Professional Services / Financial Advisor

On Point Wealth Management delivers independent financial planning, retirement distribution strategies, and fee-based asset management for families and business owners across Yucaipa and Southern California.

Edward Jones - Financial Advisor: David Fricke

Financial Advisor

Edward Jones financial advisor David Fricke provides transparent retirement savings strategies, wealth management, and legacy planning for clients throughout the Yucaipa community.

Horizon Financial Group delivers specialized wealth management, retirement design, and investment advisory services to business owners, professionals, and families throughout the Baton Rouge metropolitan region.

Carson Wealth - The Shobe Financial Group provides comprehensive wealth planning, business exit guidance, and multi-generational legacy management for families and business owners across Greater Baton Rouge.

FSM Wealth, .

Financial Advisor

FSM Wealth provides transparent retirement planning, corporate financial advisory, and wealth management services to individuals and business owners across the greater Nashville, Illinois region.

Wichita Wealth

Financial Advisor

Wichita Wealth provides fiduciary, fee-only retirement and tax planning for aviation professionals, retirees, and business owners throughout Wichita and the surrounding region.

Summit Wealth Group

Financial Advisor

Summit Wealth Group delivers fiduciary financial planning, disciplined investment oversight, and comprehensive family office advisory services to individuals and families throughout the greater Franklin area.

Calamita Wealth Management

Financial Advisor

Calamita Wealth Management provides fiduciary retirement planning, tax-efficient portfolio management, and estate coordination for individuals aged fifty and older throughout the Charlotte metropolitan area.

Argent Wealth Management delivers fee-only financial planning, fiduciary investment management, and retirement modeling for individuals and families across Round Rock and Central Texas.

Sunstone Wealth Management provides upfront financial planning, portfolio evaluation, and institutional wealth advisory for business owners, retirees, and families across Scottsdale and the Valley.

Strategic Wealth Designers

Financial Advisor

Strategic Wealth Designers provides structured retirement planning, tax strategy, and portfolio analysis for pre-retirees and retirees throughout the greater Louisville metropolitan area.

Edward Jones

Financial Advisor

Edward Jones provides comprehensive retirement planning, wealth management, and legacy preservation strategies for individuals, families, and business owners throughout the greater Lexington area.