financial planning

Campbell Wealth Partners is a fiduciary, veteran-owned financial planning and investment management firm serving clients across Texas. Founded by Brian Campbell, the firm offers integrated solutions including personalized financial planning, retirement transition planning, and portfolio strategy held at an independent custodian. The firm emphasizes transparent, expert guidance focused on protecting and growing clients' wealth.

investment managementportfolio strategyretirement planning

Capital Management Group is a certified public accounting firm based in Long Beach, California, founded by Gloria Shontz, CPA, CVA. It serves small to mid-sized businesses, non-profit organizations, and governmental agencies, offering traditional CPA services, escrow trust accounting assistance, and customized information tracking tools, including Grant Maximizer Solution™.

escrow trust accountingfinancial reportinginformation tracking system design and implementationQuickBooks customizationTax planning

C&A Professional Support Services LLC is composed of experienced financial management professionals specializing in providing professional support services to the government. The owner brings over 20 years of hands-on experience delivering financial support grounded in federal funding structures and agency requirements, with a track record supporting agencies including the FAA, CMS, U.S. Marshals Service, and U.S. Department of State.

budget formulation and executioncost management and forecastingcost trend analysisfinancial analysis and reportingfinancial managementIT supportprogram management support

Capstone Pacific Investment Strategies, Inc. is a registered investment advisor and fiduciary launched in 2010 after decades with broker/dealers. The firm offers investment management and financial planning for businesses, individuals and families, with offices in Tustin, CA, Fort Collins, CO, and Hebron, NE.

401(k) setup and reviewEducation planningfederal benefits guidanceinvestment managementpension distribution planningretirement planningsocial security planningTax planning

CAPTRUST is an independent financial advisory firm and registered investment advisor serving private investors, retirement plan sponsors, nonprofit organizations, endowments, and foundations. It acts as a fiduciary providing wealth planning, investment management, risk management, and retirement plan consulting, and is majority employee-owned with more than 30 years of experience and over 1,800 employees.

due diligenceendowment and foundation consultingfiduciary advisory servicesinvestment managementperformance reportingretirement plan consultingvendor analysis

CEM Global Tax Planning, LLC provides U.S. tax and financial planning services for individuals and families, assisting with complex tax and financial planning issues since 2006. The firm also offers tax and financial planning webinars and client resources such as questionnaires and templates.

Tax planningWebinars

Centurion Tax Pro is a Houston-based tax firm providing ethical, strategic, and confidential support to individuals and businesses facing tax challenges. Led by founder Cesar Vasquez Flores, the firm specializes in tax debt negotiation and IRS resolution, offering IRS and State Defense, Resolution & Negotiation, and Strategic Tax Positioning services.

IRS representationtax audit defensetax debt negotiationTax preparation

Champion Brokerage Group is a boutique wealth advisory and financial planning firm founded by Vara Kai Potter-Leftwich. It provides coordinated wealth advisory and financial planning for individuals, families, and business owners, bringing investments, retirement income, protection, and legacy priorities into one strategy. The firm also offers financial education, language access services, and employer/organizational support, and is certified as a Women's Business Enterprise and Minority Business Enterprise.

employee engagement supportfinancial educationinterpretation and translationlegacy planningprotection planningretirement income planningwealth advisory

C.L. Moore & Associates is a financial services and accounting firm with over 30 years of experience in tax preparation, financial planning, and money management for small to large businesses. The firm also acts as CFO for schools/districts, providing budgeting, record keeping, financial reporting, and audit preparation. It is led by Charles Moore and serves the Michigan financial community.

audit assistanceBudgetingCFO servicesfinancial reportingManagement consultingpayroll servicesTax preparation

ChiGlobal Consulting is a management consulting and financial services firm dedicated to helping organizations transform data into strategy. It supports the full data lifecycle—from data collection and analysis to workforce development and financial stewardship—to drive growth, efficiency, and impact. Founded by Dr. Kelechi Ekpagu, it serves government, nonprofit, and business sectors.

accounting and budgetingcost-effectiveness analysisdashboard developmentdata collection and analysisdata integration and managementforecasting and scenario analysisperformance and impact assessmentprogram evaluationresearch and statistical analysistax preparation and compliance advisorytraining and workforce developmentworkflow automation

Tina T. Chiang Accountancy Corporation (also referred to as ChineseCPA) is an accounting firm offering audit, review, compilation, computerized accounting, taxation, corporation setup, trust consultation, peer review, system review, engagement review, and internal inspection services. The firm also provides financial planning, tax planning, and investment consulting, including guidance on mergers and acquisitions, international business expansion, and assets and wealth transfer.

auditcompilationcomputerized accountingcorporation setupengagement reviewinternal inspectioninvestment consultingPC system servicespeer reviewreviewsystem reviewTaxationTax planningtrust consultation

Clarus Wealth Management was launched in 2011 by founder Jason Stroede to provide clarity for clients seeking a better understanding of their financial future. The firm's mission is to provide counsel and strategies consistent with clients' personal values and objectives, serving individuals, families and businesses with investment, retirement, divorce, business and estate planning strategies.

estate planninginsurance adviceinvestment advisoryretirement planningseminars and workshopsSocial Security optimization softwaretax strategies

Commercial Bank is a community bank serving Southeast Kansas since 1874, when it was founded as Parsons Savings Bank. It offers personal and business banking, mortgage and other loans, online and mobile banking with Zelle, wealth management, investment management, trust services, and commercial insurance.

Commercial insuranceinvestment managementloan servicingmobile bankingonline bankingtrust serviceswealth management

Compliance Consulting Concepts, LLC is a consulting firm specializing in back-office support services for small and medium-sized government contract and commercial businesses. With nearly 100 years of combined experience, it supports clients in Government Contracting, Business Development, Accounting/Payroll/Human Resources, and Training, offering a 'Power by the Hour' assistance model.

Accountingauditsbusiness developmentcontract managementgovernment contract consultinghuman resourcespayrollprofessional trainingprogram management

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ACH Servicesidentity theft protectiononline and mobile bankingphone bankingRemote DepositSBA lendingtreasury managementwealth managementwire transfers

COUNTRY Financial is the marketing name for a family of affiliated insurance and financial services companies located in Bloomington, Illinois, including COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company. Founded by farmers and trusted since 1925, it offers auto, home, farm, crop, business, life and health insurance, plus investment, retirement and college savings planning through local representatives.

claims adjustmentinsurance underwritinginvestment managementretirement planningtrust services

Culture Shock Investments LLC provides investment management and educational services, created to close the financial education gap in its community. It teaches investing, financial planning, stock market basics, crypto education, and trading strategy, and offers 1-on-1 consultations, personalized financial plans, and an Investor Club with market forecasts, classes, and live Q&A. All sessions are by appointment only.

1-on-1 consultationsinvestment managementlive streaming classesstock and crypto educationtrading education

CUSB Bank is a family-owned, community-minded bank that has served Northeast Iowa for over 135 years, founded in 1888. It offers personal and business checking, savings and CDs, credit and debit cards, mortgage and other loans, E-Banking, and wealth management solutions, with seven branch locations in Iowa.

ACH originationbill paycash managementE-Bankingestate planning supportpositive payRemote Depositretirement planningtrust serviceswealth management

Daniel Eke and Associates, P.C. (DE&A) is a management consulting firm that since 1991 has provided acquisition support, contract management, business process outsourcing, finance, accounting, and audit support services. DE&A is a small minority-owned business with a Secret Facility Clearance and HUBZone certification, serving federal agencies, commercial firms, and not-for-profit organizations.

acquisition supportaudit readinessbusiness process outsourcingchange managementcontract managementERP implementationsManagement consultingorganizational designprogram management

Denali Consulting LLC provides forensic accounting and litigation support, small business financial consulting, and tax planning and preparation services. The firm brings over a decade of investigative experience with federal law enforcement, including extensive court testimony, and holds active Certified Public Accountant and Certified Fraud Examiner licenses with specialized training in cryptocurrency and cyber security. It offers a boutique, client-focused approach with personalized strategies and solutions.

expert witness testimonyfinancial analysisForensic Accountinglitigation supportTax planningTax preparation

D Wilson & Associates, LLC is a firm of Certified Public Accountants and management consultants serving individuals, small and medium businesses, and federal, state and local governments. Led by founder and CEO Donald L. Wilson, CPA, CGMA, CISA, the firm brings over 25 years of experience in audit, review, compilation, tax, accounting, and consulting services.

AuditingBookkeepingBusiness advisorycompilation servicespayroll managementTax preparation

Eagles Point Consulting (EPC) was established in 2020 as a small business and encompasses over 35 years of experience in Planning, Programming and Budgeting, Acquisition Support, Configuration Management, Training Systems Management, Risk Management, Research and Development, and Life Cycle Support of major Naval Combat System procurements. EPC provides full-service Program Management, Logistical and Configuration Management support for both Domestic and FMS programs.

acquisition supportconfiguration managementlife cycle supportlogistical supportprogram managementresearch and developmentrisk managementShould Cost AnalysisTraining System Analysis and Evaluation

EA Wealth Management, LLC is a financial planning and investment advisory firm based in Fort Worth, TX. Founded and led by CEO Ekua Anyanful, a Certified Financial Planner CFP® with over 23 years of industry experience, the firm provides trusted and independent advice, investment recommendations, financial plans, and insurance products to individuals, business owners, young investors, pre-retirees, retirees, and international clients.

Education planninginsurance strategiesinvestment managementretirement planningrisk management

Ebony Utopia LLC provides business consulting, strategic branding, and web design services for entrepreneurs and small businesses. Since 2003, the team has offered personalized business solutions, serving clients in all 50 United States and Puerto Rico.

brandingBusiness consultingbusiness plan writinggrant consultingmarketingpitch deck creationsmall business certification assistancewebsite design