Financial Services

Welcome to the Financial section of the AgingOptions Resource Guide

Most people think that by having a healthy nest egg, they will be fine financially in retirement. However, the truth is that no matter how big your nest egg, without proper planning your money will not help you avoid institutional care and hardships in retirement. There are many problems that money can’t solve.

If you are having trouble determining what kind of professionals help you need, check out the AgingOptions Free Learning Center. You’ll find a variety of free information, including what to look for in a professional, how to choose the right provider, how to hold them accountable, and much more.

Financial Services

  • Hyrum Smith, CFA®, CFP®, CPA, PhD 

    Blue Barn Wealth LLC

    Orem, UT - 84057-4659

  • Andrew Prescott, CFP® 

    Ocean Breeze Wealth LLC

    Fernandina Beach, FL - 32034-8494
    (301) 247-3354

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    Chessie Advisors, LLC

    Rochester Hills, MI - 48307-1504
    (248) 396-3878

  • Mitchell Martin, CFP®, MBA 

    Mitchell Advisory, Inc.

    Fairfax, VA - 22033-2893
    703-481-9868 Fax: 703-871-5048

  • Nicole Klemens 

    Let's Get Organized, LLC

    Rye, NY - 10580
    914-645-7511

  • Karen Caldwell 

    Caldwell Daily Money Management Services

    San Rafael, CA - 94901
    415-302-5798

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    Beacon Financial Strategies

    Raleigh, NC - 27615-6260
    (919) 803-3801

  • David Carlson, CFP®, ChFC®, CKA®, MBA 

    Sound Investment Management, LLC

    Irvine, CA - 92618-4310
    (888) 500-0375

  • Shaun Melby, CFP® 

    Melby Wealth Management, LLC

    Nashville, TN - 37203-7519
    (615) 891-5444

  • Marcia Turner 

    Your Everyday Assistants, LLC

    Eustis, FL - 32726
    203-671-1923

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    Fortitude Financial Planning, LLC

    Durham, NC - 27701-4545
    (919) 205-8569

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    Defining Legacy Financial Advisors

    Greensboro, NC - 27408-3839
    (336) 542-2019

  • Marcy Harris 

    Sisters United Management & Consulting Services, Inc.

    Minnetonka, MN - 55305
    612-865-6175

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    Colleen Weber CPA, CFP LLC

    Chanhassen, MN - 55317-4525

  • Aren Raynes Lasley 

    Grace & Co., LLC

    Reno, NV - 89510
    775-853-7008

  • Gene Brown 

    Bedrock Fiduciaries

    Torrance, CA - 90505
    310-933-4723

  • Mark Kinsella, AWMA, CFP®, MBA 

    Family Financial Planning Services

    Wheaton, IL - 60187-9140
    (630) 384-9646

  • Philip Biedronski, CFP®, CPA, MBA 

    Rising Tide Financial Solutions LLC

    Nottingham, MD - 21236-2920
    (443) 384-7079

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    Interactive Wealth Advisors, Inc.

    Hillsboro, OR - 97006-6938
    (503) 575-1953

  • Shelley Ferro, CFP®, EA 

    Ferro Financial LLC

    Baton Rouge, LA - 70809-0200
    225-308-4554 Fax: 504-910-8341

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