Our Advisors

Life Event:

Fee Structure:
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Tim Massie - Contact

CFP

Timepiece Financial Planning is a Fee-Only financial planning company. Although we have clients from all walks of life, I focus on pre-retirees and also planning for small business owners. For clients who elect to have us manage their investments, we useDimensional Fund Advisors and Vanguard.


    Life Events

  • Retirement
  • Business Ownership
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Project Based
  • Percent of Assets Managed
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Steven Medland - Contact

MBA, CFP

Steven W. Medland, MBA, CFP® is a co-founder of TABR Capital Management. He is a former U.S. Navy submarine officer and holds an MBA in Finance from the Wharton School at UPENN in addition to a BS in Marine Engineering Systems from the USMMA at Kings Point, New York.


    Life Events

  • Inheritance
  • Taking Care of Parents
  • Loss of a Spouse
  • Retirement
  • Business Ownership
  • General Savings and Investment

    Fee Structure

  • Project Based
  • Percent of Assets Managed
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Scott O'Brien - Contact

CFP

Steven W. Medland, MBA, CFP® is a co-founder of TABR Capital Management. He is a former U.S. Navy submarine officer and holds an MBA in Finance from the Wharton School at UPENN in addition to a BS in Marine Engineering Systems from the USMMA at Kings Point, New York.


    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
  • 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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Ara Oghoorian - Contact

CFA, CFP

 I have over 20 years experience in finance including working for the Federal Reserve Bank of San Francisco, U.S. Treasury, and most recently a wealth management firm in Washington DC providing financial advice and tax preparation. I hold the CFP, CFA, and EA designations. 


    Life Events

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

    Fee Structure

  • Project Based
  • Percent of Assets Managed
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Bardley Phillips - Contact

Barnett Financial is a fee-only firm — that means we are compensated directly by clients and do not accept commissions or compensation from any other source. I am an attorney and CFP with several years of working in public tax accounting and at a law firm.


    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
  • Percent of Assets Managed
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Kaleb Paddock - Contact

CFP

I believe your financial behavior affects 90% of your long-term financial success. I believe your financial planner should be, primarily, a Behavioral Investment Counselor for you and your family. I believe in designing thoughtful, creative, deeply personal financial road maps. Most of all, I believe in YOU. Let's get started.


    Life Events

  • Inheritance
  • Home Buying or Downsizing
  • Charitable Giving
  • Retirement
  • Insurance Review
  • College Education
  • 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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Steven Podnos - Contact

Md, MBA, CFP

As a practicing physician for over twenty years and a fee only planner for over a dozen years, I bring a particular knowledge base to my clients.We offer highly individualized and personal planning and asset management to our client families.


    Life Events

  • Taking Care of Parents
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • College Education
  • Major Illness
  • Business Ownership
  • Estate Planning
  • General Savings and Investment

    Fee Structure

  • Flat Fee
  • Percent of Assets Managed
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Trent Porter - Contact

CPA, CFP

We offer a paradigm shift from traditional advisors, driven by opaque commissions, to forward-thinking fiduciaries who put clients’ interests first. We provide our clients with a trusted, unbiased alternative that covers all aspects of their financial lives, enabling them to achieve their goals and focus on what’s really important.


    Life Events

  • Inheritance
  • College education
  • Home Buying or Downsizing
  • 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

  • Flat Fee
  • Percent of Assets Managed
  • Retainer
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Susan Powers - Contact

CFA, CPA, CFP

More than 20 years of experience in investment consulting, retirement plan consulting and personal & trust taxation. Prior to joining AssetGrade, held a number of senior positions with Fidelity Investments. Most recently leading the national team of investment consultants providing services more than 2,500 clients with $1.2 trillion in assets.


    Life Events

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

    Fee Structure

  • Flat Fee
  • Percent of Assets Managed
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Bob Rall - Contact

CFP

I have over 20 years of experience in the financial services industry and have been a Fee-Only Certified Financial Planner(R) for 17 years. I am also a Registered Investment Advisor and believe that a low-cost, globally diversified asset-class investment strategy provides the best opportunity to reach your financial goals.


    Life Events

  • Inheritance
  • Retirement
  • Insurance Review
  • Tax Planning
  • Estate Planning
  • General Savings and Investment

    Fee Structure

  • Project Based
  • Percent of Assets Managed
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Tyler Reeves - Contact

Hi, I'm Tyler, founder of Plimsoll Financial Planning, a fee-only firm in Birmingham, AL. I help clients in the academic and medical fields maximize their financial resources so that they can focus on doing good in the world.


    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
  • Flat Fee
  • Project Based
  • Percent of Assets Managed
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Ronald Rogé - Contact

MS, CFP

We help our clients Plan, Achieve and Live® the life they want. They include individuals, families, business owners, foundations and institutions looking to build a trusting, collaborative and authentic relationship with a qualified, experienced fee-only fiduciary firm. We pride ourselves in providing transformative advice to our clients since 1986.


    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

  • Percent of Assets Managed
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Rosanne Rogé - Contact

CFP

We help our clients Plan, Achieve and Live® the life they want. They include individuals, families, business owners, foundations and institutions looking to build a trusting, collaborative and authentic relationship with a qualified, experienced fee-only fiduciary firm. We pride ourselves in providing transformative advice to our clients since 1986.


    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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Linda Rogers - Contact

CFP

I am a CERTIFIED FINANCIAL PLANNER™ Professional. I earned my Master’s Degree in Financial and Tax Planning at San Diego State University and my Bachelor’s Degree in Economics at Villanova University. I earned my Enrolled Agent in 2013. I have more than nine years’ experience in the financial services industry.


    Life Events

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

    Fee Structure

  • Hourly
  • Project Based
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Rick Rodgers - Contact

CFP, CRPC, CRC

Rick Rodgers is the co-founder of Rodgers & Associates (R&A), a fee-only wealth management firm based in Lancaster, PA. The team of advisers at R&A provides investment management and financial planning services for investors approaching or in retirement with a focus on tax efficiency.


    Life Events

  • Inheritance
  • Taking Care of Parents
  • Home Buying or Downsizing
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • Job Loss or Transition
  • Major Illness
  • 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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Justin Rush - Contact

I guide teachers and young professionals towards financial freedom! As a fee-only financial advisor, I partner with individuals and families to provide objective guidance and clarity on financial decisions. My expertise regarding the STRS Ohio system and ability to relate to the decisions young professionals face sets my services apart!


    Life Events

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

    Fee Structure

  • Flat Fee
  • Percent of Assets Managed
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Taylor Schulte - Contact

CFP

Taylor Schulte, CFP® is a fee-only financial planner dedicated to working with busy professionals and retirees. He is a regular contributor to Kiplinger.com and and was recently named to InvestmentNews' top 40 Advisors under 40 list. Taylor's key to financial success is to focus on the things you can control.


    Life Events

  • Inheritance
  • Charitable Giving
  • Retirement
  • Insurance Review
  • Job Loss or Transition
  • Tax Planning
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Flat Fee
  • Project Based
  • Percent of Assets Managed
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Steve Stanganelli - Contact

CFP, CRPC, CRC

Steve Stanganelli, CFP®, CRPC® is a fee-only financial planner and NAPFA Registered Financial Advisor. He is principal of Clear View Wealth Advisors, LLC, a state-registered investment adviser. Steve's services include retirement income planning, tax planning, education funding, divorce settlement analysis and investment management using low-cost tactical ETF investing.


    Life Events

  • Inheritance
  • Taking Care of Parents
  • Home Buying or Downsizing
  • Loss of a Spouse
  • Retirement
  • Job Loss or Transition
  • College Education
  • Tax Planning
  • 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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Mark Struthers - Contact

CFA, CFA

I am a CFP® and CFA that believes the client’s interest should come first, not a large commission. I am a real fiduciary that uses his 15 years of experience, his education, and his independence to help clients grow and preserve wealth.


    Life Events

  • Inheritance
  • Retirement
  • College Education
  • Tax Planning
  • Estate Planning
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Flat Fee
  • Project Based
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Christopher Van Slyke - Contact

WorthPointe is a fee-only financial planning firm. Grow your business, create a comfortable life for your family, and build a financial future without the hassle of doing it yourself. Our CFP™ professionals tailor plans to your lifestyle and budget so that you can start building your financial future now.


    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
  • General Savings and Investment

    Fee Structure

  • Percent of Assets Managed
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John Wilbourne - Contact

Mr. Wilbourne is currently a Managing Partner at OCCAM, LLC and has worked with high net worth clients for 25 years. Previously, John worked at Merrill Lynch, Oppenheimer, Wells Fargo and founded Overlake Partners based in Bellevue, WA. John received his bachelor’s degree in Economics from the University of Washington.


    Life Events

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

    Fee Structure

  • Percent of Assets Managed
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Paul Winter - Contact

MBA, CFA, CFP

With 25+ years of experience in the financial services industry, Paul's objective is to leverage an Ivy League MBA in Finance and Financial Markets, Wall St. institutional experience, Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ certifications, and an ongoing thirst for financial knowledge, for the benefit of his clients.


    Life Events

  • Inheritance
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • Job Loss or Transition
  • College Education
  • Tax Planning
  • Business Ownership
  • General Savings and Investment

    Fee Structure

  • Project Based
  • Percent of Assets Managed
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Robert Schmansky - Contact

CFP

Robert Schmansky, CFP® has over a decade of experience helping individuals and families meet their financial goals and overcome money concerns. He began Clear Financial Advisors to help people on their terms through flexible engagements. He is regularly quoted in the financial media, and is a CFP Board Ambassador.


    Life Events

  • Inheritance
  • Loss of a Spouse
  • Retirement
  • College Education
  • Tax Planning
  • Business Ownership
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Flat Fee
  • Project Based
  • Percent of Assets Managed
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Bonnie Sewell - Contact

CEO

FEE-ONLY - Fee-only means we limit conflicts of interest. We do not accept commissions or compensation from any source except clients. FLAT FEE - Flat Fee means we charge based on the complexity and scope of work involved. FIDUCIARY - Fiduciary means we put your interests first. Period.


    Life Events

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

    Fee Structure

  • Flat Fee
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Morgan Smith - Contact

Morgan Smith, who has been a fee-only advisor for over 12 years, specializes in wealth management for successful families, business owners, retirement plans and institutions. He has 20+ years of experience in leadership positions in finance, business development, and education.


    Life Events

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

    Fee Structure

  • Percent of Assets Managed