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Advisors Using MaxiFi

A growing community of leading professional advisors rely on MaxiFi to help their clients.

If you are a professional financial advisor with an active MaxiFi license and would like to have your practice listed below, please log in and update your MaxiFi profile in My Account. Once you create your 'business card,' it will appear automatically and visitors will be able to click through to your company website.

Sensible Financial Planning
Boston, Massachusetts - View Site
Shedden Social Security & Retirement Planning
Capitola, California - View Site
Spillane Financial Planning, Inc.
North Reading, Massachusetts - View Site
Michael D. Taxman Investment Management
Hanover, New Hampshire - View Site
David Fuhrman, CFA, CFP
Florham Park, New Jersey - View Site
Financial Decision Partners, LLC
Snellville, Georgia - View Site
Clear View Wealth Advisors LLC / Steve Stanganelli CFP
Amesbury and Wilmington , Massachusetts - View Site
Jay Greer & Co
Grand Haven, Michigan - View Site
David Beck Financial Services LLC
Portland, Oregon - View Site
Ferguson Financial Planning
Duncanville, Texas - View Site
D. Scott Neal, Inc.
Lexington and Louisville , Kentucky - View Site
Prairiewood Wealth Management
Fargo, North Dakota - View Site
Houston Wealth Management
Houston, Texas - View Site
Koch Capital Management LLC
Alamo, California - View Site
David Peterson, Integrated Retirement Strategies
Oregon City, Oregon - View Site
Clarity Capital Management
Portland, Oregon - View Site
Penn Cove Financial, LLC
Oak Harbor, Washington - View Site
Sensible Portfolios
Reno, Nevada - View Site
Shrier Associates LLC
Clinton, Massachusetts - View Site
FinPlan, LLC
, Texas - View Site
Jay Abolofia, PhD, CFP
Greater Boston, Massachusetts - View Site
Kealaola LLC
Zephyr Cove , Nevada - View Site
Paul Byron Hill MBA MFP MSFS ChFC RICP WMCP CFP
Rochester/Pittsford, New York - View Site
BENCHMARK FINANCIAL LLC
Fort Lauderdale, Florida - View Site
Avea Financial Planning, LLC
Richland, Washington - View Site
Candent Capital, LLC
San Francisco, California - View Site
Rick A. Herndon, CPA/PFS
Scottsdale, Arizona - View Site
Hancock Advisors, LLC
Hood River, Oregon - View Site
Kutz & Company Inc.
, - View Site
HBW Advisory Services LLC
Bloomfield Village, Michigan - View Site
NW Straits Financial Services
Bellingham, Washington - View Site
PRS WEALTH MANAGEMENT
Coppell, Texas - View Site
Mark Toney, EA
Macon, Georgia - View Site