Our Advisors
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.
- 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
Life Events
- Percent of Assets Managed
Fee Structure
Melissa Sotudeh - Contact
MBA, CFPMelissa Sotudeh, MBA, CFP, specializes in holistic financial plans to ease the challenges individuals and families face, including retirement, investment, tax management, and estate planning solutions. Melissa is an Advocate for the CFP Board’s Women’s Initiative, and a subject matter expert for the CFP Board of Standards.
- Inheritance
- College education
- Home Buying or Downsizing
- Charitable Giving
- Loss of a Spouse
- Retirement
- Business Ownership
- Estate Planning
- Marriage, Divorce, and New Baby
- General Savings and Investment
Life Events
- Hourly
- Percent of Assets Managed
Fee Structure
Curt Stowers - Contact
Phd, CFPF5 Financial Planning (Faith, Friends & Family, Fitness, Finance) works with families to manage, grow and protect their assets. We leverage the academically-based work of Dimensional Fund Advisors for our clients' investments. We are a comprehensive, fee-only (NAPFA) firm located in Chicago.
- Inheritance
- Home Buying or Downsizing
- Charitable Giving
- Loss of a Spouse
- Retirement
- Job Loss or Transition
- College Education
- Tax Planning
- Business Ownership
- Estate Planning
- General Savings and Investment
Life Events
- Flat Fee
Fee Structure
David Taube - Contact
CEO/CIOF5 Financial Planning (Faith, Friends & Family, Fitness, Finance) works with families to manage, grow and protect their assets. We leverage the academically-based work of Dimensional Fund Advisors for our clients' investments. We are a comprehensive, fee-only (NAPFA) firm located in Chicago.
- Inheritance
- College education
- Home Buying or Downsizing
- Charitable Giving
- 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
Life Events
- Hourly
- Percent of Assets Managed
Fee Structure
Clark Taylor - Contact
Soltis Investment Advisors provides fee only wealth management services to clients primarily in the Intermountain West. We are located in St. George, UT and assist clients with creating a financial plan and implementing investment management services to match. Our measure of success if assisting clients achieve life's most important endeavors.
- Charitable Giving
- Retirement
- Insurance Review
- Business Ownership
- General Savings and Investment
Life Events
- Percent of Assets Managed
Fee Structure
Holly P. Donaldson - Contact
CFWith over 25 years' experience, Holly is an author, speaker, and educator on the psychology of money. She does not touch her clients’ money, but helps them strategize and integrate life goals and personal finances. A Gen X'er and CFP® certified advisor, Holly specializes in helping Baby Boomers and their families.
- Inheritance
- Taking Care of Parents
- Home Buying or Downsizing
- Charitable Giving
- Loss of a Spouse
- Retirement
- Tax Planning
- Business Ownership
- Estate Planning
- General Savings and Investment
Life Events
- Hourly
- Flat Fee
- Project Based
Fee Structure
Troy Thompson - Contact
Thompson Advisory Services is a fee-only, comprehensive financial service firm with offices in San Francisco and Portland. We provide complete, integrated financial advice to professionals and entrepreneurs in all stages of life—tax planning and preparation, stock options, investment strategies, insurance, estate planning, college and retirement planning, cash flow, and more.
- Inheritance
- Home Buying or Downsizing
- Retirement
- Insurance Review
- Tax Planning
- Business Ownership
- Estate Planning
- General Savings and Investment
Life Events
- Hourly
- Flat Fee
Fee Structure
Rick Waechter - Contact
We create and manage comprehensive financial plans for executives and retirees. We tailor these plans to each client's unique situation. Our clients expect low-cost, academically rigorous solutions without the conflicts of interest that plague Wall Street. They also expect, and receive, individual attention from CERTIFIED FINANCIAL PLANNER professionals.
- Inheritance
- Taking Care of Parents
- 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
Life Events
- Percent of Assets Managed
Fee Structure
Jennifer Wolfsberg - Contact
As an independent firm, we are able to select from an open range of investment solutions with the best interests of our clients at the forefront. At Centerpoint Advisors, a strong commitment to open communication and personalized service is at the very heart of what we do.
- 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
Life Events
- Project Based
- Percent of Assets Managed
Fee Structure
Scott Witt - Contact
I am an actuary and fee-only insurance advisor, specializing in life insurance, annuities, and long-term care. I work only on an hourly basis, so I can serve as a TRUE fiduciary to my clients because there are no conflicts of interest with my recommendations.
- Charitable Giving
- Retirement
- Insurance Review
- Tax Planning
- Estate Planning
- Long-Term Care
Life Events
- Hourly
Fee Structure
Lex Zaharoff - Contact
I specialize in helping corporate executives make the right financial decisions as they go through job transitions by organizing their assets, clarifying financial choices and reducing investment anxiety. With 33 years of experience, I provide both a sounding-board on major financial decisions as well as a guide through volatile markets.
- Inheritance
- Charitable Giving
- Retirement
- Job Loss or Transition
- Business Ownership
- Estate Planning
- General Savings and Investment
Life Events
- Percent of Assets Managed
Fee Structure
Mark Zoril - Contact
PlanVision helps smaller employers have great retirement plans. Our clients use primarily passive funds; don't pay revenue sharing or commissions; and pay mostly flat fees for support services. And, their employees get personal, one on one guidance without product sales.
- Retirement
- Insurance Review
- College Education
- General Savings and Investment
Life Events
- Flat Fee