We are a local Faith Based Insurance Agency that carries the big national brand behind us. Our agency specializes in Auto, Home, Life, Health Supplements and Financial Planning Services. We have locations in both Botetourt County and Roanoke County Virginia.

Insurance · 241.8 mi · Daleville, VA

Mike Fernandez State Farm proudly serves New Lenox and surrounding communities throughout Illinois, Indiana, and Wisconsin. With nearly 30 years of insurance and financial services experience, Mike and his team take an education-first approach to helping individuals, families, and businesses protect what matters most. As a U.S. Air Force veteran and New Lenox resident, Mike is committed to personalized service and building lasting relationships. We offer Auto, Home, Renters, Life, Business, Motorcycle, Boat, Umbrella Insurance, and more. Whether you’re reviewing your current coverage or looking for a new insurance provider, contact Mike Fernandez State Farm today for a personalized quote and coverage review.

Insurance · 279.3 mi · New Lenox, IL

God driven and mission driven conglomerate of companies serving our community with Godly purpose, intentions and great results in Automotive, Business Development, Construction, Financial Services and Real Estate Services with Kingdom vision and multiple solutions for our clients!

General Contractors · 302.3 mi · Serves nationwide · Sterling, VA

Faith‑Driven Financial Advisor | Helping Families, Christian Leaders & their Teams Practice Biblical Stewardship and Invest with Purpose | Charitable Giving & Philanthropy | Legacy & Endowment Planning

Financial Advising · 317.9 mi · Serves nationwide · Dumfries, VA

I help individuals, families, and business owners build strategies to protect what they’ve worked for and prepare for the future. I focus on retirement planning, wealth accumulation, life and disability protection, long-term care, employee benefits, and business planning. My approach is education-focused—I help clients understand their options and develop financial strategies based on their unique goals and needs. I provide insight on budgeting and debt management.

Financial Advising · 322.2 mi · Serves nationwide · Hendersonville, NC

I work with individuals, families, and business owners to create personalized financial strategies that help protect their assets, build wealth, and prepare for the future. Areas of focus include retirement planning, life and disability insurance, long-term care, employee benefits, business planning, and financial wellness. My role is to educate and guide clients so they can make informed decisions that support their unique goals and priorities.

Financial Advising · 336.7 mi · Serves nationwide · Wauwatosa, WI

StewardWell Wealth Partners is an independent Registered Investment Advisory firm in Franklin, Tennessee, built on stewardship, not salesmanship. Using their proprietary CLIMB Method, they start with your life goals - not a model portfolio - and build an ongoing plan around them. StewardWell serves affluent retirees, business owners planning an exit, values-driven professionals, and Christian creatives with irregular income, always as a fiduciary.

Financial Advising · 352 mi · Serves nationwide · Franklin, TN

Faith Based Financial Planning Firm.

Financial Advising · 352.5 mi · Serves nationwide · Spartanburg, SC

Alison M. Eddings, CPA helps small business owners and individuals legally reduce taxes, avoid costly mistakes, and keep more of what they earn. As a seasoned CPA specializing in tax planning, IRS compliance, and business strategy, she goes beyond tax prep — she creates year-round solutions tailored to your goals. Whether you need tax minimization strategies, guidance on the latest IRS rules, or support during an audit, Alison puts you in control of your financial future. Serving clients nationwide with personalized, plain-English advice you can trust.

Accountants · 356.4 mi · Serves nationwide · Charlotte, NC

We are an educational based financial services company helping people with inheritances, retirement and the new kind of life insurance you don't have to doors to use.

Insurance · 414.1 mi · Serves nationwide · Suffolk, VA

Wealth management and financial guidance for individuals, families, trusts, non-profits, and small businesses. Personalized investment management to help you achieve your goals. Fiduciary.

Financial Advising · 417.8 mi · Serves nationwide · Ivyland, PA

As an Investment Adviser Representative, we have a Fiduciary Responsibility to act in our clients’ best interest when offering or recommending investment advisory products and services. We help clients grow and protect their retirement savings so they can retire with confidence! Giving them confidence about their future using our transparent, comprehensive approach to planning and our Retire Happy FrameworkTM. Customized and holistic strategies designed to meet your goals and risk tolerance. We analyze your situation to make personalized recommendations. Building long- and short-term strategies that help you realize your retirement success. Every successful retirement/financial plan starts with an excellent client relationship. Our mission and values include providing unmatched service and exceeding our client’s expectations. We believe in being transparent and educating clients as we go, not just throwing numbers and a plan at them. Part of the planning also includes what else goes into your retirement happiness and wellbeing, beyond the finances. A Full-Focus Financial Process: It all starts with The Retire Happy Framework™ where you will discover: The WHY – Your Goals and Purpose The HOW – Our Strategies and Service The YOU – A Prioritized, Personalized Plan Building Your Retirement Vision, from the Framework to the Full Picture. Designing your fiscal house to weather the elements. Whether your retirement is down the road, right at hand, or already happening, we’re here to help with personal guidance through a wide range of services and strategies.

Financial Advising · 419.7 mi · Serves nationwide · Lawrenceville, GA

Genesis Wealth Advisor Group, LLC is an independent fiduciary financial planning and wealth management firm in Marlton, NJ, serving individuals, families, and business owners across multiple states. Founded on Scott Jones’s Christian faith and commitment to stewardship, we operate with relationships first, service before self, and integrity even when no one is watching. Our planning is values‑based and client‑centered: we start by understanding what matters most to you and then design retirement, tax, estate, and wealth strategies that reflect your priorities and beliefs, whether or not they are explicitly faith‑based.

Financial Advising · 427.8 mi · Serves nationwide · Marlton, NJ

We specialize in helping successful business owners and high net worth professionals significantly reduce their tax. Jesus told us to "pay unto Caesar what is Caesar's." Unfortunately, too many are paying Caesar MORE than he's asking for. We can help. We have saved our clients over $150 million in taxes during the past two years alone. We've been doing this for over 30 years and partner with CPAs, tax professionals and financial advisors. We have shared our ideas with thousands of financial professionals. If you feel the burden of taxes, contact us. I am the founder and you can reach me at michael@reignstormgroup.com.

Financial Advising · 461.7 mi · Serves nationwide · Warwick, NY

I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. MassMutual refers to Massachusetts Mutual Life Insurance Company.

Financial Advising · 481.7 mi · New York, NY

Christian financial advisor helping individuals, families, and business owners build financial confidence through personalized retirement, investment, insurance, and legacy planning. Committed to serving with integrity, wisdom, and a faith-centered approach.

Financial Coaching · 507.5 mi · Serves nationwide · Melville, NY

Driven by faith and the principle of sound stewardship, Revolution Financial Management equips families and entrepreneurs to build a lasting legacy. We provide complimentary, personalized strategies to eliminate debt, build tax-free wealth, protect your income, and plan for retirement. For us, financial education is the foundation of true freedom. We go beyond products to deliver the leadership, strategies, resources and purpose-driven guidance you need to take ownership of your future and multiply your impact for generations to come.

Financial Coaching · 523.2 mi · Serves nationwide · Bohemia, NY

At Empowered Legacy Co., we are committed to developing financially confident leaders who take ownership of their future and build wealth with purpose. Through strategic financial education, mentorship, and income-building opportunities, we empower individuals and families to create lasting generational impact. Our mission is to transform ambition into legacy by equipping people with the knowledge, mindset, and leadership skills needed to achieve financial confidence and long-term success. We believe true wealth extends beyond income—it creates opportunities, strengthens families, and leaves a lasting legacy for generations to come.

Financial Advising · 540 mi · Vardaman , MS

The first thing that I do is educate people about estate planning. Then if it makes sense, I help them put a will and trust into place. I help famiies to avoid probate, which can be a disaster---and to pass their legacy on to their family and any ministries they wish to support.

Financial Advising · 568.3 mi · Serves nationwide · Des Moines, IA

Full service health and wealth planning firm to include Medicare, ACA, estate planning, and retirement planning.

Financial Advising · 694.7 mi · Serves nationwide · St. Augustine, FL

Blessed Wealth is a faith-based financial services firm, specializing in Retirement Planning, Wealth Solutions, and Insurance Planning. Our goal is to honor God in everything we do, while helping our clients reach their goals.

Financial Advising · 829.8 mi · Serves nationwide · Tampa, FL

At Proverbs & Purpose Financial, Bruce Parmenter, CKA®, provides financial guidance rooted in biblical stewardship and the belief that financial decisions should reflect your faith and values. As a Certified Kingdom Advisor® (CKA®), his approach to wealth management emphasizes wisdom over speculation, purpose over performance, and understanding not just how your money grows, but where it is invested and what it ultimately supports.

Financial Advising · 830.2 mi · Serves nationwide · Lakeland, FL

East Coast Tax and Financial Planning helps individuals and families in Vero Beach and throughout the Treasure Coast make more coordinated decisions about retirement, investments, income, and taxes. Led by Danny Howes, EA, RFC, the firm specializes in retirement-focused financial planning, wealth management, investment management, retirement income strategies, annuities, Social Security planning, Roth conversions, required minimum distributions, and tax-aware retirement planning. Our approach is designed to bring the financial and tax sides of retirement together, so clients can better understand how each decision may affect the bigger picture. We work closely with retirees, pre-retirees, and others seeking thoughtful, personalized guidance rather than one-size-fits-all financial advice.

Financial Advising · 864 mi · Vero Beach, FL

MRA Advisory Group is an independent wealth management and financial planning firm dedicated to helping individuals, families, and business owners build, preserve, and transfer wealth with confidence. We beleive that every financial decision is connected. We provide personalized investment management, retirement planning, tax-efficient strategies, estate planning coordination, and fiduciary advice through long-term relationships focused on each client’s unique goals and values.

Financial Advising · 872.6 mi · Serves nationwide · Sarasota, FL

Professionals & Retirees often face complex income structures, concentrated equity positions, and growing tax exposure as assets increase. Our focus is helping to improve tax efficiency, income structure, and portfolio management.

Financial Advising · 889.3 mi · Venice, FL

Retire With Swan helps people who have saved well prepare for retirement and use what they’ve built with purpose. Based in Northlake, Texas, and founded by Christopher Swan, CFP®, MBA, we provide flat-fee retirement planning and ongoing investment management. We help you turn savings into income, share the financial responsibility, and make thoughtful decisions about enjoying life, supporting family, and giving generously. Our Christian faith shapes our commitment to honesty, stewardship, and care. We welcome clients of all backgrounds.

Financial Advising · 923.4 mi · Serves nationwide · Northlake, TX

We are Financial Services Company that specializes in helping people plan for Retirement. We offer a no fee, no pressure consultation to discover if we are good fit to help you achieve your Financial goals in person or via Zoom. Visit my website at Primerica.com/LanceKerr

Insurance · 928 mi · Keller, TX

Christian Financial Planning, Investment, Insurance, Charitable Planning. Remote Advisor in 38 plus states.

Financial Advising · 928.2 mi · Serves nationwide · Fort Myers, FL

I work as a financial planner, specifically helping faith-driven individuals implement financial plans designed to help them reach their goals. As part of financial planning, I also focus in investment management, charitable gifting strategies, budgeting/cash flow analysis, social security planning, and more. Securities offered through LPL Financial, Member SIPC www.sipc.org

Financial Advising · 931.6 mi · Fort Worth, TX

We specialize in serving pre-retirees, retirees, and legacy-minded families who want clarity, confidence, and the peace of mind that nothing important is being overlooked. Our role is to help evaluate, coordinate, and align the major areas of your financial life, including cash flow, retirement planning, investments, tax strategy, charitable giving, estate planning, and more. Because each financial decision should support something greater: the people you love, the values you hold, the future you envision, and the legacy you are building. How We Serve Focused On Quality, Not Quantity Most advisory firms are built for scale. We are built for depth. We believe deeply personal financial advice requires time, attention, and care. It cannot be rushed, commoditized, or mass-produced. We take the necessary time to understand what matters most to you, from your family and values to your finances, concerns, goals, and legacy, so your plan is personal, purposeful, and built around your life. Because we serve families with depth rather than volume, we are able to explore a broader range of planning topics in greater detail. That thoroughness helps us uncover opportunities, identify risks, and strengthen financial plans and investment strategies with greater care and precision. Our Independence, Your Best Interest Our independence gives us the freedom to evaluate every appropriate path, strategy, and solution in pursuit of what best serves your family’s needs, goals, and long-term vision. Every recommendation we make is guided by allegiance to your family’s best interest. Paladin Wealth Services is 100% family-owned, with no outside investors or shareholders influencing how we serve. That allows us to direct our energy where it belongs: toward the families who have entrusted us with their financial lives. Collaborative Guidance, Informed Decisions This is your wealth, and our role is to help steward it according to your priorities. We provide the analysis, education, and perspective needed to make informed decisions, while ensuring the path forward is grounded in your values, preferences, and vision for the future, not the numbers alone. We explain our recommendations patiently and plainly, without unnecessary jargon, so you understand what we recommend, why it matters, what tradeoffs are involved, and how each decision connects to the bigger picture. The result is a financial plan built alongside you, with greater clarity, stronger decision-making, and more confidence through changing markets, uncertain economies, and unexpected life events. Guidance For The Next Generation We believe financial wisdom should benefit more than one generation. That is why we welcome the opportunity to educate and support your family members, regardless of their age or stage of life. Whether they are learning financial fundamentals, preparing for major decisions, or one day helping carry your legacy forward, our goal is to be a trusted resource. A relationship with Paladin Wealth Services is designed to create a lasting advantage not only for you, but for the people you love and the future they will inherit.

Financial Advising · 956.6 mi · Serves nationwide · Naples, FL