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First Financial Consulting

Pasadena, California

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Morris Financial Concepts

Mt.Pleasant, South Carolina

Karam Wealth Advisors

Franklin, Tennessee

CBM

Bethesda, Maryland

Pure Portfolios

Lake Oswego, Oregon

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Henssler Financial

Kennesaw, Georgia

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Henssler Financial

Kennesaw, Georgia

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Satori Wealth Management, Inc.

San Diego, California

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Henssler Financial

Kennesaw, Georgia

Values Added Financial

United States - Nationwide

Multnomah Group, Inc.

Portland, Oregon

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Ameriprise

Seattle, Washington

Nordic Northwest

Portland, Oregon

NEW! NEW!
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State Universities Retirement System (SURS)

Illinois

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Certified Financial Planner® Partner
I am looking to partner with another Certified Financial Planner® in the Washington, DC area with my fee-only, independent, financial advisory practice.  The fee structure is a fee for services model and not based on assets under management. This opportunity is well-suited for a Certified Financial Planner® just starting out and would like to manage their own fee-only financial advisor practice.  About the Practice As a fee-only financial planner and CFP®, I provide independent, expert guidance to help young families and those nearing retirement plan for their financial future. I help clients make sense of the products, choices, and features that are available without the hype.  Typically, I provide clients with a comprehensive financial plan that ad


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