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 they're best suited to help. By the end, you'll know what they’re all about. Whether you're approaching retirement and looking for a fiduciary for the first time, thinking about leaving your current advisor, or simply want to make a smarter hiring decision — this show gives you the inside access you need.
Episodes
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. A...
In this episode of Financial Planner Search, Steve Ankerstar, founder of Ankerstar Wealth and a retired Air Force fighter pilot, discusses how "getting angry" at the finance industry led him to build a flat-fee, fiduciary firm for the mass affluent.
Frustrated by the "we're smart, you're dumb, just hand us your money" mentality and by mutual funds that quietly overexposed him to a single stock while charging nearly 1%, Stev...
In this episode of Financial Planner Search, Michael Bellody, founder and CEO of Imperia Wealth Management in Braintree, Massachusetts, discusses bringing institutional-level portfolio management to clients who traditionally wouldn't have access to it. Inspired by his upbringing in Hartford and a desire to give people like his parents the same white-glove advice wealthy institutions receive, Michael built a practice grounded in dee...
In this episode of Financial Planner Search, John Browning, founder of Guardian Rock Wealth, discusses his mission to turn "miserable rich people" into "happy rich people."
After 28 years on Wall Street including being on Morgan Stanley's trading desk on 9/11, John walked away to build a fiercely independent, fiduciary RIA that takes no outside money or marketing dollars and answers only to its clients.
John's philosophy...
In this episode of Financial Planner Search, Marcel V. Quiroga, founder of TQM Wealth Partners, discusses adding a human element to financial planning and acting as her clients' personal CFO. TQM stands for Total Quality Management a business philosophy of quality at every level but, as Marcel explains, it also echoes "te quiero mucho" ("I love you very much"), reflecting her belief that the best results come from putting your hear...
In this episode of Financial Planner Search, Pat Lonergan, founder of Vital Wealth, serves entrepreneurs taking home over a million dollars a year who are frustrated by their tax bill. Pat runs what he calls a fractional family office - pulling cash flow, tax, investment, legal, and insurance planning into one coordinated framework for business owners whose complexity only grows as their income does.
Pat traces the practice back...
In this episode of Financial Planner Search, R.J. Kelly, founder of Wealth Legacy Group, discusses his multidisciplinary approach to wealth management, tax mitigation, and legacy planning for accredited investors and business owners.
R.J.'s practice was forged in personal loss. At 18, he learned his father a visionary who had built a multi, multi-million-dollar company had died without the planning in place to survive him. Withi...
In this episode of Financial Planner Search, Brad Mendel of Mendel Money discusses how a second-generation, family-built practice puts financial planning first and lets that plan drive investment decisions. Brad shares his path from IT consulting and actuarial work into the firm his father started in 1989, and how they transformed a stock-picking business into full-service wealth management with an investment ethos built in from da...
In this episode of Financial Planner Search, Jeremy Self of Cedarwood Financial Partners discusses his holistic approach to wealth management built around offense, defense, and coach. Jeremy explains how investment consulting drives growth toward a work-optional lifestyle, while advanced planning and protection strategies guard against the risks that can derail it. He also shares how Cedarwood coordinates CPAs, attorneys, and other...
In this episode of Financial Planner Search, Steven Rogé, a financial advisor, discusses his firm’s multi-generational approach to comprehensive wealth management. Steven explores how his firm (R.W. Rogé & Company) provides a collaborative team environment, focusing on personalized solutions for young savers, pre-retirees, and post-retiree "do-it-yourselfers."
He shares insights into the firm’s commitment to...
In this episode of Financial Planner Search, Jason Priebe of Magnetic North Advisors, discusses his comprehensive, all-in-one approach to wealth management, tax, and insurance.
Drawing from his unique legal background, Jason shares how his firm helps successful but overwhelmed small business owners find clarity, optimize their cash flow, and navigate complex business transitions.
Jason breaks down his highly structur...
In this episode of Financial Planner Search, Jason Sherr, founder of Stratefi Wealth Management, explains how his background in architecture at UC Berkeley shaped his unique approach to "designing" financial plans.
Jason views himself as the "quarterback" or Financial Director for his clients, ensuring that every piece of their financial life, from tax strategy to risk management, is coordinated so they can focus on what tr...
In this episode of Financial Planner Search, we sit down with Matt Zeigler, Managing Director and Private Wealth Advisor at Sunpoint Investments. Transitioning from a career in the music industry to wealth management after the digital collapse of the mid-2000s , Matt brings a uniquely creative, systems-thinking approach to managing money.
He challenges traditional corporate wirehouses which he describes as "financial Walmart...
In this episode of Financial Planner Search, Donald Morgan, lead financial planner and co-owner of Colmena, discusses his holistic approach to wealth management for Main Street business owners.
Donald shares his deeply moving journey from a thwarted childhood dream of becoming a space shuttle pilot to finding his true calling in the people-first world of financial planning. He details Colmena’s unique "honeycomb" stru...
In this episode of Financial Planner Search, Malcolm Etheridge, a Certified Financial Planner and Enrolled Agent at Capital Area Planning Groups, discusses his specialized approach to untangling complex executive compensation issues for senior leaders at publicly traded companies.
He highlights how his firm operates as a stripped-down multifamily office tailored for high-net-worth families and "recovering DIYers". Malcolm s...
In this episode of Financial Planner Search, Josh Davis, founder of Davis Private Wealth, explains his client-centric approach to wealth management and strategic tax reduction for high-income business owners. Celebrating nine years of building his practice from the ground up, Josh operates as a dedicated "financial quarterback". He specializes in harmonizing disconnected asset pools, insurance policies, corporate structures, and es...
In this episode of Financial Planner Search, Nick Lager, founder of Tactical Wealth Planning, discusses his unique transition from serving as a 911 paramedic and SWAT medic to guiding individuals through major financial crossroads. Nick introduces his specialized "Work Optional" framework, a methodology developed from his first-responder background to give burned-out, late-career professionals a predictable runway to step away from...
In this episode of Financial Planner Search, David Brooks, founder of Retire Smart, shares his unique journey from a college dropout managing the world's top-performing pizza franchise to becoming a millionaire in his 20s and, eventually, a seasoned wealth advisor.
After a massive, unexpected tax bill from the sale of his businesses changed his life, David dedicated his career to proactive tax planning for retirees and entr...
In this episode of Financial Planner Search, Sal Perez, founder of Totem Wealth Management, shares his journey from a low-income background in Kissimmee, Florida, to building a national wealth management firm.
Sal discusses how his Hispanic background, where money was often considered a taboo subject, inspired his "calling" to improve financial literacy and help others reach their goals. His practice specializes in serving ...
In this episode of Financial Planner Search, Francisco Blanco, founder of Stonebrook Wealth Partners, discusses his journey from being a teller at Chase Manhattan Bank to building an independent wealth practice in South Florida. Francisco specializes in providing tactical tax strategies for doctors, attorneys, and business owners, professionals who are often "too busy" to manage their own complex financial lives efficiently.
He ...
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