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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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Charles Helme
BH Asset Management, LLC
We are a registered investment advisor, meaning we are held to a fiduciary standard and must always put your interests first. We provide unbiased advice, employ an open architecture approach, and...
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John Fitchett
Sym Wealth
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...
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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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Brent Rupnow
CEPA®, CFP®, APMA®, CLU®, ChFC®
Via Luce Capital Corporation
At Via Luce Capital, we believe clarity and confidence should define your financial future. That's why we take a different approach-one that blends cutting-edge data analysis with personalized,...
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Joseph Skees
CFP®, ChFC®
Granite Bay Wealth Management, LLC
To combine the strength and heritage of our practice with the insight, concern, and experience of our associates to give clients objective, individualized advice and service that will help them...
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Latest Blog
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...
11 min read
11 Nov 2025
The Importance of Dividends on Investments
When we talk about investing, stock price appreciation usually steals the spotlight, while dividends quietly sit in the background. This is partly because not all companies pay dividends, and at first glance, dividend payouts might seem too small to matter. $1 or $2 does not really make much of a...
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