Best Fee-Based Financial Advisors Near You

Who we serve, what we do for you
and how we do it.

Who

We help hard working individuals and families prepare and transition into retirement from the working years. Many would consider themselves the Millionaire Next Door, by accumulating assets through prudence and hard work.

Our services help many people with a focus on the needs of retirees or (those about to retire).

What

We provide comprehensive, unbiased financial strategies, straightforward portfolio management, all customized to your individual needs. You will be presented a plan to determine your needed growth rate, tax-impacts, portfolio stress testing, investment income planning and comfort level.

How

We deliver your services in a high-touch service model using a regular client review process, straight forward portfolio management process, top-tier financial planning / reporting tools, & educational client events.

Find out more at: evanguidogroup. com
List of Services
Client Experience
Sample Client Reports

Evan R. Guido is a retirement transition expert. Retirement Planning and Rising Dividend Portfolio Management are at the heart of Aksala Wealth Advisors Family Offices, the home of the Evan Guido Group.

As advocates for goals-based financial planning, we provide tailored advice through holistic planning & investment solutions. Ultimately, accomplishing our clients life goals.

Aksala Wealth Advisors is built upon a network of brilliant investment professionals and world class technology.

We have a strategic business alliance HD Vest Financial Services® the pioneer of tax-smart wealth management services supports an independent network of tax and non-tax professionals who provide holistic financial services to their clients. 46 Billion Under Administration, 150+ Years of veteran experience.

Along with the leading brokerage clearing institutions, National Financial Services LLC (NFS), a Fidelity Investments® company. Through this strong relationship, we offer comprehensive investment servicing, including full-service brokerage business; extensive training; dedicated home-office support; and access to leading-edge technology.

James is a native of Northeast Missouri and holds a Bachelor of Science degree in Finance from University of Central Missouri. James has earned three professional designations since entering the financial services profession in 1990, Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC^®) and Charted Life Underwriter (CLU^®). His certifications were awarded through the American College in Bryn Mawr, PA. James specializes in Professional Money Management, Executive Benefits and Tax Qualified Plans for individuals, business owners, senior level executives and retirees and has personally designed over a thousand financial plans over the past 25 years. His services include fee based and non-fee based financial planning, portfolio evaluation and design, wealth management consulting and tax planning strategies. The American College provided financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. Designees also must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements.

He is an active member of the Financial Service Professional society (FSP) where he has served as President, board member on the Business Ethics Award Steering Committee and Chairman of the Board Election Committee. He also currently serves on the board of Directors and Investment Committee for the University of Central Missouri Foundation. He is a published author, has been selected to receive the FIVE STAR Wealth Manager" Reward** in 2012, 2013 and 2014. He was also recognized in the January issue of KCB Magazine and is on the 2006 list of "The 10 Most Dependable"" Wealth Managers of the Central Region as shown in the November 2006 addition of Southwest Airlines Spirit Magazine.*

Financial Partners Group is an Independent Comprehensive fee-based Wealth Management Firm located in Overland Park, KS, dial (913) 948-9489 for James Claiborne, Owner/Financial Advisor for a complementary portfolio review by our financial expert, James Claiborne CFS, ChFC.

Whether you are seeking individual or corporate asset management, our Financial planning team has the experience and expertise to provide the objective advice needed to achieve your financial goals. Our investment advisory services include portfolio management, fee-based planning, estate, business, tax planning and investment management.

Are you worrying that you will have all of the retirement income necessary to support you and your spouse in your final years? Our retirement planners will work closely with you to formulate a program of financial stability. Specializing in private wealth clients, we offer proven estate management strategies that can help obtain financial freedom for you and your family.

Tim Geisbauer is Founder of Geisbauer Wealth Management, a comprehensive wealth planning firm. Tim has been helping individuals and their families create strategies that see to maximize their personal wealth and attain financial confidence for over 17 years. He is a Certified Financial Planner^™ professional and a Registered Principal working through LPL Financial, a registered broker dealer. Tim strives to be your most trusted advisor through his hard work, loyalty, and availability of professional resources. He is a committed partner in helping clients work towards what is meaningful in their lives. He is completely independent and this ensures he has the freedom to act in your best interest through an advisory relationship.

Tim believes the best way to pursue financial success is to embrace a life-long financial plan coupled with proper investment risk management. Tim's ultimate goal is to protect your money during times of anticipated negative volatility so there is capital to invest when new opportunities present themselves. Tim has a Bachelor of Arts degree in Economics from California State University at Northridge and a Masters of Business Administration in Financial Planning from California Lutheran University. He also holds the FINRA series 7, 66, and 24 securities registrations through LPL Financial.

Tim, his wife Carrie, and their sons Logan and Luke reside in Lufkin Texas with their retired guide dog breeder Bea.

Our goal at Geisbauer Wealth Management is to be your most trusted partner through our professional knowledge, our integrity and our personalized service. We are completely independent and this ensures our advisors will always have the freedom as they continually strive to act in your best interest. Managing risks, low investment costs and competitive return potential. We do this through a variety of features that can be of great benefit to investors like you:

Extensive Diversification - Instead of holding only some stocks and bonds, your portfolio will feature thousands of securities from as many as 19 separate asset classes and market sectors. This investment strategy helps manage risks as part of our goal to help you to earn more competitive returns.

Independent Research - Our investment process leverages well over 100 years of collective investment management expertise on the part of our research partner, LPL Financial, and is founded on the premise that sound science backed by decades of academic research offers the smartest approach to investing.

Account Protection - The LPL Financial SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $100,000 may be in cash. For an explanatory brochure, please visit www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575,000,000, subject to conditions and limitations.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

LPL Financial and Geisbauer Wealth Management do not offer tax or legal services.

Craig and his wife, Ann, have three beautiful, healthy children under the age of 18. Both Craig & Ann are native Iowans.

Their kids are involved in softball, soccer, cross country, and track. The family enjoys playing board games together: Rummikub, Sorry, Life, UNO, Clue and Monopoly of course!

Besides a busy family life, Craig has been very active in the local community. He served 8 years as a Marion City Council Member and 2 years on the Marion Planning and Zoning Commission. Currently, he is a Chamber of Commerce member, chair of the Marion Public Services Board, and is on several state and local boards for the financial services profession. Additionally, he travels to Washington DC and Des Moines to meet with legislators on tax policy and regulations affecting clients.

Craig enjoys reading biographies, history, and business books. He is an avid Iowa State Cyclone fan -holding season tickets for multiple sports and watching them play on TV.

We help clients demystify their finances. Understanding personal finances can be scary, intimidating, frustrating, and time-consuming. Sometimes advisors make things worse by being scary and intimidating on purpose. It doesn't have to be that way.

At TrueWealth Stewardship, we educate on how to make better financial decisions. How do we do this? By utilizing our IDEA Process. We start by IDENTIFYING their needs. Then we DEVELOP a customized financial plan. A plan based on our client's life, not someone from the movies or a commercial. We don't and won't do a cookie-cutter analysis or straight-off-the-shelf robo plans like other companies pass off as "original thinking." You're not a penguin. You're not a sheep. You're a person. We help people who want to be our clients. And for those clients who want additional help, we work together to EXECUTE their plan and then ADAPT their plan as needs and situations change.

Peter Gellman is the Managing Member of Palmerston Group Advisors, L.L.C. Founded in 1997, Palmerston Group provides independent, unbiased financial and investment advisory services based on fundamental analysis and margin of safety principles.

Peter Gellman has worked as a teacher, analyst, and advisor. Before starting Palmerston, he taught at Oxford as a member of its international relations faculty, as well as at Princeton, where he was Research Fellow and Lecturer in the Woodrow Wilson School of Public and International Affairs. He holds a law degree as well as a Ph.D. in international relations.

Palmerston Group Advisors, a firm best known for its Margin of Safety discipline, built its strategy only after carefully studying the best in the business.
Consider:

1. Few fund managers have genuinely market-beating records of ten or more years.

2. Most of this elite group uses a version of Margin of Safety, the skill of buying assets when "on sale" at a deep discount to their true value. Most excel in bear markets.

3. Few advisors strategically focus on these top managers or their investment ideas when creating client portfolios. Nor do many independent firms focus on these managers when offering allocation advice. In contrast, Palmerston sees these top managers as a huge asset for our clients. We start with what works best, and thus use Margin of Safety for all clients. For client portfolios, we use the ideas and often the (no-load) funds of managers with proven, profitable records.

Brian has more than 30 years of experience. He holds the following securities registrations: Series 6, 7, and 63, as well as the Ohio Life/Health insurance licenses. He has experience in personal financial planning with individuals and families. Brian completed his Certified Financial Planning designation (CFP®) in 1992. Brian has extensive experience in wealth accumulation, education, family legacy, and retirement planning. He earned his Bachelor of Science in Financial Counseling and Planning from Purdue University and a Master of Science in Personal Financial Planning from the College for Financial Planning. He is a member of the Central Ohio FPA. He is currently teaching financial planning courses at Franklin University as an adjunct professor.

We provide comprehensive financial planning services for those retired or planning to retire in the next 5 to 10 years. Brian has more than 28 years of experience and is an Investment Advisor Representative with Cetera Advisors. He holds the following securities registrations: Series 6, 7, and 63, as well as Ohio Life/Health insurance licenses. He has over 20 years of experience in personal financial planning with individuals and families. Brian completed his Certified Financial Planning designation (CFP®) in 1992. Brian has extensive experience in wealth accumulation, education, family legacy, and retirement planning. He earned his Bachelor of Science in Financial Counseling and Planning from Purdue University and a Master of Science in Personal Financial Planning from the College for Financial Planning. He is a member of the Central Ohio FPA.

At Asbury Wealth Partners, it is our mission to help you prosper by creating a custom financial and investment management plan, tailored specifically for you. Our comprehensive strategies were developed to help you achieve your personal financial goals, to prudently care for your lifetime of savings and to take advantage of investment opportunities.

We take our fiduciary responsibility very seriously by constantly monitoring portfolios and ensuring good communication to you about where you stand. Our diversified approach towards portfolio management combines both strategic and tactical principles. Using in-house, proprietary, and state-of-the-art techniques, we design custom portfolios and avoid cookie-cutter strategies.

No matter your stage in life, you deserve competent and thoughtful professional advice. We are honored to offer a complementary consultation to explore how we can be a part of your successful financial story.

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