Find a Financial Advisor or Coach

At First Growth Capital Partners, we achieve growth for our clients that is driven by thorough analysis and optimized for individual wants and needs. We accomplish this by coupling hands-on solutions proven to enhance and maximize wealth and coordination with best-in-class external providers to ensure efficiency. Areas of expertise: -Concentrated stock positions -Goal oriented investing for HENRY, FIRE, and transitions -Investing for small business owners -Startup and illiquid holdings diversification -Expats and non-citizen investors

Joe is a seasoned Wealth Advisor with over 10 years of experience in the Financial Services industry serving high net worth individuals and families. At Compound Planning, Joe brings an energy and focus to forming a deep understanding of his clients' needs and goals to deliver an exceptional experience in all areas of finance. Prior to joining Compound planning, Joe served as Senior Financial Advisor & Planner on the Private Client team at Empower, previously Personal Capital and also at Charles Schwab. Joe originally hails from Minnesota and currently resides in Berthoud, Colorado with his wife, Trish and two children Deleanie and JoeJoe. When they aren't working, the family can usually be found enjoying hiking, camping, fishing, golfing and traveling.

My path to financial advising is the greatest advantage I bring to your finances. I earned my Master of Engineering from UofL and have been a Professional Engineer (P.E.) for 18 years. I spent a decade performing advanced risk assessments on critical infrastructure where my job was to analyze complex systems, identify potential threats, and recommend solutions to ensure public safety. I've always been into personal finance and found myself constantly over-optimizing and over-saving, driven by the anxiety that "more was the only way to be safe." I began using Projection Lab and Pralana when I realized good planning could alleviate my fears and allow me to focus on the present. I observed too many friends and family struggling with advice driven by commission. I launched Wrighpoint Wealth as a second career with one goal: to replace industry ambiguity with engineered clarity, allowing our clients to find true confidence in their financial plan. For me, this isn't a sales job; it's a partnership.

Kris has over 15 years of experience providing cross-border tax planning, estate planning, financial planning, and wealth management solutions for high-net-worth Canadian and U.S. business owners, U.S. citizens living in Canada, Canadians moving to the U.S., and Canadians and Americans living abroad. Kris also provides Canadian and U.S. tax preparation services for high-net-worth individuals, estates, trusts, and corporations. Prior to working at Cardinal Point, Kris worked at Deloitte LLP, specializing in Canadian private businesses and their owners, as well as Canada-U.S. cross-border tax. Kris maintains his Canadian Chartered Professional Accountant, Chartered Accountant (CPA, CA); U.S. Certified Public Accountant (CPA Illinois); Canadian Certified Financial Planner (CFP®), U.S. Certified Financial Planner (CFP®), and Trust and Estate Practitioner (TEP) designations.

Over 20 years in the SF Bay Area taught me a thing or two about the tech world, equity, and burnout. And two generations of tax pros in my family taught me a few things about taxes. Now I help people figure out how to stop working so hard - or stop working altogether! I love empowering women, LGBTQ+, and especially my ADHD people. I've helped people take sabbaticals, leave the country, and avoid tax traps with their equity comp. Come to me if you're looking for a no-judgement, safe space to talk money.

W Bradley helps post-exit entrepreneurs through money and life transitions. We provide coaching, planning, administrative, and planning services. We provide what are traditionally family office services, including consolidated reporting, personal accounting, spend rate advisory, bill pay/capital call/cash flow admin, tax and estate planning, and investment advisory services for a flat fee ranging from $5K to $60K per year based primarily on if we're playing the role of coach or a comprehensive family office advisor. Our clients are primarily post-exit entrepreneurs with a $5M to $100M net-worth and they usually have exposure or interest in private investments (VC, PE, real estate). I built the firm that I wanted, but couldn't find, when I sold my first company 10 years ago and our philosophy is further informed by my unique experience working for an ivy league endowment, running a VC firm, and investing for 20+ years across many asset classes.

I am a local advisor in Franklin WI, and I specialize in helping small business owners and high net worth individuals plan and achieve their retirement goals. Since I own my own business, I am able to take on fewer clients and offer more customized planning solutions often for a lower fee.

Juanita Wrenn, Managing Director of Hudson Financial Partners, leads with over 30 years of dedication to Australian families and a bold vision for the future of wealth management. Under her guidance, Hudson has grown into a firm of six senior advisers, many of whom have worked together for decades, now proudly serving multiple generations, from grandparents through to grandchildren. Hudson never stops innovating, continually researching smarter, more tax-effective strategies to help our clients create a life free from money worries. Whether it’s through investment bonds (taxed up to 30% within the bond), strategic philanthropy, trust structures or superannuation recycling, we remain at the forefront of financial excellence for Australians from all walks of life. This is intended as general advice only.

Ty is the founder and principal of First Ascent Planning, an advice-only financial planning firm dedicated to helping people gain clarity and confidence in their financial lives. As a CERTIFIED FINANCIAL PLANNER® professional, Ty provides comprehensive, unbiased advice tailored to each client’s goals and values. Before launching First Ascent Planning, Ty built and sold a successful artisan bakery (460 Bread). It was during that journey that Ty discovered his passion for financial planning - helping employees navigate benefits, manage debt, and plan for the future. Ty brings the same entrepreneurial spirit, care, and practical insight to his financial planning practice. He believes that financial planning should be accessible, collaborative, and grounded in trust. Ty is also a passionate rock climber who has established some of the most challenging rock climbs in the Teton region, where he lives with his wife and two sons.

Hi, I'm Aubrey! I started Open Path Financial, to be the financial advisor that I desperately needed but couldn't find. I hold a Masters from MIT, an MBA, and I'm a proud member of the Financial Independence/Retire Early (FI/RE) community and the ADHD/neurodivergent community. My mission is to help you put the tools of Financial Independence to work now, to begin living your FI life now, whether you are just starting out, close to FI, or already made the leap and are wondering just how far you can go. We are fee-only, advice-only, 100% fiduciary at all times and we work on the hourly model, so you only pay for the advice you need. No assets under management fees, retainer fees, or hidden kickbacks from financial products, we only work for you, at all times, period. I am grateful for each person and family I'm able to help. Thank you for taking the first step to your own Financial Independence. With gratitude, Aubrey Williams, MS MBA

Many entrepreneurs have a clear plan for their business, but when I ask about their personal wealth, it often goes silent. My wake-up call came early: at 16 our top floor burned down, later I lost three clients under 40, including my best friend. Those moments set my compass: “Later” is not a plan. Today, with Next Chapter Planning, I help entrepreneurs take the lead over their money and their life. Life Planning means: life first, then money. We don’t sell financial products, but a process: a 360° overview without noise, clear Black Swan risks, and concrete actions that work in real life. My promise is simple: fully independent, fiduciary, no commissions or hidden agenda – only your interests, in black and white. If your business has a plan but your private wealth doesn’t, this is your invitation to start Base Camp. Real wealth goes beyond numbers; it’s also time, relationships, meaning and resilience.

We offer a full suite of financial planning services for Americans living in the United States or residing in Japan as expats. Our investment management strategies often utilize sophisticated hedging techniques and extensive international diversification.

I help driven entrepreneurs and ambitious professionals in employment create a concrete financial plan that turns both short-term and long-term goals into reality. The result? Financial growth, peace of mind, and freedom. All while achieving significant tax savings along the way. What I often see around me: people making great strides in their careers, yet lacking a clear plan for what to do with the money they’re earning. Due to high inflation, that hard-earned money is losing value every year. And perhaps even more importantly, there’s no clear picture of when they can truly start enjoying their financial freedom. Many entrepreneurs are so focused on their business and passion that their personal financial future often takes a back seat. Together, we change that by developing a tailored, actionable financial plan aligned with your personal goals.

15+ year Wealth Advisor helping hundreds of families plan for their financial future. Particular expertise in in-depth tax planning/filing. Believer in low cost widely diversified index funds. Have been using ProjectionLab since it first started. I also have experience with every other retirement planning software.

Greek accountant specializing in Financial Planning, tax services & retirement planning for individuals in Greece. Accredited Greek Accountant - Class A European Certified Financial Adviser - EFICERT SQF3 & SQF4

Traditional financial advisers usually focus on just one area — mortgages, insurance, or investment products. At MoneyPlan, I take a different approach. I provide independent, holistic financial advise that looks at your entire financial life, without being tied to products or commissions. I begin by getting to know you — your story, your values, and your goals. Together, we’ll create a tailored plan that integrates every part of your finances: income, expenses, property, investments, retirement, and lifestyle. This isn’t just about numbers — it’s about creating a strategy that works for you and evolves with you. I’ll be your partner every step of the way, helping you gain clarity, confidence, and long-term peace of mind. Luis Silva FOUNDER OF MONEYPLAN AND YOUR PERSONAL FINANCIAL ADVISER.

CWS Asset Management is a Registered Investment Advisory firm. We are a independent advisory business, which allows us operate as a fiduciary to all clients. We take no commissions and paid directly by our clients for services rendered. The business offers many services such as retirement planning, managing investments (Taxable brokerage accounts, 401k/403b/457, IRA and ROTH IRA account), tax planning, college funding, debt management, budgeting strategies. We have been in business for approximately 15 years. Financial Industry Regulatory member FINRA # 168521

Many people have accounts, few have a plan… I started Clarity in 2024 with the intention of providing better outcomes for clients. The status quo in the industry is to collect clients rather than serve them. At Clarity, we’re building something different. Clarity is a firm that prioritizes you, your family & your business.

As a financial coach since 2019, I have helped individuals and families solve their cash flow questions. The best retirement plan can easily not become reality if the cash flow methodology is not aligned with the plan. I work with clients to ensure their day to day spending behavior aligns with their multi-year financial goals. I grew up talking about retirement planning at the dinner table. During college, I studied to become an actuary. I have an expert knowledge of the mathematics of retirement planning. If you were to work with me, I can help you create a summary plan to answer questions such as: Am I contributing enough to my 401k? Can I retire at 60 or do I have to wait until 65? I have had clients use my services to become educated on the basic components of a successful retirement plan prior to contacting a financial advisor for a comprehensive plan. Whether you just signed up for ProjectionLab, or are a long-term user with some questions for how to create a retirement budget, I am happy to help!

I help men in their 20s and 30s learn to manage their finances and plan their future—without all the confusion and constant stress because of money. I can't wait to meet you and get started! Coaching has continued to be the best investment I've ever made, and I'm honored to offer the same to others looking to win with money.

My name is Jonathan Ford Jr. I am a former math teacher who launched my own independent financial advice practice. I wanted to focus on clientele at every stage of their financial journey. I wanted to focus on giving actual advice, rather than just selling a product.