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Home Financial Advising & Planning United States

Top Strategic Financial Planning Firms in the United States

Ratings Updated: July 16, 2026
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1,414 Companies

Country: United States

List of the Top United States Strategic Financial Planners

  • flamingcpa Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Fort Collins, CO

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    flamingcpa is an accounting firm specializing in bookkeeping, tax preparation, and consulting services. Reviews highlight their responsiveness and accuracy, with 100% positive feedback regarding their capability in handling financial matters. Clients appreciate their integrity and effective project management, with 50% of reviewers mentioning their dependable financial reporting.

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    Industry Experience

    Flamingcpa has demonstrated significant expertise in the consulting industry, providing comprehensive bookkeeping, tax preparation, and accounting services. Clients have praised their responsiveness, accuracy, and strong project management skills. The team effectively supports businesses in navigating financial challenges, including audits. Overall, feedback indicates a high level of satisfaction, suggesting that potential clients in the consulting sector would find flamingcpa to be a reliable partner for their financial management needs.

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    Consulting

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have expressed that flamingcpa offers competitive pricing while delivering significant value for money. One CEO noted their responsiveness and accuracy, highlighting that their services saved time and minimized risk during an audit. The company is praised for its integrity and thoroughness, with no major complaints about cost. Overall, the sentiment indicates that clients find flamingcpa’s pricing justifiable given the quality of service provided.
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  • Twenty Twenty Investment Advisors Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Spokane, WA

    Services provided

    100% Financial Advising & Planning

    Twenty Twenty Investment Advisors is a financial advisory firm offering comprehensive solutions, including annual reviews and enrollment meetings, primarily for 401(k) plans. Feedback highlights their professionalism and expertise, with 100% of reviewers appreciating their project management skills. However, 100% of reviewers also noted a preference for a faster pace in some areas due to their risk-averse nature.

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    Industry Experience

    Twenty Twenty Investment Advisors has demonstrated strong expertise in the business services sector, particularly in financial advising for 401(k) plans. Clients have noted their professionalism, effective project management, and comprehensive support during enrollment processes. The sentiment is positive, with clients appreciating their knowledge and thoroughness, though they recognize a tendency for a more cautious approach. This provider is well-suited for businesses looking for reliable financial advisory services.

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    Business services

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients of Twenty Twenty Investment Advisors generally express satisfaction with the company's pricing and overall value. One client noted an investment of approximately $25,000, highlighting the positive impact on their 401(k) enrollment and project management. The professionalism and expertise of the team were particularly praised, although some clients mentioned a preference for a quicker pace in decision-making. Overall, the sentiment reflects a strong value for money.
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  • Bookkeeping At Ease Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Ramona, CA

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Bookkeeping At Ease is a bookkeeping and accounting firm that collaborates closely with clients to manage financial records. Clients report a high level of satisfaction, noting a 100% positive impact on cost reduction and reliability. Their commitment to deadlines is highly praised, though expansion in staffing is suggested to manage increasing demand.

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    Industry Experience

    Bookkeeping At Ease has received positive feedback primarily from the business services sector, where clients have praised their reliable bookkeeping and collaborative approach with accountants. Their strengths include effective project management and consistent performance in meeting deadlines, which have led to cost reductions for clients. Overall, they are well-suited for businesses seeking thorough and dependable bookkeeping services, particularly in the business services industry.

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    Business services

    Average Project Cost Breakdown

    $10,000 to $49,000 (1)

    What Clients Have Said

    Clients generally perceive Bookkeeping At Ease as offering good value for money, with one client noting a $10,000 investment has led to reduced costs and enhanced financial oversight. The consistency in delivering monthly bookkeeping services has been praised, highlighting their commitment to deadlines. However, there are suggestions for improvement, particularly in expanding their team to manage increasing workloads, indicating a potential concern regarding scalability.
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  • Finalert Logotype

    5.0 1 review
    $5,000+
    $50 - $99 / hr
    10 - 49
    New York, NY

    Services provided

    10% Financial Advising & Planning
    15% Accounting
    15% Finance & Accounting Outsourcing (FAO) +6 services
    10% BI & Big Data Consulting & SI
    10% Back Office Outsourcing
    10% Business Consulting
    10% Compliance Consulting
    10% ERP Consulting and SI
    10% Fractional CFO Services

    Finalert LLC specializes in IT services, IT consulting, compliance and outsourcing, technology and ERP solutions, and bookkeeping and accounting. The overall feedback is highly positive, highlighting their professionalism, expertise, responsiveness, and innovative problem-solving approach. Clients commend their ability to deliver results on time and within budget, making Finalert LLC a reliable and talented partner.

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  • Dynamic Merchant Solutions Logotype

    Not yet reviewed

    $5,000+
    $25 - $49 / hr
    10 - 49
    Los Angeles, CA

    Services provided

    10% Financial Advising & Planning
    20% Digital Asset Management
    20% Finance & Accounting Outsourcing (FAO) +4 services
    20% Financial Consulting
    10% Business Consulting
    10% Commercial Financing
    10% Fractional CFO Services

    Dynamic Merchant Solutions is a Finance & Accounting Outsourcing (FAO) company founded in 2012. Their services include Finance & Accounting Outsourcing (FAO) and Digital Asset Management.

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  • Scale CPA Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Jersey City, NJ

    Services provided

    15% Financial Advising & Planning
    50% Accounting
    15% Fractional CFO Services +2 services
    10% Financial Consulting
    10% Marketing Strategy

    Accounting company Scale CPA was launched in 2021. Located in Jersey City, New Jersey, the team provides Accounting and Financial Advising & Planning.

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  • myFranchise Bookkeeper Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    East Liverpool, OH

    Services provided

    15% Financial Advising & Planning
    40% Accounting
    40% Finance & Accounting Outsourcing (FAO) +1 service
    5% Fractional CFO Services

    MyFranchise Bookkeeper is a Finance & Accounting Outsourcing (FAO) company established in 2024. The small team offers Finance & Accounting Outsourcing (FAO) and Accounting.

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  • MoonshotNX Logotype

    Not yet reviewed

    $250,000+
    < $25 / hr
    10 - 49
    New York, NY

    Services provided

    15% Financial Advising & Planning
    35% Business Valuation Services
    25% Funding & Investment +2 services
    20% Business Consulting
    5% Financial Consulting

    MoonshotNX is a Business Valuation Services company launched in 2021. The team offers Business Valuation Services and Funding & Investment.

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  • KFN Accounting & Financial LLC Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    2 - 9
    Libertyville, IL

    Services provided

    10% Financial Advising & Planning
    70% Accounting
    10% Business Consulting +2 services
    5% Business Valuation Services
    5% Financial Consulting

    KFN Accounting & Financial LLC is an Accounting company. They are headquartered in Chicago, Illinois and Libertyville, Illinois. Their team offers Accounting and Business Consulting.

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    Libertyville, IL

    Florence Ct
    Libertyville, IL 60048

    2 - 5

    +1 (847) 504-9883

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  • My Miami Mortgage Broker Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Miami, FL

    Services provided

    20% Financial Advising & Planning
    20% Commercial Brokerage Services
    20% Funding & Investment +2 services
    20% Logo
    20% Recruitment Process Outsourcing

    My Miami Mortgage Broker is a Logo company. Headquartered in Miami, Florida and Miami, Florida, the agency was established in 2010. Their services include Logo and Commercial Brokerage Services.

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  • Service Professionals BPO Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Greenbelt, MD

    Services provided

    20% Financial Advising & Planning
    40% Accounting
    20% Business Consulting +1 service
    20% Financial Consulting

    Service Professionals BPO is an Accounting company. Based in Greenbelt, Maryland, their small team specializes in Accounting and Business Consulting. The company was established in 2024.

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  • Accounts Labs LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Madison, WI

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Valuation Services +2 services
    20% Finance & Accounting Outsourcing (FAO)
    20% Financial Consulting

    Accounts Labs LLC is a Finance & Accounting Outsourcing (FAO) company located in Madison, Wisconsin. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.

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  • BookLedger Logotype

    Not yet reviewed

    Undisclosed
    $25 - $49 / hr
    10 - 49
    Casper, WY

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Finance & Accounting Outsourcing (FAO) +2 services
    20% Financial Consulting
    20% Fractional CFO Services

    BookLedger is a Finance & Accounting Outsourcing (FAO) company. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting, and the firm is based in Casper, Wyoming.

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  • Mulah Logotype

    Not yet reviewed

    $5,000+
    Undisclosed
    10 - 49
    Wilmington, DE

    Services provided

    20% Financial Advising & Planning
    20% Business Consulting
    20% Commercial Financing +2 services
    20% Financial Consulting
    20% Funding & Investment

    Mulah, a Business Consulting company, is headquartered in Wilmington, Delaware. Established in 2019, the team specializes in Business Consulting and Commercial Financing.

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  • WeBuyBiz Logotype

    Not yet reviewed

    $5,000+
    $150 - $199 / hr
    10 - 49
    Miami, FL

    Services provided

    20% Financial Advising & Planning
    20% Business Valuation Services
    15% Commercial Financing +4 services
    15% Digital Asset Management
    15% Financial Consulting
    10% Finance & Accounting Outsourcing (FAO)
    5% Translation

    WeBuyBiz, a Financial Advising & Planning company, was launched in 2026. Headquartered in Miami, Florida, the team focuses on Financial Advising & Planning and Business Valuation Services.

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  • momin & momin, CPAs Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Sugar Land, TX

    Services provided

    10% Financial Advising & Planning
    70% Accounting
    10% Back Office Outsourcing +1 service
    10% Business Consulting

    Momin & momin, CPAs is an Accounting company. They are headquartered in Sugar Land, Texas and have small team. They offer Accounting and Business Consulting.

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  • New Mountain Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Services provided

    30% Financial Advising & Planning
    35% Commercial Financing
    35% Funding & Investment

    Established in 1999, New Mountain Capital is a midsize Commercial Financing company. Their team focuses on Commercial Financing and Funding & Investment.

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  • Equity Trust Company Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Sioux Falls, SD

    Services provided

    30% Financial Advising & Planning
    35% Commercial Financing
    35% Funding & Investment

    Equity Trust Company is a Commercial Financing company established in 1974. The agency provides Commercial Financing and Funding & Investment.

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  • JAAG Financial Services Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    San Dimas, CA

    Services provided

    35% Financial Advising & Planning
    35% Accounting
    30% Business Consulting

    JAAG Financial Services is a financial planning and accounting firm that offers comprehensive services including financial planning, accounting, and tax preparation. Reviewers consistently highlight their attention to detail and excellent customer service, leading to high satisfaction rates. While areas for improvement include more aggressive long-term planning, overall feedback is overwhelmingly positive, with 100% of reviewers expressing satisfaction with their services.

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    Industry Experience

    JAAG Financial Services has garnered positive feedback primarily from the software industry, where they offer comprehensive accounting and financial planning services. Clients appreciate their attention to detail, excellent customer service, and ability to provide insightful financial analyses and reports. The overall sentiment is favorable, indicating that their expertise is particularly well-suited for tech-focused businesses seeking to navigate complex financial landscapes.

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    Software

    Average Project Cost Breakdown

    $50,000 to $199,999 (1)

    What Clients Have Said

    Clients express high satisfaction with JAAG Financial Services, emphasizing their exceptional value for money. One client noted a $50,000 investment and praised their comprehensive financial planning and reporting services. The attention to detail and customer service were highlighted as key strengths, contributing to a positive perception of the overall cost-effectiveness. However, some feedback suggested a desire for more ambitious long-term planning options.
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  • PL Consulting Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Baltimore, MD

    Services provided

    35% Financial Advising & Planning
    35% Accounting
    30% Finance & Accounting Outsourcing (FAO)

    PL Consulting is a consulting firm specializing in bookkeeping, taxes, payroll, and legal consulting. Reviews highlight their effective communication, fair pricing, and dedication to exceeding client expectations. All feedback was positive, with 100% of reviewers noting the firm's strong partnership approach and valuable support in business planning and financial reporting.

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    Industry Experience

    PL Consulting has demonstrated expertise in the consulting industry, particularly in accounting services, bookkeeping, tax management, and financial reporting. Clients appreciate their proactive communication, fair pricing, and willingness to exceed expectations. Overall sentiment in this sector is highly positive, with the firm recognized as a valuable partner for businesses needing guidance in financial matters.

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    Consulting

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients have praised PL Consulting for their fair pricing and perceived high value for money. One client highlighted that they spent less than $10,000 for ongoing services, describing the pricing as 'great' and the company as willing to go the extra mile. Overall, the sentiment reflects satisfaction with the cost-effectiveness of their offerings, with no significant concerns raised about pricing or value.
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  • KKAJ, LLP Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Santa Clarita, CA

    Services provided

    35% Financial Advising & Planning
    35% Accounting
    30% Business Consulting

    KKAJ, LLP is a certified public accounting firm specializing in tax preparation and financial planning services. The firm is highly regarded for its professionalism, contributing to a significant decrease in accounting errors and no audits. While 100% of the feedback is positive, suggesting effective project management, there is a noted area for improvement in communication for strategic planning purposes.

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    Industry Experience

    KKAJ, LLP has demonstrated strong expertise in the business services industry, particularly in tax preparation and financial planning. Clients appreciate their professionalism and effective project management, noting significant reductions in accounting errors and the absence of audits as indicators of their impact. Overall, the sentiment is positive, suggesting that KKAJ, LLP is well-suited for firms seeking reliable financial services and strategic guidance within the business sector.

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    Business services

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients generally perceive KKAJ, LLP as offering good value for money. One client noted a $5,000 investment resulting in significant savings and a decrease in accounting errors, highlighting the firm's effectiveness in tax preparation and financial planning. Their professionalism and project management were praised, although some feedback suggested improvements in communication. Overall, the sentiment indicates that clients find KKAJ, LLP to be a reliable and cost-effective choice for CPA services.
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  • GRA, PC (George Roach & Associates) Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Crystal Lake, IL

    Services provided

    40% Financial Advising & Planning
    40% Accounting
    20% Business Consulting

    GRA, PC (George Roach & Associates) is a professional accounting firm providing audit and financial consulting services. The feedback highlights their efficiency, timeliness, and competitive pricing, with 100% of the reviewers expressing satisfaction and no suggestions for improvement. Most notably, clients appreciate their straightforward processes and patient approach to resolving accounting issues.

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    Industry Experience

    George Roach & Associates has received positive feedback in the Education sector, particularly from a public library in Chicago. Their strengths include efficient audit processes, timely project management, and effective financial consulting. Clients appreciate their affordability and patient communication. Overall, the sentiment is highly favorable, indicating strong expertise in accounting and financial management within the Education industry, making them a suitable choice for similar organizations.

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    Education

    Average Project Cost Breakdown

    $10,000 to $49,000 (1)

    What Clients Have Said

    Clients have consistently noted that George Roach & Associates offers competitive pricing, making them a more affordable choice compared to previous firms. One client highlighted their satisfaction with the value received for a $20,000 investment, emphasizing the straightforward process and effective communication. Overall, the sentiment reflects a strong appreciation for the cost-effectiveness and quality of service provided by the firm.
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  • FBTC Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Hammond, IN

    Services provided

    15% Financial Advising & Planning
    40% Business Consulting
    25% Accounting +2 services
    10% Corporate Relocation
    10% Finance & Accounting Outsourcing (FAO)

    FBTC Inc. Is a small Business Consulting company. They focus on Business Consulting and Accounting and were established in 2022.

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  • JJ&A Accounting Services Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    2 - 9
    Greensboro, NC

    Services provided

    15% Financial Advising & Planning
    35% Accounting
    35% Finance & Accounting Outsourcing (FAO) +2 services
    10% Business Valuation Services
    5% Financial Consulting

    JJ&A Accounting Services is a Finance & Accounting Outsourcing (FAO) company. They were launched in 2016, and their services include Finance & Accounting Outsourcing (FAO) and Accounting.

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  • Bulltick Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Miami, FL

    Services provided

    45% Financial Advising & Planning
    35% Commercial Financing
    10% Financial Consulting +1 service
    10% Market Research

    Bulltick is a Miami, Florida-based Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing.

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  • Accurite Data Solutions Logotype

    Not yet reviewed

    Undisclosed
    $50 - $99 / hr
    2 - 9
    San Jose, CA

    Services provided

    20% Financial Advising & Planning
    20% Content Marketing
    20% Graphic Design +2 services
    20% Social Media Marketing
    20% Web Development

    Accurite Data Solutions is a San Jose, California-based social media marketing company. They offer Social Media Marketing and Content Marketing and were established in 2021.

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  • Apex Bookkeeping Logotype

    Not yet reviewed

    Undisclosed
    $50 - $99 / hr
    2 - 9
    Newport Beach, CA

    Services provided

    20% Financial Advising & Planning
    60% Accounting
    20% Tax Law

    Apex Bookkeeping, an Accounting company, was founded in 2022. The team provides Accounting and Financial Advising & Planning and is headquartered in Newport Beach, California.

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  • JJB CPA GROUP Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    2 - 9
    Stafford, TX

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Valuation Services +2 services
    20% Financial Consulting
    20% Insurance Services & Brokers

    JJB CPA GROUP is an Accounting company. Their small team is headquartered in Stafford, Texas and focuses on Accounting and Financial Advising & Planning. The firm was established in 2023.

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  • Orchestration Logotype

    Not yet reviewed

    $10,000+
    $200 - $300 / hr
    2 - 9
    Seattle, WA

    Services provided

    20% Financial Advising & Planning
    50% Fractional CFO Services
    20% Finance & Accounting Outsourcing (FAO) +1 service
    10% Financial Consulting

    In Seattle, Washington, Orchestration is a Fractional CFO Services company. Established in 2022, the team offers Fractional CFO Services and Finance & Accounting Outsourcing (FAO).

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  • One Hub Financial Services Logotype

    Not yet reviewed

    Undisclosed
    $50 - $99 / hr
    2 - 9
    Laguna Niguel, CA

    Services provided

    20% Financial Advising & Planning
    40% Accounting
    20% Business Consulting +1 service
    20% Financial Consulting

    One Hub Financial Services is an Accounting company. Their small team is located in Laguna Niguel, California. Their services include Accounting and Business Consulting.

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  • United Accounting Group LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Heathrow, FL

    Services provided

    20% Financial Advising & Planning
    40% Accounting
    20% Financial Consulting +1 service
    20% Funding & Investment

    United Accounting Group LLC is an Accounting company. Their small team of employees is headquartered in Heathrow, Florida. Their team specializes in Accounting and Financial Advising & Planning.

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  • Skin Rights LLC Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    2 - 9
    Jersey City, NJ

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Application Testing +2 services
    20% BI & Big Data Consulting & SI
    20% Conversion Optimization

    Skin Rights LLC is a small Conversion Optimization company established in 2018. Their services include Conversion Optimization and BI & big data consulting & SI.

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  • Fast Factor Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Orlando, FL

    Services provided

    20% Financial Advising & Planning
    20% AI Consulting
    20% Business Consulting +2 services
    20% Digital Engineering
    20% Financial Consulting

    Fast Factor Inc. Is a Business Consulting company. They are in Orlando, Florida. Their team specializes in Business Consulting and Financial Advising & Planning.

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  • Antravia LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Phoenix, AZ

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Finance & Accounting Outsourcing (FAO) +2 services
    20% Financial Consulting
    20% Fractional CFO Services

    Antravia LLC is a Finance & Accounting Outsourcing (FAO) company based in Phoenix, Arizona and London, England. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting.

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  • Saluja & Associates CPA PLLC Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    2 - 9
    Houston, TX

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Consulting +2 services
    20% Financial Consulting
    20% Fractional CFO Services

    Established in 2025, Saluja & Associates CPA PLLC is a Business Consulting company. The agency specializes in Business Consulting and Accounting, and is small.

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  • DisruptiX Talent Solutions Logotype

    Not yet reviewed

    Undisclosed
    $100 - $149 / hr
    2 - 9
    Costa Mesa, CA

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Consulting +2 services
    20% HR Consulting
    20% Staffing

    DisruptiX Talent Solutions is a small Business Consulting company founded in 2025. Their services include Business Consulting and Accounting.

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  • AccMan Consultancy Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    2 - 9
    Jersey City, NJ

    Services provided

    20% Financial Advising & Planning
    35% Accounting
    20% Finance & Accounting Outsourcing (FAO) +3 services
    10% Account-Based Marketing
    10% Fractional CFO Services
    5% Fractional CMO Services

    Accounting company AccMan Consultancy was established in 2018. The company specializes in Accounting and Finance & Accounting Outsourcing (FAO), and is small.

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  • FITR Technologies Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    New York, NY

    Services provided

    20% Financial Advising & Planning
    30% Finance & Accounting Outsourcing (FAO)
    25% ERP Consulting and SI +2 services
    15% Financial Consulting
    10% IT Strategy Consulting

    Finance & Accounting Outsourcing (FAO) company FITR Technologies was launched in 2023. The team offers Finance & Accounting Outsourcing (FAO) and ERP consulting and SI.

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  • AiccountingPros Logotype

    Not yet reviewed

    $1,000+
    < $25 / hr
    2 - 9
    Stamford, CT

    Services provided

    20% Financial Advising & Planning
    50% Accounting
    10% Financial Consulting +3 services
    10% Insurance Services & Brokers
    5% Business Valuation Services
    5% Digital Asset Management

    AiccountingPros is an Accounting company. Launched in 2026, the agency offers Accounting and Financial Advising & Planning.

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  • TBG Shoppe LLC Logotype

    Not yet reviewed

    Undisclosed
    $100 - $149 / hr
    2 - 9
    Houston, TX

    Services provided

    20% Financial Advising & Planning
    50% Business Consulting
    10% Branding +2 services
    10% E-Commerce Development
    10% Marketing Strategy

    TBG Shoppe LLC is a small Business Consulting company established in 2021. Their services include Business Consulting and Financial Advising & Planning.

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  • Brant Professional Services Inc Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    2 - 9
    Wantagh, NY

    Services provided

    20% Financial Advising & Planning
    40% Finance & Accounting Outsourcing (FAO)
    20% Business Consulting +1 service
    20% IT Strategy Consulting

    Established in 2021, Brant Professional Services Inc is a Finance & Accounting Outsourcing (FAO) company. The company offers Finance & Accounting Outsourcing (FAO) and Business Consulting.

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  • Haider Financial Solutions LLC Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    2 - 9
    Plain City, OH

    Services provided

    20% Financial Advising & Planning
    45% Accounting
    20% Fractional CFO Services +1 service
    15% Financial Consulting

    Haider Financial Solutions LLC is an Accounting company. In Plain City, Ohio, the firm was launched in 2026. Their services include Accounting and Financial Advising & Planning.

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  • CipherCFO Logotype

    Not yet reviewed

    $5,000+
    $300+ / hr
    2 - 9
    Sheridan, WY

    Services provided

    20% Financial Advising & Planning
    20% Business Consulting
    20% Corporate Training & Coaching +2 services
    20% Finance & Accounting Outsourcing (FAO)
    20% Financial Consulting

    CipherCFO, a Corporate Training & Coaching company, was established in 2026. The team offers Corporate Training & Coaching and Finance & Accounting Outsourcing (FAO).

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  • Innovant Solutions Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Altamonte Springs, FL

    Services provided

    10% Financial Advising & Planning
    10% Back Office Outsourcing
    10% Branding +7 services
    10% Business Consulting
    10% Digital Strategy
    10% Market Research
    10% Marketing Strategy
    10% UX/UI Design
    10% Web Design
    10% Web Development

    Innovant Solutions Inc. Is a branding agency. The team focuses on Branding and Market Research and is located in Altamonte Springs, Florida.

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  • Aberrant Digital Services Logotype

    Not yet reviewed

    $1,000+
    < $25 / hr
    50 - 249
    Paterson, NJ

    Services provided

    10% Financial Advising & Planning
    10% Branding
    10% Customer Service Outsourcing +8 services
    10% Marketing Strategy
    10% Mobile App Development
    10% Search Engine Optimization
    10% Social Media Marketing
    10% UX/UI Design
    10% Web Development
    5% E-Commerce Development
    5% Fractional CFO Services

    Located in Paterson, New Jersey, Aberrant Digital Services is a branding company. The team focuses on Branding and Marketing Strategy.

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  • Grapeson M. Wilson CPA LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Houston, TX

    Services provided

    10% Financial Advising & Planning
    70% Accounting
    10% Business Consulting +1 service
    10% Financial Consulting

    Grapeson M. Wilson CPA LLC is an Accounting company established in 2010. Located in Houston, Texas, the team offers Accounting and Business Consulting.

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  • Ktax and Accounting Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Schaumburg, IL

    Services provided

    10% Financial Advising & Planning
    60% Finance & Accounting Outsourcing (FAO)
    25% Accounting +1 service
    5% Insurance Services & Brokers

    Ktax and Accounting is a small Finance & Accounting Outsourcing (FAO) company launched in 2022. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.

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  • Dawn Financial Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    North Miami, FL

    Services provided

    10% Financial Advising & Planning
    20% Financial Consulting
    15% Business Valuation Services +5 services
    15% Funding & Investment
    15% Market Research
    10% Commercial Financing
    10% Marketing Strategy
    5% Finance Law

    Dawn Financial is a Financial Consulting company. Their small team is based in North Miami, Florida. Their services include Financial Consulting and Market Research.

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  • Stratego Intel Consulting Logotype

    Not yet reviewed

    $5,000+
    $150 - $199 / hr
    10 - 49
    Cypress, TX

    Services provided

    10% Financial Advising & Planning
    30% Financial Consulting
    10% AI Agents +5 services
    10% AI Consulting
    10% Accounting
    10% Business Valuation Services
    10% Finance & Accounting Outsourcing (FAO)
    10% Funding & Investment

    Financial Consulting company Stratego Intel Consulting was founded in 2017. Located in Cypress, Texas, the team specializes in Financial Consulting and Finance & Accounting Outsourcing (FAO).

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  • RE SmartAdvisors Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Grandview, MO

    Services provided

    10% Financial Advising & Planning
    35% Finance & Accounting Outsourcing (FAO)
    10% Business Consulting +7 services
    10% Fractional CFO Services
    10% Funding & Investment
    5% Commercial Brokerage Services
    5% Commercial Development
    5% Commercial Printing
    5% Commercial Property Management
    5% Real Estate Law

    Finance & Accounting Outsourcing (FAO) company RE SmartAdvisors is in Grandview, Missouri. They focus on Finance & Accounting Outsourcing (FAO) and Funding & Investment and were established in 2022.

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We evaluate service providers using a structured methodology that combines:

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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.

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Ability to deliver
Focus
Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 leadforce.info
2 TGG Accounting
3 ArboHQ
4 SoftPak Financial Systems, Inc
5 Sensiba LLP
6 Imperial Advisory, CFOs
7 WorldWide Local Connect Inc.
8 BEAN COUNTER
9 JPG
10 Acclarity
11 VantagePoint Benefit Administrators
12 Mortar Group
13 Capital Recovery Corporation
14 Liv Data LLC
15 Univest

List of the Top 15 United States Strategic Financial Planners

  1. leadforce.info Logotype

    leadforce.info

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Ability to deliver

    27.9/40.0
    16.8/20 Reviews
    6.5/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    15% Financial Advising & Planning
    85% Other
    View Profile Visit Website
  2. TGG Accounting Logotype

    TGG Accounting

    $5,000+
    Undisclosed
    50 - 249
    San Diego, CA

    Ability to deliver

    26.6/40.0
    16.2/20 Reviews
    4.2/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  3. ArboHQ Logotype

    ArboHQ

    $1,000+
    $25 - $49 / hr
    2 - 9
    Atlanta, GA

    Ability to deliver

    24/40.0
    16.2/20 Reviews
    1.7/10 Clients & Experience
    6.1/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  4. SoftPak Financial Systems, Inc Logotype

    SoftPak Financial Systems, Inc

    $75,000+
    $25 - $49 / hr
    50 - 249
    Wayland, MA

    Ability to deliver

    21.9/40.0
    16.6/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  5. Sensiba LLP Logotype

    Sensiba LLP

    Undisclosed
    Undisclosed
    250 - 999
    San Ramon, CA

    Ability to deliver

    26.2/40.0
    17.2/20 Reviews
    0/10 Clients & Experience
    9/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
    View Profile Visit Website
  6. Imperial Advisory, CFOs Logotype

    Imperial Advisory, CFOs

    Undisclosed
    Undisclosed
    2 - 9
    Valley Stream, NY

    Ability to deliver

    23.2/40.0
    15.6/20 Reviews
    2/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    80% Financial Advising & Planning
    20% Other
    View Profile Visit Website
  7. WorldWide Local Connect Inc. Logotype

    WorldWide Local Connect Inc.

    $5,000+
    $50 - $99 / hr
    10 - 49
    Maynard, MA

    Ability to deliver

    25/40.0
    16.2/20 Reviews
    4.8/10 Clients & Experience
    4/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website
  8. BEAN COUNTER Logotype

    BEAN COUNTER

    Undisclosed
    Undisclosed
    10 - 49
    Palm Springs, CA

    Ability to deliver

    22.1/40.0
    16.2/20 Reviews
    0.7/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  9. JPG Logotype

    JPG

    $1,000+
    $50 - $99 / hr
    10 - 49
    Houston, TX

    Ability to deliver

    22.3/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    6.1/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    70% Other
    View Profile Visit Website
  10. Acclarity Logotype

    Acclarity

    Undisclosed
    Undisclosed
    50 - 249
    Fort Lauderdale, FL

    Ability to deliver

    22.7/40.0
    17.2/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  11. VantagePoint Benefit Administrators Logotype

    VantagePoint Benefit Administrators

    $5,000+
    $200 - $300 / hr
    10 - 49
    Lynbrook, NY

    Ability to deliver

    23.6/40.0
    16.2/20 Reviews
    1.7/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
    View Profile Visit Website
  12. Mortar Group Logotype

    Mortar Group

    $25,000+
    Undisclosed
    2 - 9
    Brooklyn, NY

    Ability to deliver

    23.1/40.0
    16.6/20 Reviews
    0.3/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
    View Profile Visit Website
  13. Capital Recovery Corporation Logotype

    Capital Recovery Corporation

    Undisclosed
    Undisclosed
    50 - 249
    Alpharetta, GA

    Ability to deliver

    21.3/40.0
    14.6/20 Reviews
    1.4/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  14. Liv Data LLC Logotype

    Liv Data LLC

    $25,000+
    $300+ / hr
    2 - 9
    New York, NY

    Ability to deliver

    21/40.0
    17/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  15. Univest Logotype

    Univest

    Undisclosed
    Undisclosed
    250 - 999
    Souderton, PA

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  16. Sage Finance Logotype

    Sage Finance

    Undisclosed
    $50 - $99 / hr
    50 - 249
    San Francisco, CA

    Ability to deliver

    20.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  17. Braj Aggarwal, CPA, P.C. Logotype

    Braj Aggarwal, CPA, P.C.

    Undisclosed
    Undisclosed
    10 - 49
    Jackson Heights, NY

    Ability to deliver

    21.6/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    5.4/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
    View Profile Visit Website
  18. APISCRAPY Logotype

    APISCRAPY

    $1,000+
    < $25 / hr
    50 - 249
    New York, NY

    Ability to deliver

    21.3/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
    View Profile Visit Website
  19. BestCFO Logotype

    BestCFO

    $1,000+
    < $25 / hr
    10 - 49
    new york, NY

    Ability to deliver

    20.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  20. Stratton Equities Logotype

    Stratton Equities

    $100,000+
    Undisclosed
    10 - 49
    Montville, NJ

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  21. Baharestani & Ritt LLP Logotype

    Baharestani & Ritt LLP

    Undisclosed
    Undisclosed
    2 - 9
    New York, NY

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  22. Jumping Jack Taxes Logotype

    Jumping Jack Taxes

    Undisclosed
    Undisclosed
    2 - 9
    Philadelphia, PA

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  23. Hildebrand, Limparis & Associates, CPAs, PC Logotype

    Hildebrand, Limparis & Associates, CPAs, PC

    Undisclosed
    Undisclosed
    10 - 49
    Frederick, MD

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website
  24. Han Group LLC Logotype

    Han Group LLC

    Undisclosed
    Undisclosed
    10 - 49
    Washington, DC

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
    View Profile Visit Website
  25. LeaseAccelerator Logotype

    LeaseAccelerator

    Undisclosed
    Undisclosed
    50 - 249
    Reston, VA

    Ability to deliver

    9.4/40.0
    0/20 Reviews
    2.4/10 Clients & Experience
    7/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  26. HORAN Logotype

    HORAN

    Undisclosed
    Undisclosed
    50 - 249
    Fort Mitchell, KY

    Ability to deliver

    10.1/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    8/10 Market Presence

    Service focus

    35% Financial Advising & Planning
    65% Other
    View Profile Visit Website
  27. HORAN - Wealth Management Logotype

    HORAN - Wealth Management

    Undisclosed
    Undisclosed
    50 - 249
    Dublin, OH

    Ability to deliver

    7.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    7.6/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  28. Oak View Law Group Logotype

    Oak View Law Group

    $1,000+
    $50 - $99 / hr
    50 - 249
    Auburn, CA

    Ability to deliver

    7.4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    7.4/10 Market Presence

    Service focus

    65% Financial Advising & Planning
    35% Other
    View Profile Visit Website
  29. Xaris Financial Enterprises Logotype

    Xaris Financial Enterprises

    $1,000+
    $150 - $199 / hr
    2 - 9
    Trussville, AL

    Ability to deliver

    8.8/40.0
    0/20 Reviews
    2.7/10 Clients & Experience
    6.1/10 Market Presence

    Service focus

    80% Financial Advising & Planning
    20% Other
    View Profile Visit Website
  30. Vistica Wealth Advisors Logotype

    Vistica Wealth Advisors

    Undisclosed
    Undisclosed
    2 - 9
    Carlsbad, CA

    Ability to deliver

    8/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    6/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    View Profile Visit Website

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