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!
Heidi Clemons, MA, AFC®, MQFP®, is a military spouse of 26+ years. With more than nine years of financial...
I am a wife, mom, grandma, small business owner, homeowner, landlord, runner, homeschooler, and family...
Andi Wrenn, AFC® has had a passion for helping people make sound financial decisions for two decades....
With over 27 years of experience in the financial services industry, Randyʼs passion for customized...
Hi, Iʼm Izzy. As a military spouse, Iʼm passionate about supporting veterans and their families. Before...
Andrew joined Apella Wealth in 2022 after transitioning from the defense contracting industry, where...
With 27 years of experience in the financial industry, Randy’s passion for customized comprehensive planning...
I am a 25 year retired Air Force Pilot. After retirement, I spent 2+ years at a major firm to gain experience...
I don’t possess any of the listed credentials, but I helped develop the MQFP certification. I have...
You’ve led with purpose. Now it’s time to plan with purpose. I help military leaders—especially...
Daniel Kopp, MA, MS, CFP ®, is a fee-only, fiduciary financial planner and founder of Wise Stewardship...
Hi, Iʼm Omen—a retired Marine with 25 years of enlisted and officer active duty service. As a CERTIFIED...
Hi! I help people achieve financial independence through real estate investing. Most of my clients want...
Growing up without much understanding of money management, Desiree developed a passion for finances after...
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....
Brian “ALF” O’Neill is a native of Overland Park, KS. After graduating from the Catholic University of...
Hi, I’m Erik, Founder of Baskin Financial Planning, a fee-only financial planning firm located in Colorado...
Shari Evans, AFC ®, MQFP®, and Founder of iTitheFirst, LLC is a personal financial counselor and freelance...
Hi, Iʼm Dr. Steven Crane, founder of Financial Legacy Builders. I didnʼt grow up with a lot of money...
Mike Hunsberger is the Founder and Owner of Next Mission Financial Planning. After my 25-year Air Force...
My career began in a role dedicated to protection—as a Firefighter/EMT in the U.S. Air Force. Today,...
Dr. Joseph D. Brown, CFP®, MQFP®, is a dedicated financial planner and founder of Always Ready Financial...
Hi, Iʼm Stacy—Founder of BayView Financial Planning and a proud military spouse to a retired U.S. Army...
I love helping people with money. Whether it’s coaching them through complex decisions, making...
Hi, I’m Becky, founder of Healthy Wealth. I was raised in Virginia and hold a Bachelor of Science degree...
Hi, I’m Alan Nelson, founder of Measured Money Maneuvers. My passion is to help military, veterans and...
Adrienne Ross, AFC, CFP, ChFC is founding partner at Clear Insight Wealth Management, a firm dedicated...