2015 Best Financial Advisers for Dentists
Northeast
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Southeast
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Midwest
Southwest
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West
Connecticut David J. Lincoln CFP®, ChFC®, CLU®, MSFS FSI Moneco Advisors Minimum Portfolio: Assets Managed: Years Experience: Fee/Commission Flexible $108M 40
Contact today
www.monecoadvisors.com
(203) 319-3550
Massachusetts Michaela Herlihy CFP® Beacon Financial Planning, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only Flexible $85M 10
Contact today
www.BeaconFinancialPlanning.com
(508) 230-3588
Walter Herlihy CFP®, CLU®, ChFC® FPA, NAPFA Beacon Financial Planning, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only Flexible $140M 25
Contact today
www.BeaconFinancialPlanning.com
(508) 230-3588
New Hampshire Thomas G. Goodwin CFP®, EA NAPFA, NATP, FPA Beacon Financial Planning, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only Flexible $194M 17
Contact today
www.yourfinancialfocus.com
(603) 569-1994
New Jersey Steven W. Kaye CFP®, AIF®, CHFC®, CLU®, AAMS, CEBS, RHU FPA, SFSP AEPG Wealth Strategies Minimum Portfolio: Assets Managed: Years Experience: Fee Based $750K $800M 31+
www.aepg.com
(908) 757-5600
Ken Schapiro CFA®, MBA CFA Institute Condor Capital Management Minimum Portfolio: Assets Managed: Years Experience: Fee Only $250K $911M 27
Contact today
www.condorcapital.com
(732) 356-7323
Brian Slater Condor Capital Management Minimum Portfolio: Assets Managed: Years Experience: Fee Only $250K $911M 18
Contact today
www.condorcapital.com
(732) 356-7323
New York Ronald W. Rogé CFP®, MBA FPA, NAPFA Rogé R.W. & Company, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only $750K $240M 28
Contact today
www.rwroge.com
(631) 218-0077
Pennsylvania Donald L. DeMuth CFA®, CHBC, CPA, MBA, PFS NAPFA, AICPA, CFA Institute, NSCHBC Mighty Oak Strong America Investment Co. Minimum Portfolio: Assets Managed: Years Experience: Fee Based $100K $100M 10
Contact today
www.Investwithmosaic.com
(717) 790-9001
James J. Holtzman CFP®, CPA® Legend Financial Advisors, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only Flexible $300M 19
Contact today
www.legend-financial.com
(412) 635-9210
Diane M. Pearson CFP®, PPC™, CDFA™ FPA, AICPA, NAPFA Legend Financial Advisors, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only Flexible $300M 26
Contact today
www.legend-financial.com
(412) 635-9210
Louis P. Stanasolovich CFP® NAPFA, FPA Legend Financial Advisors, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only Flexible $300M 34
Contact today
www.legend-financial.com
(412) 635-9210
Alabama Jason Dyken MBA, MD Dyken Wealth Strategies Minimum Portfolio: Assets Managed: Years Experience: Fee/Commission Based $250K N/A 15
www.doctorsws.com
(251) 955-2827
Stewart H. Welch III CFP®, AEP FPA The Welch Group, LLC Minimum Portfolio: Assets Managed: Years Experience: Fee Only $1M $745M 34
Contact today
www.welchgroup.com
(205) 879-5001
Florida Eliot Sokalsky Doctors Asset Group Minimum Portfolio: Assets Managed: Years Experience: Commission Based Flexible N/A 11
Contact today
www.doctorsassetgroup.com
(239) 561-2900
Georgia Robert S. Hockett CFP® FPA, NAPFA, NATP Cambridge Wealth Counsel Minimum Portfolio: Assets Managed: Years Experience: Fee Only $1M N/A 20
Contact today
www.cambridgewealthcounsel.com
(770) 506-7377
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Barry H. Kaplan CFP®, DDS, EA FPA, NAPFA, NATP Cambridge Wealth Counsel Minimum Portfolio: Assets Managed: Years Experience: Fee Only $1M N/A 15
Contact today
www.cambridgewealthcounsel.com
(678) 833-1110
Request more information »
Louisiana H. Jude Boudreaux CFP® Upperline Financial Planning Minimum Portfolio: Assets Managed: Years Experience: Fee Only None N/A 15
Contact today
www.upperlinefinancial.com
(504) 717-4862
Daniel Frick CFP®, CFA® CFA Institute Financial Management Professionals Minimum Portfolio: Assets Managed: Years Experience: Fee Only Flexible $550M 8
Contact today
www.fmprofessionals.com
(337) 433-4334
North Carolina Damon G. Lichtenberger CLTC NAIFA, MDRT North Star Consultants Minimum Portfolio: Assets Managed: Years Experience: Fee/Commission Based Flexible $40M 12
Contact today
(919) 908-2457
South Carolina Brian M. Brown JD FPA, MDRT Commonwealth Financial Group Minimum Portfolio: Assets Managed: Years Experience: Fee Based None $12M 5
Contact today
www.commonwealthfg.com
(803) 261-5803
Nicholas Pavia FPA, MDRT Commonwealth Financial Group Minimum Portfolio: Assets Managed: Years Experience: Fee Based Flexible $20M 11
Contact today
www.commonwealthfg.com
(843) 884-4545
Tennessee William B. Howard Jr. CFP®, ChFC® FPA William Howard & Co. Financial Advisors Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only $500K $172M 36
Contact today
(901) 761-5068
Virginia Jake Jacklich CFP® FPA Lincoln Financial Advisors Minimum Portfolio: Assets Managed: Years Experience: Fee Based None N/A 9
Contact today
www.profinancialplanner.com
(757) 374-6979
Michael Joyce CFA®, CFP®, MBA CFA Institute, NAPFA JoycePayne Partners Minimum Portfolio: Assets Managed: Years Experience: Fee Only Flexible $640M 32
www.joycepaynepartners.com
(804) 358-2702
Illinois Clay Hessel NAIFA, MDRT GCG Financial, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Based Flexible $150M 20
Contact today
(847) 457-3035
John W. Wimbiscus CFP®, MBA FPA, NAPFA, AICPA Trinity Financial Advisors, LLC Minimum Portfolio: Assets Managed: Years Experience: Fee Only $500K $212M 31
Contact today
www.TFA-LLC.com
(312) 245-1300
Indiana Joe Dewald CEP®, CFP® FPA, FSI Wealth Advisors Group Minimum Portfolio: Assets Managed: Years Experience: Fee Based $250K $325M 16
Contact today
www.wealthag.com
(260) 619-3100
Greg Galecki CFP® FPA, NAPFA Galecki Financial Management, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only $500K $400M 28
Contact today
www.galecki.com
(260) 436-8525
Brady McArdle CFP® FPA, NAPFA Galecki Financial Management, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only $500K $400M 19
Contact today
www.galecki.com
(260) 436-8525
Seth Whicker CFP®, MSFA, MSFP FPA SYM Financial Advisors Minimum Portfolio: Assets Managed: Years Experience: Fee Based $500K $1.8B 23
Contact today
www.sym.com
(800) 888-7968
Michigan Lynn Chen-Zhang CFP®, CPA, MBA NAPFA Zhang Financial Minimum Portfolio: Assets Managed: Years Experience: Fee Only $250K $2B 24
www.zhangfinancial.com
(269) 385-5888
Minnesota Joel Greenwald AIF®, CFP®, M.D. FPA Greenwald Wealth Management Minimum Portfolio: Assets Managed: Years Experience: Fee & Commission Based None $110M 15
www.joelgreenwald.com
Michael D. Rutter CFP® MDRT The Vitality Group Minimum Portfolio: Assets Managed: Years Experience: Fee/Commission Flexible N/A 9
www.vitalityfinancialgroup.com
(612) 617-6101
Ohio Thomas A. Curti CFP®, AIF® Greenwald Wealth Management Minimum Portfolio: Assets Managed: Years Experience: Fee Only $500K $300M 30
Contact today
www.wealthdimensions.com
(513) 554-6000
R. Matthew Hamilton CFP® Hamilton Capital Management, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only Flexible $1.5B 39
Contact today
www.hamiltoncapital.com
(614) 273-1000
William A. Leuby CFP®, CPA®, JD FPA, NAPFA Hamilton Capital Management, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only Flexible $1.5B 32
Contact today
www.hamiltoncapital.com
(614) 273-1000
Eugene E. Welsh CPA, PFS AICPA Welsh, Miller Financial Group Minimum Portfolio: Assets Managed: Years Experience: Fee Based $250K $100M 30
Contact today
www.ameripriseadvisors.com/gene.welsh/
(440) 572-5522
Texas Steven M. Lugar CFP® FPA Beaird Harris Minimum Portfolio: Assets Managed: Years Experience: Fee Only $500K $737M 33
Contact today
www.bh-wm.com
(972) 503-1040
Shaun McDuffee AEP, CEPA, ChFC®, CLU®, RFC FPA, NAPFA, IARFC, MDRT, NAIFA North Star Consultants Minimum Portfolio: Assets Managed: Years Experience: Fee Based None $50M 26
Contact today
www.northstarfinancial.com
(512) 610-4050
Mark Miller MDRT, NAIFA North Star Resource Group Minimum Portfolio: Assets Managed: Years Experience: Fee Based None $5M 5
Contact today
www.northstarfinancial.com
(612) 617-6175
Craig P. Molldrem CEPA, CFP®, ChFC®, CLU® North Star Resource Group Minimum Portfolio: Assets Managed: Years Experience: Fee Based None $30M 13
Contact today
www.northstarfinancial.com
(612) 617-6019
Marcus C. Stone MDRT, NAIFA North Star Resource Group Minimum Portfolio: Assets Managed: Years Experience: Fee Based None N/A 6
Contact today
www.northstarfinancial.com
(512) 610-4050
California Bradford D. Creger AAMS®, CFS, AIFA®, CLTC FSI Total Financial Resource Group Minimum Portfolio: Assets Managed: Years Experience: Fee/Commission None N/A 22
Contact today
www.tfrgroup.com
(626) 795-9600
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Timothy J. McNeely CFP®, CIMA® FSI McNeely Financial Strategies LLC Minimum Portfolio: Assets Managed: Years Experience: Fee Based None $86M 14
Contact today
www.mcneelyfs.com
(855) 356-9729
Request more information »
Thomas A. Zirbes MDRT, NAIFA North Star Resource Group Minimum Portfolio: Assets Managed: Years Experience: Fee/Commission Flexible N/A 27
Contact today
wwww.northstarfinancial.com
(800) 350-4500 ext. 353
Colorado Joel B. Javer CFP®, CLU® FPA, NAPFA Sharkey, Howes & Javer Minimum Portfolio: Assets Managed: Years Experience: Fee Only None $755M 31
www.shwj.com
(303) 639-5100
Herb White CFP®, ChFC®, CLU®, MBA FPA, NAIFA Life Certain Wealth Strategies Minimum Portfolio: Assets Managed: Years Experience: Fee Based $250K $150M 17
Contact today
www.lifecertain.com
(303) 793-3999
Utah Robert S. Hockett CFP® FPA, NAPFA, NATP Cambridge Wealth Counsel Minimum Portfolio: Assets Managed: Years Experience: Fee Only None N/A 20
Contact today
www.cambridgewealthcounsel.com
(801) 783-2241
Request more information »
Washington Gregory T. Stapp CFP®, CPA, MSFP, PFS NAPFA, AICPA, NATP Stapp Financial Planning, PLLC Minimum Portfolio: Assets Managed: Years Experience: Fee Only $100K $56M 30
Contact today
www.stappfinancial.com
(855) 872-3159
This paid directory is a yearly feature providing our readers with access to advisers with special experience in meeting the unique financial goals and challenges of dentists.
