Top Non-profit Financial Planning Companies

Discover top Financial Planning companies with proven expertise in the Non-profit industry. Compare verified reviews, pricing, and capabilities to find the right partner on Edverise.

Ratings Updated: July 28, 2026

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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, United States
Location
Services Provided
70% Wealth Management
30% Financial Planning
AI Summary
“No AI summary available for this company yet.”
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, United States
Location
Services Provided
50% Accounting Services
30% Financial Planning
20% Wealth Management
AI Summary
“No AI summary available for this company yet.”
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, United States
Location
Services Provided
100% Other IT Consulting and SI
46% Financial Planning
27% Business Valuation Services
27% Business Consulting Services
AI Summary
“No AI summary available for this company yet.”
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, United States
Location
Services Provided
50% Accounting Services
30% Financial Planning
20% Business Consulting Services
AI Summary
“No AI summary available for this company yet.”
Raphael and RaphaelProfile set up by Edverise AI
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Since Helmer Raphael established Raphael and Raphael over 70 years ago, many changes have occurred. The business landscape has grown more intricate, and our clients now have a wider range of needs than ever before. To address these requirements, we have transformed into a firm that provides a full s…
Highlights
$1,000+
Min Project Size
50-99
Avg Hourly Rate
10-49
Employees
Boston, Massachusetts, United States
Location
Services Provided
39% Tax Preparation Services
30% Audit Services
20% Business Consulting Services
11% Financial Planning
AI Summary
“No AI summary available for this company yet.”
Javnick FinancialProfile set up by Edverise AI
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Certified accountant with expertise in nonprofit and business sectors. I provide financial planning strategies, bookkeeping services for nonprofits, efficient payroll solutions, budget development and oversight, grant tracking, and business management methods. Additionally, I offer bookkeeping for s…
Highlights
$250,000+
Min Project Size
50-99
Avg Hourly Rate
2-9
Employees
Services Provided+1 Services
39% Accounting Services
20% Payroll Services
11% Financial Planning
20% Bookkeeping Services
AI Summary
“No AI summary available for this company yet.”
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, United States
Location
Services Provided
40% Audit Services
25% Accounting Services
20% Tax Preparation Services
15% Financial Planning
AI Summary
“No AI summary available for this company yet.”
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, United States
Location
Services Provided
39% Accounting Services
30% Business Consulting Services
20% Financial Planning
11% Wealth Management
AI Summary
“No AI summary available for this company yet.”
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, United States
Location
Services Provided+1 Services
39% Bookkeeping Services
20% Payroll Services
15% Financial Planning
11% Accounting Services
AI Summary
“No AI summary available for this company yet.”
Goldburd & Co.Profile set up by Edverise AI
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Goldburd and Co. LLP is a comprehensive accounting firm based in New York City, dedicated to providing more than standard auditing, accounting, and tax services. We focus on minimizing tax liabilities, addressing tax-related concerns, streamlining financial audits, and planning for sustainable futur…
Highlights
$1,000+
Min Project Size
2-9
Employees
New York, New York, United States
Location
Services Provided
39% Accounting Services
20% Audit Services
30% Tax Consulting
11% Financial Planning
AI Summary
“No AI summary available for this company yet.”

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