I love working with: 1) Those approaching retirement 2) Millennials seeking help planning for life events while striking a balance with saving for ret...Read more

Jorge loves to work with young families that are intentional about early retirement and tax optimization. He loves to educate and offer clarity to wha...Read more

Patrick is your personal Chief Financial Officer. His main goal is to give you the best tools possible to improve your financial decisions.

Whether you are a DIY'er who needs an extra pair of eyes to stress test your already developed plan or someone who desires to have a financial plan de...Read more

Andrew Dressel is a CFP® at Abundo Wealth, where he helps clients achieve their financial goals. He values transparency, innovation, and honesty.

Holistic planning. Hourly or flat fee. Tools, support, and expert guidance on demand with no product sales or ongoing fees.

Momentum helps newlywed couples, young families, and early-career individuals build their financial foundation and make the most of their money.

I help tech professionals turn success into lasting wealth and security through equity comp planning, advanced tax strategies, and diversification.

Comprehensive planning meets burnout recovery: I help Millennials position their money to quit the hamster wheel and start living better, now.

I specialize in navigating complex financial situations with clarity and confidence. I invest a substantial amount of time to fully understand each c...Read more

Flat fee, advice-only financial planner for mid-career professionals navigating change, complexity, and big financial decisions.

On a mission is to provide low-cost, conflict-free, comprehensive financial planning to everyone!

Jim runs a flat fee, retirement-focused firm. He is the author of two books, is a published researcher, and the holder of three patents.

Specialist in Biotech stocks, Healthcare Stocks, Dividend Stocks and Passive Income Author of 5 books about investing, Publisher of two financial blo...Read more

I specialize in helping new retirees navigate the initial years of their retirement

I guide physicians and healthcare professionals with tax-smart, values-centered planning built through open, collaborative conversations.

I help pre-retirees and retirees make informed financial choices by building/updating a plan that is clear and actionable. I have a very transparent...Read more

I help individuals and families achieve financial peace of mind with personalized plans to help you meet your goals while enjoying life along the way!