A comprehensive financial solution for physicians, by physicians. At Attend Wealth, we exist to give you personalized, trusted financial guidance designed specifically for the life you lead, and the future you deserve.
Rob Spencer, CFA, CFP®, RICP®, is a Wealth Management Advisor with Northwestern Mutual who helps clients create, achieve, and maintain financial security.
We are financial advisors with the Insight to your financial future.
A Flat-fee, Fee-only Registered Investment Adviser.
My mission is to help physicians, business owners, and goal-oriented executives. I will create and implement an integrated financial or business plan to save strategically, manage debt efficiently and build wealth to achieve meaningful goals.
Guided by Legacy, Driven by Innovation
Kirk Wimberly, CLU, ChFc, AEP is a Wealth Management advisor who helps individuals and small busines
Sonas Financial Planning is a flat-fee wealth management firm based in Atlanta, Georgia that delivers personal and actionable retirement planning and investment solutions for pre-retirees and retirees in person locally and virtually throughout the country
CPA Allies...Specializing in Financial Services for Accounting Professionals
Our group comprises a robust assembly of qualified financial professionals, all dedicated to assisting you in your journey towards a secure financial future. As a cohesive team, we meticulously manage all aspects of your financial picture.
Helping you protect, optimize, and grow your financial positions while building generational wealth!
Wealth Made offers comprehensive financial planning, products, and solutions to individuals, families, and businesses.
With the right information and the right tools creating financial freedom is not as complicated as the financial and government systems would like you to believe. I want you to know what they don't want you to know. I am the opposite of the status quo.