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Top Financial Planning Firms

Financial planning builds a written plan for how money moves from today's income and assets to future goals. For business owners and executives, financial planners model cash flow, retirement savings, stock options and equity, insurance, tax efficiency, education funding and the proceeds of a future business sale, then revisit the plan as circumstances change. Employers also hire planners to run financial wellness sessions for staff. The usual triggers are a liquidity event, a new equity grant, an approaching retirement or a messy mix of accounts that nobody coordinates.

When comparing firms here, check whether the planner is a fiduciary, how they are paid, and their experience with clients whose wealth is tied up in a private company.

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

List of the Best Financial Planning Agencies

  1. Jamison Private Wealth Management, Inc. logo
    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.”

  2. Financial Planning Fort Collins logo
    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.”

  4. Bobby M Collins logo
    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.”

  5. Financial Advisor - Marcel Wasserman logo
    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.”

  6. Plan your future logo
    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.”

  7. Estate Management Counselors, LLC logo
    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.”

  8. Chesapeake Financial Planners logo
    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.”

  9. Matador Insurance Services logo
    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.”

  10. 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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Buyer's guide

Hiring Financial Planning companies

What the work covers, how to judge a partner and what drives the price.

What financial planning firms provide

A planning engagement usually starts with data gathering: income, expenses, balance sheet, tax returns, benefits, insurance policies, estate documents and any equity in a business. The planner builds a model of the current path, tests goals such as retirement age or a planned sale, and delivers recommendations on savings, investment allocation, risk coverage, tax strategy and estate coordination, often with scenario projections.

Implementation can be handled by the client or by the firm, which may manage investments, coordinate with the client's CPA and estate attorney, and review the plan at set intervals. Business owners often also get help choosing a retirement plan for the company, such as a 401(k), SEP or cash balance plan, and planning the personal side of an exit.

Engagements take three forms: a one-time plan, an ongoing planning relationship on an annual fee, or planning bundled with wealth management where investments are also under the firm's care.

Chapter 1 of 3
FAQ

Financial Planning FAQs

Short answers to what buyers ask before hiring a Financial Planning company.

Question not covered? Ask our team

A financial planning firm builds a plan covering cash flow, savings, investments, retirement, insurance, taxes and estate coordination, based on a client's full financial picture. For business owners, it also plans for equity, company retirement plans and the proceeds of a sale, and updates the plan over time.

Financial planning is priced as a flat fee for a one-time plan, an ongoing retainer, an hourly rate or a share of assets under management, and some advisers earn commissions. Most firms listed on Edverise set no minimum or a floor of $1,000, and a few start at $50,000 to $250,000.

Financial planning creates the strategy for reaching goals across savings, taxes, insurance, retirement and estate. Wealth management usually adds ongoing investment management, and often tax and estate coordination, for clients with larger assets. Many firms offer planning as part of wealth management.

A financial planner should ideally hold the CERTIFIED FINANCIAL PLANNER designation, which requires education, an exam, experience and a fiduciary commitment, or a related credential such as CFA or CPA with PFS. Check registration and disciplinary history on FINRA BrokerCheck or the SEC adviser database.

Financial planning firms on Edverise most often serve business services and financial services clients, followed by real estate, information technology, medical, manufacturing and nonprofit organizations, including both owners planning personal wealth and employers offering planning as a benefit.

Financial planning firms on Edverise are listed most often in New York, Toronto, Boston and Chicago, with others in Austin, Dubai, Los Angeles and Phoenix. Many planners meet clients remotely, but check that the firm is registered in your state or province.

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