The Connemara Group 1700 Rockville Pike Suite 400 Rockville MD 20852 301.998.6595 info@connemara.com www.connemara.com Other Locations 1300 Pennsylvania Ave NW 7th FL Washington DC 20004 Services The Connemara Group offers comprehensive wealth management, investment management, and financial planning. Compensation methods accepted Fixed fee based on assets or financial circumstances. Required education for senior advisors in […]

Charleston Financial Advisors, LLC 4 N Atlantic Wharf, Suite 200 Charleston, SC 29401 843-722-3331 myles@charlestonfinancial.net www.charlestonfinancial.net Services Charleston Financial Advisors offers comprehensive wealth management, investment management, and financial planning. Charleston Financial Advisors will work with clients remotely. There are digital platform (robo) services available. Compensation methods accepted Assets Under Management (AUM) Hourly Fixed fee based […]

Moisand Fitzgerald Tamayo, LLC 200 South Orange Avenue, Suite 2025 Orlando, FL 32801 Derrick Chandler, CFP®, Principal & Financial Advisor (407) 869-6228 ext. 105 derrick@moisandfitzgerald.com 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 info@tobiasfinancial.com 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 advisor@fladvisors.com 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 mark@wealthmatters.com 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 […]