Based in Dayton, Ohio, Anderson Financial Strategies is an independent financial services firm that provides portfolio management, holistic financial planning, and corporate retirement plans for their clients. There are so many aspects…

Here at Twenty Over Ten, we’ve worked with an great deal of advisors and broker dealers, yet each one is so unique. We’ve been capturing this originality through our tailored…

Fairpoint Wealth Management is an investment advisory firm based in Cleveland, Ohio. They offer financial planning, investment management and ongoing support to provide business professionals and working families with a…

Gap Financial Services, based in Austin, Texas, was created with the goal of giving everyone, not just the extremely wealthy, equal access to quality financial planning advice and investment options.…

Financial Planning Done Right, based in Portland, Oregon, provides financial services to a very specific niche, sharing economy contractors. There is no denying that the founder, Mark Sharp, has a…

Founder, Dan Johnson specializes in financial planning for doctors and pre-retirees. He provides comprehensive financial plans, working with client’s team of accountants to attorneys to deliver a broad range of services.…

We get asked a lot to share some of our best designed advisor websites and throughout the year we have certainly whipped up plenty of those! In 2017, advisors started…

Our team‘s favorite part of projects always comes down to working with our clients and we couldn’t have enjoyed working with Mark Bare more. As founder of Golden Pine Advisory,…

We really enjoyed our time working with Tom Rizzo, founder of Plectrum Advisers and freelance guitarist, and Bill McGuire, marketing adviser and managing director of W.M.McGuire Marketing. This Los Angeles…

We really enjoyed working with the Fairhaven Financial team, lead by Joseph Brooks. This Michigan based firm specializes in managing IRAs and qualified retirement plans while minimizing taxes and penalties.…