Flat project fee and hourly planner with over 30 years of industry experience. Credentials: CFA, CFP®, EA and MBA (Wharton). Specializes in advising...Read more

I help pre-retirees and retirees make informed financial choices by building/updating a plan that is clear and actionable. I have a very transparent...Read more

As a former engineer I enjoying working with curious investors who seek to understand. No handwaving, just data and transparency.

Growing up without much understanding of money management, I developed a passion for finances after navigating my own financial hiccups early in my ca...Read more

IndiePlan™ is an advise-only financial planning firm because we believe this model creates the best alignment with our clients' interests.

Andrew Dressel is a CFP® at Abundo Wealth, where he helps clients achieve their financial goals. He values transparency, innovation, and honesty.

I am in business because I saw too many clients that want help from an advisor, but don’t want to give up managing their investments.

I am an early retirement planning expert. For a flat dollar fee, I offer one-time plans that include ongoing access to my powerful planning software.

I specialize in helping my fellow seniors age 60+ navigate challenges with retirement income, asset protection, safety, health, and legacy planning.

Founder of Ryerson Financial - I partner with families and individuals to bring their financial future into focus 🔎

My mission is to make individuals and families establish a clear financial path for reaching their lifetime goals and help them avoid mistakes in the...Read more

At Livelihood we work with early- and mid-career clients who are looking to balance a joyful and meaningful life with long-term financial stability.

I specialize in serving First Generation Wealth Builders who want to change their financial family trees, as well as progressive professionals and inv...Read more

I am the founder of Inceptive Financial and the solo planner; specializing in preparing comprehensive financial plans for a fixed fee.

Hourly financial planning with no strings attached. Simply pay for the time you need when you need it.

Attorney turned financial planner offering retirement, tax, estate, and investment advice — all billed hourly, with no ongoing fees or obligations. Ju...Read more

Hourly fiduciary planner empowering DIY investors to take control of their money with clear, unbiased financial guidance.

I help first-gen professionals who've had to figure it all out build financial confidence and freedom.