Our Advisors

Life Event:

Fee Structure:
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Daniel Johnson - Contact

CFP

I operate a flat-fee wealth management firm where I charge $4,800 annually regardless of asset size. My model is based on a solution to what I feel is a broken system - Charging clients based on something out of our control, which is the performance of the market.


    Life Events

  • Loss of a Spouse
  • Retirement

    Fee Structure

  • Flat Fee
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Gregory Johnston - Contact

CFA, CFP, CPWA, QPFC, AIF

Financial lives are complicated. JIC seeks to reduce financial stress so clients can focus on more important activities. JIC combines an integrated/comprehensive financial planning approach with a 100% independent and fee-only organization that is a member of NAPFA. We hold the leading industry designations and have 25+ years of experience.


    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

  • Hourly
  • Project Based
  • Percent of Assets Managed
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Audrey Jones - Contact

Audrey began her financial career in 1994. She earned her CFP® designation in 1999 and joined the NAPFA (National Association of Personal Financial Advisors) in July of 2012. Audrey views her passion for planning as a calling and enjoys helping those on an hourly or retainer basis.


    Life Events

  • Inheritance
  • Home Buying or Downsizing
  • Loss of a Spouse
  • Retirement
  • Job Loss or Transition
  • Estate Planning
  • Marriage, Divorce, and New Baby
  • Long-Term Care

    Fee Structure

  • Hourly
  • Flat Fee
  • Percent of Assets Managed
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Richard Kahler - Contact

Rick Kahler, MSFP, CFP is a fee-only financial planner, speaker, author, educator, and columnist. Rick is a pioneer in integrating financial planning and psychology. BusinessWeek named him in the top 15 most experienced financial planners in the nation and he is a past chairman of the SDIC, managing $6 billion.


    Life Events

  • Inheritance
  • Home Buying or Downsizing
  • 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

  • Percent of Assets Managed
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Michael Kay - Contact

I’m a fee-only Certified Financial Planner®, author, columnist (Forbes and Psychology Today) and speaker on financial life planning. Financial Life Planning is knowing—and planning for—your version of your best life. What do you want your life to look like? Let’s start there.


    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

  • Flat Fee
  • Project Based
  • Percent of Assets Managed
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Karen Keatley - Contact

MBA,CFA,CFP

Keatley Wealth Management is a fee-only investment advisory firm located in Charlotte, NC. We offer comprehensive financial planning that is integrated with investment portfolio management.


    Life Events

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

    Fee Structure

  • Percent of Assets Managed
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Niall Kilcommons - Contact

Niall is a CFA Charterholder with over 10 years experience in investment management. C. M. Bidwell & Associates, Ltd. is a fee only investment advisory firm committed to providing a cost conscious, long-term strategy appropriate for each individuals particular circumstances.


    Life Events

  • Retirement
  • Insurance Review
  • College Education
  • Tax Planning
  • Estate Planning
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Percent of Assets Managed
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Kirk Kinder - Contact

Our goal is to save you from Wall Street. We are a fee-only firm that works with clients in the manner they desire: hourly, retainer, or asset management. Kirk Kinder, CFP, has been a fee-only planner since 2002 after having worked at the Motley Fool for two years.


    Life Events

  • Inheritance
  • Charitable Giving
  • Retirement
  • College Education
  • Tax Planning
  • Business Ownership
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Project Based
  • Percent of Assets Managed
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Lauren Klein - Contact

CFP

Lauren is a fee-only financial planner and NAPFA-Registered advisor. She earns the trust of every client with her commitment to building personal partnerships that give clients the confidence to make the best possible financial choices. Lauren is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner and CERTIFIED DIVORCE FINANCIAL ANALYST™ (CDFA).


    Life Events

  • Inheritance
  • Home Buying or Downsizing
  • Loss of a Spouse
  • Retirement
  • Major Illness
  • Tax Planning
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • General Savings and Investment

    Fee Structure

  • Project Based
  • Percent of Assets Managed
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Laura Lion - Contact

CFP

Laura is a CERTIFIED FINANCIAL PLANNER and has been an independent, FEE-ONLY financial advisor for over 20 years. Laura considers it a privilege to help people achieve their financial goals, and has been gratified to help them come true for many clients.


    Life Events

  • Inheritance
  • Charitable Giving
  • Tax Planning
  • Business Ownership
  • Estate Planning
  • General Savings and Investment

    Fee Structure

  • Percent of Assets Managed
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Jim MacKay - Contact

Jim MacKay Financial Planning offers flexible services, hourly or retainer fees, advanced technology, and personal attention.  Our desire is to help answer your questions and prepare for the future while enjoying today.  To help you make the most of your money so you can make the most of your life.


    Life Events

  • Retirement
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Flat Fee
  • Project Based
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Eric Mancini - Contact

Director of Investment Research & Wealth Advisor

I am a fee only Certified Financial Planner (CFP®), Chartered Alternative Investment Analyst (CAIA®), and currently enrolled in the Chartered Financial Analyst (CFA) curriculum. Traphagen was established in 1970 and our firm has been offering comprehensive tax planning/preparation, estate, and financial services on a fiduciary basis since that time.


    Life Events

  • Inheritance
  • Taking Care of Parents
  • Loss of a Spouse
  • Retirement
  • College Education
  • 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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Nicholas Maratta - Contact

CFP, MBA

I am a Certified Financial Planner™ with over 15 years financial industry experience. I help clients achieve their goals by closely working with them through the aspects of their financial life. I operate as a fee-only fiduciary avoiding conflicts of interest to provide sound advice in overall wealth management.


    Life Events

  • Inheritance
  • Taking Care of Parents
  • Home Buying or Downsizing
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • Insurance Review
  • College Education
  • Tax Planning
  • Estate Planning
  • General Savings and Investment

    Fee Structure

  • Percent of Assets Managed
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Wan McCormick - Contact

Wan is a member of NAPFA, AFCPE, and Garret Planning Network. Since 2005, she has assisted more than 700 middle-class Americans and military servicemembers in devising their road maps to financial security with a holistic approach. Wan is an alumni of University of California, Santa Barbara and University of Pennsylvania.


    Life Events

  • Inheritance
  • Taking Care of Parents
  • Home Buying or Downsizing
  • 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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Patrick McGough - Contact

Patrick McGough, CFA candidate, is based in Chicagoland. He provides comprehensive wealth management to mid-career professionals working in business, medicine, and law. Patrick has a BA in Engineering from University of Illinois and an MBA from University of Chicago.


    Life Events

  • Inheritance
  • Home Buying or Downsizing
  • Charitable Giving
  • Retirement
  • Insurance Review
  • College Education
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • General Savings and Investment

    Fee Structure

  • Percent of Assets Managed
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James Miller - Contact

We help professional women and their families make smart financial decisions. Our independent, fee-only advisory firm partners with folks to assist them in achieving the things that are most important to them in life.


    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
  • Long-Term Care
  • General Savings and Investment

    Fee Structure

  • Flat Fee
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John Miller - Contact

CFP

I am a financial planner because of the satisfaction that comes from helping clients reach their goals and focus on that which is the highest and best use of their time. To that end, my practice concentrates on delivering holistic, tailored financial plans.


    Life Events

  • Inheritance
  • Charitable Giving
  • Retirement
  • Insurance Review
  • College Education
  • Tax Planning
  • Estate Planning
  • Marriage, Divorce, and New Baby
  • General Savings and Investment

    Fee Structure

  • Flat Fee
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Michael Miller - Contact

CFP

Michael Miller, CFP® has over 20 years of experience guiding clients to reaching their goals and achieving financial security. Michael specializes in retirement and investment planning utilizing an award winning approach to help clients avoid the three enemies of every investor.


    Life Events

  • Inheritance
  • Taking Care of Parents
  • Charitable Giving
  • Retirement
  • Insurance Review
  • College Education
  • 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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Rick Miller - Contact

CFP

Sensible Financial has provided integrated financial planning and investment management since 2002. Financial planning and investments are not complicated. We help you understand your plan and your portfolio, and how they relate to each other. Rick holds AB, AM and Ph. D. degrees in Economics from the University of Chicago.


    Life Events

  • College education
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • Tax Planning
  • Estate Planning
  • Long-Term Care
  • General Savings and Investment

    Fee Structure

  • Project Based
  • Percent of Assets Managed
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Helen Modly - Contact

CFP, CWPA, President

Focus Wealth Management is a fee-only RIA based in Northern Virginia offering comprehensive investment management and financial planning. I am part of a team of multi-credentialed advisors who bring a wealth of professional insight to your financial decision-making process. We promise our clients sound advice and uncommon service


    Life Events

  • Inheritance
  • Loss of a Spouse
  • Retirement
  • Tax Planning
  • Estate Planning
  • General Savings and Investment

    Fee Structure

  • Project Based
  • Percent of Assets Managed
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Tom Mooney - Contact

MBA, CFP

I will work with you to create a customized financial plan to help you achieve your financial objectives. At Creative you will experience a truly comprehensive approach as our in-house experts will provide you with specific advice in the areas of retirement planning, investments, risk management, tax and legal.


    Life Events

  • Inheritance
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • Insurance Review
  • College Education
  • Tax Planning
  • Business Ownership
  • Estate Planning
  • Marriage, Divorce, and New Baby
  • General Savings and Investment

    Fee Structure

  • Percent of Assets Managed
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Christian Koch - Contact

CFP, CPWA, CDFA™

Best-Selling Author, Christian Koch, is recognized as one of the top thought-leaders and private wealth experts. He has co-authored the book, Get in the Game, which describes his unique four step investment process. He is a Harvard Business School graduate and holds the prestigious Certified Private Wealth Advisor ® certification.


    Life Events

  • Inheritance
  • Retirement
  • Tax Planning

    Fee Structure

  • Hourly
  • Percent of Assets Managed
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John Liechty - Contact

CFP

Mr. Liechty is an hourly, fee-only financial planner. He has over 38 years of working knowledge in the financial services industry. This extensive work experience has provided him with a deep understanding of investments, insurance, retirement planning and the importance of integrating all components of a financial plan.


    Life Events

  • Inheritance
  • Taking Care of Parents
  • College education
  • Home Buying or Downsizing
  • Charitable Giving
  • Retirement
  • Insurance Review
  • Tax Planning
  • Estate Planning
  • Long-Term Care
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Project Based
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Jason Lina - Contact

CFP

Jason has nearly 20 years of financial services experience, having managed a billion dollar bond portfolio and served as Director of Research for a wealth management firm. He is a CFA charter holder and a CERTIFIED FINANCIAL PLANNER™. Jason earned his MBA from Dartmouth College and a BA from Davidson College.


    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
  • Business Ownership
  • Estate Planning
  • Marriage, Divorce, and New Baby
  • Long-Term Care
  • General Savings and Investment

    Fee Structure

  • Flat Fee
  • Percent of Assets Managed
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Andrew Feldman Leonard - Contact

CFP

Andrew Leonard, CFP has been an advisor for 8 years, primarily serving mid-career professionals working in business, medicine, and law. Andrew has a BA in Economics from Emory University and an MBA from Harvard Business School.


    Life Events

  • Inheritance
  • College education
  • Home Buying or Downsizing
  • Charitable Giving
  • Retirement
  • Insurance Review
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • General Savings and Investment

    Fee Structure

  • Percent of Assets Managed