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.
Dave Grant, CFP®
Retirement Matters, Inc.
Delia Fernandez, MBA, CFP®
Fernandez Financial Advisory, LLC
Sean Curley, CFP®
The Retirement Planning Specialists, LLC
Mychal Eagleson, CFP®, ChSNC®, AAMS®
An Exceptional Life Financial
Inga Chira, PhD, CFP®
Anthony Isola, CFP®
Ritholtz Wealth Management LLC
Matthew R. Etzler, CFP®, CRC®, CRPS®, ChFEBC℠
Etzler Financial Advisors, LLC
Scott Dauenhauer CFP®, MSFP, AIF
Principal and Owner, Meridian Wealth Management
Amy Irvine, CFP®, EA, MPAS®
Owner and Principal, Irvine Wealth Planning Strategies
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.