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Scheeler Financial Group
United States
Scheeler Financial Group is a financial advisory firm based in West Chester, Ohio. The company specializes in providing personalized financial planning services that cater to the unique goals and priorities of its clients. With a client-centric approach, Scheeler Financial Group focuses on understanding individual needs to develop effective financial strategies....
Tags: stock options legacy planning independent advice rsu planning for senior executives +5 more

FinwellAA Inc
United States
Finwell is a fee-only financial planning and private wealth management company devoted to helping you reach your financial goals. Simply put, Finwell's mission is to work with people who want to achieve something great with their money. As of 2024, Finwell's new client minimum for private wealth management is $1mm....
Tags: financial planning retirement planning employee benefits stock options ipo tech rsu +3 more