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Brian Cummings
CFP®, EA, ChFC®
Financial Advisor from Cummings Wealth Management Group, SC

We provide our clients with financial security through wealth management with integrity, professionalism, and a caring touch.

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Advisor 3
Geoffrey Hemenway
Financial Advisor from Hemenway Financial Services, NE

Here at Hemenway Financial Services, we hope to help you and your family find a path towards achieving your goals. We do this by working with you to build a comprehensive financial plan or, if...

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Advisor 3
Pure Financial Advisors, LLC
Financial Advisor from Pure Financial Advisors, LLC, WA

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. A pure business model was the...

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Advisor 3
Nancy Listiawan
CFP®
Financial Advisor from Vera Wealth, CA

Vera Wealth is here for Main Street investors. We work with individuals who are committed to transforming their financial future and building lasting wealth. We will educate clients and get them to ...

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Advisor 3
Pete Chandler
CFP®
Financial Advisor from RMR Wealth Builders, Inc., NJ

At RMR Wealth, our creative solutions can assist in getting your financial life on track. Our skilled advisors are here to help you establish and protect your financial future, from retirement...

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Advisor 3
Robert Capone
Financial Advisor from Engineered Wealth Solutions, MA

Before founding Engineered Wealth Solutions, Robert L. Capone, Jr., spent 14 years as a construction manager, overseeing large commercial projects. He then began his finance career working with his...

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Top Financial Concerns

Retirement

Planning for retirement is crucial for a comfortable future. Start early to manage finances, find investments, and stay updated on financial trends. Seek advice to ensure a worry-free retirement filled with hobbies and time with loved ones...

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Good financial management means saving and investing wisely. Save for short-term needs, but also invest in assets like real estate and stocks for long-term growth. Your budget depends on your situation. If unsure, learn about investing for a secure financial fut...

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Advisor Compensation

Fee-Only Financial Advisors

Fee-only advisors offer unbiased guidance, charging solely for advice without earning commissions. This ensures recommendations are solely based on client needs. Services include comprehensive financial solutions with fees based on assets managed, flat rates...

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Fee-Based Financial Advisors

Fee-based advisors charge a set fee for their services, like a retainer or hourly rate, with additional income from commissions. Despite commissions, they prioritize clients' interests.

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Advisor Designations

Understanding Your Advisor's Designations

Finding the right financial professional amidst numerous options can be daunting. Advisors distinguish themselves through their qualifications, experiences, and education, including specialized designations. Look for respected designations like CFPs, CFAs, and ChFCs, indicating adherence to strict criteria regulated by State and local agencies.

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