Below are advisors that are able to offer plan investments. They go through rigorous training and have professional designations that set them apart in the industry.
If you are a financial advisor and are interested in the training required to be included on the list of preferred advisors, please Contact Us.
Alabama
Chappell Professional Group, PC*
Lead - David Chappell, CPA/PFS†
256-546-9122
www.chappellcpa.com
Florida - South
Capital Accounting Company*
Lead - Mike Magruder, CPA
239-649-3272
www.cactax.com
Florida - Central
Accounting Alliance for Small Business, PA*
Lead - Ken Mueller, CPA
407-850-9000
www.accountingalliance.net
Kentucky
Mark E. Clark, CPA, PSC*
Lead - Mark Clark, CPA
606-678-4372
www.meccpa.com
Missouri - Central
Aura Wealth Advisors LLC, a Registered Investment Advisor**Lead - Bert Doerhoff, CPA
573-634-4006
www.accubiz.net
Missouri - Eastern
Breneman & Company, PC*
Lead - Corey & Gary Breneman, CPA/PFS†
314-469-7007
Nebraska - Central
Almquist, Maltzahn, Galloway, and Luth, PC*Lead - Marcy Luth, CPA/PFS†/CMA
308-381-1810
www.gicpas.com
Nebraska - Northeast
Christensen Brozek Faltys*Lead - Jared Faltys, CPA/PFS†
402-379-0108
www.CBFWealthFirm.com
Nebraska - South Central
Modern Asset Management, a Registered Investment Advisor**Lead - Jan Schmeits, CPA
402-563-3538
Nebraska - Southeast
Horizon Financial*Lead - Ryan Burger, CPA
402-643-4557
Nebraska - Western
Eskam & Eskam*Lead - Darrell Eskam, CPA
308-436-3473
www.eskamcpas.com
North Carolina
Chapel Hill Financial Planning*Lead - Robert Howard, CPA
919-962-5761
www.ChapelHillFinancialPlanning.com
South Carolina
Strategic Financial Decisions, LLC, a Registered Investment Advisor**Lead - Ben Coakley, CFP††
843-873-4420
Texas - South Central
Norbert Gonzales, Jr., CPA Firm*Lead - Norbert Gonzales, CPA
210-366-9430
www.ngonzalescpa.com
Texas - Southeast
James DiFrancesco & Associates*
Lead - James DiFrancesco, CPA/PFS†
713-523-4270
www.jdacpas.com
Our Preferred Advisor's objective is to design portfolios using passive asset class funds that maximize investors' returns within their tolerance for risk. Here is what sets our advisors apart:
- Fee-only investment management
- A disciplined investment strategy
- Access to institutional no-load passive asset class funds
- An academic Nobel Prize-winning investment approach
- Continued access to academic research
- Periodic portfolio rebalancing
- Regular communications and state-of-the-art reporting
- No front-end loads, no back-end loads, no surrender fees