Following 8
Active 7h ago
Bio: Efficient Advisor
Del Mar, California
Active 4h ago
Bio: CEO - Elite Resource Team
Father
Husband
Surfer
Charlotte, NC
Active 53d ago
Bio: Sherman Wealth Solutions LLC-
CPA, CFP, CDFA, CPFA
Active 99d ago
Bio: CPA and CFP
Cincinnati, OH
Active 61d ago
Bio: Solo advisor, 100 households, $45 million AUM. Tech stack= Redtail, Holistiplan, Income Lab.
Active 2d 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 11d ago
Bio: Workflowy | Burlington, VT | Shipwright Advisors (RIA) | Wealthbox+Altruist+Asset-Map+IncomeLab+Shipwright Wealth Console (custom no-code app)
Cullman, Alabama
Active 15d ago
Bio: I'm in the process of launching my own RIA after 20 years of having a Solo Tax & Accounting Practice.
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