Find a Financial Professional You Can Trust
You’re in the right place if want to work with a financial professional who understands the unique financial issues of military and veteran families. One who will have your back and won’t try to sell you something you don’t need. All the professionals listed on this page hold the MQFP® Certification, meaning:
- They have lived the military life
- They have passed a rigorous exam to prove their knowledge of military and veteran personal finance
- They want to work with military and veteran families
- They have signed an oath to do it as a fee-only, fiduciary financial professional
These are the financial professionals you have been looking for. To make it easier to find the best match for you we have added some search features to help you narrow down the field based on specialization, meeting style, and gender of the financial professional. Find your financial professional today!
Hi, I’m Izzy. As a military spouse and veteran caregiver, I’m passionate about supporting veterans and...
Service has shaped my life, first in uniform and now through my work. After seven years in the U.S. Air...
Daniel Kopp, MA, MS, CFP ®, is a fee-only, fiduciary financial planner and founder of Wise Stewardship...
Hi, Iʼm Dr. Steven Crane, founder of Financial Legacy Builders. I didnʼt grow up with a lot of money...
I served 14 years in the United States Navy as a Hospital Corpsman before medically retiring in 2024....
I spent 11 years as an Army physical therapist before transitioning to the Reserves to pursue my passion...
Andi Wrenn, AFC® has had a passion for helping people make sound financial decisions for two decades....
Heidi Clemons, MA, AFC®, MQFP®, is a military spouse of 26+ years. With more than nine years of financial...
I don’t possess any of the listed credentials, but I helped develop the MQFP certification. I have...
Hi, Iʼm Omen—a retired Marine with 25 years of enlisted and officer active duty service. As a CERTIFIED...
Hi, I’m Erik, Founder of Baskin Financial Planning, a fee-only financial planning firm located in Colorado...
Adrienne Ross, AFC, CFP, ChFC is founding partner at Clear Insight Wealth Management, a firm dedicated...
Mike Hunsberger is the Founder and Owner of Next Mission Financial Planning. After my 25-year Air Force...
I am a financial guide that helps individuals, military members, and small business owners to make sense...
Hi, I’m Alan Nelson, founder of Measured Money Maneuvers. My passion is to help military, veterans and...
Shari Evans is an Accredited Financial Counselor (AFC®), Military Qualified Financial Planner (MQFP®),...
With over 27 years of experience in the financial services industry, Randyʼs passion for customized...
My career began in a role dedicated to protection—as a Firefighter/EMT in the U.S. Air Force. Today,...
With 27 years of experience in the financial industry, Randy’s passion for customized comprehensive planning...
I am a wife, mom, grandma, small business owner, homeowner, landlord, runner, homeschooler, and family...
Brian “ALF” O’Neill is a native of Overland Park, KS. After graduating from the Catholic University of...
Hi, I’m Becky, founder of Healthy Wealth. I was raised in Virginia and hold a Bachelor of Science degree...
I am a proud Veteran spouse and mother to one adult son. Growing up without much understanding of money...
Dr. Joseph D. Brown, CFP®, MQFP®, is a dedicated financial planner and founder of Always Ready Financial...
Hi, Iʼm Vanessa—a financial planner, mom, and military spouse with a deep understanding of the unique...
Drew Stamp is a retired US Army Master Sergeant with over 10 years’ experience in the Special Forces....
As Founder & CEO of BayView Financial Planning, Stacy Miller leads an independent fee-only fiduciary...
Andrew joined Apella Wealth in 2022 after transitioning from the defense contracting industry, where...
I am a 25 year retired Air Force Pilot. After retirement, I spent 2+ years at a major firm to gain experience...
You’ve led with purpose. Now it’s time to plan with purpose. I help military leaders—especially...
I love helping people with money. Whether it’s coaching them through complex decisions, making...