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

286 Companies

List of the Best Financial Planning Agencies

Rothwell Funding
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We provide loan services to clients and businesses by connecting borrowers with lenders and investors.
Highlights
$10,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Ottawa, Ontario, Ca
Services Provided
70% Loan Brokerage Services
30% Financial Planning
AI Summary
“Rothwell Funding connects borrowers with lenders and investors, offering comprehensive loan services to individuals and businesses to facilitate financing solutions tailored to diverse needs.”
Tull Finanacial Group
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Tull Financial Group is a reputable financial advisory firm committed to assisting individuals, families, and businesses in attaining lasting financial security. With many years of combined experience in the industry, our team breaks down intricate financial ideas and provides tailored strategies fo
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Chesapeake, Virginia, Us
Services Provided
50% Financial Advisory & Consulting
30% Financial Planning
20% Wealth Management
AI Summary
“Tull Financial Group provides tailored financial advisory services including retirement planning, investment management, risk protection, and wealth preservation, emphasizing education, transparency, and client-centered strategies.”
PL Consulting
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PL Consulting is not your typical bookkeeping company; it offers personalized solutions for all your bookkeeping requirements. We focus on crafting a customized experience with expert and specialized services, while also providing support for future planning and enhancing productivity. Allow our ski
Highlights
10-49
Employees
Baltimore, Maryland, Us
Services Provided
50% Bookkeeping Services
30% Financial Planning
20% Business Consulting Services
AI Summary
“PL Consulting provides personalized bookkeeping and financial management solutions, leveraging expert staff and innovative strategies to enhance business productivity and client success.”
Iota Finance
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Iota Finance is an innovative financial services company designed to thrive in today’s business environment. We focus on providing seamlessly integrated financial operations and deliver customized solutions in accounting, FP&A, and strategic finance tailored for venture-backed startups, growing comp
Highlights
2-9
Employees
Services Provided
50% Accounting Services
30% Financial Planning
20% Financial Advisory & Consulting
AI Summary
“Iota Finance delivers integrated financial services and tailored solutions in accounting, FP&A, and strategic finance, empowering startups and growing companies with actionable insights and scalable frameworks.”
Breen Financial Management
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Breen Financial Management, Inc. is a standalone wealth management firm committed to helping you meet your financial, retirement, tax, and estate planning objectives. Our certified experts focus on your best interests, providing tailored advice and professional knowledge. We strive to develop enduri
Highlights
2-9
Employees
Heathrow, Florida, Us
Services Provided
49% Wealth Management
30% Financial Planning
11% Tax Planning
10% Estate Planning Services
AI Summary
“Breen Financial Management is a dedicated wealth management firm offering personalized financial, retirement, tax, and estate planning services to support clients' long-term financial goals.”
Proxy Financial
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Proxy Financial is a fractional CFO and accounting firm that manages the financial operations for businesses run by their owners. Our holistic approach provides clarity and consistency, allowing business owners to operate, lead, and make decisions with assurance.
Highlights
2-9
Employees
Mandeville, Louisiana, Us
Services Provided
40% Accounting Services
30% Financial Planning
30% Financial Advisory & Consulting
AI Summary
“Proxy Financial offers fractional CFO and accounting services, delivering clear financial management and strategic support to business owners for confident decision-making and operational leadership.”
Spry Vision - Small Business Advisory
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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/hr
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.”
Magid Financial Services
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Magid Financial Services offers strategic tax and financial planning for early-stage entrepreneurs, self-employed professionals transitioning to S-Corporations, and established businesses with revenues between $1M and $10M in sectors like construction, transportation, real estate, manufacturing, and
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
Huntingdon Valley, Pennsylvania, Us
Services Provided
50% Tax Preparation Services
30% Financial Planning
20% Payroll Services
AI Summary
“Magid Financial Services delivers strategic tax and financial planning tailored to early-stage and established businesses, optimizing structures and growth across diverse industries at accessible rates.”
AnnuityVerse
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AnnuityVerse is a standalone financial education platform focused on helping people grasp the concept of annuities and establish dependable retirement income. Our goal is to demystify complex financial products by offering clear, impartial, and thorough information on fixed, indexed, and variable an
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
2-9
Employees
San Antonio, Texas, Us
Services Provided
80% Financial Advisory & Consulting
20% Financial Planning
AI Summary
“AnnuityVerse is a dedicated financial education platform offering clear, comprehensive insights, tools, and guidance on annuities to support informed retirement income planning for consumers and advisors.”
Oliham Consulting
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Oliham Consulting LLC is a reputable business consulting firm committed to assisting companies in overcoming obstacles, enhancing their operations, and achieving sustainable growth. We take a client-centric approach, offering strategic solutions customized to each organization's specific needs. Our
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Dover, Delaware, Us
Services Provided
80% Business Consulting Services
20% Financial Planning
AI Summary
“Oliham Consulting LLC offers tailored business consulting services, enhancing operations, financial planning, and technology transformation to foster sustainable growth and long-term client success.”

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