WiserAdvisor > Business Finances
Business Finances
Credentials & Designations
- Certified College Planning Specialist (CCPS)
- Accredited Financial Counselor (AFC)
- Certified Divorce Planner (CDP)
- Certified Estate Advisor (CEA)
- Certified Financial Planner (CFP)
- Certified Retirement Financial Advisor (CRFA)
- Certified Trust & Financial Advisor (CTFA)
- Chartered Financial Analyst (CFA)
- Chartered Financial Consultant (ChFC)
- Registered Financial Consultant (RFC)
- Registered Financial Planner (RFP)
- Registered Financial Specialist (RFS) more.
Articles and Blog
Featured Articles on Financial Planners
- Retirement Plans for Small Businesses
- Business Owners: Quadruple Retirement Plan Deductions with Defined Benefit Plans
- Responsibilities of a Plan Sponsor
- Buy-Sell Agreements Keep Your Business Afloat
- Does the Business Owner need Disability Insurance?
- The Eight D's of Buy Sell Agreements
- Organizing Your Business as a Limited Liability Company
- Should our family business form an FLP?
- Fiscal Fitness for the Self-Employed
Employee Benefits
Protecting Company Assets
Starting Your Business
Business Strategy
Featured Financial Planners...
Kris McDonald Financial Planners from Austin,TX
Edward Jones Tarrytown Central Austin Texas Making Sense of Investing
Donald Cowie Financial Planners from Johnstown,PA
Broad based financial planning services for individuals, estates, non-profits and businesses. Through the sophistication and objectivity of computer modeling, we assist our clients in wealth creation......
John Heeckt Financial Planners from Bethlehem,PA
We create strategies to help our clients enjoy financial security throughout their lifetimes, whatever the duration, and whatever contingencies arise, and to gain a bit of mortality through their bequ......
Tom Cooney Financial Planners from Marlton,NJ
We are an independent financial planning firm, committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and underst......
Thomas M. Fischer Financial Planners from Scottsdale,AZ
We are a full service Independent, fee based financial planning firm. Specializing in written financial plans, wealth management, wealth accumulation, and estate planning. Through our proven process w......
Dwight Wanken Financial Planners from Dallas,TX
No two investors are alike. Your life keeps changing. The markets - and the world - continue to evolve. That's why it's important that you have a financial plan that is specifically designed to reflec......
Spencer Corzine Financial Planners from Cedar Park,TX
We are dedicated to providing an Advisor - Client relationship unlike anything you may have experienced in the past. We do this by treating our engagement with the heart of a teacher and not a sales p......
Bill Bancroft CIMA® Financial Planners from Potomac,MD
Bill Bancroft has been advising clients with an objective and personal approach at Convergent since 2000. As the Executive Director, he is responsible for the entire experience of the firm’s Independe......
Gary Montgomery Financial Planners from Austin,TX
Wealth Security is focused on asset preservation while seeking excellent returns. We focus on the long term and believe compound return works if your money is working for you. We combine expertise i......
Sara C. Gibbs Financial Planners from Akron,OH
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide......
Kyle Kranzley Financial Planners from Mount Laurel,NJ
Kyle L. Kranzley is a full service fee-based financial planner with LPL Financial. His highest priority is to create value and peace of mind for his clients by offering comprehensive wealth management......
David Treichler, CFP, CLU Financial Planners from Syracuse,NY
IRA Rollovers, portfolio construction and management, life, disability,long term care insurance, and financial planning are my specialties. I am dedicated to developing lasting relationships with ......
Marc Schliefer Financial Planners from Bethesda,MD
Since 1963, Equity Planning Inc. has combined time- tested financial methods with innovative strategies. We counsel our clients in the three key areas of financial services—protection, savings, and ......
Vince DiLeva, MS, CFP®, AIF Financial Planners from Redondo Beach,CA
Successful wealth management is the result of an ongoing collaboration between investor and advisor, built upon trust and maintained according to the highest standards of integrity and expertise. The ......
Theodore Sarenski Financial Planners from Syracuse,NY
Objective Advice. Personalized Solutions. Blue Ocean Strategic Capital, LLC provides investment management and financial planning services on a fee only basis. Our team of CPAs, PFSs, CFPs, MBAs, a ......
James Rosebrough Financial Planners from Gilbert,AZ
The mission of our firm is to become the last financial decision any client has to make. We strive to provide consistent repeatable results in all cycles of the financial markets & economy. Our disc......
Alan Delcorse Financial Planners from Chicago,IL
Equilibrium Investment Management was founded on the strong belief that there needs to be a balance between the search for return, the risk it takes to get that return and the consistent concern for p......
Michael Greer Financial Planners from Mechanicsville,VA
Confidence. When it comes to your future, nothing could be more important. At Greer Financial Group, we can help identify strategies that seek to grow your investments and maintain that confidence. Ou......
Craig Larson Financial Planners from Minneapolis,MN
Our goal is to be your most trusted advisor through our professional knowledge, our integrity and our personalized service. We help create strategies so our clients pay less in taxes, have more retir......
Donald Conrad Financial Planners from Islandia,NY
Serving Long Island families and business' with over 30 years of experience, Conrad Capital Management(CCM) has functioned as a Registered Investment Advisor. Conrad Capital Management specializes ......
Are you a
Financial Planner ?
- Minimum 5 years of Experience
- 5 Year clear FINRA/SEC record
- Must be Fee Based or Fee Only
Top City Searches
- Austin,TX
- Baltimore,MD
- Birmingham,AL
- Columbia,MD
- Cincinnati,OH
- Dallas,TX
- Des Moines,IA
- Grand Rapids,MI
- Indianapolis,IN
- Las Vegas,NV
- Little Rock,AR
- Minneapolis,MN
- Milwaukee,WI
- New York,NY
- Palo Alto,CA
- Pittsburgh,PA
- Plano,TX
- Raleigh,NC
- Richmond,VA
- San Diego,CA
- Seattle,WA
- Tucson,AZ
- Washington,DC
- West Chester,PA
