The 403(b)wise Fiduciary Advisor Directory. Finally(!) a directory of fiduciary advisors for the 403(b) and 457(b) audience.
Each of the members of this exclusive directory holds the CFP® designation, and has agreed to sign our Fiduciary pledge. Individuals who have been authorized to use the CFP® certification have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
Delia Fernandez, MBA, CFP®
Fernandez Financial Advisory, LLC
Inga Chira, PhD, CFP®
Douglas Lynam, CFP®
LongView Asset Management
Dave Grant, CFP®
Retirement Matters, Inc.
Anthony Isola, CFP®
Ritholtz Wealth Management LLC
Mychal Eagleson, CFP®, ChSNC®, AAMS®
An Exceptional Life Financial
Scott Dauenhauer CFP®, MSFP, AIF
Principal and Owner, Meridian Wealth Management
Amy Irvine, CFP®, EA, MPAS®
Owner and Principal, Irvine Wealth Planning Strategies
Sean Curley, CFP®
The Retirement Planning Specialists, LLC
Breanna Reish, CFP®
Wealth of Confidence, LLC
Working With an Advisor
Find the right advisor for your situation by using the 403(b)wise Advisor Questionnaire as a guide when you interview advisors. You should also have your advisor sign a Fiduciary Pledge stating that they will put your financial interests above their own.
Are you an advisor?
Fiduciary advisors who have earned the CFP® certification may apply to be considered for inclusion in this directory.