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Financial Planner Search

Finding a financial advisor is easy. Finding the right one is hard.Most advisors look the same on paper — credentials, services, a polished website. But what you actually need to know is how they think, how they treat people, and whether you"d even enjoy working with them.That"s what Financial Planner Search is for.Each episode, we sit down with an independent financial advisor for an honest, in-depth conversation. No sales pitch. No jargon. Just a real look at who they are, how they work, and who

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All Episodes

00:43:46

Wealth Is a Tool, Not a Trophy with Gary Preisser |...

Financial Planner Search ·

2026/10/05

In this episode of Financial Planner Search, Gary Preisser, Managing Partner of Stonebriar Wealth Advisors, explains what he calls functional wealth. Most of his clients are retirees, or close to it, and he spends a lot of time reminding them that every dollar they have is going to be spent by somebody. It might as well be them.Gary came up through tax preparation and small-business consulting, where the useful question was always cash flow. He was surprised, once he entered this industry, to find

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00:55:34

What "Am I Okay?" Actually Means with Donny Stewart |...

Financial Planner Search ·

2026/10/01

In this episode of Financial Planner Search, Donny Stewart, CFP and partner at Swan Wealth Management, discusses what people are really asking when they say, "Am I okay?"He and his partners, TJ Bruce and Mike Mahalich, met on the Regis University golf team, spent years on the institutional side, and later bought a book in Edina full of retirees and people close to it. Every client and every dollar at Swan is split three ways. You meet all three. You end up calling the one you click with, and you

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00:36:04

Am I Okay If I Step Away? with Bridget Grimes |...

Financial Planner Search ·

2026/09/29

In this episode of Financial Planner Search, Bridget Grimes, founder of Wealth Choice, talks about the women who make the money, carry the family, and still do not have five minutes for a plan. The firm is about to turn ten.Bridget was a hedge-fund trader, then a pastry chef for a decade. During her divorce, her house in San Diego burned down. Her two closest friends, a hand surgeon and a woman running a media company, lost their houses in the same stretch and were going through divorces too. None

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00:39:48

Live by Design with JD Ramirez | Financial Planner...

Financial Planner Search ·

2026/09/23

In this episode of Financial Planner Search, JD Ramirez, who leads RAM Capital Group, talks about what changes when a business owner stops running the company by default.JD grew up in his family’s wine business in Colombia. By eight or nine he was around the vineyard. He was not tasting the wine. He was watching his parents turn grapes into something people wanted, then put the money back into the company, the employees, and the next season. That is still his standard. If he says he will do

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00:32:37

What's Missing Isn't the Money with James Roberts |...

Financial Planner Search ·

2026/09/23

In this episode of Financial Planner Search, James Roberts, founder of Intentional, talks about what is left after the title and the income are already there.He entered the business in 2007 because he wanted to get rich. Within three years his brother was diagnosed with cancer, he nearly died in a car accident, and his third son was the 46th child born with a rare genetic syndrome. The work he had been doing, telling people whether they could hit a retirement age and handing them a plan that looked

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00:30:55

Less Tax, More Abundance with Peter Culver |...

Financial Planner Search ·

2026/09/17

In this episode of Financial Planner Search, Peter Culver, co-founder of Wealth Thrive, talks about using taxes as the front door to something bigger: a life rich beyond money. He and his partner work with entrepreneurs, typically people earning around a million a year, or sitting on a liquidity event of that size, who already feel the tax bill in their gut and sense their CPA is only adding up the numbers, not showing them a better way.Peter did not start here. He spent 12 years as a lawyer, then

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00:29:11

You Can't Hug a Spreadsheet with Frank Legan |...

Financial Planner Search ·

2026/09/15

In this episode of Financial Planner Search, Frank Legan, a financial advisor with 26 years in the business and founder of his own independent practice, discusses his "humanity-driven" approach to financial planning and why he believes you can't build a meaningful plan from a spreadsheet alone.Frank started his career at a wirehouse and a bank, where he learned that human nature is "undefeated" during difficult markets. The lure of independence was the chance to build something in his own image to

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00:35:05

From Labor to Capital with Eli Mikel | Financial...

Financial Planner Search ·

2026/09/09

In this episode of Financial Planner Search, Eli Mikel, founder of Clockwise Capital, discusses why every person is on a path to becoming a business owner, whether they know it or not. Built in 2017 around the idea that every season is not created equal, Clockwise pairs business owners with an AI named Kronos and a curated network of independent financial advisors who stress-test both their portfolios and their business plans against the cycles ahead.Eli walks through the shift he sees happening as

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00:32:38

Retire as You Desire with Bill Bloom | Financial...

Financial Planner Search ·

2026/09/02

In this episode of Financial Planner Search, Bill Bloom, founder of Bloom Financial, shares his "Retire as You Desire" philosophy, helping clients plan for their money to last to age 100 while rediscovering purpose before they stop working.Bill's path started with childhood money scarcity and a college professor who pulled up in a Cadillac Escalade in West Virginia, a sign that he could figure this out too. He launched Bloom Financial at 28 after six years at Prudential, lost every client to a

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00:29:09

Divorce, Money & Starting Over with Leah Hadley |...

Financial Planner Search ·

2026/08/27

In this episode of Financial Planner Search, Leah Hadley, founder of Intentional Wealth Partners and Intentional Divorce Solutions, discusses her work supporting people through divorce and the financial transitions that come with suddenly being on your own.Leah never planned on a career in finance. She was a burnt-out teacher drowning in student loans when she took a temp job on a trading floor and discovered there was an entire language around building and protecting wealth that nobody had ever

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00:32:59

Turning a Big Number Into a Paycheck with Josh...

Financial Planner Search ·

2026/08/25

In this episode of Financial Planner Search, Josh Ackerman, financial planner and second-generation owner of Context Financial in Lexington, Kentucky, discusses how he helps successful people translate a lifetime of savings into a retirement they can actually understand.Josh's father started the firm in 2000 with a simple conviction: don't sell product, sell advice. That idea shaped everything — including a piece of coaching Josh still carries today: "two numbers and a story that connects them."

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00:35:13

Leaving Product Sales Behind with David D'Albero &...

Financial Planner Search ·

2026/08/20

In this episode of Financial Planner Search, David D'Albero and Carmine Coppola, co-founders of Strata Capital, talk about the moment they decided they couldn't keep working for the company instead of the client.They met at MetLife's Premier Client Group, where the job was to sell a product and move on. They watched on a TV in the office as the news broke that they'd been sold to Mass Mutual, and when the new management told advisors to drop their planning and investment licenses and focus on "core

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00:31:47

Garden-Glove Service for Family Offices with Jack...

Financial Planner Search ·

2026/08/18

In this episode of Financial Planner Search, Jack Dwyer, President of Sunpointe Investments, talks about why he left a giant consulting firm to build a practice that shines a bright light on fees and conflicts and why he thinks of advising as garden-glove work, not white-glove waiting.Jack came to this as an Army engineer who commanded a bridge company in Iraq. He still uses that same instinct: take the fog of war, markets, taxes, family dynamics, a job change and boil it down to what actually

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00:34:12

Life Beyond the Retirement Number with Andy...

Financial Planner Search ·

2026/08/14

In this episode of Financial Planner Search, Andy Schelitzche, financial advisor at Manifest Planning, discusses his comprehensive, relationship-first approach to financial planning. Based in the Minneapolis metro with a second office in the Chicagoland area, Andy and his team act as the "quarterback" for around 450 households, coordinating with CPAs and estate attorneys to solve holistic problems for their clients.Andy explains why most people delay finding an advisor until a life event forces the

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00:40:05

Why Business and Personal Money Can't Stay Separate...

Financial Planner Search ·

2026/08/11

In this episode of Financial Planner Search, Ryan Staton, managing partner and co-founder of Staton Walsh, explains why the old advice to keep work and home life separate falls apart the moment you own the company. For a business owner, the two are already tangled, the succession plan is a family conversation, the balance sheet is a retirement plan, and nobody is treating them as one thing. Ryan's firm exists to put them back together.Most of his work lives in construction: trades contractors and

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00:32:23

The Tax Problem Retirees Can't Name with Michael...

Financial Planner Search ·

2026/08/06

In this episode of Financial Planner Search, Michael Mezheritskiy, President of Milestone Asset Management Group, discusses why his ideal clients often know they have a tax problem but can't put it into words. Michael left a long career at Fidelity to build a fee-only practice that lives in projections, estimated payments, Roth conversions, and Medicare IRMAA management not product sales. He works with people who are retired or close to it, typically with enough assets that the real risk isn't

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00:29:18

Put Consumers in Charge of Finding Advisors with...

Financial Planner Search ·

2026/08/04

In this episode of Financial Planner Search, Brian Thorp, founder of WealthTender, discusses why most people who never work with a financial advisor still distrust the profession and how online reviews and consumer-controlled search can change that. After 22+ years in corporate wealth management, Brian built WealthTender as one of the first platforms where Americans can read advisor reviews the way they already do for doctors and attorneys, once SEC rules finally allowed client testimonials.Brian

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00:31:06

Putting Your Neck Out for Clients with John Llodra |...

Financial Planner Search ·

2026/07/29

In this episode of Financial Planner Search, John Llodra, CFP®, co-founder of New Harbor Financial Group in Worcester, Massachusetts, explains why he refuses to hand his clients' money off to a third-party manager. He spent the first decade of his career in the energy industry the last stretch of it at Enron. He watched good, ethical coworkers lose their life savings to somebody else's fraud, then took a severance, read a book called Do What You Are, and walked away from several hundred thousand

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00:28:00

Family Office for the Rest of Us with Mikey Manghum |...

Financial Planner Search ·

2026/07/28

In this episode of Financial Planner Search, Mikey Manghum, Vice President and Financial Advisor at Regent Private Wealth in Tulsa, Oklahoma, discusses bringing a family-office style of planning to households that aren't yet worth $30 million. Born in the UK to a professional basketball player father, Mikey stumbled into financial planning as a college freshman and built a practice around the conviction that the people who most need a coordinated team of advisors are the ones who haven't yet

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00:28:09

The Least Boring CPA with Steven Jarvis | Financial...

Financial Planner Search ·

2026/07/23

In this episode of Financial Planner Search, Steven Jarvis CPA and founder of Retirement Tax Services makes a case most accountants would find heretical: the most valuable thing a CPA can do is say no.Steven jokes that he's "the least boring CPA you know," and he's got the race medals (and one hard-earned skull) on his office wall to prove it. But the real story is why he walked away from partner track at a big national firm. After a decade on giant corporate projects, he was tired of shipping a PDF

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