Typical Clients & Advisor Expertise Specializations

Certified Financial Planner (CFP)

Certified Kingdom Advisor (CKA)

Certified Exit Planning Advisor (CEPA)

Certified Divorce Financial Analyst (CDFA)

Masters Degree in Finance (MBA)

Many families understand the value of a trusted advisor looking out for their best interests and acting as the family’s CFO. If your family fits this description, we should chat.

Several of our Financial Advisors help families plan for LIFE, not just retirement. College savings, private education, benefits elections, a first house, debt, credit, and so much more. To learn more, contact us today.

Several of our Advisors specialize in working with Business Owners & Executives. We’ve even created specialized programs designed for you. Find out more.

Divorce is difficult. Learn why working with a Certified Divorce Financial Analyst (CDFA) can be so helpful.

The loss of a spouse is difficult, particularly if that spouse managed the finances. Learn about the work we do with Widowed individuals during and after this transition.

Stock options? ESPP? Inheritance? Concentrated single stock exposure can be dangerous. We offer hedging, wind-down advice, tax mitigation, and more. Learn How.

We have Financial Advisors that work specifically with 401k and 403b Plan Sponsors to deliver high quality plan management and employee financial literacy education.

Regardless of what stage your Small Business is in, we can help you develop a financial plan, provide options to save for retirement, financial life management, and more

Receiving a large sum of money can be great. But it can also be daunting. Whether through inheritance or legal settlement, the challenges are real. Get help today.

Building a marriage built on a strong financial foundation is important. We have multiple Financial Advisors who are passionate about doing this work.

Leanne Rahn loves working with Women Entrepreneurs! She’ll help you develop a financial plan, provide options to save for retirement, financial life management, and more.

Navigating family finances for special needs families requires unique consideration and experience. We happen to have an Advisor that understands this. Learn more.

FFA is a Veteran owned firm with multiple Advisors having served on active duty tours. We loving helping our fellow veterans. Learn how.

FFA has several healthcare connected Advisors serving as Fiduciary Financial Advisors specifically to healthcare workers including Physicians, PA’s, and Nurses. Learn more.

We have helped numerous Tech company Owners & Founders navigate the unique financial circumstances that come with the role.

We work with several dozen Professors, Educators, and Teachers. School system retirement and pension plans often have idiosyncicies. We love helping simplify these.

One of our Financial Advisors works with sales professionals, and helps to maximize their financial situation. Learn more.

One of our Financial Advisors specializes in working with Airline Pilots navigate the unique financial circumstances that come with the role. In fact he is a pilot himself.

One of our Financial Advisors is uniquely qualified to help engineers navigate their individual financial circumstances, because he is an engineer himself.

For those interested in ESG & Socially Responsible investing, we have Advisors for you. Several of our Advisors specialize in these disciplines.

If you have an interest in aligning your investments with your faith, perhaps connecting with a Certified Kingdom Advisor (CKA) would be the right first step.

Whether you are an aspiring FIRE investor (financially independent, retire early), or wanting to be done working in your 50’s, there’s certain work that needs to be done.

Moving or retiring overseas can be financially daunting! There’s exchange rates, tax law changes, some US tax laws that still need to be followed, but others don’t! Learn more.