Top Professionals
Curtis Pope, CFP | Certified Financial Planner | Financial Advisor
Pope Wealth Planning is a New York City–based financial advisory firm founded by Curtis Pope in 2020, dedicated to helping individuals and families across the United States make informed and strategic financial decisions. Drawing on prior experience at Citi, Morgan Stanley, and Wealthsimple, Curtis ...Read More
Drucker Wealth Management
Drucker Wealth is a third-generation, planning-first wealth management firm founded in 1959 that provides comprehensive financial planning and investment management services—including tax planning, RSU/equity compensation planning, insurance planning, and estate planning—operating a virtual planning...Read More
Kristen S. Han, CPA, CFP
MEFG, led by Kristen S. Han, CPA, CFP®, is a New York-based financial advisory practice that specializes in financial and tax planning, wealth management, and insurance services for individuals and small businesses. With more than a decade of experience in finance and accounting, Kristen brings a ho...Read More
MYRA Wealth
MYRA Wealth is a modern financial advisory firm that positions itself as a “personal CFO” for clients, providing integrated financial planning, investment management, and tax filing services. Based in the United States, the company is particularly focused on serving immigrant families, high earners,...Read More
Savant Wealth Management
Savant Wealth Management is a nationally recognized, fee-only fiduciary firm founded in 1986, dedicated to helping individuals, families, business owners, executives, and institutions manage the complexities of wealth with clarity and confidence. Headquartered in Illinois with 45 offices nationwide,...Read More
Wealthspire Advisors
Wealthspire Advisors LLC is a national, independent registered investment advisory firm that provides comprehensive wealth management services to individuals, families, executives, business owners, attorneys, and institutions. Founded in 1995 and now a part of NFP, an Aon company, Wealthspire manage...Read More
Wharton Wealth Planning
Wharton Wealth Planning is an independent, fee-only Certified Financial Planner™ (CFP®) firm based in New York City, with additional offices in Santa Fe, NM, and Englewood Cliffs, NJ. The company offers comprehensive wealth management, financial planning, investment advisory, and retirement planning...Read More