Top Non-profit Financial Planning Companies

Discover Financial Planning companies serving the Non-profit industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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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

20 Companies

Top Non-profit Financial Planning Companies

Vistica Wealth AdvisorsProfile set up by Edverise AI
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What began as a family business concept in 2015 has evolved into a reliable advisory resource for numerous individuals across California and other states. Our firm is founded on the principle that everyone deserves better service, and we are committed to prioritizing our clients’ interests to achiev
Highlights
2-9
Employees
Carlsbad, California, Us
Services Provided
70% Wealth Management
30% Financial Planning
AI Summary
“Vistica Wealth Advisors provides expert wealth management and retirement planning across the U.S., prioritizing client interests through fiduciary commitment within a trusted advisory network.”
Barnes Wendling CPAsProfile set up by Edverise AI
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At Barnes Wendling CPAs, our primary focus is on client service, which aims to enhance and uphold your net worth. Whether you are a multi-business owner or an affluent individual, we provide you with important insights, resources, and guidance to help you make informed financial choices that will in
Highlights
50-249
Employees
Cleveland, Ohio, Us
Services Provided
50% Accounting Services
30% Financial Planning
20% Wealth Management
AI Summary
“Barnes Wendling CPAs delivers tailored financial services to business owners and affluent individuals, offering expert insights and guidance to enhance and preserve client wealth effectively.”
Hall, Kistler & Company LLPProfile set up by Edverise AI
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The associates at our firm possess a diverse set of complementary skills, providing guidance to businesses, non-profits, and individuals on improving cash flow, minimizing tax burdens, adhering to financial and regulatory standards, enhancing business management, and maximizing wealth. Additionally,
Highlights
10-49
Employees
Canton, Ohio, Us
Services Provided
50% Accounting Services
30% Financial Planning
20% Business Consulting Services
AI Summary
“Hall, Kistler & Company LLP offers comprehensive accounting and advisory services, assisting businesses, non-profits, and individuals in financial management, tax optimization, and regulatory compliance.”
HilineProfile set up by Edverise AI
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We simplify financial management for small businesses, allowing entrepreneurs to concentrate on growing their companies. Our services—including scalable accounting, CFO support, tax assistance, and HR & Payroll—cater to growth-oriented firms, small enterprises, and nonprofits. Hiline merges personal
Highlights
50-249
Employees
Syracuse, New York, Us
Services Provided
40% Accounting Services
20% Financial Planning
20% Tax Consulting
20% HR Consulting Services
AI Summary
“Hiline offers comprehensive financial management solutions for small businesses and nonprofits, integrating expert services and technology to enhance decision-making, risk management, and growth.”
RBT CPAs (formerly Vanacore, DeBenedictus, DiGovanni & Weddell)Profile set up by Edverise AI
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RBT CPAs, previously known as Vanacore, DeBenedictus, DiGovanni & Weddell, LLP, is the largest CPA firm in the Hudson Valley of New York. They provide a diverse range of services, such as financial planning, technology consulting, business valuation, and pension consulting. Recognized as a top accou
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
50-249
Employees
New York, New York, Us
Services Provided
50% Other IT Consulting and SI
23% Financial Planning
14% Business Valuation Services
13% Business Consulting Services
AI Summary
“RBT CPAs, Hudson Valley's largest accounting firm, offers comprehensive financial planning, business valuation, technology consulting, and pension services to diverse New York metropolitan clients.”
SD Mayer & Associates LLPProfile set up by Edverise AI
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SD Mayer & Associates is an expanding, comprehensive accounting, advisory, and wealth management firm that prioritizes community involvement. We assist clients in planning their futures through retirement and wealth management services. Our team has the knowledge and skills to support clients across
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
10-49
Employees
San Francisco, California, Us
Services Provided
39% Accounting Services
30% Business Consulting Services
20% Financial Planning
11% Wealth Management
AI Summary
“SD Mayer & Associates LLP is a comprehensive accounting and wealth management firm serving diverse industries, leveraging extensive expertise and global partnerships to support client success and community engagement.”
Spry Vision - Small Business AdvisoryProfile set up by Edverise AI
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Managing a small business is a tough endeavor! As an entrepreneur, you face daily challenges, but certain core issues may continue to arise. Are you putting in more effort than ever without seeing a boost in profits? Is your business performing well yet you're often short on cash? Do you find yourse
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
2-9
Employees
Services Provided
78% Business Consulting Services
22% Financial Planning
AI Summary
“Spry Vision - Small Business Advisory offers guidance and resources to help entrepreneurs overcome challenges, improve profitability, manage cash flow, and achieve sustainable business growth.”
Woodford Financial PLLCProfile set up by Edverise AI
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At Woodford Financial PLLC, we adopt a practical and results-driven strategy to assist our clients in reaching their financial objectives. Recognizing that each client has distinct circumstances, we prioritize understanding your individual accounting requirements. Whether you are launching a new bus
Highlights
$1,000+
Min Project Size
150+
Avg Hourly Rate
2-9
Employees
Versailles, Kentucky, Us
Services Provided
49% Accounting Services
20% Bookkeeping Services
20% Financial Planning
11% Tax Preparation Services
AI Summary
“Woodford Financial PLLC in Lexington, KY offers personalized accounting services including bookkeeping, financial projections, and strategic tax planning to help clients achieve diverse financial goals.”
Ovve Accounting SolutionsProfile set up by Edverise AI
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OVVE provides straightforward accounting solutions designed to enhance clarity, transparency, and efficiency, allowing business owners to concentrate on their companies. We are committed to building lasting relationships with our clients by recognizing their specific needs and offering customized bo
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
2-9
Employees
Royal Oak, Michigan, Us
Services Provided+1 Services
39% Bookkeeping Services
20% Payroll Services
15% Financial Planning
11% Accounting Services
AI Summary
“OVVE Accounting Solutions delivers tailored bookkeeping, payroll, budgeting, and cloud accounting services focused on transparency and efficiency, supporting businesses in financial management and growth.”
Czarnowski & BeerProfile set up by Edverise AI
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Czarnowski & Beer, LLP is a prominent certified public accounting, auditing, and management consulting firm. We are an established leader in our field, serving more than 130 cooperatives, condominiums, organizations, and government-supported housing entities. Our services include auditing, accountin
Highlights
$1,000+
Min Project Size
50-99
Avg Hourly Rate
2-9
Employees
New York, New York, Us
Services Provided
40% Audit Services
25% Accounting Services
20% Tax Preparation Services
15% Financial Planning
AI Summary
“Czarnowski & Beer, LLP is a Midtown Manhattan-based certified public accounting and consulting firm, specializing in auditing, tax, financial planning, budgeting, and fund management for over 130 entities.”

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