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Jason Crawshaw
CPA
William Allan, Inc.
Established in 2004, The William Allan Corporation is a veteran owned, SEC registered independent investment advisory firm committed to a singular mission: empowering our clients to achieve their...
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Mark Stancato
CFP®, EA, ECA, CRPS®
VIP Wealth Advisors
VIP Wealth Advisors is a boutique, fee-only Registered Investment Advisor based in Atlanta, serving clients nationwide. Founded by Mark Stancato, CFP®, EA, ECA, CRPS®, the firm was built to provide...
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Kane Vines
CFP®, CRPC®, APMA®
Expound Wealth Management
At Expound Wealth Management, we're not just about numbers and charts. We see dreams and aspirations, and were all about helping you pursue that place of stability and security you can't get to by...
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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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Arron Cramer
CFP®, AFC®, CSLP®
Paradigm Wealth Partners
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are...
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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
27 Nov 2025
Ten Retirement Investment Strategies You Need to Know
Are you looking for the best retirement investment strategy? Who isn’t right? Retirement can truly become one of the greatest phases of your life if you plan for it wisely. And choosing the right retirement investment strategies can help you get there. Retirement investment strategies may sound like a broad...
11 min read
14 Nov 2025
Education Planning Tips for Self-Employed Parents
According to the Bureau of Labor Statistics, as of 2024, 16.75 million workers in the U.S. were self-employed. This makes up approximately 10% of the country’s total workforce. Self-employment can be a real boon. It gives you freedom, flexibility, and control over your work hours. You get to be your...
10 min read
12 Nov 2025
Fee vs. Commission-Based Financial Advisors: What’s the Difference?
Just as there are endless types of food, clothing, and travel destinations, there are also different types of financial advisors. And just like you would never pick a restaurant, a pair of jeans, or a vacation spot without checking things out first, choosing the right advisor also deserves a bit...
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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...
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