Finding a financial professional you can trust is key to achieving a successful retirement.

Certified Financial Fiduciaries® are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!

National Association of Certified Financial Fiduciaries

Find a Certified Financial

Gary Knode, Certified Financial Fiduciary®

Safe Harbor Financial

134 E Richardson Avenue
Summerville SC 29483

  • Phone: 843-737-2457

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Kevin Smith, CLU, ChFC, Certified Financial Fiduciary®

KMS Wealth Management, Inc.

8536 Sidon Street
Orlando FL 32817

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James Evan Liaw, Certified Financial Fiduciary®

Waterford Wealth Management, LLC

17 W. Jefferson Street Suite 4
Rockville MD 20850

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Robert A. Silvestri, Certified Financial Fiduciary®

Harbor Financial LLC

1333 West McDermott Drive #190
Allen TX 75013

  • Phone: 214-288-1326

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Robert Shestack, Certified Financial Fiduciary®, CVBS

Voluntary Benefits Association

Mount Laurel NJ 08054

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Tony Pruitt, Certified Financial Fiduciary®

Pruitt Wealth

1038 40th avenue N
St. Petersburg FL 33703

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Glen Oaks, Certified Financial Fiduciary®

Financial Security Management Agency

972 Youngstown-Kingsville Rd SE
Vienna OH 44473

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All Fiduciaries are not the same. Certified Financial Fiduciary® is the standard of Excellence.