Find a Financial Professional
for Succession Planning

I didn't choose finance; I grew up in it. My father has spent his entire career as a CPA and Managing Director at Merrill Lynch, and I spent my childhood tagging along. Conference rooms, client calls, market conversations at the dinner table. By the time I was old enough to start my own career, I al... One thing I want my clients to know about me is... I believe most people are one good plan away from a completely different financial outcome. The strategies that protect wealth, reduce taxes, and create real security aren't complicated; they're just rarely explained or offered. My team and I's job is to close that gap, and to make sure the people I work with never leave value on the table simply because nobody showed them the options.

I believe everyone deserves to feel confident about their financial future. I work closely with young professionals and business owners—especially in real estate and tech—to turn growing income into long-term wealth. My goal is to simplify the complex, build real trust, and help clients enhance what... We measure success by our clients peace of mind. We are here to simplify the complex, build trust, and help our clients feel secure in every financial decision that they make

Daniel T. Fais has spent the last 25 years based in Northern New Jersey helping clients across the country build, preserve, and transition wealth they have accumulated over their lifetime. He has attained the Chartered Retirement Planning Counselor (CRPC) and Retirement Income Certified Professiona... [One thing I want my clients to know about me is:] My clients are like family to me and I will always act in their best interest.

I serves as a “Family CFO” or “Financial Quarterback” for families who need an advisor to help them manage their total financial picture. Typically, the families I work with are specifically looking for help with long-term financial planning but also need an advisor that has a background in tax,...

Noah Wills is an Financial Advisor that joined Fortuna Wealth in February 2023. Prior to joining Fortuna Wealth, Noah was with Lenox Advisors in NYC for the past 4 years. Noah focuses on guiding clients through all of life’s phases, from implementing investment strategies designed to address their l...

Lenny is the Founder of Hirst Financial Independence Planning, Inc. He has been advising clients since 1984. Lenny earned a Bachelor's degree in finance from UMass Dartmouth in 1983, an MBA from UMass Dartmouth in 1988, and his CERTIFIED FINANCIAL PLANNER™ designation in 1996. He then pursued his Ju...

I’m a CERTIFIED FINANCIAL PLANNER® Professional and fiduciary Wealth Advisor with over 10 years of experience helping individuals, families, and high-net-worth clients protect and grow their wealth. I earned my MBA in Finance from Oklahoma City University and have built a career on a deep desire to ... One thing I want my clients to know about me is... I’m a fiduciary Wealth Advisor helping individuals, families, and high-net-worth clients grow and protect their wealth with integrity, tax-efficient strategies, retirement planning, and personalized guidance.

As a small business owner for most of my adult life I know both the exhilaration and the pain of choosing that career path. Managing people, processes, and finances are crucial if you want to be successful. I work closely with my clients to help them navigate through life’s next steps…whether that’s...

Prioritizing Your Most Valuable Asset: Time. Over the past 14 years, I've had the privilege of working alongside families at every stage of their financial journey, helping them navigate complex markets and manage their wealth with confidence. Through that experience, I've learned that true wealth ma... One thing I want my clients to know about me is... I believe you shouldn't have to hunt for your own support team. I act as the central connector between your investments, tax strategy, and estate planning, bringing the right professionals to the table so your entire financial life works in perfect sync.

With almost 25 years of financial sector experience, Benjamin Abraham is a partner-advisor in Allworth's Indianapolis office. "I want my all my clients to feel that they are receiving an exemplary level of attention, insight, and professionalism. I treat all my clients like family and nothing is mor...

I’m Rusty Vernon, Founder and Lead Wealth Advisor at Vernon Management Group. With nearly 30 years of experience in financial planning and investment management, I founded VMG in 1996 with a steadfast commitment to putting my clients’ interests above all else. As a fee-only fiduciary advisor based i... One thing I want my clients to know about me is: As a fee-only fiduciary, my legal and ethical obligation is always to put your best interests first. We don't sell products, work on commissions, or answer to sales quotas—our only priority is helping you protect and grow your wealth. When you work with VMG, you aren't handed off to junior associates; you are working directly with a family-owned firm that is genuinely invested in your family's long-term success.

Hi, my name is Troy Davidson and I am a Wealth Advisor at Ballast Rock Private Wealth in Orange County, California. I’ve spent nearly 20 years helping individuals, families, and business owners manage wealth through constantly, everchanging economic and political environments. I played both soccer a... One thing I want my clients to know about me is: For two decades I have helped manage wealth for individuals, families, and business owners as a fiduciary by building deep, long-term relationships, and guiding clients through all stages of their financial lives

Orchard Valley Wealth Management Group of Wells Fargo Advisors is founded on trust, clarity, and purpose. Our team of experienced professionals is dedicated to helping individuals, families, and business owners achieve their financial goals with confidence. We take a holistic approach, considering y... One thing I want my clients to know about me is: I work within a team that brings together a diverse set of skills and perspectives to help ensure every aspect of your financial life is carefully managed.

Welcome, I'm Ryan. After 8 years of service as a U.S. Marine Corps Captain, I returned home to Kansas City to work for a large wealth management firm. While grateful for the opportunity, I started to feel the firm was in direct conflict with clients’ best interests and my personal values. So I ...

Krista’s consultative approach began in New York where she started her multi-decade financial services career. By building relationships with her clients, Krista understands their unique financial needs and then leverages her analyst experience and planning approach to deliver comprehensive financia... I believe open and direct communication is foundational in the planning process.

Emily works out of the Boston office of Cerity Partners servicing high-net worth families. She specializes in helping clients navigate markets by making asset allocation and other investment related decisions. She works with a limited number of families and is able to provide highly customized advic... One thing I want my clients to know about me is... I am committed to delivering a small firm feel and customized experience for my clients depsite being part of a large organization.

As a Financial Advisor, my goal is to help my clients make the most of their financial lives. From retirement planning to wealth preservation to education savings for children or grandchildren, I can help you develop and implement smart financial and investment strategies around your goals and needs... [One thing I want my clients to know about me is:] I believe that financial advice is personal; I'm here to listen first, then guide you based on what truly matters to you.