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!
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...
Andrew joined Apella Wealth in 2022 after transitioning from the defense contracting industry, where...
Hi, Iʼm Stacy—Founder of BayView Financial Planning and a proud military spouse to a retired U.S. Army...
Hi, Iʼm Vanessa—a financial planner, mom, and military spouse with a deep understanding of the unique...
I love helping people with money. Whether it’s coaching them through complex decisions, making...
Hi, I’m Alan Nelson, founder of Measured Money Maneuvers. My passion is to help military, veterans and...
Dr. Joseph D. Brown, CFP®, MQFP®, is a dedicated financial planner and founder of Always Ready Financial...
Drew Stamp is a retired US Army Master Sergeant with over 10 years’ experience in the Special Forces....
Hi, Iʼm Izzy. As a military spouse, Iʼm passionate about supporting veterans and their families. Before...
With 27 years of experience in the financial industry, Randy’s passion for customized comprehensive planning...
Shari Evans, AFC ®, MQFP®, and Founder of iTitheFirst, LLC is a personal financial counselor and freelance...
Mike Hunsberger is the Founder and Owner of Next Mission Financial Planning. After my 25-year Air Force...
Andi Wrenn, AFC® has had a passion for helping people make sound financial decisions for two decades....
Hi, Iʼm Dr. Steven Crane, founder of Financial Legacy Builders. I didnʼt grow up with a lot of money...
Hi, I’m Becky, founder of Healthy Wealth. I was raised in Virginia and hold a Bachelor of Science degree...
With over 27 years of experience in the financial services industry, Randyʼs passion for customized...
Adrienne Ross, AFC, CFP, ChFC is founding partner at Clear Insight Wealth Management, a firm dedicated...
I am a wife, mom, grandma, small business owner, homeowner, landlord, runner, homeschooler, and family...
I am a 25 year retired Air Force Pilot. After retirement, I spent 2+ years at a major firm to gain experience...
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’m Erik, Founder of Baskin Financial Planning, a fee-only financial planning firm located in Colorado...
Growing up without much understanding of money management, Desiree developed a passion for finances after...
Brian “ALF” O’Neill is a native of Overland Park, KS. After graduating from the Catholic University of...
I spent 11 years as an Army physical therapist before transitioning to the Reserves to pursue my passion...
My career began in a role dedicated to protection—as a Firefighter/EMT in the U.S. Air Force. Today,...
Heidi Clemons, MA, AFC®, MQFP®, is a military spouse of 26+ years. With more than nine years of financial...