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Tick up to 3, then ask for introductions below. It's free.
- Cecil StatonFinancial advisor at Arch Financial Planning, LLCFits: Physicians and dentists (a main focus)Firm charges: % of assets, flat fee, hourly
- Dirk CoetzeeFinancial advisor at Cwm, LLCFits: Physicians and dentists (a main focus)Firm charges: % of assets, flat fee, hourly
- Nathan TomkiewiczFinancial advisor at Tomkiewicz Wealth ManagementFits: Physicians and dentists (a main focus)Firm charges: % of assets
- Matthew GulbransenCEO at Pine Grove Financial GroupFits: Physicians and dentists (a main focus)Firm charges: % of assets, flat fee
- Sean PolleyPrivate Wealth ManagerFits: Physicians and dentists (a main focus)Firm charges: % of assets, flat fee, hourly, subscription
- Justin RiceFinancial advisor at Integrous Wealth StrategiesFits: Physicians and dentists (a main focus)Firm charges: % of assets, flat fee, hourly
- Daniel FaganFinancial advisor at Newedge AdvisorsFits: Physicians and dentists (a main focus)Firm charges: % of assets, flat fee, hourly
- Heath BillerFinancial advisor at Fiduciary Financial AdvisorsFits: Physicians and dentists (a main focus)Firm charges: % of assets, flat fee, hourly
- Vincent NguyenFinancial advisor at Wealth Enhancement Advisory Services, LLCFits: Physicians and dentists (a main focus)Firm charges: % of assets, flat fee, hourly
- Ben BurkhartFinancial PlannerFits: Physicians and dentists (picked by them)Firm charges: % of assets, flat fee, hourly
- Charles FaillaFounder + CEO at Sovereign Financial Group, Inc.Fits: Physicians and dentists (picked by them)Firm charges: % of assets, flat fee, hourly
- Daniel YergerPresident of MY Wealth PlannersFits: Physicians and dentists (picked by them)Firm charges: % of assets, flat fee
