Tell us a little bit about NorthLanding Financial Partners and how you got your start. NorthLanding is a hybrid RIA founded in 2013 by four partner/owners, we now have a…

At Twenty Over Ten,  we work with many different advisors and broker dealers, but no two projects that we are tasked with are the same. Our tailored websites capture the originality of…

Tell us a little bit about Vistica Wealth Advisors and the story of how you got started. We help clients solve their most pressing tax, estate and financial concerns taking…

As a retired fighter pilot in the Air Force, Curt has personal experience with the unique situations presented by military and veteran benefits. His firm, based in Alexandria, Virginia, offers…

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.…