Our Advisors

Life Event:

Fee Structure:
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Carlos Dias Jr. - Contact

Carlos Dias Jr. is a financial planner and founder of Excel Tax & Wealth Group, an advisory firm offering strategic wealth management services such as investment management, pro-active tax, estate, long-term care, asset protection, and retirement income planning. He is fluent in Portuguese and Spanish.


    Life Events

  • Inheritance
  • Taking Care of Parents
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • Insurance Review
  • Job Loss or Transition
  • Major Illness
  • Tax Planning
  • Business Ownership
  • Estate Planning
  • Marriage, Divorce, and New Baby
  • Long-Term Care
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Flat Fee
  • Project Based
  • Percent of Assets Managed
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Thomas Duffy - Contact

I became a financial planner to help you plan for a life, both financial and non-financial by teaching you how money works. How investments work. How insurance works. How inflation hurts. How income taxes hurt. How estate planning works. How charity helps. How cash flow works. How retirement plans work.


    Life Events

  • Inheritance
  • Home Buying or Downsizing
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • Insurance Review
  • College Education
  • Major Illness
  • Tax Planning
  • Business Ownership
  • Estate Planning
  • Marriage, Divorce, and New Baby
  • Long-Term Care
  • General Savings and Investment

    Fee Structure

  • Flat Fee
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Francine Duke - Contact

CFP

Francine Duke is the founding principal of Aqua Financial Planning, LLC, an independent fee-only financial advisory firm located in the Chicago area. She guides clients through the entire financial planning process. No products are sold - only personalized services. Her objective is to help her clients achieve their financial objectives.


    Life Events

  • Inheritance
  • Home Buying or Downsizing
  • Loss of a Spouse
  • Retirement
  • Insurance Review
  • Job Loss or Transition
  • College Education
  • Tax Planning
  • Marriage, Divorce, and New Baby
  • Long-Term Care
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Project Based
  • Retainer
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Andrew Feldman Feldman - Contact

CFP

AJ Feldman Financial is an independent, comprehensive, fee-only investment advisory firm. We work with each client to understand their specific situation and circumstances to create proactive, customized, transparent and easy to understand financial plans. Our goal is to give each client peace of mind to help build and maintain future wealth.


    Life Events

  • Inheritance
  • Taking Care of Parents
  • Home Buying or Downsizing
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • Insurance Review
  • Job Loss or Transition
  • College Education
  • Tax Planning
  • Estate Planning
  • Marriage, Divorce, and New Baby
  • Long-Term Care
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Percent of Assets Managed
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Scott Floersheim - Contact

I provide comprehensive retirement planning and ongoing wealth management services on a fee-only basis with an emphasis on tax-optimal strategies for retirement cash flow. For clients' investments, I provide academically-based portfolio management using low-cost, institutional-class mutual funds from Dimensional Fund Advisors and Vanguard.


    Life Events

  • Inheritance
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • Tax Planning
  • Estate Planning

    Fee Structure

  • Project Based
  • Percent of Assets Managed
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Steven Fox - Contact

Steven provides financial planning for young professionals who want to make better decisions about money. He works on a fee-only basis and never receives product commissions, so you can have confidence that recommendations are in your best interest. Advice on taxes, insurance, investing, and other areas of your financial life.


    Life Events

  • Inheritance
  • Home Buying or Downsizing
  • Retirement
  • Insurance Review
  • Job Loss or Transition
  • College Education
  • Tax Planning
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Flat Fee
  • Project Based
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Eileen Freiburger - Contact

CFP

Eileen has been in the industry for over 30+ years working in banking, brokerage, operations and compliance.  She likes to say she's objective but opinionated and offers a no nonsense approach for  **EITHER** Self Implementers or ongoing comprehensive planning and portfolio management for those who prefer to engage an experienced professional. 


    Life Events

  • Inheritance
  • Taking Care of Parents
  • College education
  • Home Buying or Downsizing
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • Insurance Review
  • Job Loss or Transition
  • Major Illness
  • Tax Planning
  • Business Ownership
  • Estate Planning
  • Marriage, Divorce, and New Baby
  • Long-Term Care
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Project Based
  • Percent of Assets Managed
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Eileen Freiburger - Contact

Eileen’s been in the industry for over 30+ years. She strives to help clients make the most of their financial resources so they can focus on the things that really matter in life. She likes to help clients get “unstuck” with objective feedback whenever financial decisions need to be made.


    Life Events

  • Inheritance
  • Taking Care of Parents
  • Home Buying or Downsizing
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • Insurance Review
  • Job Loss or Transition
  • College Education
  • Major Illness
  • Tax Planning
  • Business Ownership
  • Estate Planning
  • Marriage, Divorce, and New Baby
  • Long-Term Care
  • General Savings and Investment

    Fee Structure

  • Percent of Assets Managed
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Mark Friedenthal - Contact

Friedenthal Financial is a Fee-Only, Registered Investment Advisor serving Individuals, Families, and Businesses. Our investment services blend sophisticated institutional money management strategies and consulting expertise with an unsurpassed level of personalized service and communication. We employ customized investment portfolios specific to your Risk Tolerance, Tax needs, and any other requirements.


    Life Events

  • Inheritance
  • Retirement
  • Estate Planning
  • General Savings and Investment

    Fee Structure

  • Project Based
  • Percent of Assets Managed
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Lynn Buchholz - Contact

MBA, CFP

 Lynn N. Buchholz, MBA, CFP(R) founded Buchholz Financial with the mission to provide clients with competent, objective financial advice. Lynn is a Certified Financial Planner(TM) and an Adjunct Professor. Buchholz Financial is a fee-only financial planning firm in San Diego, California. Lynn N. Buchholz provides comprehensive financial planning services.


    Life Events

  • Retirement
  • Insurance Review
  • Tax Planning
  • Marriage, Divorce, and New Baby
  • General Savings and Investment

    Fee Structure

  • Hourly
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Michael Garry - Contact

CFP, JD/MBA

Michael Garry, a fee-only CERTIFIED FINANCIAL PLANNER™ practitioner and licensed attorney, recently published his first book: Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial Planner. He has been quoted in The Wall Street Journal, USA Today, The Chicago Tribune, Money Magazine, Kiplinger’s, and many others.


    Life Events

  • Inheritance
  • Retirement
  • Business Ownership
  • Estate Planning
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Flat Fee
  • Project Based
  • Percent of Assets Managed
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Philip Gibson - Contact

Financial Planner

Philip Gibson Ph.D. , CFP® is the founder of Elation Wealth LLC a virtual Fee-Only Financial Planning Firm based in Charlotte, North Carolina. Philip earned his Ph.D. in Financial Planning from Texas Tech University. He enjoys teaching, conducting financial planning research, and helping individuals attain their financial goals.


    Life Events

  • Inheritance
  • Home Buying or Downsizing
  • Retirement
  • Insurance Review
  • Job Loss or Transition
  • College Education
  • Tax Planning
  • Marriage, Divorce, and New Baby
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Flat Fee
  • Project Based
  • Percent of Assets Managed
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Holly Gillian Kindel - Contact

CFP, CLU, CPCC

I’ve been facilitating conversation about finance for since 1993, working best with innovators who are willing to explore the boundaries of what’s possible in their lives. My dual training as advisor and life coach enables me to curate and edit the extraneous, freeing folks to create and animate fulfilling lives.


    Life Events

  • Inheritance
  • Taking Care of Parents
  • College education
  • Home Buying or Downsizing
  • Loss of a Spouse
  • Retirement
  • Insurance Review
  • Job Loss or Transition
  • Business Ownership
  • Estate Planning
  • Marriage, Divorce, and New Baby
  • Long-Term Care
  • General Savings and Investment

    Fee Structure

  • Project Based
  • Percent of Assets Managed
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Tyler A. Gray - Contact

CFP, CKA

At SageOak, I help clients free up time to focus on the things that really matter in life, such as faith, family, and friends. If taking care of your family and being a good financial steward are both important to you, contact me today to start the complimentary discovery process!


    Life Events

  • Inheritance
  • Home Buying or Downsizing
  • Charitable Giving
  • Retirement
  • Insurance Review
  • Job Loss or Transition
  • College Education
  • Tax Planning
  • Business Ownership
  • Estate Planning
  • Marriage, Divorce, and New Baby
  • Long-Term Care
  • General Savings and Investment

    Fee Structure

  • Flat Fee
  • Project Based
  • Percent of Assets Managed
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Ben Gurwitz - Contact

Grown out of a CPA firm, Financial Life Advisors looks at the big picture not just for today, but also for many years to come. We have a particular interest in low cost and tax efficient investing strategies.


    Life Events

  • Inheritance
  • Taking Care of Parents
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • Insurance Review
  • Tax Planning
  • Estate Planning
  • Marriage, Divorce, and New Baby

    Fee Structure

  • Hourly
  • Project Based
  • Percent of Assets Managed
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John Kvale - Contact

As a comprehensive wealth advisor taking care of all aspects of his clients’ lives, John digs deep into each of his clients' situations. With almost three decades of experience and a constant desire to learn more about every relationship, John finds his work enlightening, fulfilling, dramatic, and fun!


    Life Events

  • Inheritance
  • Loss of a Spouse
  • Retirement
  • Insurance Review
  • Tax Planning
  • Estate Planning
  • Marriage, Divorce, and New Baby

    Fee Structure

  • Percent of Assets Managed
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Dr. Brad Klontz - Contact

Psy.D., CFP

Dr. Brad Klontz is a Managing Principal of OCCAM. He is a financial psychologist, co-founder of the Financial Psychology Institute, and an Associate Professor of Personal Financial Planning at Kansas State University. Dr. Klontz has co-authored five books on the psychology of money including Mind Over Money (Broadway Business, 2009).


    Life Events

  • Inheritance
  • Charitable Giving
  • Retirement
  • Business Ownership
  • Estate Planning
  • Marriage, Divorce, and New Baby

    Fee Structure

  • Percent of Assets Managed
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Erin Hadley - Contact

CFP Managing Partner

I have 9 years of experience in investment management and financial planning in independent, fee-only firms. I help clients feel at ease & in control of their financial lives by making it more accessible and transparent. As a fiduciary, my clients' best interests come first.


    Life Events

  • Inheritance
  • Taking Care of Parents
  • Home Buying or Downsizing
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • Insurance Review
  • Job Loss or Transition
  • College Education
  • Major Illness
  • Tax Planning
  • Business Ownership
  • Estate Planning
  • Marriage, Divorce, and New Baby
  • Long-Term Care
  • General Savings and Investment

    Fee Structure

  • Percent of Assets Managed
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Ted Halpern - Contact

Ted Halpern, AAMS, CRPC, AWMA, RFC, is founder and president of Halpern Financial. He serves as Director of the firm's Investment Research Team and oversees asset allocation as well as developing and implementing wealth management strategies for affluent families and closely held businesses.


    Life Events

  • Inheritance
  • College education
  • Home Buying or Downsizing
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • Tax Planning
  • Business Ownership
  • Estate Planning
  • Marriage, Divorce, and New Baby
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Percent of Assets Managed
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Kathryn Hauer - Contact

We are an independent, fee-only investment advisory and financial planning firm founded by Kathy Hauer, CFP®, EA, MBA, financial writer, financial literacy educator, and author of Financial Advice for Blue Collar America. Our clients need not be wealthy; Wilson David welcomes clients at all levels of net worth.


    Life Events

  • Loss of a Spouse
  • Retirement
  • Job Loss or Transition
  • College Education
  • Tax Planning
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Project Based
  • Percent of Assets Managed
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Lisa Hay - Contact

CFP, CPA, RICP, AIF

work with those preparing for retirement and other life transitions - providing peace of mind, clarity and confidence through objective financial counsel. As a CPA, CFP® and financial author, I specialize in SS and retirement income planning; integrating “tax-savvy” strategies to keep more of your nestegg working for you!


    Life Events

  • Inheritance
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • Job Loss or Transition
  • Tax Planning
  • Business Ownership
  • Estate Planning
  • Marriage, Divorce, and New Baby
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Flat Fee
  • Project Based
  • Percent of Assets Managed
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Timothy Hayes - Contact

CFP, President

Landmark Financial is an independent, Fee-Only financial planning firm. We provide un-biased advice on every aspect of your financial life, free from all conflicts of interest. We are your advocate in all matters financial and work closely with you, one-on-one, to help you to achieve your most cherished financial objectives.


    Life Events

  • Inheritance
  • Taking Care of Parents
  • Home Buying or Downsizing
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • Insurance Review
  • Job Loss or Transition
  • College Education
  • Tax Planning
  • Estate Planning
  • Marriage, Divorce, and New Baby
  • Long-Term Care
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Project Based
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Archibald(Rob) Hoxton - Contact

CFP, AIF

HFI offers both experience and the tools to help you translate your vision of retirement into dollars and cents and to anticipate possible pitfalls that could interfere. HFI's advisory team is a multi-discipinary group of professionals, including, planners (CFPs), investment advisors (CFA,AIF) and estate planners.


    Life Events

  • Inheritance
  • Taking Care of Parents
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • Insurance Review
  • Tax Planning
  • Business Ownership
  • Estate Planning
  • Long-Term Care
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Project Based
  • Percent of Assets Managed
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David Hultstrom - Contact

MBA, CFP, CFA

Our objective is to ensure our clients' financial success by identifying and achieving specific goals using a customized, academically-grounded approach. We are completely independent, fee-only, and hold the premier credentials in the industry, enabling us to offer the expertise expected from a large institution, but with a more personal touch.


    Life Events

  • Inheritance
  • Retirement
  • Tax Planning
  • Business Ownership
  • Estate Planning
  • General Savings and Investment

    Fee Structure

  • Project Based
  • Percent of Assets Managed
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Paul Hynes - Contact

CFP

You have goals to accomplish that are really important to you and you could use a little help. But, you don't know where to go. Paul Hynes, CFP (R), has over 30 years of experience protecting the financial backs of his clients. His only goal to help you achieve yours.


    Life Events

  • Charitable Giving
  • Retirement
  • Insurance Review
  • Tax Planning
  • Business Ownership
  • Estate Planning
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Flat Fee
  • Project Based
  • Percent of Assets Managed