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

Vasilis Zois, Certified Financial Fiduciary®

Meritum Wealth Management


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Linda Jensen, Certified Financial Fiduciary®, CLU ChFC, LUTCF, CLTC, CSA, CFEd

Heart Financial Group

3250 14th Ave. NW
Olympia WA 98512

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Melissa L. George, CFS®, Certified Financial Fiduciary®

Melissa L George & Associates, LLC

2905 East Point Street #91589
Atlanta GA 30364

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Melissa L. George, CFS®, Certified Financial Fiduciary®

StreamSong Advisers, LLC

3200 Broadmoor SE
Grand Rapids MI 49512

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Stephen Koehler, Certified Financial Fiduciary®

Johns Creek Advisors

11138 State Bridge Road Suite 125
Johns Creek GA 30022

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Mark Stimpson, Certified Financial Fiduciary®, NSSA, CSA

Elevated Financial Management

33507 9th Ave S Bldg H Ste 2
Federal Way WA 98003

  • Phone: (253) 342-7142 ext 100
  • Website

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Bryan Rich, Certified Financial Fiduciary®

Secure Financial Group

1150 Executive Circle Suite 4
Cary NC 27511

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Ed De La Rosa, Certified Financial Fiduciary® , AIF®

Solid Ground Financial

3030 N. Rocky Point Dr. W. Suite 150
Tampa FL 33607

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Jeremy Sparks, Certified Financial Fiduciary®

JD Mellberg Financial

Austin TX

  • Phone: 734-546-4296

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