Only Fee-Only

Jim's Bio: Hi, I’m Jim Crider— a husband, dad, and CEO of Intentional Living FP. Prior to starting Intentional Living FP, I worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they’ve accumulated over decades.  While I cherish each client I’ve served,  I came to find the clients I enjoy most: families tha...

Josh's Bio: After 8 years in the industry, Josh discovered the RIA community. He discovered a unique way to network with financial planners - draw them as a cartoon. As he continued to network, Josh realized that FinArt could become a business. His dream is to create content for advisors to easily explain financial concepts in a fun way, and to create content for the public to easily understa...

Colton's Bio: My name is Colton Etherton. I'm The Tattoo Artist Advisor . I'm also a Certified Financial Planner™ practitioner and the owner of Out of the Office Planning. I've worked in finance for nearly a decade.  After growing tired of traditional firms where I seemed to only be helping people that were already wealthy, I decided to launch my own firm and work with people t...

Jamie's Bio: Jamie’s career began with Morgan Stanley in 2006, later joining Fidelity Investments as a Vice President in 2011, where he was responsible for the oversight of over $1 billion in assets of nearly 500 high-net worth families and businesses.  He brings over 20 years of wealth management and hands-on experience in the Financial Services industry. Jamie loves helping his clients make...

Frank's Bio: A lifelong learner, Frank has been in and around the financial services industry since 2008. During that time, Frank has worked as an investment consultant at a national brokerage firm and as a Wealth Advisor/Co-Chief Investment Officer at a $2.5 billion locally owned, independent advisory firm. With experience from “both sides of the table” Frank set out to build the next genera...

Bio's: Hey there! I’m Drew. (My last name is pronounced “fights”.) I’m from a cornfield about 35 miles southwest of downtown Indianapolis. I now live west of Indianapolis with my wife, Amanda, and our golden retriever puppy, Gus. I love traveling (check out my personal bio page for a few pictures), being outside, getting a lift in at the gym before work, and trying new craft beers. Reading wh...

Nick's Bio: I’m a CERTIFIED FINANCIAL PLANNER ™ based in Costa Mesa, California. I love financial planning and truly nerd out over it. I decided to create Swell Financial because I believe a financial planning firm ultimately succeeds by putting clients first. I also firmly believe in the concept of ABUNDANCE.  This notion that money is simply a tool that we are called to steward in order to...

Treyton's Bio Treyton is a financial planner, writer, creator, and the co-founder of AllStreet Wealth. ‍ After earning a Business Finance & Marketing degree while playing baseball at McPherson College, Treyton has spent all of his time throughout his young career in the financial services industry. With a passion for helping others, he made his way into financial planning with one mission...

Leo's Bio: My name is Leo Marte. I love helping Christians executives unlock the possibilities of what they can do with their wealth. I currently reside in North Carolina, where my wife and I are raising two beautiful children.   I am a CERTIFIED FINANCIAL PLANNER™ , the gold standard of financial planning expertise. 28% of advisors in the U.S. hold this designation, and only 4% of CFP® profe...

Tyler's Bio: Why I chose financial planning : It brings me great satisfaction helping the people I work with solve the problems that worry them the most. Aside from the head knowledge and experience required on my part, taking time to listen, organize, and plan in collaboration is equally important. The communication portion of my work is very fulfilling to me, and it has led to many enduring...

Phil's Bio: My earliest memories of being exposed to the stock market are drawn from experiences with both of my grandfathers. As immigrants without any formal education, investing was a way for them to partake of the American dream and grow their limited but hard-earned wealth. I have memories of being at my grandparents’ home on a Friday night and watching Louis Rukeyser’s “Wall Street Week...

Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. Carl has also been featured on Marketplace Money , Oprah.com, and Forbes.com . In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world. Through his simple sketches, Carl makes complex f...

Andy works with clients to not only discover their personal life vision, but assist in creating and executing a plan to help that vision become a reality. His responsibility is to act as a personal fiduciary, advisor, and confidant. Andy is most excited and proud to be a part of a team that not only cares about financial wellness, but strives to help client's flourish in all aspects of life....

Lei is on a mission to help her clients feel in control of their finances and be confident that they’re on the right track to achieve their financial goals. She serves clients all over the US and she’s fluent in English and Chinese  She is a Chartered Financial Analyst as well as a Certified Financial Planner®.  Lei came to the U.S. to pursue her Masters Degree in Finance from Washington Universit...

MAX PASHMAN, CFP® FINANCIAL PLANNER Your priorities should be addressed by what's best for your needs rather than someone else's sales quota. Unfortunately, the traditional business model in the financial industry has failed to recognize this. Rather than jumping right into a client-facing role, Max decided to invest his time learning more about the financial sector. He worked for severa...

This episode pulls some of the best highlights from the episodes we have done so far! If you haven't had the time to listen to some of the podcasts all the way through, this is a great way to get some amazing tips that you can directly integrate into your practice. Check it out! Music in this episode was obtained from Bensound.

Leland's Bio: Hey there, I’m Leland! I am passionate about building relationships and coaching people. It has been said that personal finance is more personal than finance. I find that true. When working with someone’s finances, I don’t often hear them talk about their investment returns right off the bat. Oftentimes I first hear them talk about the things they care about most in life like th...

Justin's Bio: I founded Assist FP to help online fitness coaches and fitness entrepreneurs navigate the financial challenges associated with being a business owner. The real me.. (keep scrolling for the professional version) In my free time, I love to spend time with my fiancée, family, and friends. I’m usually in a gym or somewhere by the water during the summer (I hibernate during the winte...

Zechariah's Bio: Professional Zechariah 👨‍💼 In his role, Zechariah loves the challenge of communicating complex financial information and the joy of building long-term relationships with clients. He begins each of his partnerships with a series of conversations to discover and prioritize his client’s goals and interests. Zechariah is dedicated to his clients and works hard to provide high-q...

Angels Bio: Angel has worked in the financial services industry since January 2018 after attaining a Bachelor of Science Degree in Personal Financial Planning from Texas Tech University. Texas Tech University is often regarded as the top university for financial planning and has produced more industry leaders than any other. Angels’ primary goal as a financial planner is helping his clients light...

Tim Woodward Bio: I am a number-cruncher to the core. I strongly believe that a data driven approach to wealth building is the key to helping people understand how even small decisions can significantly impact financial goals.  I help simplify financial decision-making by letting the data do the talking and by applying my engineering brain to interpret numbers and translate what they’re saying int...

Cody's Bio: I am Cody Garrett, an advice-only financial planner passionate about helping families refine their path to financial independence (FI) as DIY investors. As a CERTIFIED FINANCIAL PLANNER™ professional, I specialize in comprehensive financial plan development, topic research, and personalized financial education. I believe that truly comprehensive financial advice can provide the cl...

Thomas is a financial planner, the co-founder of AllStreet Wealth, as well as a: • Blogger • Podcaster • Content creator • Top 23 Millennial Financial Advisor by Business Insider ‍ After graduating from Butler University, Thomas has spent his entire career in the financial services industry as a financial planner. Thomas is passionate about helping millennials cut through the noise and figure out...

Silvia is the Founder and Managing Partner of Manent Capital, a Boston-based wealth management firm that manages over $70 million and focuses on helping professionals understand their personal and business finances so that they can feel accomplished, confident and excited about investing in their future dream goals. She has over 10 years of investment and wealth management experience, including in...

Justin's Bio: I am a CERTIFIED FINANCIAL PLANNER™ practitioner, the founder and leader of RLS Wealth, co-founder of The AGC™ , and a member of the XY Planning Network . Having spent my entire career in the financial services industry, I started RLS Wealth in 2015 to bring my passions to my work and help dreamers align their passions with their finances. Since launching RLS Wealth, I’ve been i...