Following 4
Active 1d ago
Bio: Sole RIA at Hive Retirement Planning in NYC. Part of XYPN, I use RightCapital, Income Lab, Holistiplan, Fathom, & Wealthbox.
Burlington, VT • ENTP
Active 8d ago
Bio: Workflowy | Burlington, VT | Shipwright Advisors (RIA) | Wealthbox+Altruist+Asset-Map+IncomeLab+Shipwright Wealth Console (custom no-code app)
Charlotte, NC
Active 2d ago
Bio: Sherman Wealth Solutions LLC-
CPA, CFP, CDFA, CPFA
Active 1h ago
Bio: Efficient Advisor
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@lindsay-rhodes-3595
I'm in the process of launching my own RIA after 20 years of having a Solo Tax & Accounting Practice.
Active 3d ago
Joined Aug 20, 2025
Cullman, Alabama
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