Top Financial Planning Companies

A high-performing Financial Planning solution can accelerate growth, boost customer engagement, and create new revenue streams—but only if it's built by a team you trust. Edverise makes it easy to connect with leading Financial Planning companies around the globe. Every profile sets out services, pricing, locations, and past work so you can compare on evidence. Use Edverise's filters to sort partners by budget, industry expertise, and location. Start comparing profiles to find the right match for your project.

How this list is built

We evaluate companies on verified profile data — services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

286 Companies

List of the Best Financial Planning Agencies

Jamison Private Wealth Management, Inc.
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Jamison Wealth Management offers customized financial planning and investment advice for individuals, families, and business owners. Our team emphasizes long-term wealth strategies, retirement planning, risk management, and personalized financial guidance aligned with each client's objectives. We ad
Highlights
2-9
Employees
Milton, Georgia, Us
Services Provided
100% Financial Planning
AI Summary
“Jamison Private Wealth Management provides personalized financial planning and investment advisory services, focusing on long-term wealth strategies, retirement, and risk management to support diverse client goals.”
Financial Planning Fort Collins
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At FPFoCo, financial planning encompasses much more than just managing investments. It serves as a clear roadmap from your current situation to your desired goals. As Your Full-Time Fiduciary®, we are committed to providing advice that prioritizes your best interests. Our goal is to make the intrica
Highlights
2-9
Employees
Services Provided
100% Financial Planning
AI Summary
“Financial Planning Fort Collins offers comprehensive, fiduciary-focused financial planning services that simplify complex decisions, guide current needs, and develop strategies to achieve clients' long-term goals.”
S
Sheilla Vidal
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Offers financial advisory services.
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
Fairfield, California, Us
Services Provided
100% Financial Planning
AI Summary
“Sheilla Vidal provides expert financial advisory services, delivering tailored solutions to support clients' financial planning and decision-making across various economic sectors.”
Bobby M Collins
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Bobby M. Collins is an expert in annuity education located in the Dallas/Fort Worth area, including North Texas. With a wealth of experience, he focuses on aiding retirees and individuals approaching retirement throughout the Metroplex, Denton County, Amarillo, North Texas, and Abilene. He assists c
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Wichita Falls, Texas, Us
Services Provided
70% Financial Planning
30% Financial Advisory & Consulting
AI Summary
“Bobby M. Collins specializes in annuity education and retirement planning across Texas, helping clients enhance income, reduce taxes, and secure long-term financial stability through tailored solutions.”
Financial Advisor - Marcel Wasserman
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Achieving financial security and protecting your assets requires careful planning. By consulting an independent financial advisor, you can save yourself years of work by starting on the correct path. I invite you to visit my website to discover more about my services.
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Pretoria, Gauteng, Za
Services Provided
70% Financial Planning
30% Financial Advisory & Consulting
AI Summary
“Marcel Wasserman offers independent financial advisory services focused on strategic planning and asset protection, helping clients achieve long-term financial security efficiently.”
Plan your future
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Plan Your Future Inc. is a reputable fee-only financial advisor located in Mississauga that assists professionals and business owners in achieving financial confidence through clear and personalized strategies. Under the leadership of Brian Poncelet, the firm has gained recognition as one of the top
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
10-49
Employees
Services Provided
70% Financial Planning
30% Wealth Management
AI Summary
“Plan Your Future Inc. in Mississauga offers expert, personalized financial advising focusing on investment, retirement planning, and tax-efficient strategies to help clients achieve long-term financial confidence.”
Estate Management Counselors, LLC
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Estate Management Counselors, LLC was founded to meet the demand for comprehensive, unbiased, fee-based guidance in financial, investment, and estate planning. We integrate two key areas: Financial Investment Planning and Estate Planning. Unlike other firms, which typically offer only one of these s
Highlights
10-49
Employees
Atlanta, Georgia, Us
Services Provided
70% Financial Planning
30% Estate Planning Services
AI Summary
“Estate Management Counselors, LLC offers integrated financial investment and estate planning services, providing comprehensive, unbiased, fee-based guidance to ensure cohesive client financial strategies.”
Chesapeake Financial Planners
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You are intelligent and accomplished, accustomed to finding solutions. However, managing your finances can become overwhelming, particularly during major life changes. Events like selling a business, receiving an inheritance, retiring, going through a divorce, or changing careers involve significant
Highlights
$250,000+
Min Project Size
2-9
Employees
Forest Hill, Maryland, Us
Services Provided
70% Financial Planning
30% Financial Advisory & Consulting
AI Summary
“Chesapeake Financial Planners partners with intelligent clients to simplify complex financial decisions during significant life changes, providing clear, tailored strategies and comprehensive financial guidance.”
Matador Insurance Services
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Matador Insurance Services is a virtual financial planning firm that focuses on life insurance strategies and annuities specifically for retirees and small business owners. We adopt a comprehensive approach to financial planning, thoroughly evaluating all elements of your circumstances to create a s
Highlights
2-9
Employees
Wake Forest, North Carolina, Us
Services Provided
70% Financial Planning
30% Insurance Services
AI Summary
“Matador Insurance Services is a virtual firm specializing in life insurance and annuities, offering tailored financial planning for retirees and small business owners to protect their future and assets.”
J
Justin Harnick with New York Life
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My name is Justin Harnick, and I work as a Financial Professional with New York Life and NYLIFE Securities LLC. I assist families and business owners in Franklin, Brentwood, and the larger Nashville region. By utilizing my Two-Bucket Strategy, I help clients achieve a balance between their immediate
Highlights
2-9
Employees
Franklin, Tennessee, Us
Services Provided
70% Financial Planning
30% Financial Advisory & Consulting
AI Summary
“Justin Harnick, a Financial Professional with New York Life, provides personalized financial planning in Nashville, balancing clients' current needs and long-term growth using his Two-Bucket Strategy.”

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