2015 Best Financial Advisers for Dentists

June 19, 2015



 

Northeast

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Southeast

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Midwest


Southwest

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West

Connecticut David J. Lincoln CFP®, ChFC®, CLU®, MSFS FSI   Moneco Advisors Minimum Portfolio: Assets Managed: Years Experience: Fee/Commission Flexible $108M 40  

Contact today

www.monecoadvisors.com

(203) 319-3550  

    Massachusetts Michaela Herlihy CFP®     Beacon Financial Planning, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only Flexible $85M 10  

Contact today

www.BeaconFinancialPlanning.com

(508) 230-3588  

    Walter Herlihy CFP®, CLU®, ChFC® FPA, NAPFA   Beacon Financial Planning, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only Flexible $140M 25  

Contact today

www.BeaconFinancialPlanning.com

(508) 230-3588  

    New Hampshire Thomas G. Goodwin CFP®, EA NAPFA, NATP, FPA   Beacon Financial Planning, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only Flexible $194M 17  

Contact today

www.yourfinancialfocus.com

(603) 569-1994  

    New Jersey Steven W. Kaye CFP®, AIF®, CHFC®, CLU®, AAMS, CEBS, RHU FPA, SFSP   AEPG Wealth Strategies Minimum Portfolio: Assets Managed: Years Experience: Fee Based $750K $800M 31+    

www.aepg.com

(908) 757-5600  

    Ken Schapiro CFA®, MBA CFA Institute   Condor Capital Management Minimum Portfolio: Assets Managed: Years Experience: Fee Only $250K $911M 27  

Contact today

www.condorcapital.com

(732) 356-7323  

    Brian Slater       Condor Capital Management Minimum Portfolio: Assets Managed: Years Experience: Fee Only $250K $911M 18  

Contact today

www.condorcapital.com

(732) 356-7323  

    New York Ronald W. Rogé CFP®, MBA FPA, NAPFA   Rogé R.W. & Company, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only $750K $240M 28  

Contact today

www.rwroge.com

(631) 218-0077  

    Pennsylvania Donald L. DeMuth CFA®, CHBC, CPA, MBA, PFS NAPFA, AICPA, CFA Institute, NSCHBC   Mighty Oak Strong America Investment Co. Minimum Portfolio: Assets Managed: Years Experience: Fee Based $100K $100M 10  

Contact today

www.Investwithmosaic.com

(717) 790-9001  

    James J. Holtzman CFP®, CPA®     Legend Financial Advisors, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only Flexible $300M 19  

Contact today

www.legend-financial.com

(412) 635-9210  

    Diane M. Pearson CFP®, PPC™, CDFA™ FPA, AICPA, NAPFA   Legend Financial Advisors, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only Flexible $300M 26  

Contact today

www.legend-financial.com

(412) 635-9210  

    Louis P. Stanasolovich CFP® NAPFA, FPA   Legend Financial Advisors, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only Flexible $300M 34  

Contact today

www.legend-financial.com

(412) 635-9210  

    Alabama Jason Dyken MBA, MD     Dyken Wealth Strategies Minimum Portfolio: Assets Managed: Years Experience: Fee/Commission Based $250K N/A 15    

www.doctorsws.com

(251) 955-2827  

    Stewart H. Welch III CFP®, AEP FPA   The Welch Group, LLC Minimum Portfolio: Assets Managed: Years Experience: Fee Only $1M $745M 34  

Contact today

www.welchgroup.com

(205) 879-5001  

    Florida Eliot Sokalsky       Doctors Asset Group Minimum Portfolio: Assets Managed: Years Experience: Commission Based Flexible N/A 11  

Contact today

www.doctorsassetgroup.com

(239) 561-2900  

    Georgia Robert S. Hockett CFP® FPA, NAPFA, NATP   Cambridge Wealth Counsel Minimum Portfolio: Assets Managed: Years Experience: Fee Only $1M N/A 20  

Contact today

www.cambridgewealthcounsel.com

(770) 506-7377  

   

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Barry H. Kaplan CFP®, DDS, EA FPA, NAPFA, NATP   Cambridge Wealth Counsel Minimum Portfolio: Assets Managed: Years Experience: Fee Only $1M N/A 15  

Contact today

www.cambridgewealthcounsel.com

(678) 833-1110  

   

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Louisiana H. Jude Boudreaux CFP®     Upperline Financial Planning Minimum Portfolio: Assets Managed: Years Experience: Fee Only None N/A 15  

Contact today

www.upperlinefinancial.com

(504) 717-4862  

    Daniel Frick CFP®, CFA® CFA Institute   Financial Management Professionals Minimum Portfolio: Assets Managed: Years Experience: Fee Only Flexible $550M 8  

Contact today

www.fmprofessionals.com

(337) 433-4334  

    North Carolina Damon G. Lichtenberger CLTC NAIFA, MDRT   North Star Consultants Minimum Portfolio: Assets Managed: Years Experience: Fee/Commission Based Flexible $40M 12  

Contact today

  (919) 908-2457  

    South Carolina Brian M. Brown JD FPA, MDRT   Commonwealth Financial Group Minimum Portfolio: Assets Managed: Years Experience: Fee Based None $12M 5  

Contact today

www.commonwealthfg.com

(803) 261-5803  

    Nicholas Pavia   FPA, MDRT   Commonwealth Financial Group Minimum Portfolio: Assets Managed: Years Experience: Fee Based Flexible $20M 11  

Contact today

www.commonwealthfg.com

(843) 884-4545  

    Tennessee William B. Howard Jr. CFP®, ChFC® FPA   William Howard & Co. Financial Advisors Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only $500K $172M 36  

Contact today

  (901) 761-5068  

    Virginia Jake Jacklich CFP® FPA   Lincoln Financial Advisors Minimum Portfolio: Assets Managed: Years Experience: Fee Based None N/A 9  

Contact today

www.profinancialplanner.com

(757) 374-6979  

    Michael Joyce CFA®, CFP®, MBA CFA Institute, NAPFA   JoycePayne Partners Minimum Portfolio: Assets Managed: Years Experience: Fee Only Flexible $640M 32    

www.joycepaynepartners.com

(804) 358-2702  

    Illinois Clay Hessel   NAIFA, MDRT   GCG Financial, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Based Flexible $150M 20  

Contact today

  (847) 457-3035  

    John W. Wimbiscus CFP®, MBA FPA, NAPFA, AICPA   Trinity Financial Advisors, LLC Minimum Portfolio: Assets Managed: Years Experience: Fee Only $500K $212M 31  

Contact today

www.TFA-LLC.com

(312) 245-1300  

    Indiana Joe Dewald CEP®, CFP® FPA, FSI   Wealth Advisors Group Minimum Portfolio: Assets Managed: Years Experience: Fee Based $250K $325M 16  

Contact today

www.wealthag.com

(260) 619-3100  

    Greg Galecki CFP® FPA, NAPFA   Galecki Financial Management, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only $500K $400M 28  

Contact today

www.galecki.com

(260) 436-8525  

    Brady McArdle CFP® FPA, NAPFA   Galecki Financial Management, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only $500K $400M 19  

Contact today

www.galecki.com

(260) 436-8525  

    Seth Whicker CFP®, MSFA, MSFP FPA   SYM Financial Advisors Minimum Portfolio: Assets Managed: Years Experience: Fee Based $500K $1.8B 23  

Contact today

www.sym.com

(800) 888-7968  

    Michigan Lynn Chen-Zhang CFP®, CPA, MBA NAPFA   Zhang Financial Minimum Portfolio: Assets Managed: Years Experience: Fee Only $250K $2B 24    

www.zhangfinancial.com

(269) 385-5888  

    Minnesota Joel Greenwald AIF®, CFP®, M.D. FPA   Greenwald Wealth Management Minimum Portfolio: Assets Managed: Years Experience: Fee & Commission Based None $110M 15    

www.joelgreenwald.com

   

    Michael D. Rutter CFP® MDRT   The Vitality Group Minimum Portfolio: Assets Managed: Years Experience: Fee/Commission Flexible N/A 9    

www.vitalityfinancialgroup.com

(612) 617-6101  

    Ohio Thomas A. Curti CFP®, AIF®     Greenwald Wealth Management Minimum Portfolio: Assets Managed: Years Experience: Fee Only $500K $300M 30  

Contact today

www.wealthdimensions.com

(513) 554-6000  

    R. Matthew Hamilton CFP®     Hamilton Capital Management, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only Flexible $1.5B 39  

Contact today

www.hamiltoncapital.com

(614) 273-1000  

    William A. Leuby CFP®, CPA®, JD FPA, NAPFA   Hamilton Capital Management, Inc. Minimum Portfolio: Assets Managed: Years Experience: Fee Only Flexible $1.5B 32  

Contact today

www.hamiltoncapital.com

(614) 273-1000  

    Eugene E. Welsh CPA, PFS AICPA   Welsh, Miller Financial Group Minimum Portfolio: Assets Managed: Years Experience: Fee Based $250K $100M 30  

Contact today

www.ameripriseadvisors.com/gene.welsh/

(440) 572-5522  

    Texas Steven M. Lugar CFP® FPA   Beaird Harris Minimum Portfolio: Assets Managed: Years Experience: Fee Only $500K $737M 33  

Contact today

www.bh-wm.com

(972) 503-1040  

    Shaun McDuffee AEP, CEPA, ChFC®, CLU®, RFC FPA, NAPFA, IARFC, MDRT, NAIFA   North Star Consultants Minimum Portfolio: Assets Managed: Years Experience: Fee Based None $50M 26  

Contact today

www.northstarfinancial.com

(512) 610-4050  

    Mark Miller   MDRT, NAIFA   North Star Resource Group Minimum Portfolio: Assets Managed: Years Experience: Fee Based None $5M 5  

Contact today

www.northstarfinancial.com

(612) 617-6175  

    Craig P. Molldrem CEPA, CFP®, ChFC®, CLU®     North Star Resource Group Minimum Portfolio: Assets Managed: Years Experience: Fee Based None $30M 13  

Contact today

www.northstarfinancial.com

(612) 617-6019  

    Marcus C. Stone   MDRT, NAIFA   North Star Resource Group Minimum Portfolio: Assets Managed: Years Experience: Fee Based None N/A 6  

Contact today

www.northstarfinancial.com

(512) 610-4050  

    California Bradford D. Creger AAMS®, CFS, AIFA®, CLTC FSI   Total Financial Resource Group Minimum Portfolio: Assets Managed: Years Experience: Fee/Commission None N/A 22  

Contact today

www.tfrgroup.com

(626) 795-9600  

   

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  Timothy J. McNeely CFP®, CIMA® FSI   McNeely Financial Strategies LLC Minimum Portfolio: Assets Managed: Years Experience: Fee Based None $86M 14  

Contact today

www.mcneelyfs.com

(855) 356-9729  

   

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Thomas A. Zirbes   MDRT, NAIFA   North Star Resource Group Minimum Portfolio: Assets Managed: Years Experience: Fee/Commission Flexible N/A 27  

Contact today

wwww.northstarfinancial.com

(800) 350-4500 ext. 353  

    Colorado Joel B. Javer CFP®, CLU® FPA, NAPFA   Sharkey, Howes & Javer Minimum Portfolio: Assets Managed: Years Experience: Fee Only None $755M 31    

www.shwj.com

(303) 639-5100  

    Herb White CFP®, ChFC®, CLU®, MBA FPA, NAIFA   Life Certain Wealth Strategies Minimum Portfolio: Assets Managed: Years Experience: Fee Based $250K $150M 17  

Contact today

www.lifecertain.com

(303) 793-3999  

    Utah Robert S. Hockett CFP® FPA, NAPFA, NATP   Cambridge Wealth Counsel Minimum Portfolio: Assets Managed: Years Experience: Fee Only None N/A 20  

Contact today

www.cambridgewealthcounsel.com

(801) 783-2241  

   

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Washington Gregory T. Stapp CFP®, CPA, MSFP, PFS NAPFA, AICPA, NATP   Stapp Financial Planning, PLLC Minimum Portfolio: Assets Managed: Years Experience: Fee Only $100K $56M 30  

Contact today

www.stappfinancial.com

(855) 872-3159  

    This paid directory is a yearly feature providing our readers with access to advisers with special experience in meeting the unique financial goals and challenges of dentists.