The 403(b)wise Fiduciary Advisor Directory

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Education
Advocacy

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.

Important Note: By using this directory you agree to our Legal Disclaimer & Terms of Use.

Photo of Delia Fernandez

Delia Fernandez, MBA, CFP®
Fernandez Financial Advisory, LLC

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Photo of Douglas Lynam

Douglas Lynam, CFP®
LongView Asset Management

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Photo of Mychal Eagleson

Mychal Eagleson, CFP®, ChSNC®, AAMS®
An Exceptional Life Financial

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Photo of Inga Chira

Inga Chira, PhD, CFP®
Attainable Wealth

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Photo of Amy Irvine

Amy Irvine, CFP®, EA, MPAS®
Owner and Principal, Irvine Wealth Planning Strategies

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Photo of Sean Curley

Sean Curley, CFP®
The Retirement Planning Specialists, LLC

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Photo of Breanna Reish

Breanna Reish, CFP®
Wealth of Confidence, LLC

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Photo of Dave Grant

Dave Grant, CFP®
Retirement Matters, Inc.

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Photo of Scott Dauenhauer

Scott Dauenhauer CFP®, MSFP, AIF
Principal and Owner, Meridian Wealth Management

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Photo of Anthony Isola

Anthony Isola, CFP®
Ritholtz Wealth Management LLC

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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.

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