Zora Financial Competitors

Covenant Wealth Advisors (CWA) provides financial counsel and investment management for individuals throughout the United States. We help clients manage and preserve wealth. We also help them simplify their financial lives and make better financial decisions. Over the years, we have helped many clients clarify and achieve their financial goals. CWA is a registered investment advisor. We have expertise in investment and financial planning, portfolio design and portfolio implementation. The principals of CWA have significant experience serving clients in a wide variety of wealth management areas. Covenant Wealth serves a limited number of clients whose needs and philosophy mesh with our experience and expertise. Our clients trust us to provide independent and objective financial advice and investment management. A CWA distinctive is that we sell no proprietary products. We are a "fee only" advisory firm. Covenant Wealth Advisors was recognized as “One of the Top Independent Wealth Managers” by Wealth Manager for the past three years in a row. We welcome you to our website and hope that you will find it informative and helpful.

Highsmith Financial Planning, LLC, provides: Independent financial planning services and investment advice - for people ready to realize their financial goals. Whatever your age or stage, Highsmith Financial Planning is Keeping You on the Right Course. Schedule a complimentary, no-obligation meeting - Contact Us Today!

Bollin Wealth Management is a fee-only financial planning and investment advisory services firm located in the Toledo suburb of Perrysburg, Ohio, that provides comprehensive wealth management solutions, delivered under the fiduciary standard of care. Whether you need an independent financial planner to help you determine whether you are on the right track, or you require more “hands-on” help from a Registered Investment Advisor, we have the expertise to help you achieve all of your financial goals.We understand that today’s economic and financial environment is more complicated and confusing than ever. We believe that financial advice is best given in an environment that is truly independent and free from conflicts of interest. We work strictly on a fee-only basis, so you can be sure that our advice and recommendations are objective and solely in your best interest.Bollin Wealth Management was founded in 2004 by Phillip Bollin, a CERTIFIED FINANCIAL PLANNER™ professional, to provide best-in-class financial planning solutions with a fiduciary focus. He accomplished this by marrying the best practices of financial planning with the problem-solving methodology he learned in his career as an engineer. He’s passionate about guiding clients to be better stewards of their financial resources. To schedule a meeting, call (419) 878-3934 or email phil@bollinwealth.com.--Bollin Wealth Management, LLC is a fee-only Registered Investment Advisor, registered in the states of Ohio and Michigan. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any 'linked' website.