Shows / Financial Planner Search
Financial Planner Search
Finding a financial advisor is easy. Finding the right one is hard.
Most advisors look the same on paper — credentials, services, a polished website. But what you actually need to know is how they think, how they treat people, and whether you'd even enjoy working with them.
That's what Financial Planner Search is for.
Each episode, we sit down with an independent financial advisor for an honest, in-depth conversation. No sales pitch. No jargon. Just a real look at who they are, how they work…
Episodes
- Financial Planner Search
Disinherit the Government, Not Your Kids with Dean Owen | Financial Planner Search
In this episode of Financial Planner Search, Dean Owen, a CPA in Paducah, Kentucky, talks about keeping money in the family instead of handing it to the…
- Financial Planner Search
We Don't Predict, We Prepare with Theodore Hicks | Financial Planner Search
In this episode of Financial Planner Search, Theodore Hicks, founder of Hicks & Associates and author of Evidence Based Investing, talks about what he does…
- Financial Planner Search
75% Therapist with Sean Linder | Financial Planner Search
In this episode of Financial Planner Search, Sean Linder, founder of Honarc Wealth, talks about why a complex family does not want to be dropped into a box…
- Financial Planner Search
Women in Transition & The Virtual Family Office with Dr. Pat Pachciarz | Financial Planner Search
In this episode of Financial Planner Search, Dr. Pat Pachciarz, CEPA, CPT, founder of Pinnacle, discusses the virtual family office he built for women in…
- Financial Planner Search
Values-Aligned Investing Without Sacrificing Performance with Bill Davis | Financial Planner Search
In this episode of Financial Planner Search, Bill Davis, founder of Stance Capital, makes the case that values-aligned investing isn't a sacrifice trade — and…
- Financial Planner Search
From a Roast Beef Sandwich to a Blue-Collar RIA with David Wiedmeyer | Financial Planner Search
In this episode of Financial Planner Search, David Wiedmeyer, founder of KLD Wealth and a CFP based in Lebanon, Ohio, shares how a five-dollar Arby's deal…
- Financial Planner Search
If You Die, Nothing's Left with Melissa Yano | Financial Planner Search
In this episode of Financial Planner Search, Melissa Yano, a CFP at Capital Wealth Planner, talks with business owners whose companies are already working and…
- Financial Planner Search
Wealth Is a Tool, Not a Trophy with Gary Preisser | Financial Planner Search
In this episode of Financial Planner Search, Gary Preisser, Managing Partner of Stonebriar Wealth Advisors, explains what he calls functional wealth. Most of…
- Financial Planner Search
What "Am I Okay?" Actually Means with Donny Stewart | Financial Planner Search
In this episode of Financial Planner Search, Donny Stewart, CFP and partner at Swan Wealth Management, discusses what people are really asking when they say…
- Financial Planner Search
Am I Okay If I Step Away? with Bridget Grimes | Financial Planner Search
In this episode of Financial Planner Search, Bridget Grimes, founder of Wealth Choice, talks about the women who make the money, carry the family, and still do…
- Financial Planner Search
Live by Design with JD Ramirez | Financial Planner Search
In this episode of Financial Planner Search, JD Ramirez, who leads RAM Capital Group, talks about what changes when a business owner stops running the company…
- Financial Planner Search
What's Missing Isn't the Money with James Roberts | Financial Planner Search
In this episode of Financial Planner Search, James Roberts, founder of Intentional, talks about what is left after the title and the income are already there…
- Financial Planner Search
Less Tax, More Abundance with Peter Culver | Financial Planner Search
In this episode of Financial Planner Search, Peter Culver, co-founder of Wealth Thrive, talks about using taxes as the front door to something bigger: a life…
- Financial Planner Search
You Can't Hug a Spreadsheet with Frank Legan | Financial Planner Search
In this episode of Financial Planner Search, Frank Legan, a financial advisor with 26 years in the business and founder of his own independent practice…
- Financial Planner Search
From Labor to Capital with Eli Mikel | Financial Planner Search
In this episode of Financial Planner Search, Eli Mikel, founder of Clockwise Capital, discusses why every person is on a path to becoming a business owner…
- Financial Planner Search
Retire as You Desire with Bill Bloom | Financial Planner Search
In this episode of Financial Planner Search, Bill Bloom, founder of Bloom Financial, shares his "Retire as You Desire" philosophy, helping clients plan for…
- Financial Planner Search
Divorce, Money & Starting Over with Leah Hadley | Financial Planner Search
In this episode of Financial Planner Search, Leah Hadley, founder of Intentional Wealth Partners and Intentional Divorce Solutions, discusses her work…
- Financial Planner Search
Turning a Big Number Into a Paycheck with Josh Ackerman | Financial Planner Search
In this episode of Financial Planner Search, Josh Ackerman, financial planner and second-generation owner of Context Financial in Lexington, Kentucky…
- Financial Planner Search
Leaving Product Sales Behind with David D'Albero & Carmine Coppola | Financial Planner Search
In this episode of Financial Planner Search, David D'Albero and Carmine Coppola, co-founders of Strata Capital, talk about the moment they decided they…
- Financial Planner Search
Garden-Glove Service for Family Offices with Jack Dwyer | Financial Planner Search
In this episode of Financial Planner Search, Jack Dwyer, President of Sunpointe Investments, talks about why he left a giant consulting firm to build a…
- Financial Planner Search
Life Beyond the Retirement Number with Andy Schelitzche | Financial Planner Search
In this episode of Financial Planner Search, Andy Schelitzche, financial advisor at Manifest Planning, discusses his comprehensive, relationship-first approach…
- Financial Planner Search
Why Business and Personal Money Can't Stay Separate with Ryan Staton | Financial Planner Search
In this episode of Financial Planner Search, Ryan Staton, managing partner and co-founder of Staton Walsh, explains why the old advice to keep work and home…
- Financial Planner Search
The Tax Problem Retirees Can't Name with Michael Mezheritskiy | Financial Planner Search
In this episode of Financial Planner Search, Michael Mezheritskiy, President of Milestone Asset Management Group, discusses why his ideal clients often know…
- Financial Planner Search
Put Consumers in Charge of Finding Advisors with Brian Thorp | Financial Planner Search
In this episode of Financial Planner Search, Brian Thorp, founder of WealthTender, discusses why most people who never work with a financial advisor still…
- Financial Planner Search
Putting Your Neck Out for Clients with John Llodra | Financial Planner Search
In this episode of Financial Planner Search, John Llodra, CFP®, co-founder of New Harbor Financial Group in Worcester, Massachusetts, explains why he refuses…
- Financial Planner Search
Family Office for the Rest of Us with Mikey Manghum | Financial Planner Search
In this episode of Financial Planner Search, Mikey Manghum, Vice President and Financial Advisor at Regent Private Wealth in Tulsa, Oklahoma, discusses…
- Financial Planner Search
The Least Boring CPA with Steven Jarvis | Financial Planner Search
In this episode of Financial Planner Search, Steven Jarvis CPA and founder of Retirement Tax Services makes a case most accountants would find heretical: the…
- Financial Planner Search
From Fighter Pilot to Flat-Fee Advisor with Steve Ankerstar | Financial Planner Search
In this episode of Financial Planner Search, Steve Ankerstar, founder of Ankerstar Wealth and a retired Air Force fighter pilot, discusses how "getting angry"…
- Financial Planner Search
Institutional Portfolio Management with Michael Bellody | Financial Planner Search
In this episode of Financial Planner Search, Michael Bellody, founder and CEO of Imperia Wealth Management in Braintree, Massachusetts, discusses bringing…
- Financial Planner Search
Building a Life, Not a Portfolio with John Browning | Financial Planner Search
In this episode of Financial Planner Search, John Browning, founder of Guardian Rock Wealth, discusses his mission to turn "miserable rich people" into "happy…
- Financial Planner Search
Putting the Person in Front of the Numbers with Marcel V. Quiroga | Financial Planner Search
In this episode of Financial Planner Search, Marcel V. Quiroga, founder of TQM Wealth Partners, discusses adding a human element to financial planning and…
- Financial Planner Search
Saving Entrepreneurs a Billion in Tax with Pat Lonergan | Financial Planner Search
In this episode of Financial Planner Search, Pat Lonergan, founder of Vital Wealth, serves entrepreneurs taking home over a million dollars a year who are…
- Financial Planner Search
Building a Fence at the Top of the Cliff with R.J. Kelly | Financial Planner Search
In this episode of Financial Planner Search, R.J. Kelly, founder of Wealth Legacy Group, discusses his multidisciplinary approach to wealth management, tax…
- Financial Planner Search
People Over Portfolios with Brad Mendel | Financial Planner Search
In this episode of Financial Planner Search, Brad Mendel of Mendel Money discusses how a second-generation, family-built practice puts financial planning first…
- Financial Planner Search
Offense, Defense & Coach with Jeremy Self | Financial Planner Search
In this episode of Financial Planner Search, Jeremy Self of Cedarwood Financial Partners discusses his holistic approach to wealth management built around…
- Financial Planner Search
Generational Wealth & Collaborative Planning with Steven Rogé | Financial Planner Search
In this episode of Financial Planner Search, Steven Rogé, a financial advisor, discusses his firm’s multi-generational approach to comprehensive wealth…
- Financial Planner Search
Holistic Wealth & Exit Planning for Business Owners with Jason Priebe | Financial Planner Search
In this episode of Financial Planner Search, Jason Priebe of Magnetic North Advisors, discusses his comprehensive, all-in-one approach to wealth management…
- Financial Planner Search
Architectural Wealth Design and the "Henry" Client with Jason Sherr | Financial Planner Search
In this episode of Financial Planner Search, Jason Sherr, founder of Stratefi Wealth Management, explains how his background in architecture at UC Berkeley…
- Financial Planner Search
Building a Wealth Management "Scene" with Matt Zeigler | Financial Planner Search
In this episode of Financial Planner Search, we sit down with Matt Zeigler, Managing Director and Private Wealth Advisor at Sunpoint Investments. Transitioning…
- Financial Planner Search
Main Street Wealth & The Life Strategic Plan with Donald Morgan | Financial Planner Search
In this episode of Financial Planner Search, Donald Morgan, lead financial planner and co-owner of Colmena, discusses his holistic approach to wealth…
- Financial Planner Search
Executive Comp & Flat-Fee Planning with Malcolm Etheridge | Financial Planner Search
In this episode of Financial Planner Search, Malcolm Etheridge, a Certified Financial Planner and Enrolled Agent at Capital Area Planning Groups, discusses his…
- Financial Planner Search
Quarterback Planning for High-Income Founders with Josh Davis | Financial Planner Search
In this episode of Financial Planner Search, Josh Davis, founder of Davis Private Wealth, explains his client-centric approach to wealth management and…
- Financial Planner Search
Work Optional Planning & SWAT Medic Calm with Nick Lager | Financial Planner Search
In this episode of Financial Planner Search, Nick Lager, founder of Tactical Wealth Planning, discusses his unique transition from serving as a 911 paramedic…
- Financial Planner Search
Tax-Focused Retirement and Entrepreneurial Strategy with David Brooks | Financial Planner Search
In this episode of Financial Planner Search, David Brooks, founder of Retire Smart, shares his unique journey from a college dropout managing the world's…
- Financial Planner Search
Empowering Business Owners through Comprehensive Planning with Sal Perez | Financial Planner Search
In this episode of Financial Planner Search, Sal Perez, founder of Totem Wealth Management, shares his journey from a low-income background in Kissimmee…
- Financial Planner Search
Tax-Efficient Wealth for High-Earning Professionals with Francisco Blanco | Financial Planner Search
In this episode of Financial Planner Search, Francisco Blanco, founder of Stonebrook Wealth Partners, discusses his journey from being a teller at Chase…
- Financial Planner Search
Collaborative Planning & Diverse Wealth with Marguerita Cheng | Financial Planner Search
In this episode of Financial Planner Search, Marguerita (Rita) Cheng, CEO of Blue Ocean Global Wealth, explains why her practice always leads with financial…
- Financial Planner Search
Exit Planning & Financial Autonomy for Entrepreneurs with Chris Clepp | Financial Planner Search
In this episode of Financial Planner Search, Chris Clepp, founder of Building Towards Wealth, shares his journey from entering the insurance industry on…
- Financial Planner Search
Comprehensive Planning & Legacy Building with Brandon Kennedy | Financial Planner Search
In this episode of Financial Planner Search, Brandon Kennedy, founder and president of Kennedy Financial Group, shares his heart for helping retirees and…
- Financial Planner Search
Remote Advising & Value-Driven Planning with Jonathan Bednar | Financial Planner Search
In this episode of Financial Planner Search, financial advisor Jonathan Bednar discusses the evolution of his practice and the art of building deep…
- Financial Planner Search
Transparency & Life Transitions with Diane Pearson | Financial Planner Search
In this episode of Financial Planner Search, Diane Pearson, a Certified Financial Planner, discusses her evolution in the financial industry and her advocacy…
- Financial Planner Search
Individual Impact & Long-Term Partnerships with Joseph Yoon | Financial Planner Search
In this episode of Financial Planner Search, Joseph Yoon shares his journey through the financial planning industry and his evolution toward a practice…
- Financial Planner Search
Navigating Federal Retirement & Holistic Planning with Josh Strange | Financial Planner Search
In this episode of Financial Planner Search, Josh Strange, a Certified Financial Planner, discusses his firm’s specialized focus on helping government…
- Financial Planner Search
Local Wealth Management & Strategic Legacy Planning with Matthew Benson | Financial Planner Search
In this episode of Financial Planner Search, Matthew Benson, owner of Sonmore Financial, joins us to discuss his unique approach to wealth management and the…
- Financial Planner Search
Comprehensive Planning & Client Partnership with Lyle & Andrew Rosman | Financial Planner Search
In this episode of Financial Planner Search, Lyle and Andrew Rosman of OnePoint BFG East Bay discuss their client-centric approach to comprehensive financial…
- Financial Planner Search
The Heart of Financial Advice with Travis & Liana Poodiack | Financial Planner Search
In this episode of Financial Planner Search, Travis and Liana Poodiack of Birch Financial Group share their unique perspective as a mother-son financial…
- Financial Planner Search
The Boutique Advantage: Managing Fear and Trust with Allen Harris | Financial Planner Search
In this episode of Financial Planner Search, Allen Harris, owner of Berkshire Money Management, discusses the vital role of empathy and psychology in wealth…
- Financial Planner Search
The Human Side of Finance & Judgment-Free Zones with William Pitney | Financial Planner Search
In this episode, William Pitney, founder of Focus You, shares his deeply personal journey from tragedy to becoming a financial professional who prioritizes the…
- Financial Planner Search
Behavioral Coaching & The Boutique Advantage with Ryan Wyatt | Financial Planner Search
In this episode of Financial Planner Search, Ryan Wyatt of Wyze Wealth Advisors, dives into his personal journey into the world of finance, a path inspired by…
- Financial Planner Search
Retirement Planning for Federal Law Enforcement with Anthony Bucci | Financial Planner Search
In this episode of Financial Planner Search, Anthony "Tony" Bucci, founder of Mission Point Plan, discusses his specialized approach to financial planning…