2017-2018 Professional Services Guide

August 6, 2020



 

 

 

" >

" >

" >

" >

" > ConnecticutDavid LincolnMoneco AdvisorsMSFS, CFP®,ChFC®,CLU®FSIMinimum Portfolio:Assets Managed:Years Experience:Fee BasedFlexible$110M40203-319-3550

View Website

Email Now

Kevin C. LeahyConnecticut Wealth Management, LLCCFP®,CPAFPAMinimum Portfolio:Assets Managed:Years Experience:Fee Only$1M$110M20+860-470-0290

View Website

Email Now

Denis M. HorriganConnecticut Wealth Management, LLCCFP® Minimum Portfolio:Assets Managed:Years Experience:Fee Based$1M$110M16+860-470-0290

View Website

Email Now

DelawareMichael Joseph SicuranzaAffinity Wealth Management, LLC.AEP,CFP® Minimum Portfolio:Assets Managed:Years Experience:Fee Based$750K$91M22302-652-6767

View Website

Email Now

MarylandJoseph CopeCope ConnellyCFP® Minimum Portfolio:Assets Managed:Years Experience:Fee BasedFlexible$700M+14888-336-8402

View Website

Email Now

New HampshireMichael H. FogartyThe Foundry Financial Group, Inc.CFP®,ChFC®,CLU®FPA,FSIMinimum Portfolio:Assets Managed:Years Experience:Fee BasedNo Minimum$120M26603-528-5171

View Website

Email Now

New JerseyDavid K. SebastianThe Physicians Wealth Management GroupAAMS®,CFP®,CRPCFPAMinimum Portfolio:Assets Managed:Years Experience:Fee Based, Commission Based$500K$100M38908-608-9800

View Website

Email Now

Howard HookEKS AssociatesCFP®,CPAFPAMinimum Portfolio:Assets Managed:Years Experience: No Minimum$82M30609-921-1016

View Website

Email Now

Steven Wayne KayeAEPG Wealth StrategiesCFP®, ChFC, CLU, CEBS, RHU, AAMS, CRC, AIF®,IFEBPMinimum Portfolio:Assets Managed:Years Experience:Fee Based$500K$890M35908-757-5600

View Website

Email Now

Brian M. PicarielloTraust Sollus Wealth Management, LLCCFA®,CPA,PFSFPA,AICPA,CFA InstituteMinimum Portfolio:Years Experience:Fee Based$2M18609-779-6700

View Website

Email Now

New YorkSteven AbernathyThe Abernathy Group II CFA InstituteMinimum Portfolio:Assets Managed:Years Experience:Fee Only$1M 30+212-293-3469

View Website

Email Now

Lawrence B. KellerPhysician Financial ServicesCFP®,ChFC®,CLU®, RHU®, LUTCFFPA,MDRT,NAIFA,SFSPMinimum Portfolio:Years Experience:Commission BasedNo Minimum27516-677-6211

View Website

Email Now

Ronald W. RogéR.W. Rogé & Company, Inc.CFP®NAPFAMinimum Portfolio:Assets Managed:Years Experience:Fee Only$1M$245M31631-218-0077

View Website

Email Now

Albert J. Zdenek, Jr.Traust Sollus Wealth Management, LLCCPA,MBA,PFSAICPAMinimum Portfolio:Years Experience:Fee Based$2M35212-661-8682

View Website

Email Now

PennsylvaniaDonald L. DeMuthMighty Oak Strong America Investment CompanyCFA®,CHBC,CPA,MBA,PFSNAPFA,AICPA,CFA Institute,NSCHBCMinimum Portfolio:Assets Managed:Years Experience:Fee Only$100K$130M15+717-790-9001

View Website

Email Now

 Legend Financial Advisors         412-635-9210

Email Now

Rhode IslandKatherine VessenesMD FinancialCFP®,JD,RFCIARFCMinimum Portfolio:Assets Managed:Years Experience:Fee BasedNo Minimum$35M+25+401-519-6501

View Website

Email Now

AlabamaJason DykenDyken Wealth StrategiesMBA,MDAIFMinimum Portfolio:Assets Managed:Years Experience:Fee Based,Commission Based$250K 17251-955-2827

View Website

Email Now

FloridaTimothy McIntoshPVG Asset ManagementCFP®,MBA Minimum Portfolio:Assets Managed:Years Experience:Fee Based$500K$475M19727-898-7700

View Website

Email Now

 Doctors Wealth Care         239-449-8000

View Website

 Doctors Asset Group         239-561-2900

View Website

Lynn Chen-ZhangZhang FinancialCFP®,CPA,MBANAPFA,AICPAMinimum Portfolio:Assets Managed:Years Experience:Fee Only$1M$2.6B+26239-325-1826

View Website

Email Now

GeorgiaJulianne F. AndrewsAtlanta Financial Associates, Inc.AIF®,CFP®,MBAFPA,FSIMinimum Portfolio:Assets Managed:Years Experience:Fee Based$1M$200M29770-261-5385

View Website

Email Now

LousianaH. Jude BoudreauxThe Planning CenterCFP®FPA,NAPFAMinimum Portfolio:Assets Managed:Years Experience:Fee OnlyFlexible$650M17504-717-4862

View Website

Email Now

T. Craig Lewis, IIILewis Financial Group, L.C.CFP®,CPAAICPAMinimum Portfolio:Years Experience:Fee Based,Commission Based$100K31+318-797-0447

View Website

Email Now

North CarolinaGiles K. AlmondMatrix Wealth Advisors, Inc.CFP®,CIMA®,CPA,PFSFPA,NAPFA,AICPA,IMCAMinimum Portfolio:Assets Managed:Years Experience:Fee Only$1M$272M+30+704-358-3322

View Website

Email Now

Erick Parker BaroneNew York Life  Minimum Portfolio:Years Experience:Commission BasedNo Minimum10704-358-3322 Ext 2

View Website

Email Now

South CarolinaNicholas C. PaviaCommonwealth Financial Group FPA,MDRTMinimum Portfolio:Assets Managed:Years Experience:Fee BasedFlexible$50M12843-884-4545

View Website

Email Now

TennesseeWilliam B. Howard Jr.William Howard & Co. Financial Advisors, Inc.CFP®,ChFC®FPAMinimum Portfolio:Assets Managed:Years Experience:Fee Only$500K$214M+38901-761-5068

View Website

Email Now

IllinoisMichael Edward LeonettiLeonetti & Associates, LLCAIF®,CFP®,CFSFPA,NAPFA,IMCAMinimum Portfolio:Assets Managed:Years Experience:Fee Only$200K$700M35630-208-0010

View Website

Email Now

Michael JankowskiWealth Planning Network  Minimum Portfolio:Assets Managed:Years Experience:Fee Based$500K$150M20+708-481-4000

View Website

Email Now

Ronald J. PaprockiMEDIQUS Asset Advisors, Inc.CFP®,CHBC,JDFPAMinimum Portfolio:Assets Managed:Years Experience:Fee BasedFlexible-$500K$850M35312-419-3733

View Website

Email Now

Mary McGrathCozad Asset Management, Inc.CFP®,CPAFPA,AICPAMinimum Portfolio:Years Experience:Fee BasedFlexible35217-356-8363

View Website

Email Now

Michael P. KabarecKabarec Financial Advisors, Ltd.CFP®,CPA,EA,PFS Minimum Portfolio:Assets Managed:Years Experience:Fee Only$500K$190M35847-934-7777

View Website

Email Now

Adam Jeffrey GlassbergD3 Financial CounselorsCFP®,CIMA®FPA,NAPFAMinimum Portfolio:Assets Managed:Years Experience:Fee OnlyNo Minimum$250M9630-271-0033

View Website

Email Now

Brent R. BrodeskiSavant Capital ManagementCFA®,CFP®,CPA Minimum Portfolio:Assets Managed:Years Experience:Fee Only$500K$5.5B30630-271-0033

View Website

Email Now

 Calamos Wealth Management LLC         888-857-7604

View Website

Cristine MarikOFM WealthCFA®,CFP®FPA,CFA InstituteMinimum Portfolio:Assets Managed:Years Experience:Fee Only$500K$200M20708-403-2800

View Website

Email Now

IndianaElaine E. BedelBedel Financial Consulting, Inc.CFP®FPA,NAPFA,FFPMinimum Portfolio:Assets Managed:Years Experience:Fee Only$1M$1M+30+317-843-1358

View Website

Email Now

IowaReed RinderknechtFoster GroupCFP®FPAMinimum Portfolio:Assets Managed:Years Experience:Fee Only$300K$975M21515-226-9000

View Website

Email Now

KansasMichael J. SearcySearcy Financial Services, Inc.CFP®,ChFC®FPA,NAPFAMinimum Portfolio:Assets Managed:Years Experience:Fee OnlyFlexible 41913-814-3800

View Website

Email Now

MichiganCharles ZhangZhang FinancialCFP®,ChFC®,CLU®,MBANAPFAMinimum Portfolio:Assets Managed:Years Experience:Fee Only$500K$2.6B26269-385-5888

View Website

Email Now

Bradley AugustineLPL FinancialAIF® Minimum Portfolio:Assets Managed:Years Experience:Fee Only$100K$90M9248-485-8123

View Website

Email Now

 Medfinity Financial         248-633-1394

View Website

Minnesota MD Financial         888-256-6855

View Website

Josh LantzMD Financial AdvisorsCRPCMinimum Portfolio:Assets Managed:Years Experience:Fee BasedNo Minimum$35M+10+888-256-6855

View Website

Email Now

Katherine VessenesMD Financial AdvisorsJD, CFP, RFCMinimum Portfolio:Assets Managed:Years Experience:Fee BasedNo Minimum$35M+25+888-256-6855

View Website

Email Now

MissouriDiane SherKrilogy - The Sher GroupAIF®,CFP®,CPA,PFSFPA,AICPA,FSI,NAIFAMinimum Portfolio:Assets Managed:Years Experience:Fee Based$1M$100M+31314-862-6268

View Website

Email Now

OhioBarbara CamagliaLegacy Financial Advisors LLCCFP®,CPANAPFA,AICPAMinimum Portfolio:Years Experience:Fee OnlyNo Minimum20+216-571-6711

View Website

Email Now

Matthew J. KirbyHamilton Capital Management, Inc.CFP®FPA,IMCAMinimum Portfolio:Assets Managed:Years Experience:Fee OnlyFlexible$2B11614-273-1000

View Website

Email Now

Michael P. FaietaHamilton Capital Management, Inc.CFP®FPAMinimum Portfolio:Assets Managed:Years Experience:Fee OnlyFlexible$2B17614-273-1000

View Website

Email Now

Peter S. GeldisHamilton Capital Management, Inc.CFP®,MBAFPAMinimum Portfolio:Assets Managed:Years Experience:Fee OnlyFlexible$2B13614-273-1000

View Website

Email Now

James D. YurmanJames D. Yurman & Assoc., IncCFA®, ChFC, CFP®,CPA, JD, CLU®, LLM, MBAFPA, FFP, MDRT, NAIFAMinimum Portfolio:Assets Managed:Years Experience:Fee Based$100K$2B55440-526-5050

View Website

Email Now

Paul A. Gydosh, Jr.Kensington Wealth Partners, Ltd.CFP®, CRPC, MBAFPAMinimum Portfolio:Years Experience:Fee Based$100M29614-431-4336

View Website

Email Now

WisconsinMike ArnowSattell, Johnson, Appel, Financial Advisory, LLCCFP®,CPAFPA,AICPAMinimum Portfolio:Assets Managed:Years Experience:Fee OnlyNo Minimum$350M35414-390-1490

View Website

Email Now

ArizonaPatricia F. RaskobRaskob Kambourian Financial Advisors Ltd.ATA,CFP®,EAMinimum Portfolio:Years Experience:Fee OnlyNo Minimum32520-690-1999

View Website

Email Now

John StephensTCI Wealth Advisors, Inc.CFA®,CFP®,MBA,MDMinimum Portfolio:Assets Managed:Years Experience:Fee OnlyFlexible$2.4B18520-733-1477

View Website

Email Now

OklahomaR. Todd OwensBaker Asset ManagementCFA® Minimum Portfolio:Assets Managed:Years Experience:Fee Only$500K$200M25800-937-2257

View Website

Email Now

TexasAdam ToddFMP Wealth Advisers | Financial Management Professionals INCCFP® Minimum Portfolio:Assets Managed:Years Experience:Fee Only$500K584M+19512-329-5174

View Website

Email Now

Jimmy ZimmermanBeaird HarrisAEP,CFP®,CLU®FPAMinimum Portfolio:Assets Managed:Years Experience:Fee Only$500K$923M+19972-503-1040

View Website

Email Now

CaliforniaRobert KaplanKaplan FinancialCFP® Minimum Portfolio:Assets Managed:Years Experience:Fee Based$100K$125M+25818-783-6620

View Website

Email Now

Brian David HoytTax & Capital Management 360AIF®,CPA,PFS Minimum Portfolio:Years Experience:Fee BasedFlexible19818-783-6620

View Website

Email Now

ColoradoMatthew KelleyGold Medal Waters, Inc.AAMS®,AIF®,CFP®FPA,NAPFAMinimum Portfolio:Assets Managed:Years Experience:Fee OnlyNo Minimum$95M19720-887-1299

View Website

Email Now

OregonMohammad Saeed RahmanRubicon Global GroupCFA®CFA InstituteMinimum Portfolio:Years Experience:Fee OnlyFlexible33503-997-2007

View Website

Email Now

WashingtonBlaine A. CarrPetersen Hastings Investment ManagementAIF®,CFP®,CPA®FPA,NAPFA,AICPAMinimum Portfolio:Assets Managed:Years Experience:Fee Only$100K$651K+19800-441-4412

View Website

Email Now

Gregory T. StappStapp Wealth Management, PLLCCFP®,CPA,PFSNAPFA,AICPA,NATPMinimum Portfolio:Assets Managed:Years Experience:Fee Only$250K$68M+28360-754-8895

View Website

Email Now

This paid directory is a yearly feature. It grants

Medical Economics

readers access to advisers with special experience in meeting the unique financial goals and challenges of physicians. Select the buttons above to view listings by U.S. region.