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Financial Advisors for Financial Advice & Coaching

Featured Financial Advisors

Anthony Syracuse, CFP® | 401(k) & IRA Management, Asset Allocation, Cash Flow Planning
Anthony Syracuse, CFP®  
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5 Client Reviews

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"Personalized approach. Comfortable and approachable working relationship.
Responsive and timely."
Balance Wealth | 401(k) & IRA Management, Alternative Investments, Cash Flow Planning
Balance Wealth
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
Ian Weiner, CFP(R), CEPA | 401(k) & IRA Management, Alternative Investments, Business Succession Planning
Ian Weiner, CFP(R), CEPA
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1 Client Reviews

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"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed.  I highly recommend him. He can make a difference with your resources.  No regrets.  Call Ian!"

Financial Advisors

Ryan Johnson, CFP®, BFA™ | Asset Allocation, Charitable Giving, Debt Management
Ryan Johnson, CFP®, BFA™
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12 Client Reviews

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"My family is grateful to have worked with Ryan at Hundred Financial for over one year now. His approach is thoughtful and personal, and it is clear in each meeting that he cares to listen to your values and the direction your family wants to head, all the while helping to course correct and find a better route when needed. You can tell he has a passion both for his clients, but also to never stop learning in his field, which instills confidence that his guidance is trustworthy. He has helped eliminate confusion to give our family financial confidence in the present, as well as an adaptable roadmap for the future. We highly recommend partnering with Hundred Financial!!"
Pillar Wealth | 401(k) & IRA Management, Alternative Investments, Business Succession Planning
Pillar Wealth
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11 Client Reviews

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"The Pillar team has provided me with a very valuable outside perspective. They asked great questions and provided options and recommendations that worked well for my goals."
Anthony Syracuse, CFP® | 401(k) & IRA Management, Asset Allocation, Cash Flow Planning
Anthony Syracuse, CFP®  
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5 Client Reviews

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"Personalized approach. Comfortable and approachable working relationship.
Responsive and timely."
Matt-Magee, CFP® | Alternative Investments, Cash Flow Planning, Debt Management
Matt-Magee, CFP®
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1 Client Reviews

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"Can’t say enough about how Matt helped me throughout the years in wealth management and planning for retirement."
Ian Weiner, CFP(R), CEPA | 401(k) & IRA Management, Alternative Investments, Business Succession Planning
Ian Weiner, CFP(R), CEPA
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1 Client Reviews

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"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed.  I highly recommend him. He can make a difference with your resources.  No regrets.  Call Ian!"
Balance Wealth | 401(k) & IRA Management, Alternative Investments, Cash Flow Planning
Balance Wealth
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
Retirement Matters, Inc. | 401(k) & IRA Management, Asset Allocation, Cash Flow Planning
Retirement Matters, Inc.
You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams.
Purpose Financial Planning | 401(k) & IRA Management, Asset Allocation, Cash Flow Planning
Purpose Financial Planning
Christian financial advice for young, high-income families, professionals, and business owners who want to steward their resources wisely. We integrate tax-smart planning, investments, and cash flow strategies with Biblical wisdom to help you make confident financial decisions.
Artistic Wealth | 401(k) & IRA Management, Asset Allocation, Cash Flow Planning
Artistic Wealth
Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client.  
Showing 1 - 9 of 9 results

Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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