Our Clients

Book Authors and
​Industry Influentials​
Lee Eisenburg
Sheryl Garrett
Tim McCarthy
Susan Bradley
​George Kinder
Ron Carson
Julie Littlechild
​Haleh Moddasser
Dennis Stearns
​Kathy Longo
Rick Ferri
Megan Gorman
​Ted Jenkin
​Sue Stevens
​​Michael Kay
Bill Keen
Brett Ellen
Jim Lange
Stephen Wershing
Wayne von Borstel
Karen Lee
​Karen Ramsey
Mark Clure
Dr. Margit Cox Henderson
Dr. Oonagh McDonald
​Dr. Ed Jacobson
​Carolyn Rosenblatt, RN
Gordon Bernhardt
Bob Veres
Joel Bruckenstein
David Drucker
​Dick Wagner

Financial Services Firms ​and
Institutions​
38Compliance
Adhesion Wealth
AdvisorEngine
Advisor Impact
Advisor Partners
​Advisor Software
Advisory World
Advyzon
Aging Investors
AICPA / PFS Division
Alliance of Comprehensive Planners (ACP)
Allianz Life Insurance Co. of North America
American Term Life Insurance 
AssetBook
ATA Riskstation
Atria / CUSO
​AZELLA Advisor
BAR Financial
ByAllAccounts
Capital Preferences
Carson Institutional 
Cetera Financial Network
Chantico Global
​Chantico Technology
cleverDome
Clientwise Training & Coaching System
CoastalOne / Coastal Equities
Cooper McManus
CopyTalk
Covisum
Dialektic Consulting
Dimensional Fund Advisors (DFA)
DMAC Consulting Services
Docupace
Efficient Advisors
​Elements Planning Platform
Everplans
Exemplar Financial
​Ezra Group
​FeeOnlyNetwork.com
fi360
FCI (Financial Computer)
Fidelity Institutional
FinaMetrica
Finance of America - Reverse
Financial Computer Inc.
Financial Planning Association (FPA)
FPA - Massachusetts
Financial Workshops
FinMason
Finology
First Ascent
FocusPoint Solutions
FPA of Massachusetts
Garrett Planning Network
Gladstone Wealth Group
Hanson McClain Network
Heartland Education Network
Heritage Institute
Holistiplan
Horizon Investments
Incedo, Inc.
Indyfin
Inneskirk Global
Insider's Forum
Institute for the Fiduciary Standard
Integrated Financial Partners / The Consortium
Interactive Advisor Software (IAS)
InterGen Data
​International Performance Group
InvestaCorp
InvestmentNews / Bonhill
Investments & Wealth Institute (IWI)
IPS AdvisorPro
Iron Point Capital Management
Jacobson & Jacobson Consulting
Kinder Institute of Life Planning
Larkin Point Investment Advisors
Lindner Capital Management
​Lockwood
Loring Ward
Mainsail Capital Group
​Marina Publishing/The Wealth Advisor
Merit Financial Network
Millenium Trust Co.
Morningstar
National Advisors Trust
National Assn of Personal Fin Advisors (NAPFA)
NEXA Insights
North Capital
Oasis Group
Oranj
PCS Retirement
Peak Advisor Coaching / Carson
Pershing Advisor Services
Prairie Smarts
Probabilities Fund
ProTracker CRM
Purposeful Planning Institute
QuonWarrene
Quovo
Ramsey Investing
Redi2 Technologies
Retirement Management Solutions
Retire Ready Solutions
RetireUp Pro
RightCapital
RightSize Solutions
RiXtrema
Schwab Institutional
Scottrade Institutional
Securities America
Smart 401k
Snappy Kraken
Strategy & Resources, LLC
Sudden Money Institute
Supernova Companies
T3 - Technology Tools for Today
TD Ameritrade Institutional
​The Aqueduct Strategy / LTG
The Client Driven Practice
The Institute for Fiduciary Standard 
The Investment Center
​The Oasis Group
​Third Avenue Advisors
Tiburon Strategic Advisors
Timelineapp Tech Limited
TradePMR
United Planners
US Advisors Network
Vanare
Veriday
Vestorly
WealthBox CRM
Wellspring Divorce Advisors
Wentworth Management Services
World Equity Group
WVL Group

Financial Planning ​and
​Investment Advisory Firms
Alderfer Financial Planning
Align Wealth Management
Allodium Investment Consultants
Altius Financial Advisors
Altus Wealth Strategies
​AP Wealth Management
Appius Financial Group
Artisan Financial
Asset Preservation Strategies
Austin Private Wealth
Bernhardt Wealth Management
Berry Group
Blueprint Financial Planning
BlueWater Advisors
Bogart Wealth
Boulder View Capital
Braun-Bostich & Associates
Brown Miller Wealth Management Group
Buckingham Wealth Advisors
Buttonwood Financial Group
Capital Directions
​Cardinal Retirement Planning, Inc.
Carson Wealth
Catalyst Private Wealth
Cedar Brook Group
Center for Financial Planning
CenterPointe Wealth Management
Chequers Financial Management
Chesney Financial
Convergent Wealth
Courter Financial Services
Crimson Oak Wealth Management
CTA Wealth
DaVinci Strategic Advisors
DiNuzzo Investment Advisors
Dodds Wealth Management Group
Donald W. Nicholson & Associates
Drumlin Financial
EMM Wealth Management
Enso Wealth
EP Wealth Advisors
EQ Wealth
Fidato Wealth
Financial Compass
Financial Elements
​Financial Focus
Financial Principles
Fog City Advisors
FP Wealth Management
Full Spectrum Financial Solutions
Garrett Financial Planning
Gouldin McCarthy
Guardian Financial Partners
Hall & Burns Wealth Management
Haws Goodwin Wealth
HCR Wealth Advisors
Heller Wealth Management
Heron Wealth
Hexagon Capital Partners
Hicks Capital Management
Highland Trust Advisors
Hilltop Wealth Solutions
Hopwood Financial Services
Integrys Wealth Advisors
Intercontinental Wealth Advisors
ISI Financial Group
Ivy League Financial Advisors
Joyce Financial
Julia Cheng Wealth Management
Junto Wealth (Almanack)
Kahler Financial Group
Keatley Wealth Management
Keen Wealth Management
Keystone Financial Services
Kiker Wealth
Lange & Associates
Lange Financial Group
Langtree Associates
Legacy Capital Group
Legacy One Financial Advisors
Legend Financial Advisors
Liberty Capital
LifeCraft Financial Planning
Lindsey & Lindsey Wealth Management
LTG Capital
Main Street Research 
Marca Life Planning
Massey Quick
Massey Quick Simon
Mattern Capital Management 
Mattern Wealth Management
McMahan Capital Management
Melanie J Financial
Milestone Wealth Advisors
Mosiac Financial Partners
Nau Capital
Nepsis, Inc.
New Canaan Group
Newport Advisory
Nora Wealth
NorthWest Retirement & Investment Consulting Group
Oak Wealth Partners
Oliver Financial Planning
Optima Asset Management
Oxford Financial Partners
oXYGen Financial
Padden Financial Planning
Paradigm Financial Partners
Pathway Financial Planning
Patriot Investments
​Peace of Mind Financial Planning
Practical Financial Planning
Principle Wealth Partners
Puzzle Wealth Solutions
R. Kent Harris & Associates
Ramsey & Associates
Regal Wealth Management
​Resilience Wealth Advisors
Resource Planning Group 
Retirement Plus
RW Baker Wealth Management Group
Sapphire Financial Advisors
Scarborough Capital Management
​Silver Oak Wealth Management
Simply Money
Socius Family Office
Soltis Advisors
St. John & Associates
Startt Planning
Stearns Financial Group
Stokes & Hubbell
Stonebridge Wealth Management
​Stone Wealth Management
Stonegate Wealth Management
Stordahl Capital Management
Stratus Wealth Advisors
Sullivan Mermel
Three Sixty Wealth Management
TFC Financial
The Daley  Group
The H Group
Three Sixty Wealth Management
Townsend Asset Management Corporation
Trifecta Financial Advisors
Trinity Financial Planning
Unionview Investment Group
Williams Financial
Worldwide Investment Network
Yardley Wealth Management