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

Paces Ferry Wealth Advisors
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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, Us
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“Paces Ferry Wealth Advisors is a fiduciary firm dedicated to transparent client communication and comprehensive financial planning, supporting clients through all stages of their financial journey in Atlanta.”
Storbell Funding
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Assisting our clients in reaching their financial goals.
Highlights
$5,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Services Provided
69% Financial Planning
20% Financial Advisory & Consulting
11% Wealth Management
AI Summary
“Storbell Funding is dedicated to helping clients achieve financial goals through tailored funding solutions, offering comprehensive support and expertise across diverse financial needs.”
Investment Insight Wealth Management
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Investment Insight Wealth Management offers financial planning and investment management services tailored for business owners, executives, healthcare professionals, retirees, and high net worth clients.
Highlights
2-9
Employees
Massapequa, New York, Us
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“Investment Insight Wealth Management provides tailored financial planning and investment management services for diverse clients, including business owners, executives, healthcare professionals, retirees, and high net worth individuals.”
Bedel Financial Consulting
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Bedel Financial Consulting, Inc. is a full-service, fee-only wealth management firm committed to helping clients achieve financial clarity and security. As a fee-only organization, our clients can be confident that we do not engage in product sales or accept commissions. With around $2 billion in as
Highlights
10-49
Employees
Indianapolis, Indiana, Us
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“Bedel Financial Consulting is a fee-only wealth management firm offering personalized financial planning and investment management with $2 billion AUM, recognized nationally for excellence and professionalism.”
Clarity Financial Group
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We are an independent financial planning firm focused on assisting clients primarily in the Dallas/Ft. Worth area to strategize, prioritize, and take steps towards achieving their financial objectives. Whether you need support in establishing an emergency fund, assessing your insurance requirements,
Highlights
2-9
Employees
Fort Worth, Texas, Us
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“Clarity Financial Group is an independent Dallas/Ft. Worth-based firm delivering personalized financial planning and advisory services to help clients achieve diverse financial goals securely and effectively.”
Gulfstream Financial
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Gulfstream Financial is a comprehensive financial planning and investment advisory firm that caters to clients throughout the continental U.S. Our aim is to deliver high-quality, results-focused financial planning and investment advice. We collaborate closely with your other trusted advisors to ensu
Highlights
2-9
Employees
Lake Mary, Florida, Us
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“Gulfstream Financial offers comprehensive financial planning and investment advisory services across the U.S., integrating with clients' advisors to help achieve their financial goals effectively.”
Lux Financial Solutions LLC
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We think that anyone has the potential to create wealth, but many face obstacles in achieving financial stability. Gaining financial literacy is the initial step to attaining financial well-being, which in turn helps to build wealth. Our goal is to equip our clients with the financial knowledge need
Highlights
$1,000+
Min Project Size
2-9
Employees
Weatherford, Texas, Us
Services Provided
60% Financial Planning
40% Financial Advisory & Consulting
AI Summary
“Lux Financial Solutions LLC empowers clients by providing financial literacy and tools to overcome challenges, promoting stability and wealth creation across diverse financial needs.”
Edelman Financial Engines
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**Overview** We prioritize the personal touch in personal finance. Since 1986, Edelman Financial Engines has been dedicated to acting in the best interests of our clients. We believe that every investor—regardless of wealth—should have access to tailored, comprehensive financial planning and investm
Highlights
250-999
Employees
Sunnyvale, California, Us
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“Edelman Financial Engines, formed by a 2018 merger, provides personalized, comprehensive financial planning and investment management, serving 1.2 million clients with over $212 billion in assets across 178 offices nationwide.”
Marshall Financial Group, LLC
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The Marshall Financial Group, LLC is a financial advisory firm located in Hunt Valley, MD. As an independent wealth management company and Registered Investment Advisor (RIA), we are committed to enhancing and safeguarding our clients' financial assets at every stage of life. We assist clients in co
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
2-9
Employees
Cockeysville, Maryland, Us
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“Marshall Financial Group, LLC is an independent wealth management firm and Registered Investment Advisor in Hunt Valley, MD, dedicated to growing and protecting clients' financial assets across all life stages.”
Bright Fiduciary Financial Advisor
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At Bright Wealth Management, we hold the view that a promising future is built on a strong base. For this reason, we prioritize getting to know our clients and creating customized financial strategies to assist you in achieving the future you desire.
Highlights
10-49
Employees
Scottsdale, Arizona, Us
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“Bright Fiduciary Financial Advisor offers personalized financial planning, prioritizing client relationships and tailored strategies to help achieve long-term financial goals and secure futures.”

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