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Ken Gulliver
UGRU Financial
UGRU Financial Coaching has a Mission: Empower Americans to financially prosper. We achieve this through our professionally trained financial coaches who help you find money you didn't think you had...
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Mitch Simkins
Farther Finance, LLC
Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer...
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Justin Stanfill
Founding Partner
Cerrito & Stanfill Wealth Management
At Cerrito & Stanfill Wealth Management, we build portfolios with a Purpose In Mind. That Purpose is the one you outline to us in our planning process. Once we thoroughly understand what you are...
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Alexander Mills
Casco Bay Wealth Advisors
Objective Financial Planning for the Future You Envision Our commitment to every relationship is why we believe our clients entrust us to guide their financial lives and recommend us to their...
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Lance Huebner
CFP®
GFC Planning
GFC Planning exists to help people feel more confident in their financial life by addressing what matters most to them. We do so by simplifying the complexities of financial life, reducing stress,...
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Thomas "Casey" Loper
Cornerstone Wealth Management
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite...
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Latest Blog
11 min read
11 Sep 2026
How to Invest in ETFs
Introduced in 1993, Exchange-Traded Funds or ETFs, as they are commonly known today, have steadily gained attention and momentum among investors over the years. ETFs are a unique investment product that combine the benefits of both stocks and mutual funds, offering a blend that is hard to find elsewhere. One...
9 min read
07 Sep 2026
The Need for Honest Conversation with Your Financial Advisor
Financial planning is often associated with investment returns, retirement projections, and tax strategies. Yet one of the biggest factors determining whether a financial plan succeeds has nothing to do with markets or interest rates. It is the quality of communication between you and your financial advisor. Many professionals spend decades...
11 min read
17 Aug 2026
Transitioning From a Saver to a Spender In Retirement
Spending money in retirement can feel unnatural for many people, especially if most of your life has been focused on saving. Most people spend most of their adult life building a retirement corpus. Experts recommend starting as soon as you begin earning, typically in your 20s or 30s, and continuing...
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10 Things Financial Advisors Don't Want You to Know
One premise I tell my clients up front is, "Don't believe anyone who tells you they are totally objective...
What is a Reasonable Rate of Return After Retirement?
Aiming for a high rate of return on your investments is natural, but the reality is that your actual returns will vary...
How to prepare for a meeting with your Financial Advisor
What do you do before you visit a doctor? Understand your condition, prepare for all the questions that...
Is It Worth Paying a Financial Advisor 1%?
Planning for retirement and growing your wealth is critical to achieving your financial aspirations...
Portfolio Managers vs. Investment Advisors: How Do the Two Differ?
When it comes to building and handling a portfolio, it often feels like a two-person job...
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