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FiNext Awards & Conference
FiNext Awards & Conference is started because the industry needed a space where the smartest, inventive and ambitious people could connect and create.
Intelliplan Financial is an independent financial planning firm located in Columbus, Ohio and founded by Joe Overfield. After several years in the planning industry, Joe recognized the need and developed a planning firm dedicated to foundational planning.
Keystone Financial Group
We provide personalized financial services that create confidence and certainty during all phases of life.
Create a financial plan and project its effectiveness. See what your future net worth will be. Optimize your finances to maximize your wealth. Create a plan for retirement and debt repayment plans.Use our service for free!
The Money Matters Book
Money Matters – Everything You Should Have Learned In School but Didn’t (published on February 18, 2019) written by Veronica Karas, CFP aims to guide young people in achieving personal financial success.
The Sassy Investor
Michelle Hung is the founder of The Sassy Investor. An advocate for financial literacy, she is on a mission to spread the word on the importance of financial independence and how to achieve it.
myFinTect™ is a financial planning and coaching company focused on the development and optimization of our client's financial lives.
The Buildwealth Movement
The Buildwealth Movement exist to change that reality, and it will achieve this by helping people change the way they THINK and FEEL about money.
Wealth Builders CPA's & Consultants
Wealth Builders CPAs & Consultants is a full-service accounting firm, located in Westminster, Maryland. We provide professional expertise with personal service to our clients. We offer business and personal tax services, financial planning, accounting.
PBS Wealth Management Consultants
PBS Wealth Management provides investment and financial planning services to individuals, families and businesses. It uses a purpose-based, consultative approach to serve clients looking for financial health.
Wealth Strategies Financial Group
Through a highly individualized and comprehensive approach, our unified vision is to become lifetime resources for clients, putting them at the center of all we do.
Floyd C. Petitt Insurance
Floyd C. Petitt Insurance San Angelo delivers the best when it comes to your insurance needs. Whether auto, home, renters, health or more give them a call.
Charter Tax- Chartered Accountants & Financial Advisers
Cook Islands Offshore Planning Association
The Cook Islands Offshore Planning Association is a professional organization. Endorsed by Cook Islands trust companies, CIOPA works to educate consumers, professionals, and the media about the ethical uses of offshore planning in the Cook Islands.
Whealthcare Planning LLC
Whealthcare Planning is a financial technology company owned by Cogniscient and CMCC Ventures Media. Our mission is to develop innovative, cloud-based applications that protect older adults and help them make the best possible financial decisions.
Platinum Wealth Solutions Chicago
Michael Olson is a Financial Planner at Platinum Wealth Solutions, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
With LegacyShield, customers can organize and store financial, legal and important information. Create a legacy by building your life story and passing it on to loved ones.
Insignia Financial Company
At Insignia Financial, we help you focus on your financial goals and establish a clear direction to get there.
Leah Joyce - Thrivent Financial
Thrivent Financial provides financial planning and wealth management solutions for Christians. Contact me to learn how we can help you make wise money choices.
JKS Financial is a Pittsburgh, PA based financial planning practice for wealth management advisors Geoff Kasse and Dan Jenkins. JKS Financial’s mission is to provide sound financial planning for all aspects of your wealth management needs.
International Institute of Research and Wealth Management(IIRWM) is a Premier Institute for Research and Wealth Management to deliver the Best Education in the Banking and Financial Services having started our journey from Eastern India.
Loonie to Toonie Investor Education
Loonie to Toonie is about educating new investors on how to go about investing in Canada. It is designed to effectively help new investors navigate the big world of finance, teaching them about money, the economy, and how to invest.
selsick investment solutions
We help investors achieve more from their investment portfolios via access to our innovative tactical solutions.
WealthShape is a Connecticut based advisory firm that delivers evidence based investment solutions and high quality advice at a low cost.
Stonebridge Wealth Advisors
Stonebridge Wealth Advisors is an independent financial planning and wealth management firm.We work with clients to create a personalized, comprehensive financial plan based on personal goals, needs and individual situation.
America First Investment Advisors LLC
America First Investment Advisors is a financial planning and investment management firm in Omaha, Nebraska.
Divine Asset Management LLC
Divine Asset Management is a Registered Investment Advisory Firm
Chatham Wealth Management
Chatham Wealth Management is a boutique wealth management firm serving individuals retirement plans and trusts. The firm has been in Chatham for 15+ years and its predecessors have been in business since 1978.
Bain Wealth Management Group
Bain Wealth Management Group has been in Salem, Oregon for over three decades and is a family owned and operated hybrid Registered Investment Advisor (RIA). We offer a wide variety of individually tailored financial planning and wealth management services
Genesis Wealth Management, Inc.
Genesis Wealth Management, Inc is an Investment Adviser. Advisory services are only offered to clients or prospective clients where Genesis Wealth Management, Inc and its representatives are properly licensed or exempt from licensure.
Pence Wealth Management
Pence Wealth Management serves to make a difference in your life by executing focused financial plans which can help give you greater comfort regarding your income and confidence regarding your wealth.
OnMark Asset Management, LLC
Financial and Investment Planning firm specializing in Retirement and Social Security income planning.
VIP Financial Advisors
We help you find greater confidence in your retirement and financial planning strategies in a complex economic world, with information and predictability, putting our clients in control of their financial futures.
The Prosperity Consulting Group
The Prosperity Consulting Group is a Wealth Management Company dedicated to providing objective financial planning services and investment advice to businesses, individuals and families. The firm adheres to a comprehensive approach helping clients add
Upper Province Insurance Planning Group
Upper Province Insurance Planning Group is an independent insurance and financial planning firm. We are located in Portsmouth, NH.
The Retirement Advantage
The Retirement Advantage, Inc. (TRA), an industry-leading retirement plan solutions provider.
MoneyMD is a physician financial services firm dedicated to serving the debt management and financial needs of healthcare professionals.
Salomon & Ludwin, LLC
We devote our attention to knowing our clients well. To making a difference in their lives. In the lives of their families. We are a close-knit group of professionals serving our clients in our own unique way.
Gadson Management Group, LLC
Gadson Management Group is a full service business and lifestyle management, marketing and branding firm.
NextGen Wealth is a financial planning firm with an emphasis on working with the successful Generation X & Y professionals and entrepreneurs.
Association of Trust Organizations
ATO (formerly, the Association of Independent Trust Companies) was founded in April 1992 to provide a forum for leaders, owners and operators of trust organizations to network and grow as an industry.
Public Retirement Planners
Public Retirement Planners is an independent financial services company that specializes in financial planning and investment management for public sector employees and retirees.
Kulig Financial Advisors
Kulig Financial Advisors is committed to providing independent, objective advice to enhance the financial security of our clients. Through competent, professional planning, we seek to empower our clients to make the best financial decisions possible.
M&L Special Needs Planning, LLC
M&L Special Needs Planning, LLC is a Washington, D.C.-based special needs financial and life planning company. Our team of qualified experts pride themselves on offering valuable financial and life planning services in an empathetic manner.
Douglas, Athans, & Associates
Douglas, Athans, and Associates is a privately owned, independent financial planning firm that focuses on providing the highest level of service to each of our clients.
Our goal is to help simplify and enrich your life.
Pay it forward! Siblings helping Parents with their financial needs in retirement
Exemplar Financial Network
Our mission is to help our clients create personal prosperity and success beyond their expectations by providing expert professional financial advice, service and education.
RMH Advisors, LLC
Ross S. Hunt, CFP® has been providing sound financial advice and guidance to his clients for more than 30 years. Ross and his wife, Mary, are cofounders of RMH Advisors, LLC, a fee-only Registered Investment Advisors firm located in Murrieta, CA.
Edward Jones - Matt McDonald: Financial Advisor
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Adelman Katz & Mond LLP
AKMCPA firm, a complete range of consulting, accounting, financial planning, tax, business management and technology solutions to help your most trusted business advisor.
Mutual Benefit International Group, Ltd.
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Mutual Benefit International Group, Ltd. (MBIG) is a holding company for various financial services firms.