Links/Resources to Financial Advisors & Planners

Disclaimer: Resources provided here are for educational purposes. Please do your own due diligence regarding fit for your needs. These are advisory firms and resources that I know personally through the Financial Planning Association, social networking, or through a coaching engagement. I believe each firm offers outstanding service and puts the needs of their clients first.

Advisor Services/Resources

Excellat Consulting provides tools to streamline operations so financial firms run at peak efficiency with measurable results. From establishing processes and checklists for all services, personnel analysis, technology evaluation, and compliance reviews to advisor/staff training, Excellat frees advisors to succeed.

Bull’s-eye Financial Communications helps financial advisors communicate effectively with their clients, prospects, and centers of influence. Their writers and graphic designers deliver high quality content that educates and motivates investors. Learn more at www.bullseyecommunications.net.

Financial Planning Software - MoneyGuide Pro OR eMoneyadvisor

Online Meeting Scheduling - ScheduleOnce

Paperless Office - LaserFiche or LaserApp

Electronic Document Signing - EchoSign

Transcription - CopyTalk

Socia Media, email, and archiving - Smarsh

Best CRM for Advisors - Redtail


Financial Advisors and Planners

F5 Financial Planning
Curt Stowers heads up F5FP, a fee-only financial planning firm serving corporate executives, entrepreneurs, and families in Naperville IL.

Matthai Capital Management
Fee-only RIA focused on HNW clients, independent women, and services for family offices in Maryland.

The Odyssey Business Advisory (TOBA)
TOBA consists of five elements that assist business owners in creating personal and business financial success: Financial Planning, Business Tax Planning, Business Legal Planning, Business Process Efficiency, and Professional Benefits Planning.

Cornerstone Financial Planning
An independent advisory firm catering to successful professionals and retirees. Serving as clients’ financial advocate, striving to organize and simplify life in such a way that maximizes the family’s enjoyment of their wealth now and in the future.

Tillman Hartley
A Fee-Only firm specializing in high net worth individuals and families. Featuring the Family Office -Family Board of Directors™. We structure our clients' estate and financial design based on their goals, objectives, needs, and values. We help educate succeeding generations. We implement and monitor the delivery of value.

Senior Financial Advisors Inc.
When you work with Senior Financial Advisors, Inc you get more than just a financial advisor. We work with our clients to help them create the future they desire. We talk to you about your goals. We get to know you and then help you develop a plan for your future.

ACap Asset Management
A Fee-Only financial advisory firm providing comprehensive financial advice specifically tailored for doctors’ needs. Personal CFO to medical professionals.

Murphy Investment Management
Daniel Murphy founded Murphy Investment Management LLC offering clients an independent fee based platform using TD Ameritrade, Inc. and Charles Schwab as custodians. Murphy Investment Management is a Registered Investment Advisory authorized to do business in Washington and Idaho states.

Vineyard Wealth Management | Scottsdale Arizona
Vineyard Wealth Management, LLC specializes in wealth management and alternative investments, and estate planning for small business retirement plans - and seeks to maximize wealth for individuals, families, and small businesses.

Integrity Wealth Management
Brian Simpson is a wealth manager, stock market expert and consultant in areas of tax minimization, retirement planning and philanthropic giving. Brian has 20+ years of investing experience. He tailors his “boutique” firm to high net worth individuals and high income earners who are prudent savers and investors.

Mike Bonacorsi, CFP
Mike is a professional with twenty years of experience in the financial world. His new book "Retirement Readiness" not only will assist you in moving ahead with retirement planning, but it will also help you to look at the issue of retirement. For many people, retirement is something that is always in the future, until one day it's not.

Reed Financial
Reed Financial specializes in optimising returns according to your financial goals and tolerance towards volatility. David Reed is an accredited Dimensional Fund Adviser (DFA) and utilizes scientific strategies to build wealth.

Princeton Retirement Planning and Wealth Management
Kevin Graham emphasizes a conservative investment management approach utilizing various forms of securities and insurance products to help meet the client’s financial goals.

Markey Wealth Management
Darrin Markey is an independent wealth manager in Gainesville Florida.

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