Builds a strategy for saving and investing so clients can retire comfortably. 278 vetted professionals offer this service, with practices in California, 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.
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Financial Planner
Savings Coach LLCAdam Funk CFP has been serving new investors as the Savings Coach for 20 years. He has been helping people open new investment accounts as it is behavior that is most important in building wealth. The younger you can start saving and investing, then the quicker those investments can begin compounding and growing for you.
Wealth Advisor
MJP Wealth AdvisorsMichael Stamos, Wealth Advisor at MJP Wealth Advisors, has been with the firm since 2015. He works closely with our wealth advisory team, taking a comprehensive approach to our clients’ financial planning and portfolio management needs and working to build personal connections with his clients. Michael is an Investment Advisor Representative and holds Series 6, 63, and 65 securities registrations, as well as a life and health insurance license. He graduated from the University of Connecticut with a Bachelor of Arts in economics and later obtained an MBA in international business from the University of Birmingham in England. Prior to joining MJP, Michael worked at Lindberg and Ripple for 10 years as a key member of its wealth management team. Michael lives in Canton, CT with his wife, Artemis, and their two daughters. Outside of the office, he enjoys sports, outdoor activities with his family, and volunteering with several community organizations.
Financial Advisor
Forum Financial Management, LPChris is Wealth Manager with an independent firm. He has a passion to help others understand the retirement process and works to assist older adult populations concerns.
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
Strategic Financial ConceptsLike many in small towns, I grew up around a family-owned business. My family's business, however, was a small-town community bank and I grew up sneaking suckers from the drive thru windows. I've always been fascinated with the financial services industry, but after seeing the impact that three family deaths had on my own family, I knew I wanted a career that could help give others financial peace of mind, regardless of any unforeseen circumstances. After doing some searching, I was unsatisfied with the traditional way that many firms were doing business, being very product focused. Through mutual ties to SBU, I found Strategic Financial Concepts and was excited by their unique approach to comprehensive financial planning and their focus on educating clients over pushing product.
Financial Advisor
Quintessential Financial Corp.I'm a "Certified Financial Planner" with over 26 years of experience as a licensed securities advisor and insurance agent. I received my Aeronautical Engineering Degree from the U.S. Air Force Academy, and my Masters Degree in Systems Management from USC. As an Adjunct Professor, I have taught Retirement Planning at University of Redlands and also taught at UC-Irvine. I occasionally serve the military as a "Personal Financial Counsellor." I'm very active in my community, serving in the Newport Beach Chamber of Commerce. I'm past President of the Mission Viejo Chamber, and serve on the board of the Financial Planning Association in Orange County. I was also Chairman of the Investment Advisory Commission for the City of Mission Viejo. My company is Quintessential Financial... a name chosen because I have Quintuplets (Five 24 years old... all graduated from college and working in their chosen careers). So I know something about college planning, too. I provide investment and insurance strategies for families and businesses. This includes devising income generating strategies for financial freedom (some call it "retirement"), and minimizing the dreaded tax bill. I'll put my engineering analysis to work for you. All securities offered through Money Concepts Capital Corp., Member FINRA/SIPC. Quintessential Financial Corp. is not affiliated with Money Concepts Capital Corp. Investments products and services available only to residents of California, Arizona, Oregon, Pennsylvania, South Carolina, and Washington.
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.
President & Founder
Lansdowne Wealth ManagementRobert Henderson is a fiduciary, CERTIFIED FINANCIAL PLANNER™ professional, and the President and Founder of Lansdowne Wealth Management, LLC in Mystic, CT. We focus on the needs of those individuals over age 50, requiring financial planning, management and oversight of their serious, long-term retirement money. Our specialty is working with employees and retirees of General Dynamics. Our deep knowledge of GD's benefits packages, 401k plan (SSIP), and pension plans affords us the ability to easily navigate all of the needs and concerns of individuals looking to maximize their retirement from General Dynamics.
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
Insight Wealth Strategies, LLCMichael is a comprehensive, fee-only financial planner who began his financial services career with Insight Wealth Strategies in 2013. His primary areas of expertise cover retirement planning (e.g. cash flow analysis, developing retirement income strategies, stock option planning, corporate benefit analysis, etc.), investment planning, and high-level income tax reduction strategies for individuals and small business owners.Michael’s approach to financial planning is to first understand the client’s unique situation and goals and begin identifying any gaps that may exist within the current plan the client may have in place. He believes that providing individuals with observations and taking the time to educate a client is just as important as the objective recommendations that he presents. Michael provides a great deal of personal attention to his clients and continues to monitor and adjust their financial plan as they progress through major life events and milestones.Michael grew up in Fremont, CA before attending California State University, Chico and earning his degree in Business Administration with an option in Finance. He has previously passed his Series 7, 66, and Life and Health Insurance Licenses. In addition, Michael completed the process of becoming a CERTIFIED FINANCIAL PLANNER™ professional.He currently lives in Danville with his wife Lauren. In their free time they can be found outside training for triathlons, watching bay area sports teams or traveling around the United States attending Zac Brown Band concerts.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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