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Find and Connect With Financial Advisors, Planners & Wealth Managers

Search our directory of expert financial professionals. Filter by specialties or services to find the right advisor for your investment, retirement, and financial planning needs.
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Featured Advisors
Bull Oak | Portfolio Management, Asset Allocation, Retirement Planning
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Helping high earners and tech professionals like you build a personalized financial architecture to invest in yourself and increase your return on life.
Balance Wealth | 401(k) & IRA Management, Alternative Investments, Cash Flow Planning
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.
Advisors
Chris Gure | 401(k) & IRA Management, Alternative Investments, Business Succession Planning
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11 Client Reviews

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"He has created a comfortable/ approachable working relationship for us — always available for a call, text, or impromptu coffee meeting to walk through all sorts of questions and scenarios. He’s great at presenting options, showing the pros and cons, and helping us land on the right decision for us"
Thomas-Kopelman | 401(k) & IRA Management, Cash Flow Planning, Debt Management
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8 Client Reviews

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"Thomas has been great to help us organize our financial life.  He gives simple and straightforward advice that is super easy to implement."
Austin Wealth Management | 401(k) & IRA Management, Asset Allocation, Cash Flow Planning
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1 Client Reviews

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"Austin Wealth Management (http://ausintwealthmgmt.com) … they are a planning focused, independent RIA. Like you say, Wall St firms focus on changing 1% of AUM. Austin Wealth focuses on planning ... the deep work that is usually treated as an afterthought or just flat-out ignored"
Raj Sharma |
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1 Client Reviews

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"Raj Sharma and Chris Kemp at Merrill Lynch - I them for everything you mention. IMHO the real reason I have an advisor is to protect me from myself. I want someone who thinks deeply about diversification and understands how to manage their client (me) through market cycles."
Cody Garrett, CFP |
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1 Client Reviews

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"@MeasureTwiceMNY — while I don’t personally use him yet (only because we don’t use a FA) he is enormously generous with his wisdom and time in some very well respected financial education networks and I always find his guidance helpful, practical and insightful."
Linda Stewart |
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1 Client Reviews

Foley and Fields Wealth Management |
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"Luke Fields, Foley and Fields Wealth Management in Columbus, Ohio
-Focused but not too rigid with our strat
-Family history with his firm ➡️ trust
-Grounded and an A+ human being"
Ryan Leonard |
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1 Client Reviews

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"For guys and gals exiting their biz, Ryan Leonard (PWM Goldman) is stellar. Understanding all the nuances around tax implications, legal, etc. very comprehensive and lots of value added."
Patrick Dwyer |
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1 Client Reviews

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"@patrickjdwyer Miami"
Strachan Group MS |
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1 Client Reviews

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"Connor and the team at @StrachanGroupMS run one of the largest books in the country and have a comprehensive team that delivers results"
Showing 1 - 10 of 84 results

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