Moisand Fitzgerald Tamayo, LLC 200 South Orange Avenue, Suite 2025 Orlando, FL 32801 Derrick Chandler, CFP®, Principal & Financial Advisor (407) 869-6228 ext. 105 [email protected] www.moisandfitzgerald.com Other Locations 6767 N Wickham Road, Suite 215, Melbourne, FL 32940 Dan Moisand, CFP® Principal, Moisand Fitzgerald Tamayo, LLC Services Moisand Fitzgerald Tamayo offers comprehensive wealth management, investment management […]

Tobias Financial Advisors 1000 South Pine Island Road, Suite 250 Fort Lauderdale, FL 33324 (954) 424-1660 [email protected] www.tobiasfinancial.com Services Tobias Financial Advisors provides financial, tax, and investment expertise to develop and implement sound financial strategies on behalf of clients, in house or remotely. Compensation methods accepted Assets Under Management (AUM) Required education for senior advisors […]

Financial Life Advisors 4607 San Pedro Avenue Suite 190 San Antonio, TX 78232 210.918.8998 [email protected] www.fladvisors.com Services Financial Life Advisors offers comprehensive wealth management and investment management and financial planning. Financial Life Advisors will work with clients remotely. Compensation methods accepted Assets Under Management (AUM) Hourly Fixed fee based on assets or financial circumstances. Required education […]

Epsilon Financial Group, Inc Mark Sievers, President 2801 Waterman Blvd, Suite 250 Fairfield, CA 94534 707-428-5500 [email protected] epsilonfg.com Other Locations 1001 Second St. #285 Napa, CA 94558 613 First St. # 215 Brentwood, CA 94513 Services Epsilon Financial Group will work with clients remotely. Epsilon offers comprehensive wealth management, investment management, and financial planning. There […]

Focused Finances LLC 1300 Clay Street Suite 600 Oakland, CA 94612 877-746-7914 [email protected] www.focusedfinances.com Services Focused Finances offers comprehensive wealth management and investment management and financial planning. Focused Finances will work with clients remotely.  There are digital platform (robo) services available. Compensation methods accepted Assets Under Management (AUM) Hourly Fixed fee based on assets or […]

Atlantic Financial Planning 1997 Annapolis Exchange Parkway, Suite 300 Annapolis, MD 21401 (443) 822 5615 [email protected] www.Atlanticfinancialplan.com Services Atlantic Financial Planning offers financial planning services only.  Investment advice is offered, but not ongoing management.  Atlantic Financial Planning will work with clients remotely. Compensation methods accepted Fees are charged on an hourly basis. Required education for […]