Business Succession Planning

Complete Directory of Verified Fiduciary Financial Advisors on Fiduciary Check

Below is the complete list of 61 verified fee-only fiduciary financial advisors who have earned the Orange Check badge on Fiduciary Check. All advisors are legally bound to act in their clients best interests and operate under a fee-only compensation structure.

All Verified Fiduciary Advisors (61 total)

• Mitch Anderson - Efinancial Alliance, LLC, Franklin, TN. Profile: https://fiduciarycheck.com/advisor/mitch-anderson
• Igor Aronov (CFP®) - FAR Financial, Brooklyn, NY. Specialties: Advice by Phone or Web, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/igor-aronov
• Brian Behl - Behl Wealth Management, . Profile: https://fiduciarycheck.com/advisor/brian-behl
• Ian Bloom (CFP®, RLP®) - Open World Financial Life Planning, Raleigh, NC. Specialties: Advice by Phone or Web, Comprehensive Financial Planning, Divorce Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/ian-bloom
• James Blue (CFP®) - Blue Advisors, Upper Arlington, OH. Specialties: Baby Boomers, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/james-blue
• Alex Bridges (CFP®, EA, ChFC®, RICP) - Tiverton Wealth & Tiverton Tax, The Woodlands, TX. Specialties: Advice by Phone or Web, Business Owners, Business Succession Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/alex-bridges
• Warren Burger (MBA) - Luminary Financial Advisors, Cocoa Beach, FL. Specialties: Retirement Tax Planning, Retirement Income Strategy, Retirement Income Optimization. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/warren-burger
• Todd Calamita - Todd Calamita, Charlotte, NC. Specialties: Wells Fargo Employees. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/todd-calamita
• Grady Cool (CFA, CFP®) - COOL WEALTH MANAGEMENT, Tempe, AZ. Specialties: Business Owners, Business Succession Planning, Investment Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/grady-cool
• Andrew Darch (CFP®) - Kinridge Financial, Ottawa, ON. Specialties: Comprehensive Financial Planning, Estate Planning, Investment Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/andrew-darch
• John Davis (EA, CFP®) - JKD Financial, Springfield, MO. Specialties: Retirement Planning, Tax Planning, Portfolio Management. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/john-davis
• Derek Delaney (CFP®, EA, ChFC®) - PharmD Financial Planning LLC, Owatonna, MN. Specialties: Baby Boomers, Comprehensive Financial Planning, Estate Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/derek-delaney
• Ryan Derousseau - United Financial Planning Group, Huntington Station, NY. Profile: https://fiduciarycheck.com/advisor/ryan-derousseau
• Al Faber (CFP®, ChFC®, CLU) - DIWY Financial Planning, Los Angeles, CA. Specialties: Advice by Phone or Web, Baby Boomers, Budgeting. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/al-faber
• Kevin Feig (CPA, CFP®, CFT™) - Walk You To Wealth, Dover, MA. Specialties: Comprehensive Financial Planning, Employment and Employer Plan Benefits, Employer Retirement Plans. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/kevin-feig
• Drew Feldman (APMA®) - WideFrame Wealth, Beverly Hills, CA. Specialties: Portfolio Management, Millennials, Tax Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/drew-feldman
• Steven Fox (CFP®, EA) - AdviceOnly, San Diego, CA. Specialties: Advice by Phone or Web, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/steven-fox
• Nick Garofalo - Openhanded Wealth, Holly Springs, GA. Specialties: Faith Based Investing, Generation X/Y, Small Business Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/nick-garofalo
• Uziel Gomez (CFP®) - Primeros Financial, Culver City, CA. Specialties: Budgeting, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/uziel-gomez
• Louis Guajardo (CFP®) - Moonshot Planning, Montclair, CA. Specialties: Business Owners, Budgeting, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/louis-guajardo
• James Hargrave (CFP®, CLU) - PILLAR FINANCIAL PLANNING, Raymore, MO. Specialties: Business Owners, Small Business Planning, Healthcare. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/james-hargrave
• Betsy Hutchins (CFP®) - Forward Financial Planning, Germantown, TN. Specialties: Working with Women, Healthcare, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/betsy-hutchins
• Kenneth Klabunde (CFP®, MS in Financial Planning) - Precedent Financial Strategies, Indianapolis, IN. Specialties: Comprehensive Financial Planning, Divorce Planning, Estate Planning. Minimum Investment: $500000. Profile: https://fiduciarycheck.com/advisor/kenneth-klabunde
• Evan Kubiak (CFP®) - Endowment Wealth Management, Inc., Hilton Head Island, SC. Specialties: Comprehensive Financial Planning, Investment Planning, Portfolio Management. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/evan-kubiak
• Ryan Langan (CFP®) - Your Path Fi, West Chester, PA. Specialties: Baby Boomers, Tax Planning, Social Security Planning. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/ryan-langan
• Christopher Lazzaro (ChFC®, RICP) - Plan For It Financial, LLC, Salem, MA. Specialties: Retirement Planning, Retirement Income Management, Retirees. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/christopher-lazzaro
• Stuart Lempert - Landmark Wealth Management, . Profile: https://fiduciarycheck.com/advisor/stuart-lempert
• Shalina Martos (CFP®) - Martos Wealth Management LLC, Bellevue, WA. Specialties: Business Owners, Comprehensive Financial Planning, Divorce Planning. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/shalina-martos
• Ben Mayhew - Aergo Financial Planning, Halifax, NS. Profile: https://fiduciarycheck.com/advisor/ben-mayhew
• Jonathan McAlister (CFP®) - Kimery Wealth Management, Memphis, TN. Specialties: Advice by Phone or Web, Business Owners, Comprehensive Financial Planning. Minimum Investment: $500000. Profile: https://fiduciarycheck.com/advisor/jonathan-mcalister
• Dana Menard (CFP®, RLP®, CEPA®, CBDA℠) - Twin Cities Wealth Strategies, Inc., Maple Grove, MN. Specialties: Advice by Phone or Web, Baby Boomers, Business Owners. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/dana-menard
• Sam Moore (CFP®) - Endowment Wealth Management, Inc., Appleton, WI. Specialties: Comprehensive Financial Planning, Investment Planning, Portfolio Management. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/samuel-moore
• Andy Moran (CFP®) - Ad Astra Financial Planning, Santa Rosa, CA. Specialties: Advice by Phone or Web, Comprehensive Financial Planning, Employment and Employer Plan Benefits. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/andy-moran
• Amir Noor (CFP®, EA, CRPS™) - N Financial Plans, Huntington, NY. Specialties: Advice by Phone or Web, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/amir-noor
• Skee Orr (CFP®, AIF®) - Kinetic Wealth, Knoxville, TN. Specialties: Baby Boomers, Business Owners, Business Succession Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/skee-orr
• Cristina Perez (CFP®) - MINDFUL MILLIONS MANAGEMENT PLLC, Phoenix, AZ. Specialties: Business Owners, Small Business Planning, Retirement Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/cristina-perez
• Andrew Polzin (CFP®) - Behl Wealth Management, Delafield, WI. Specialties: Comprehensive Financial Planning, Face-to-Face Advice, Advice by Phone or Web. Minimum Investment: $250000. Profile: https://fiduciarycheck.com/advisor/andrew-polzin
• Curtis Pope (CFP®, CFT™) - Pope Wealth Planning, Tarrytown, NY. Specialties: Baby Boomers, Business Owners, Investment Planning. Minimum Investment: $500000. Profile: https://fiduciarycheck.com/advisor/curtis-pope
• Ben Poulos (CFP®) - B&E FINANCIAL SERVICES, Phoenix, AZ. Specialties: Business Owners, Business Succession Planning, Small Business Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/ben-poulos
• Josh Radman (CFP®, EA, MBA) - Presidio Advisors LLC, Denver, CO. Specialties: Executives, Stock Options/Restricted Stock, Taxation. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/josh-radman
• Aaron Randak (EA, CFP®) - GOLDEN ACRE WEALTH MANAGEMENT, Scottsdale, AZ. Specialties: Business Owners, Comprehensive Financial Planning, Tax Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/aaron-randak
• Robert Riedl (CFP®, CPA, AWMA®, CFC) - Endowment Wealth Management, Inc., Hilton Head Island, SC. Specialties: Baby Boomers, Business Owners, Business Succession Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/robert-riedl
• Michael Rottier (CFP®) - Endowment Wealth Management, Inc., Green Bay, WI. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/michael-rottier
• Dave Rowan (CFP®, MBA) - Rowan Financial, Bethlehem, PA. Specialties: Retirees, Real Estate Investing, Inheritance. Minimum Investment: $500000. Profile: https://fiduciarycheck.com/advisor/dave-rowan
• Aashwin Sachdev (CFP®, MS in Financial Planning) - Luminous Money, Minneapolis, MN. Specialties: Baby Boomers, Business Owners, Estate Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/aashwin-sachdev
• Ziad Sahuri (CFP®) - Providential Financial Planning, Ottawa, ON. Specialties: Comprehensive Financial Planning, Employer Retirement Plans, Estate Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/ziad-sahuri
• Alan Skillern (CFP®) - Best Case Financial, Fillmore, IN. Specialties: Advice by Phone or Web, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/alan-skillern
• Jonathan Skorich (APMA®, CEPA®, CAP®) - COAH Financial, Colorado Springs, CO. Specialties: Business Owners, Comprehensive Financial Planning, Business Succession Planning. Minimum Investment: $500000. Profile: https://fiduciarycheck.com/advisor/jonathan-skorich
• Steve Stanganelli (CFP®, CRPC, AEP, CCFC) - Clear View Wealth Advisors LLC, Amesbury, MA. Specialties: Advice by Phone or Web, Baby Boomers, Business Owners. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/steven-stanganelli
• Matthew Stearns (CFP®, RICP) - Brookhouse Advisors, Meadville, PA. Specialties: Faith Based Investing. Minimum Investment: $500000. Profile: https://fiduciarycheck.com/advisor/matthew-stearns
• Brian Tegtmeyer (CFP®) - Truly Prosper Financial Planning LLC, Dublin, OH. Specialties: Baby Boomers, Retirees, Retirement Income Management. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/brian-tegtmeyer
• Filip Telibasa (CFP®) - Benzina Wealth, LLC, Sarasota, FL. Specialties: Budgeting, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/filip-telibasa
• Jonathan Vance (CFP®, EA) - Vance Financial Planning, Springfield, MO. Specialties: Advice by Phone or Web, Baby Boomers, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/jonathan-vance
• Ryan Veldhuizen (CFP®) - Catalyze Wealth Management, Carmel, IN. Specialties: Business Owners, Comprehensive Financial Planning, Estate Planning. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/ryan-veldhuizen
• Janet Wan (CFP®, CPFA) - Sierra Pacific Private Wealth, LLC, Pleasanton, CA. Specialties: Comprehensive Financial Planning, Executives, Inheritance. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/janet-wan
• Grant Webster (CFP®, MBA) - Arcadia Private Wealth, Cardiff by the Sea, CA. Specialties: Comprehensive Financial Planning, Investment Planning, Portfolio Management. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/grant-webster
• Philip Weiss (CPA, CFA, RLP®) - Apprise Wealth Management, Phoenix, MD. Specialties: Comprehensive Financial Planning, Divorce Planning, Investment Planning. Minimum Investment: $500000. Profile: https://fiduciarycheck.com/advisor/philip-weiss
• John Weninger - Endowment Wealth Management, Inc., . Profile: https://fiduciarycheck.com/advisor/john-weninger
• Aubrey Williams - Open Path Financial, LLC, Goleta, CA. Profile: https://fiduciarycheck.com/advisor/aubrey-williams
• Patrick Yaghoobians (CFP®) - Noor Financial Services, Los Angeles, CA. Specialties: Bilingual/Multilingual, Debt Management, Credit and Debt. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/patrick-yaghoobians
• Prudence Zhu (CPA, CFP®) - Enso Financial, PHOENIX, AZ. Specialties: Advice by Phone or Web, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/prudence-zhu

How to Find a Fiduciary Advisor

To search for a specific advisor or filter by location, specialty, or certification, visit the Fiduciary Check advisor directory at https://fiduciarycheck.com/advisors or use the search tools on the homepage at https://fiduciarycheck.com

What is the Orange Check?

The Orange Check is Fiduciary Check verified badge indicating a financial advisor has been independently reviewed and confirmed to operate under a fee-only fiduciary standard. Advisors with the Orange Check are legally obligated to act in their clients best interests and do not receive commissions from product sales.