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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
Clear View Wealth Advisors LLC / Steve Stanganelli CFP
Amesbury and Wilmington , Massachusetts - View Site
Pinney & Scofield Inc.
Cambridge, 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
David Peterson, Integrated Retirement Strategies
Oregon City, 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
Carson City, Nevada - View Site
Fort Lauderdale, Florida - View Site
Candent Capital, LLC
San Francisco, California - View Site
Rick A. Herndon, CPA/PFS
Scottsdale, Arizona - View Site
Counting Pennies, LLC
West Palm Beach, Florida - View Site
Conrad Kunkel, MLIR
Chapel Hill, North Carolina - View Site
Blue Coast Financial Planning
Maple Glen, Pennsylvania - View Site
Cambridge Advisors Inc.
Omaha, Nebraska - View Site
Del Monte Group, LLC
Alamo, California - View Site
CB Investment Management
McLean, Virginia - View Site
Davison Wealth Management LLC
Indianapolis, Indiana - View Site
CPR Investments Inc
Rochester, Michigan - View Site
Considerate Capital, LLC
Chicago, Illinois - View Site
Milestones Financial, LLC
Columbus, Ohio - View Site
Main Street Financial Solutions
Providence, Rhode Island - View Site