Our Contributors

We help people make better financial decisions, one person at a time. Together we are making a difference! With support from over 15,000 industry professionals the Foundation has supported the delivery of pro bono financial planning to more than 378,000 people.

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Individual Contributors

$750,000 up

  • Armstrong, Fleming & Moore, Inc. (Armstrong, Alexandra, CFP®; Fleming, Ryan, CFP® & Betsy; Holubowich, Carl, CFP®; Moore, Mary, CFP®; Rivers, Chris, CFP®)

$500,000 – $749,999

  • Aspiriant (Kochis, Tim J.D., MBA, CFP®; Fitz, Linda, CFP®)
  • Coit, R. Ken

$350,000 – $499,999

  • Maginn, Stephen & Linda

$200,000 – $349,999

  • Kautt, Glenn G., CFP®, EA, MBA, AIFA®
  • Meritas Wealth Management (Clarke, Gregg E. & Tiffani, CFP®; Gott, Kacy, CFP®)
  • Yeske Buie (Buie, Elissa, CFP® & Yeske, David B., DBA, CFP®)

$150,000 – $199,999

  • Bedel, Elaine, CFP®
  • Carter, Bill E., CFP®, ChFC®, CLU®
  • Clark, Bernie
  • Clifford, Kevin G.
  • Sharkey, Eileen M., CFP®
  • Silicon Valley Wealth Advisors

$100,000 – $149,999

  • Bachrach, William “Bill”
  • CJM Wealth Advisors (Baker, Tracey, CFP®;Brady, Claudia; Greene, David, CFP®; Jones, Brian T., CFP®; Jones, Timothy W., CFP®; McLeland, Kim, CFP®)
  • Edelman Financial Services (Edelman, Frederic M., CFS, RFC, CMFC & Moore, Edward P., CFP®)
  • Fodor, John
  • Fox, Marjorie L., JD, CFP®
  • Freedman Financial (Marc Freedman, CFP®)
  • Herrington, James W., CLU®, CFP® & Brenda
  • Jacques, Joseph W., CPA/PFS, CFP®, RFP®, ChFC®, CLU®
  • Jaffe, Martin, CFP®
  • Private Ocean (Friedman, Greg, CFP®, MS & Stone, Richard, CLU®, CFP®)
  • Quest Capital Management, Inc. (Blessing, Kalita, CFP®, CAP; Durie, Marie H., CFP®; Kunhardt, Carl J., CFP®, CIMA®, AEP; Moore, Dennis J., CFP®; Young, E. Woody, CFP® & Penny, CFP®, CPA)
  • Ruhlin, Peggy M., CFP® CPA/PFS
  • Short, David W.
  • Welch, Stewart H., III, CFP®

$75,000 – $99,999

  • Brostrom, Ilene, CFP® & Kent
  • Ferrara, V. Raymond, CFP®, CSA
  • Jones, Peter D.
  • Katz, Deena, CFP® & Evensky, Harold, CFP®
  • Levin, Ross, CFP®
  • RTD Financial Advisors (Diliberto, Roy T., CLU®, ChFC®, CFP®; Brecher, Alan, CFP®, PPC; Busillo, Richard; Hochschwender, John; Labadie, Marc; Weiand, Jeff)
  • Stueve, James & Kay

$50,000 – $74,999

  • Boone, Norman M., MBA, CFP® & Lubitz Boone, Linda CFP®
  • Brostrom, Ilene, CFP® & Kent
  • Budros, Ruhlin & Roe
  • Cammick, John E.
  • Carroll, Larry W., CFP®
  • Diesslin, David H., CFP®, MBA
  • Dellinger, Kyn, EA, CFP®
  • Dimitroff, Marilyn Capelli, CFP®
  • Dixon, John, CFP®
  • Glovsky, Robert J., CFP®, JD, LLM, CLU®, ChFC®
  • Johnson, Larry W., CFP®
  • Kahan, Scott M., CFP®
  • Keller, Kevin R., CAE
  • Kissinger, William I., CPA/PFS, CFP®
  • Lewis, Jay (In memory of Loren Dunton)
  • Moisand Fitzgerald Tamayo, LLC (Moisand, Daniel B., CFP®; Fitzgerald, Charles E., CFP®; Tamayo, Ronald, CFP®, EA; Chandler, Derrick, CFP®)
  • Morris, Gary A., CFP®, CLU®, CIMC®
  • Pinnacle Advisory Group
  • Pitti, Donald R.
  • Ruhlin, Peggy M., CFP® CPA/PFS
  • Sullivan, Bruyette, Speros, Blayney  (Sullivan, Gregory D., CFP®, CPA/PFS & Johannesen, Mark, CFP®)
  • Tarbox, Laura A., CFP®
  • VLP Financial Advisors (Bruce Vaughn, CFP®, AIF®, Patricia Vaughn, Dan Lash, CFP®, AIF® & Rose Price, CFP®, AIF®)
  • Williams, Robert J.

Our full list of corporate and individual contributors can be found here.

$250,000 Plus Donors