Find a Financial Advisor or Coach

We offer a full suite of financial planning services for Americans living in the United States or residing in Japan as expats. Our investment management strategies often utilize sophisticated hedging techniques and extensive international diversification.

I am a local advisor in Franklin WI, and I specialize in helping small business owners and high net worth individuals plan and achieve their retirement goals. Since I own my own business, I am able to take on fewer clients and offer more customized planning solutions often for a lower fee.

W Bradley helps post-exit entrepreneurs through money and life transitions. We provide coaching, planning, administrative, and planning services. We provide what are traditionally family office services, including consolidated reporting, personal accounting, spend rate advisory, bill pay/capital call/cash flow admin, tax and estate planning, and investment advisory services for a flat fee ranging from $5K to $60K per year based primarily on if we're playing the role of coach or a comprehensive family office advisor. Our clients are primarily post-exit entrepreneurs with a $5M to $100M net-worth and they usually have exposure or interest in private investments (VC, PE, real estate). I built the firm that I wanted, but couldn't find, when I sold my first company 10 years ago and our philosophy is further informed by my unique experience working for an ivy league endowment, running a VC firm, and investing for 20+ years across many asset classes.

15+ year Wealth Advisor helping hundreds of families plan for their financial future. Particular expertise in in-depth tax planning/filing. Believer in low cost widely diversified index funds. Have been using ProjectionLab since it first started. I also have experience with every other retirement planning software.

I help men in their 20s and 30s learn to manage their finances and plan their future—without all the confusion and constant stress because of money. I can't wait to meet you and get started! Coaching has continued to be the best investment I've ever made, and I'm honored to offer the same to others looking to win with money.

Hi, I'm Aubrey! I started Open Path Financial, to be the financial advisor that I desperately needed but couldn't find. I hold a Masters from MIT, an MBA, and I'm a proud member of the Financial Independence/Retire Early (FI/RE) community and the ADHD/neurodivergent community. My mission is to help you put the tools of Financial Independence to work now, to begin living your FI life now, whether you are just starting out, close to FI, or already made the leap and are wondering just how far you can go. We are fee-only, advice-only, 100% fiduciary at all times and we work on the hourly model, so you only pay for the advice you need. No assets under management fees, retainer fees, or hidden kickbacks from financial products, we only work for you, at all times, period. I am grateful for each person and family I'm able to help. Thank you for taking the first step to your own Financial Independence. With gratitude, Aubrey Williams, MS MBA

At First Growth Capital Partners, we achieve growth for our clients that is driven by thorough analysis and optimized for individual wants and needs. We accomplish this by coupling hands-on solutions proven to enhance and maximize wealth and coordination with best-in-class external providers to ensure efficiency. Areas of expertise: -Concentrated stock positions -Goal oriented investing for HENRY, FIRE, and transitions -Investing for small business owners -Startup and illiquid holdings diversification -Expats and non-citizen investors

CWS Asset Management is a Registered Investment Advisory firm. We are a independent advisory business, which allows us operate as a fiduciary to all clients. We take no commissions and paid directly by our clients for services rendered. The business offers many services such as retirement planning, managing investments (Taxable brokerage accounts, 401k/403b/457, IRA and ROTH IRA account), tax planning, college funding, debt management, budgeting strategies. We have been in business for approximately 15 years. Financial Industry Regulatory member FINRA # 168521

Juanita Wrenn, Managing Director of Hudson Financial Partners, leads with over 30 years of dedication to Australian families and a bold vision for the future of wealth management. Under her guidance, Hudson has grown into a firm of six senior advisers, many of whom have worked together for decades, now proudly serving multiple generations, from grandparents through to grandchildren. Hudson never stops innovating, continually researching smarter, more tax-effective strategies to help our clients create a life free from money worries. Whether it’s through investment bonds (taxed up to 30% within the bond), strategic philanthropy, trust structures or superannuation recycling, we remain at the forefront of financial excellence for Australians from all walks of life. This is intended as general advice only.

Traditional financial advisers usually focus on just one area — mortgages, insurance, or investment products. At MoneyPlan, we take a different approach. We provide independent, holistic financial advise that looks at your entire financial life, without being tied to products or commissions. We begin by getting to know you — your story, your values, and your goals. Together, we’ll create a tailored plan that integrates every part of your finances: income, expenses, property, investments, retirement, and lifestyle. This isn’t just about numbers — it’s about creating a strategy that works for you and evolves with you. I’ll be your partner every step of the way, helping you gain clarity, confidence, and long-term peace of mind. Luis Silva FOUNDER OF MONEYPLAN AND YOUR PERSONAL FINANCIAL ADVISER.

Ty is the founder and principal of First Ascent Planning, an advice-only financial planning firm dedicated to helping people gain clarity and confidence in their financial lives. As a CERTIFIED FINANCIAL PLANNER® professional, Ty provides comprehensive, unbiased advice tailored to each client’s goals and values. Before launching First Ascent Planning, Ty built and sold a successful artisan bakery (460 Bread). It was during that journey that Ty discovered his passion for financial planning - helping employees navigate benefits, manage debt, and plan for the future. Ty brings the same entrepreneurial spirit, care, and practical insight to his financial planning practice. He believes that financial planning should be accessible, collaborative, and grounded in trust. Ty is also a passionate rock climber who has established some of the most challenging rock climbs in the Teton region, where he lives with his wife and two sons.

Many people have accounts, few have a plan… I started Clarity in 2024 with the intention of providing better outcomes for clients. The status quo in the industry is to collect clients rather than serve them. At Clarity, we’re building something different. Clarity is a firm that prioritizes you, your family & your business.

My name is Jonathan Ford Jr. I am a former math teacher who launched my own independent financial advice practice. I wanted to focus on clientele at every stage of their financial journey. I wanted to focus on giving actual advice, rather than just selling a product.

Over 20 years in the SF Bay Area taught me a thing or two about the tech world, equity, and burnout. And two generations of tax pros in my family taught me a few things about taxes. Now I help people figure out how to stop working so hard - or stop working altogether! I love empowering women, LGBTQ+, and especially my ADHD people. I've helped people take sabbaticals, leave the country, and avoid tax traps with their equity comp. Come to me if you're looking for a no-judgement, safe space to talk money.

Many entrepreneurs have a clear plan for their business, but when I ask about their personal wealth, it often goes silent. My wake-up call came early: at 16 our top floor burned down, later I lost three clients under 40, including my best friend. Those moments set my compass: “Later” is not a plan. Today, with Next Chapter Planning, I help entrepreneurs take the lead over their money and their life. Life Planning means: life first, then money. We don’t sell financial products, but a process: a 360° overview without noise, clear Black Swan risks, and concrete actions that work in real life. My promise is simple: fully independent, fiduciary, no commissions or hidden agenda – only your interests, in black and white. If your business has a plan but your private wealth doesn’t, this is your invitation to start Base Camp. Real wealth goes beyond numbers; it’s also time, relationships, meaning and resilience.

Joe is a seasoned Wealth Advisor with over 10 years of experience in the Financial Services industry serving high net worth individuals and families. At Compound Planning, Joe brings an energy and focus to forming a deep understanding of his clients' needs and goals to deliver an exceptional experience in all areas of finance. Prior to joining Compound planning, Joe served as Senior Financial Advisor & Planner on the Private Client team at Empower, previously Personal Capital and also at Charles Schwab. Joe originally hails from Minnesota and currently resides in Berthoud, Colorado with his wife, Trish and two children Deleanie and JoeJoe. When they aren't working, the family can usually be found enjoying hiking, camping, fishing, golfing and traveling.