We help people make better financial decisions, one person at a time. Together we are making a difference! With support from over 15,000 industry professionals the Foundation has supported the delivery of pro bono financial planning to more than 400,000 people.
Your Support Matters!
- Armstrong, Fleming & Moore, Inc. (Armstrong, Alexandra, CFP®; Fleming, Ryan, CFP® & Betsy; Holubowich, Carl, CFP®; Moore, Mary, CFP®; Rivers, Chris, CFP®)
$500,000 – $749,999
- Aspiriant (Kochis, Tim J.D., MBA, CFP®; Fitz, Linda, CFP®)
- Coit, R. Ken
$350,000 – $499,999
$200,000 – $349,999
- Kautt, Glenn G., CFP®, EA, MBA, AIFA®
- Meritas Wealth Management (Clarke, Gregg E. & Tiffani, CFP®; Gott, Kacy, CFP®)
- Yeske Buie (Buie, Elissa, CFP® & Yeske, Dr. David B., DBA, CFP®)
$150,000 – $199,999
- Bedel, Elaine, CFP®
- Carter, Bill E., CFP®, ChFC®, CLU®
- Clark, Bernie
- Clifford, Kevin G.
- Sharkey, Eileen M., CFP®
- Silicon Valley Wealth Advisors
$100,000 – $149,999
- Bachrach, William “Bill”
- Brostrom, Ilene, CFP® & Kent
- CJM Wealth Advisors (Baker, Tracey, CFP®;Brady, Claudia; Greene, David, CFP®; Jones, Brian T., CFP®; Jones, Timothy W., CFP®; McLeland, Kim, CFP®)
- Edelman Financial Services (Edelman, Frederic M., CFS, RFC, CMFC & Moore, Edward P., CFP®)
- Fodor, John
- Fox, Marjorie L., JD, CFP®
- Freedman Financial (Marc Freedman, CFP®)
- Herrington, James W., CLU®, CFP® & Brenda
- Jacques, Joseph W., CPA/PFS, CFP®, RFP®, ChFC®, CLU®
- Jaffe, Martin, CFP®
- Private Ocean (Friedman, Greg, CFP®, MS & Stone, Richard, CLU®, CFP®)
- Quest Capital Management, Inc. (Blessing, Kalita, CFP®, CAP; Durie, Marie H., CFP®; Kunhardt, Carl J., CFP®, CIMA®, AEP; Moore, Dennis J., CFP®; Young, E. Woody, CFP® & Penny, CFP®, CPA)
- Ruhlin, Peggy M., CFP® CPA/PFS
- Short, David W.
- Stueve, James & Kay
- Welch, Stewart H., III, CFP®
$75,000 – $99,999
- Ferrara, V. Raymond, CFP®, CSA
- Jones, Peter D.
- Katz, Deena, CFP® & Evensky, Harold, CFP®
- Levin, Ross, CFP®
- Pinnacle Advisory Group
- RTD Financial Advisors (Diliberto, Roy T., CLU®, ChFC®, CFP®; Brecher, Alan, CFP®, PPC; Busillo, Richard; Hochschwender, John; Labadie, Marc; Weiand, Jeff)
$50,000 – $74,999
- Boone, Norman M., MBA, CFP® & Lubitz Boone, Linda CFP®
- Budros, Ruhlin & Roe
- Cammick, John E.
- Carroll, Larry W., CFP®
- Diesslin, David H., CFP®, MBA
- Dellinger, Kyn, EA, CFP®
- Dimitroff, Marilyn Capelli, CFP®
- Dixon, John, CFP®
- Glovsky, Robert J., CFP®, JD, LLM, CLU®, ChFC®
- Johnson, Larry W., CFP®
- Kahan, Scott M., CFP®
- Keller, Kevin R., CAE
- Kissinger, William I., CPA/PFS, CFP®
- Lewis, Jay (In memory of Loren Dunton)
- Moisand Fitzgerald Tamayo, LLC (Moisand, Daniel B., CFP®; Fitzgerald, Charles E., CFP®; Tamayo, Ronald, CFP®, EA; Chandler, Derrick, CFP®)
- Morris, Gary A., CFP®, CLU®, CIMC®
- Pitti, Donald R.
- Sullivan, Bruyette, Speros, Blayney (Sullivan, Gregory D., CFP®, CPA/PFS & Johannesen, Mark, CFP®)
- Tarbox, Laura A., CFP®
- VLP Financial Advisors (Bruce Vaughn, CFP®, AIF®, Patricia Vaughn, Dan Lash, CFP®, AIF® & Rose Price, CFP®, AIF®)
- Williams, Robert J.
Our full list of corporate and individual contributors can be found here.