PROFILE WITH PUBLIC SOURCES
Allison A. Alexander
Financial Advisor / Member Owner
Rockford, Illinois
Retirement planning · CFP, CPA, CDFA
THE PERIMETER / PEOPLE & FIRMS
Find a person. Build a plan.
Search professionals by name, location, firm, or planning focus. Read their sources and ask better questions before choosing.
Directory listings are not endorsements or confirmation of current registration. Workbook records may be historical; independently confirm affiliation, contact details, services, and availability. Read our directory methodology ↗
Savant Wealth Management
PROFILE WITH PUBLIC SOURCES
Bruce R. Barton
Managing Partner / Financial Advisor / Member Owner
Los Gatos, California
Equity compensation · CFP, CFA, MBA
PROFILE WITH PUBLIC SOURCES
Matthew D. Armstrong
Financial Advisor / Member Owner
Rockford, Illinois
Retirement planning · CFP, AIF, CRPS
PROFILE WITH PUBLIC SOURCES
Patti B. Black
Financial Advisor / Member Owner
Birmingham, Alabama
Comprehensive financial planning · CFP, CSA
PROFILE WITH PUBLIC SOURCES
Richard H. Allison
Financial Advisor
Manassas, Virginia
Comprehensive financial planning · CFP, ChFEBC, EA, MBA
PROFILE WITH PUBLIC SOURCES
Stephen H. Ambrose III
Financial Advisor
Rockford, Illinois
Comprehensive financial planning · CFP
THE RIGHT CONVERSATION STARTS HERE
Find help for the financial decisions ahead.
Start with your priorities, explore relevant profiles, and tell us whether you’d like help arranging a conversation.
Find your match Ask our team to follow up ↗You choose how to be contacted. No obligation.