Financial advisors for Retirement Planning

30 advisors available

Out of 400,000+ nationwide

Justin P

CFP®

Approach Financial Planning

Montrose, CO

Retirement planning and (optional) investment advice with over 15 years of experience. One-time advice for DIY investors and flat fee investment management available. Get clarity on retirement income, taxes, Social Security, investing, and more.

Retirement income strategy Social Security optimization General retirement planning Sandwich Generation Gen X (Born 1965-1980)

Cameron F

CFP®

Folse Financial

Missouri City, TX

My name is Cameron Folse, and I am the founder of Folse Financial. Our reason for existing is I believe professional financial advice should be simple and streamlined. Our focus is on flat fees, a modern digital experience, and fiduciary advice.

General retirement planning Retirement income strategy Income planning Founder/Business Owner HENRY (High Earners, Not Rich Yet) FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)

Josh W

CFP®, RICP®

Great River Financial

Plymouth, MN

Retiring can feel more complex than saving for it. We help you create a reliable tax-efficient income so you can retire confidently.

General retirement planning Retirement income strategy Income planning General tax planning Baby Boomers (Born 1946-1964)

Jordan L

CFP®

Cornerstone Wealth Partners, Llc

Okemos, MI

We help families in or near retirement stop worrying about money through tax-smart retirement planning!

General retirement planning Retirement income strategy Income planning General tax planning Baby Boomers (Born 1946-1964)

Brian T

CFP®

Truly Prosper Financial Planning LLC

Xenia, OH

Hi, I’m Brian Tegtmeyer, CFP®, a flat-fee financial advisor based in Dublin, Ohio. I specialize in tax-smart planning for new retirees who want to make the most of the first 10 years of retirement, without compromising the rest.

General retirement planning Retirement income strategy Social Security optimization General tax planning Baby Boomers (Born 1946-1964)

Ethan B

CFP®, ChFC®

Bridgewater Advisory Group LLC

Crystal City, MO

We help people find the joy possible in every moment by creating financial plans that provide the clarity and confidence to live the life they earned.

General retirement planning Retirement income strategy Income planning General tax planning

Rob D

CFP®, ChFC®, RICP®

Afton Advisors, LLC

Brentwood, TN

I built Afton Advisors after 12 years of experience as an advisor, so that I could align my views with a service model that I consider to be the future of financial planning. One flat fee for ongoing, proactive financial planning and investment management designed to impact the lives my clients live. This is my mission, and I would love to share it with you!

General retirement planning Retirement income strategy Income planning General tax planning Gen X (Born 1965-1980)

Amy B

CFP®, EA

Planpath Financial

Marquette, MI

I provide comprehensive financial planning, including investment management, with a strong focus on tax planning. I work with clients who are nearing or in retirement on ongoing basis or on an as needed hourly basis.

General retirement planning Retirement income strategy Social Security optimization General tax planning Gen X (Born 1965-1980)

Treva N

Series 66

Retirable

New York, NY

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

Paul S

CFP®, RICP®

Staib Financial Planning, LLC

Highlands Ranch, CO

I specialize in helping people who are approaching/transitioning to/thru retirement and desire expertise with navigating the complexity of issues, such as: • timing of Social Security; • determining whether you have enough money for retirement; • Tax-efficient withdrawal and investment management strategies; • Roth IRA conversions; • navigating the retirement transition, with confidence and clarity… I provide fee-only services on a FLAT FEE basis and work locally with clients in the Denver area and virtually with clients throughout the US.

General retirement planning Retirement income strategy Social Security optimization General tax planning Baby Boomers (Born 1946-1964)
© 2026 Warmer Holdings Inc. (“Warmer”)
Terms of Service and Advisory Agreement • Privacy Policy • Form ADV Brochure • Form CRS
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent fiduciary advisors. Our advice is limited to these digital matches—we do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments. Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services. For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor’s Form ADV and do your own diligence before entering into an advisory relationship. By using our service, you agree to Warmer’s Terms of Service and Advisory Agreement and Privacy Policy.