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. Providers and reviews are vetted extensively to ensure that we capture verified client feedback, project details, and measurable results. Use Edverise's filters to sort partners by budget, industry expertise, and location. Start comparing profiles to find the right match for your project.

Ratings Updated: July 27, 2026

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259 Companies

List of the Best Financial Planning Agencies

Federal Pension AdvisorsProfile set up by Edverise AI
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Federal Pension Advisors is a dedicated financial advisory platform focused on assisting U.S. federal employees and retirees in understanding the intricacies of federal benefits, pensions, retirement planning, investment strategies, and financial security. The site links federal workers with indepen…
Highlights
$10,000+
Min Project Size
<25
Avg Hourly Rate
10-49
Employees
Services Provided
70% Financial Planning
30% Retirement Planning Services
AI Summary
“No AI summary available for this company yet.”
Plan your futureProfile set up by Edverise AI
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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
Avg Hourly Rate
10-49
Employees
Services Provided
70% Financial Planning
30% Wealth Management
AI Summary
“No AI summary available for this company yet.”
S
Sheilla VidalProfile set up by Edverise AI
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Offers financial advisory services.
Highlights
$1,000+
Min Project Size
50-99
Avg Hourly Rate
Fairfield, California, United States
Location
Services Provided
100% Financial Planning
AI Summary
“No AI summary available for this company yet.”
J
Justin Harnick with New York LifeProfile set up by Edverise AI
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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, United States
Location
Services Provided
70% Financial Planning
30% Financial Advisory & Consulting
AI Summary
“No AI summary available for this company yet.”
Bobby M CollinsProfile set up by Edverise AI
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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
Avg Hourly Rate
2-9
Employees
Wichita Falls, Texas, United States
Location
Services Provided
70% Financial Planning
30% Financial Advisory & Consulting
AI Summary
“No AI summary available for this company yet.”
Toberman Wealth, LLCProfile set up by Edverise AI
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Toberman Wealth is a Fee-Only Financial Advisor based in St. Louis that specializes in retirement planning and fiduciary investment management. We prioritize holistic financial planning to assist families in reaching their objectives. As a family-run firm, we consider our clients as part of our exte…
Highlights
2-9
Employees
Richmond Heights, Missouri, United States
Location
Services Provided
50% Financial Planning
50% Wealth Management
AI Summary
“No AI summary available for this company yet.”
Timothy Roberts & Associates, LLCProfile set up by Edverise AI
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If you're looking for trustworthy and impartial financial advice, your search ends with Timothy Roberts & Associates. Our Fee-Only Financial Advisor in Michigan is committed to delivering clear and customized services that focus on your financial health first and foremost. We differentiate ourselves…
Highlights
$1,000+
Min Project Size
<25
Avg Hourly Rate
10-49
Employees
Ann Arbor, Michigan, United States
Location
Services Provided
59% Financial Planning
25% Wealth Management
16% Retirement Planning Services
AI Summary
“No AI summary available for this company yet.”
SIMA Financial GroupProfile set up by Edverise AI
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For more than 25 years, SIMA Financial Group has been dedicated to supporting Richmond's business community and outstanding individuals. With a strong focus on building and improving the legacies of discerning entrepreneurs and their families, SIMA offers a diverse range of personalized financial se…
Highlights
10-49
Employees
Richmond, Virginia, United States
Location
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“No AI summary available for this company yet.”
Bonfire FinancialProfile set up by Edverise AI
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Bonfire Financial is an independent, fee-only registered investment advisory firm located in Colorado Springs, CO, featuring a team of certified financial planners. The firm has earned recognition as one of the country's leading advisors from the National Association of Board-Certified Advisor Pract…
Highlights
2-9
Employees
Colorado Springs, Colorado, United States
Location
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“No AI summary available for this company yet.”
Paces Ferry Wealth AdvisorsProfile set up by Edverise AI
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We prioritize our fiduciary responsibilities above everything else. We promote transparency and open communication, ensuring the highest level of interaction both ways. We are dedicated to assisting our clients at every stage of their financial journey by helping them identify and establish goals, d…
Highlights
$1,000+
Min Project Size
10-49
Employees
Atlanta, Georgia, United States
Location
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“No AI summary available for this company yet.”

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