Directory

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
Fiduciary

Mark Shelby, Certified Financial Fiduciary®

Vertical Wealth

4345 New Town Ave. Suite 200
Williamsburg VA 23188

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Steve Smailes, Certified Financial Fiduciary® , BFA™,

Monarch Wealth & Retirement Startegies

4500 Park Granada Suite 202
Calabasas CA 91302

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Lance Watson, Certified Financial Fiduciary®

The Compounding Couple

734- N. 3400 W
Layton UT 84041

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Patrick Harkin, Certified Financial Fiduciary®

Independent Advisor

PO Box 788
Carolina Beach NC 28428

  • Phone: 336-430-4999

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John Hill, Certified Financial Fiduciary®

Life Financial Wealth Management

1910 St. Joe Center Road Suite 32
Fort Wayne IN 46825

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Samuel Price, Certified Financial Fiduciary®

Price Financial Services

9100 Arboretum Pkwy. Suite 230
North Chesterfield VA 23236

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Tyler McKean, Certified Financial Fiduciary® , CEPA, AWMA

True Alpha Wealth Management

3130 Executive Parkway 2F
Toledo OH 43606

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Jeffrey Vogan, Certified Financial Fiduciary® , RFC, CEP

Premiere Retirement Planning & Wealth Management

1715 E. Skyline Drive Suite 101
Tucson AZ 85718

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Elizabeth Skrinak, Certified Financial Fiduciary® , CFP®

True Alpha Wealth Management

5004 Timber Commons Dr.
Sandusky OH 44870

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Todd Matia, Certified Financial Fiduciary®

Harvey Investment Management

102 s. Tejon Suite 500
Colorado Springs CO 80903

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