfolio management.
Columbia Asset Management | Ann Arbor MI Wealth Management Firm
Professional Ann Arbor MI wealth management firm providing personalized investment advisory services for the longterm...
Arch Capital Management, Inc.
Arch Capital Management, Inc. is an independent investment management firm based in the San Francisco Bay Area. Founded in 1999, the portfolio management team uses a quantitative approach to trade futures, stocks, ETFs, options and currencies.
Author: Sebastian Orozco Analyst
Columbia Capital Management, LLC
Columbia Capital Management, LLC. Independent Financial and Investment Advisors to Municipal Bond Issuers and Borrowers.
Reliant Investment Management
Reliant Investment Management is an independent investment advisor providing customized portfolio management and comprehensive financial planning based on personal relationships with each client.
Los Angeles Wealth Management | LA Financial Advisors
Miracle Mile Advisors is an independent Los Angeles wealth management firm providing financial advice, portfolio management and financial planning solutions to high-net worth individuals & families.
Home - Sierra Asset Management
Focused on your investment portfolio, so you can focus on your life. Schedule a free consultation Fee-only Portfolio Management Adhering to a fee-only compensation model helps us meet our fiduciary obligation. We work solely for our clients, not any other company. Learn more >> Financial Planning From retirement planning to college funds to estate planning, […]
Halcyon Financial Planning Financial Planning | Fee-only Portland, Oregon.
Independent, fee-only, financial planning and investment management for individuals and families. Located in Portland, Oregon.
Hudson Heritage Capital Management, Inc.
We are a full service investment advisory firm providing portfolio management and financial planning services located in Croton on Hudson, NY.
Las Vegas, NV | Financial Advisor — Arista Wealth Management
Independent, impartial wealth management and financial advice. Fee-based, professional, commission-free comprehensive financial planning services to help you build a life a of significance.
Deans Knight Capital Management Ltd.
Deans Knight provides a unique approach to wealth management through our specialized investment focus and the highest standard of client care
Home - Gover Financial Planning located in Puyallup, WA South Hill
Gover Financial Planning, LLC is an independent fee-only financial planning and advisory firm serving the needs of families and individuals from all walks of life. We are located in Puyallup, Washington, with clients throughout the Puget Sound region. Why choose a “fee-only” financial planning professional? As a fee-only firm, Gover Financial Planning does not sell […]
Anthony Capital | Investments & Retirement Income Planning | Colorado
Specializing in strategic retirement income planning and wealth management. Anthony Capital financial advisors provide an independent perspective. We work for you.
T&T Capital Management | Welcome To T&T Capital Management
Welcome to T&T Capital Management. Located in Coto De Caza, T&T offers portfolio and wealth management for high net worth individuals
Investment Management
Becker Capital is committed to our clients. As a boutique firm, we provide a range of investment management services for high net worth individuals, families, institutional investors and non-profit organizations.
Author: Written By Tyler Kaluza; CFP
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Chesapeake Financial Advisors
Chesapeake Financial Advisors promotes financial peace of mind for the baby-boom, gen-x and millennial generations by providing fiduciary based, independent, fee-only comprehensive financial planning, investment management and tax planning.
Home - Condor Capital Wealth Management
At Condor Capital, we can manage your portfolio professionally and do all the heavy lifting for you.
Author: Diego Londono
DAMU Capital Management
DAMU Capital Management is a Kazakhstan firm providing professional services in management and investment consulting.
Capital Engine® Powering Online Capital Markets
Capital Engine® is a financial technology company, providing investment professionals / advisors with customized SaaS solutions to power white label Capital Markets (debt / equity) and Private Exchange platforms with a focus on investor management services.
Capital Engine® powering online Capital Markets
Capital Engine™ is a financial technology company, providing investment professionals / advisors with customized SaaS solutions to power white label Capital Markets (debt / equity) and Private Exchange platforms with a focus on investor management services.
Capital Engine® Powering Online Capital Markets
Capital Engine® is a financial technology company, providing investment professionals / advisors with customized SaaS solutions to power white label Capital Markets (debt / equity) and Private Exchange platforms with a focus on investor management services.
Neiman & Associates Financial Services, LLC Financial Planning Investment Management Boston Cambridge Massachusetts
We are a full service firm that delivers objective fee-only financial planning, investment management and tax preparation and planning services in the greater Boston area.
Capital One Investing
Capital One Investing (formerly known as United Income) provides personalized financial planning and wealth management services.
Vista Capital Partners
Independent wealth management firm in Portland, OR. Thoughtful financial planning, optimal portfolio construction, and a focus on what matters most long-term.
Veracity Capital ManagementCraig Falkner | Veracity Capital Management | Eau Claire, WI
Craig Falkner at Veracity Capital Management provides wealth analysis, portfolio construction, estate planning & insurance review services in Eau Claire, WI
Sparrow Wealth Management | Fee-Only Financial Advisor
Call Sparrow Wealth Management in Hermosa Beach, CA to speak with a fee-only financial advisor. Investment help, financial planning, & more for a low monthly fee.
Intertrade Capital Group | Corporate Trade Asset Management Alternative Capital
Intertrade Capital Group is a global alliance organization set to enable barter, trade, countertrade, asset management, alternative capital and financial transactions for companies and barter exchanges
M Capital Advisors Personal Wealth & Institutional Asset Management
M Capital Advisors, Personal Wealth & Institutional Asset Management. We are an independent, fee-based asset management firm. Call us today.
Boston Fee Only Financial Advisor Planner Wealth Manager - Fee-Only Financial Advisor + Wealth Management Boston, MA
Balanced Rock Investment Advisors is an independent fee-only financial advisor offering portfolio management, wealth management, financial planning, and consulting services to people and organizations of all kinds. The Balanced Rock Investment Advisors Philosophy Surviving the test of time requires a thoughtfully crafted and well executed plan. We start by reducing the costs, including taxes, transaction costs, [...]
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