Builds a strategy to pay for school or continuing education while balancing retirement and other goals. 83 vetted professionals offer this service, with practices in New Jersey, Florida and New York. Compare credentials, fees, and minimums, then request an introduction free.
Vice President
GreenUp Wealth ManagementBrandon is a Certified Financial Planner™ professional and has been in the financial services industry advocating for clients by helping them reach their financial goals for over 15 years. Brandon focuses on the financial planning process to help clients plan for and thrive in retirement allowing them to enjoy the lifestyle they deserve during these incredible years.
Financial Advisor
Schwartz FinancialMichael Schwartz founded Schwartz Financial Services in 1984 after only 7 years in the financial services industry. He continues to be dedicated in creating, growing, managing and preserving the wealth of his clients for over 30 years. Advisees ranging from professionals and executives to self-employed businessmen and families rely on Michael to develop financial strategies for Retirement Planning, Retirement Distribution Planning, Tax and College Funding. Also has a Tax and Exit Planning Practice. Since losing his father at the age of 7, Michael learned early in life the need to be prepared for events that appear without warning. This has given him a solid grounding in helping others focus on preparation for life’s sometimes catastrophic situations. A strong client relationship is Michael’s forte. He excels at developing unique, customized approaches for his clients; strategically crafting a plan for each client based on individual values, objectives and goals. Michael has successfully completed the requirements to become a Registered Financial Consultant (RFC), Certified Wealth Strategist (CWS) and a Certified Funds Specialist (CFS) and stays currentwith the continuing education requirements for each designation. A resident of Holland, PA, Michael devotes his free time to his wife and two children; and enjoys a wide range of sports and recreational activities.
Senior Wealth Strategist
Elwood & GoetzRoy Larsen joined Elwood & Goetz Wealth Advisory Group as a Senior Wealth Strategist, bringing more than two decades of experience and a deeply rooted commitment to client-first financial planning. In 2026, he merged his firm (Larsen Wealth Management) with Elwood & Goetz Wealth Advisory Group, reflecting a shared philosophy centered on thoughtful advice, independence, and an unwavering focus on client outcomes. Roy originally founded his firm in 2005 with a clear vision: to build a practice free from the product-driven culture and competing interests often found in traditional Wall Street environments. His goal was simple yet profound—to deliver personalized strategies tailored to the unique needs and aspirations of each client. Roy’s passion for the markets began at the age of 18 and has since evolved into a disciplined and nuanced investment philosophy. He views investing as both an art and a science, integrating fundamental and technical analysis to design customized asset allocation strategies. Known for his ability to distill complex financial concepts into clear, accessible insights, Roy empowers clients to make confident, informed decisions—without the burden of industry jargon. He earned his Bachelor of Science in Business Administration from Temple University and has continued to deepen his expertise with a focus on retirement planning. Roy holds the CERTIFIED FINANCIAL PLANNER® designation and is an Accredited Asset Management Specialist® (AAMS®), underscoring his commitment to the highest standards of knowledge and fiduciary care. Earlier in his career, Roy served as Director of Medicare in Georgia for Aetna, an experience that broadened his perspective on healthcare planning and its critical role in retirement. He has also shared his expertise as an educator, teaching “Successful Retirement Living” at Clayton State University, where he emphasized the importance of aligning wealth, health, and estate strategies into a cohesive plan. In addition, Roy has contributed financial insights to both local and national publications, as well as various online platforms. Roy resides in Gainesville, GA and remains actively engaged in his community. He is a past Chairman of the Forsyth County Chamber of Commerce Ambassador Program and a former member of the Board of Directors for Leadership Forsyth. His civic involvement has also included service on the Citizens Review Panel for the Forsyth County Juvenile Court. Today, he volunteers regularly with the Atlanta Community Food Bank. Outside the office, Roy enjoys spending time with his two daughters, playing adult baseball, and occasionally pursuing his interest in acting through feature film appearances.
Financial Advisor
Broadhurst Financial Advisors, Inc.True wealth management involves more than just a financial plan or an investment portfolio. It requires coordinating all the aspects of your financial life in order to achieve the life goals you want as efficiently and quickly as possible. That's why we've developed a "Total Wealth Management" approach that encompasses: Financial planning Tax planning Estate planning Risk management Charitable giving
Financial Planner
Financial Planning Group - West Bradford RoadPreparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Financial Advisor
PrudentialWhen it comes to helping people with their finances, a cookie cutter approach doesn't work. Everyone's different, so listening to you and discussing your hopes and dreams allows us to focus on what's important.
Founder and Senior Financial Planner
Davis Private WealthJosh is the Founder and Senior Financial planner of Davis Private Wealth, LLC. He founded the firm in January 2017 in order to better serve his clients as a boutique wealth management firm. Josh is a Certified Financial Planner (CFP®) through the CFP Board. Josh is also a member of Fee Only Network, a platform dedicated to Fee Only Financial Planners. He strives to stay up to date on top financial planning strategies for his clients. Josh received his MBA from the University of Florida as well as a BS in Finance from Azusa Pacific University. Prior to launching his own firm, Josh was a Partner and Financial Planner at a $200 million wealth management firm in West Palm Beach, FL. Josh works with many retired couples, business owners, and working professionals in order to assist them with their financial planning and future monetary achievements. His focus is on assessing client needs through comprehensive financial strategies in order to achieve their goals. Josh founded the firm with the goal of providing exceptional client services that only come with an independent boutique company. He previously sat on the board of directors for the Financial Planning Association of South Florida and was the boards Treasurer from 2018 – 2020. He is continually serving clients throughout South Florida. Josh lives in the Wellington area with his wife Melissa and their three girls Brielle, Alexa, & Mylah. In addition to enjoying the time he spends with family and friends, Josh and Melissa are members of Christ Fellowship Church in Royal Palm Beach.
VP
Wealthcare of The Lehigh ValleyServing Clients in Allentown, PA | Bethlehem, PA | EASTON, PA | NATIONWIDE Via ZOOM Hi, my name is Ayad Amary (pronounced E-yad), and I am the primary point of contact within the client relationship. After spending over 20 years in the financial industry with such firms as TIAA, Vanguard, and Scottrade, I decided to join Wealthcare Capital Advisory Partners as an independent affiliate by founding Wealthcare of the Lehigh Valley in 2021, a fee-only, financial planning firm. As a fiduciary, I oversee the goals-based financial planning process for my clients by providing objective advice, guidance, and solutions designed to help them reach their long-term financial and life objectives. My experience over the years has taught me many things. Above all, I learned that this business is a people business. I really enjoy getting to know people on a professional and personal level with an unwavering commitment to their success. This is why I centered my practice around financial planning and developing deep relationships with my clients by limiting the number of families I serve. It is a quality over quantity approach. I will take time to get to know your financial situation, life goals, challenges you may be facing, and what is most important to you. What is the purpose of your money is a question I often ask. Aligning your financial goals with your life goals is the major foundation of my planning process. Along the way, I share my own personal and professional experiences, just as you share your life stories with me. I am proud to call the Lehigh Valley, PA area my home for almost my entire life. I currently reside in Bethlehem, Pa along with my wife Caroline and our three daughters, Marina, Georgina, and Lucia.
Wealth Advisor
Snider Financial GroupSheldon’s transition after many years of working in the maritime industrial marketplace to financial services was largely sparked by a combination of three factors: the desire to have more time to spend with his wife and children, the opportunity to be more engaged in others’ lives, and a recurring suggestion from his own insurance agent that he’d be good at the profession. Says Sheldon, “Financial services wasn’t something I ever thought I’d do, but I came into the industry through the life insurance side, as opposed to the investing side. I liked that entry-point as it immediately correlated to families and the protection aspect of the industry. From there, I just kept progressing, adding one thing after another – financial planning, security licensing, and the other things I needed to effectively service the niche I’ve established”. Though no longer a part of the maritime industry, Sheldon is still an avid water enthusiast. While he grew up surfing and swimming competitively in Australia, Colorado, and California (on the move as part of a military family), since moving to the Pacific Northwest over thirty years ago Sheldon now frequently participates in year-round open water swims. He says, “It’s a great passion of mine, swimming through open waters with other swimmers – it’s a whole subculture. Psychologically it calms you down – mentally, it toughens you up. I’ve told my kids, ‘If you can make yourself swim in really cold water, other challenges in your life will seem easy'”. The two niches where Sheldon places his focus extend directly from his own experiences. When asked what motivates him, Sheldon says, “It’s always my passion for the family, so I’ve gravitated toward these two niches of 1) retirement planning, and 2) planning for families who have a person with special needs. When retiring you’re worried about leaving what you’ve been so invested in – what will happen to my friends circle, what will I do when I’m not getting a paycheck, where is money coming from? These are super emotional questions”. “I have five adult children myself, and my youngest daughter, who is 18, has Down syndrome. There are so many planning questions involved when one has a special needs child. There is also overlap with many of the emotional questions faced by those planning for retirement – when clients invite me in to be a part of these conversations, that’s what gets me going every day. If you disregard the emotional aspects of the relationship, you don’t get to have deeper relationships with clients”. Outside of Rotary, Sheldon surrounds himself with a network of people that complement the goals he is trying to accomplish. He indicates that a lack of self-confidence was one of his greatest challenges early on in this industry, because what one needs to know can seem so comprehensive. “Initially, there is a confidence battle – you have to come to an understanding you can’t do it all yourself. Surround yourself with people in different disciplines who are go-tos in addition to our team at Snider Financial Group. On the retirement side, with all the iterations of planning such as Medicare, Medicare Supplements, Social Security, Taxes, Insurance, – I have a team of professionals I am able to introduce to my clients. And, on the special needs side, issues like future housing, independent living, variations of health insurance available that are not normally on the retail side that come up, but I have a special needs network of about twenty professionals. We meet monthly, talk about what’s going on in our disciplines. Speech pathologists, life skills coaches, you name it. It was initially built around parents with special needs kids and was group therapy for all of us. It can be stressful at times, but we learn from and rely upon each other”.
Financial Advisor
NPV Advisory Services, LLCa believer that we are all connected, that we are all leaves on the same vine.
Financial Professional
Jennaway & McLeod Financial GroupI offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in: * Retirement analysis and programs * Estate strategies * Employee benefit and retention services * Business continuation strategies
Financial Advisor
Futurity Capital LLCTanina Frouge Linden, CFP®, has worked in the financial industry for over twenty years. She began her career at Hambrecht & Quist LLC, first as a research analyst covering Specialty Pharmaceuticals, and then co-founded the healthcare investment-banking department with two colleagues. She has worked at two publically traded companies, one as the CFO. She was a Vice President & Senior Investment Officer at Princeton Capital Management for many years. Linden earned an AB in Economics from Middlebury College and a MBA in Finance from Northeastern University. She is a CFP® certificant and holds a Series 65 license. She is an avid equestrian and competes in the sport of Eventing.
President
Abel FinancialSteve brings with him over 15 years of helping families with their personal finances. More importantly, Steve is a strong believer in focusing the practice around exceptional client experience and deeply personalized relationships. Steve has worked with ranges of families from low-income through his pro-bono financial planning work to helping ultra-high-net-worth families manage their financial affairs. Through his experiences, Steve realized that his true passion is to work with upper-middle-class families like the one he was raised in. In addition to helping his clients, Steve is passionate about giving back to the community. He currently lives in Eldersburg, MD with his wife Emily, daughter Ryleigh, new son Cole and rescue animals Berger. and Oreo. Steve graduated from the Young Leadership Council which grooms future leaders in the Baltimore Jewish community and spends his free time volunteering with The Associated, a Jewish Philanthropic organization. Steve is a board member of Comprehensive Housing Assistance, Inc. (CHAI) in Baltimore and is on several committees including chairing the investment committee for their multi-million dollar housing development fund.
Financial Advisor
PrudentialNo two people have the same exact financial needs, so it's important to work with someone who understands your unique hopes and dreams. I value connecting with my clients in a meaningful way!
Managing Partner
Rockstone CapitalAndres has been in the financial services industry since 2019, specializing in investment management, retirement planning, wealth preservation, business planning, and Special Needs planning. Throughout his career, Andres has helped countless individuals and families navigate complex financial landscapes, providing personalized strategies tailored to their unique goals and aspirations. Philosophy and Approach: Driven by a belief in transparency, integrity, and client-centric service, Andres is dedicated to building long-lasting relationships based on trust and mutual respect. He understands that each client has distinct financial objectives and challenges, and he is committed to delivering customized solutions that align with their needs and aspirations. Why Choose Ledesma Capital Partners? With Andres at the helm, LCP offers unparalleled expertise, white glove personalized service, and a steadfast commitment to helping clients achieve their financial goals. Andres and the entire team are dedicated to guiding you toward a brighter financial future, every step of the way. Andres is married to his beautiful wife Paola. They are parents to Camila, and another baby girl whom is set to have her arrival in April. Apart from spending time with his family, he enjoys a round of Golf, and watching sports with friends.
Financial Advisor
Heritage Business StrategiesI grew up in a four-generation family business that didn't survive to my generation. Good planning, bad planning, divergent technologies, and independent pieces of legislation, are a number of things that drove the family business out. Because of this, I have spent the last 30 years working with business owners helping them make sure what happened to my family's business doesn't happen to them. As an Investment Adviser Representative for Eagle Strategies LLC, a Registered Investment Adviser, and as a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, I work hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate. I also assist in insurance risk management, portfolio management, and most importantly having meaningful relationships with people that love their family, their community, and like to have fun.
Associate Advisor
Chicago Partners Wealth AdvisorsI joined Chicago Partners in September of 2021, and am passionate about helping young professionals plan for the future and manage their wealth so that they're able focus on their own career! I work with a number of clients totaling over $200 million of assets and would be happy to share some strategies that they have used to build their wealth. I am a Series 65 licensed Investment Advisor Representative (IAR), a Certified Financial Planner™ (CFP®) professional, and a graduate of the University of Wisconsin-Madison, double-majoring in Economics and Personal Finance. Most importantly, I am a fiduciary who places the utmost importance on the client's best interest. I do not receive compensation from anyone other than the clients I am serving. In my free time, I enjoy photography, music, reading books, swimming, and hiking around the Sleeping Bear Dunes in northern Michigan!
Founder & Wealth Advisor
Mitlin FinancialI founded Mitlin Financial in 2004, a company named in memory of my wife’s grandfather, Mitchell, and my mother, Linda. My Mom is more than just the LIN in Mitlin, she is the reason I do what I do. As a teen I watched my parents struggle with their finances as she battled breast cancer for over a decade, it became my driving force You can hear more of the Mitlin story in episode 1 of the Mitlin Money Mindset™ As Mitlin Financial's Founder and lead wealth advisor, I drive planning and asset management services, as well as business development, for the firm. Your needs are my number one priority. ™’™™–™© ™™ž™™ž ™®™¤™ª ™™ž™™¤™™©™™¤™™™™–™© ™™—™§™¤™ª™œ™—™œ™© ™®™¤™ª™Ÿ™¤™® this is the question I ask every guest on the Mitlin Money Mindset™A podcast that’s all about getting your mind right when it comes to all things money. In each episode, we go deep with engaging guests who provide tangible takeaways and a whole lot of joy along the way. Financial literacy is an area I am passionate about; it is important to me that you understand the information I am relaying .You will feel like family in Mitlin's offices as I am proud to be serving the second and third generations. I have seen first-hand how strong financial habits, instilled in parents, children, and grandchildren, can impact a family’s wealth and wealth stewardship for generations. I am incredibly proud to have been named to the Investopedia 100 Top Advisors in 2021, and even more humbled to make their Top Ten list for 2022.* It is a true honor to be named with so many working to make an impact in the profession. I am also honored to have been recognized by ThinkAdvisor as a Luminaries 2022 Finalists in the Thought Leadership Category. I am an active volunteer for the National Board of the American Foundation for Suicide Prevention. My family has raised more than $1.7 million dollars via the Keith Milano Memorial Fund in memory of my’s brother-in-law. My work earned me an Invest in Others Community Service Finalist award. I am an avid New York Rangers fan. Denise and I travel frequently to watch our sons play ice hockey.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor *Advisors who wished to be ranked self-submitted or peer-submitted answers to questions compiled by Investopedia. Rankings were determined based on engagement on social media primary contribution to professional industry websites & their focus on financial literacy
A financial advisor turns complex education planning into a clear, achievable strategy.
High net worth financial planning is not just about wealth accumulation—it’s about safeguarding that wealth and ensuring it endures for generations.
By treating your financial life as a unified whole, you can identify potential pitfalls and opportunities before they arise.