financial planning

AccessCFOs is a women-owned boutique accounting business in San Diego, California, founded by Rachael Ashley, CPA in 2013. It offers a full suite of accounting and financial consulting services to small and mid-sized businesses, including outsourced accounting, CFO consulting, and forensic accounting.

AuditingBookkeepingbudgeting and forecastingCFO consultingexpert witness servicesfinancial analysisFinancial Statement PreparationForensic Accountingoutsourced accounting

Adams Wealth Management Group is a financial planning firm based in Centerville, Ohio, with additional offices in Dayton, Portsmouth, and Cincinnati. The firm provides financial planning, estate planning, retirement planning, investment planning, asset management, and corporate retirement services. It describes itself as a Veteran Owned Small Business and offers securities and advisory services through LPL Financial.

asset managementCorporate retirement plan servicesERISA 3(21) co-fiduciary and ERISA 3(38) fiduciary servicesestate planninginvestment planningretirement planning

Advisors Management Group (AMG) is a fee-only Registered Investment Advisor firm organized in 1988, serving individuals, families, and small businesses nationwide from offices in La Crosse, Eau Claire, and Green Bay, Wisconsin. As fiduciary advisors, AMG provides coordinated investment advisory, financial planning, tax, accounting, payroll, and business consulting services under one firm.

AccountingBusiness consultinginvestment advisorypayroll processingTax planningTax preparationworkplace retirement plan consulting

AEA Consulting is a global firm providing strategy and planning for the cultural and creative industries. Since 1991, it has delivered more than 1,300 assignments in 44 countries, helping clients plan and realize sustainable cultural projects. It has offices in New York and London and runs the Global Cultural Districts Network (GCDN).

audience analysisbusiness planningdue diligencegovernance and management structure developmentimpact evaluationMarket ResearchPlanningresearch and analysisstrategyworkshops and training

Affordable Benefits Solutions Inc., branded as ABS Retirement Solutions, offers insurance products and strategies to help individuals and families plan for retirement. Founded by Dr. Rita Bailey-Roland, CPA, CPC, the firm focuses on federal benefits guidance, retirement income planning, and alternative insurance options, and hosts educational workshops and a Facebook Live show on financial literacy.

estate planninginsurance planningretirement income planningwealth managementworkshops

Alerus Financial, N.A. partners with individuals and businesses to deliver banking, wealth management, and retirement and benefits solutions. It offers personal and business checking and savings, credit cards, digital banking, home and business loans, treasury management, commercial real estate lending, investment services, retirement plans, and health savings accounts.

bankingcommercial real estate lendingequipment financinginvestment advisorymerchant servicesretirement and benefits solutionsSBA lendingtreasury managementtrust serviceswealth management

American Heritage Bank is described as the oldest family-owned and operated community bank in St. Cloud, Minnesota, since 1881, with six locations including Clearwater, Avon, Long Prairie and Browerville. It is also known as the Log Bank, with both St. Cloud locations constructed from full-sized cut pine logs occupying 30,000 square feet. The bank supports local Minnesota communities and main street businesses.

Business online bankingcash managementmobile bankingwealth management consulting

Ameris Consulting, Inc. is a financial services firm with over 25 years of experience providing tax, bookkeeping, and business consulting services to individuals and businesses. They offer tax preparation, tax advisory, bookkeeping, business formation, and business consulting, emphasizing personalized strategies, compliance, and long-term client relationships.

BookkeepingBusiness consultingbusiness formationtax advisoryTax preparation

Analytic Advisors Financial Services (AAFS) provides executive-level strategic finance, Financial Planning & Analysis (FP&A), and responsible AI advisory services to founder-led and growth-stage businesses. Founded by Crystal Jones, AAFS helps organizations with financial planning, forecasting, budgeting, cash flow management, and business performance analysis, serving industries including government contractors, technology, professional services, construction, and engineering. AAFS is Virginia SWaM Certified, Minority-Owned, Woman-Owned, and a Registere

Budgetingbusiness performance analysiscash flow managementexecutive reportingfinancial modelingforecastingFP&Aresponsible AI advisory

AOD Financial LLC is a Connecticut-based financial services firm providing accounting, bookkeeping, financial planning, and tax filing services to individuals, families, and organizations. Founded and led by Abiola DeJulio, MBA, a CPA candidate and licensed insurance professional with over 20 years of experience in banking, accounting, and financial services, the firm offers free consultations and also partners with nonprofits and workforce programs to support youth employment and financial literacy.

AccountingBookkeepinginsurance servicesTax preparation

Apex Public Sector Services provides administrative, financial, and operational support for local, state, and federal government agencies. With over 15 years of experience across finance, public safety, public works, utilities, and higher education, the company helps agencies improve efficiency, accuracy, transparency, and compliance through budgeting, revenue management, procurement, grants, and ERP implementation support.

accounts payableaccounts receivablecompliance supportCost AnalysisERP implementationexpenditure monitoringfund trackinggrant managementinternal controls supportMulti-year budgetingpolicy and procedure developmentprocess improvementprocurement documentationreconciliationstravel coordinationvendor payments

Applewood Capital Management Associates LLC is a financial planning firm in Sumter, SC, emphasizing retirement planning and tax mitigation. It provides retirement income planning, Thrift Savings Plans for government employees, planning for health costs in retirement, long-term care risk planning, Social Security income maximization, and tax planning through ROTH IRAs and conversions. It also offers estate and tax planning, employee benefits and succession planning resources for business owners, and customized financial programs.

estate planningretirement planningTax planning

Arc Consulting Firm is a financial planning and consulting company that provides objective advice and recommendations in the best interests of its clients. It helps clients invest for the future, plan for retirement, and manage wealth, developing customized financial plans tailored to each client's needs. The firm emphasizes transparency, honesty, integrity, and long-term client relationships.

Accounting & Bookkeepinginvestment adviceretirement planningwealth management

Atlantax CPA Group LLC is a full-service certified public accounting firm based in Marietta, Georgia, working with business owners and individuals throughout the US. It provides accounting, assurance, tax, business advisory and technology services to startups, closely held/family businesses, nonprofits, governmental entities and individuals.

auditing and attest servicesBookkeepingbusiness valuationsFinancial Statement Preparationpayroll servicesTax planningTax preparation

Atlantic Investment Advisory Group is an independent financial planning firm based in Bluffton, SC, specializing in tax planning, retirement income strategies, and investment oversight. Founded as a father-son team of United States Marines, the firm leads with planning rather than products, delivering personalized, evolving financial plans designed to reduce taxes, protect income, and provide clarity.

investment oversightretirement income strategiesTax planning

The Bank of Southside Virginia (BSV) is a locally owned, independent community bank serving Southside Virginia. Founded in 1905 with its first charter in Stony Creek, it operates 15 branches from Colonial Heights to Smithfield and offers personal and business banking, lending, merchant services, and financial planning.

business lendingcash managementcommunity bankingmerchant servicesmobile bankingremote deposit capture

Bank of Springfield (BOS) is a privately held community bank founded in Springfield, Illinois in 1965 by Jack A. Marantz. It has grown to 17 full-service branches in Illinois and Missouri, offering retail and business banking, financial planning, and insurance services.

business bankinginsuranceonline and mobile bankingpersonal bankingtrust serviceswealth management

Banor Associates, LLC is an accounting firm located in Hillside, New Jersey, established in 2008 and serving clients nationwide. It provides accounting, bookkeeping, payroll, tax preparation, and tax resolution services for individuals and businesses, including IRS tax debt resolution, tax planning, and business formation.

Bookkeepingbusiness formationIRS tax debt resolutionpayroll administrationtax audit representationTax preparation

BDB Wealth Advisors LLC is a fiduciary, fee-based registered investment adviser based in Red Lion, Pennsylvania, founded by Brian Bordenkircher, a U.S. Army veteran. The firm provides independent fiduciary wealth management and retirement-focused planning for pre-retirees, retirees, business owners, high-net-worth families, charities and non-profits, veterans, and clients navigating life transitions and trusts/estates. It is a certified Service-Disabled Veteran-Owned Business (CRD #336541).

business succession planningendowment managementestate and trust coordinationfiduciary portfolio managementretirement income planningtax-aware investment strategyvirtual planning via secure video and client portal

BPI is a financial advisory practice focused on empowering federal employees with personalized financial strategies. The firm has over 30 years of experience as financial advisors and has been helping federal employees plan and retire since 1987. It offers GSA Retirement Training seminars for agencies and provides retirement planning, comprehensive financial planning, asset management, and insurance planning.

asset managementfederal benefit training seminarsinsurance planningretirement planning

Bravo 4 Financial is an independent financial advisory firm in Rensselaer, Indiana, founded by Kenny VanHouten, a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant®. The firm does two things: manages investment portfolios and builds financial plans. Every holding is re-checked every market day, and clients receive a weekly Monday brief. It serves veterans, first responders, and business owners, and offers a 30-day Test Drive of its service.

investment managementportfolio monitoring

Briarwood Financial provides integrated financial planning for individuals, families, and business owners, combining wealth management, tax planning and preparation, accounting and bookkeeping, and business consulting into one coordinated strategy. As a fiduciary, the firm puts clients' interests first. Based in the Pacific Northwest, it serves clients nationwide through in-person and virtual meetings.

AccountingBookkeepingBusiness consultinginvestment managementTax planningTax preparationwealth management

Brickstone & Associates, LLC is an accounting and management advisory firm founded in 2016, serving private and public sectors. Its expertise spans financial advisory, management consulting, global development, and information technology, offering accounting, tax, business, and advisory services.

Accountingauditbusiness formationinternal auditingManagement consultingQuickBooks advisorytax advisoryvirtual accounting services

Camden National Bank is a community bank serving Maine, New Hampshire, and beyond with personal and business banking, lending, and wealth management services. The bank describes itself as local since 1875, with over 70 banking centers across Maine and New Hampshire, offering digital banking tools alongside local decision-making.

digital banking toolsfraud protectionlocal decision-makingonline and mobile bankingtreasury managementwealth management