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Find Help · Financial Advisors
Financial Advisors across the US. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
The short answer
Before a provider appears here, we find it in an official registry (state rosters, the federal NPI file, or the SEC's adviser feed), then confirm its own website carries the registry phone and street address. Descriptions are written from the provider's own site. MORTL doesn't check license status, discipline, availability, or quality, so confirm those directly before hiring. Search funeral homes, grief counselors, financial advisors, and hospice and palliative programs by state and need.
Reviewed August 2026
What to ask a funeral home first →What grief support actually helps →
California investment management firm offering investment management and wealth management services in the Santa Barbara area.
California wealth management firm offering wealth management, wealth accumulation, financial planning, and retirement plan advisory services, including 3(38) fiduciary services, in the Tustin area.
California financial advisor offering 3(38) investment fiduciary services, investment monitoring, quarterly investment reporting, and committee meeting support for retirement plans in the Simi Valley area.
Colorado financial advisory firm offering portfolio management for individuals, small businesses, pooled investment vehicles, and institutional clients in the Denver area.
Colorado investment management firm offering credit, real estate, and equity strategies, including private credit, CLO/leveraged loans, and long only equity investments, in the Denver area.
Connecticut global macro investment firm offering asset management and investment strategy services across global equities, currencies, commodities, and sovereign rates in the Greenwich area.
Florida financial advisor offering wealth management and investment management services, including fee-only financial planning, in the Lighthouse Point area.
Florida financial advisor offering brokerage services, digital advisor, and MyCFO services in the Lake Worth area.
Georgia financial advisor offering financial planning, investment management, and balance sheet management services, including tax optimization and planning for entrepreneurs and executives, in the Sandy Springs area.
Georgia wealth management firm offering investment management, trust and estate planning, liquidity solutions, and charitable giving services in the Atlanta area.
Illinois financial advisory firm offering wealth planning, investment advisory, and consulting services in the Chicago area.
Illinois financial advisory firm offering retirement planning, investment management, legacy planning, tax planning, and health care planning services, including insurance products and financial education events, in the Morton area.
Maryland financial advisory firm offering financial planning, investment and asset management, and divorce-related financial services in the Baltimore area.
Maryland financial advisory firm offering fee-only financial planning and investment management services for individuals, families, and business owners in the Annapolis area.
Maryland financial advisory firm offering investment counsel, family office services, women & wealth planning, responsible investing, and outsourced CIO services for foundations and endowments in the Baltimore area.
Massachusetts investment firm offering private investment selection, due diligence, fund subscription, tax accounting, and quarterly reporting services for families and advisors in the Foxborough area.
Missouri investment advisory firm offering investment advisory and private equity investment services in the Kansas City area.
New Jersey financial advisor firm offering portfolio management for individuals, small businesses, and institutional clients, and pension consulting services, including services for retail investors, high net worth individuals, pension plans, charitable organizations, and corporations, in the Wyckoff area.
New York alternative asset management firm offering venture capital, private equity, private credit, treasury management, and capital markets services, including digital assets and infrastructure investment strategies, in the New York City area.
New York financial advisor offering event-driven investment strategy focused on activist situations globally in the New York area.
New York capital advisory firm offering structured credit investment strategies and a credit income fund in the New York area.
New York institutional investment management firm offering fixed income strategies and asset management solutions in the New York area.
South Carolina financial advisory firm offering retirement, investment, estate, insurance, tax, and money and lifestyle planning resources in the Mount Pleasant area.
Texas financial advisory firm offering advisory and consulting services, family office and investment management, charitable gifting guidance, private banking and trust services, oil, gas and mineral management, and alternative investments in the San Antonio area.
Virginia investment management firm offering closed-end fund investing and asset management for family offices, pensions, foundations, endowments, and healthcare organizations in the Richmond area.
Washington financial advisory firm offering investment strategy, fiduciary wealth consulting, tax planning, and estate and succession planning, including services for high-net-worth families, in the Federal Way area.
Washington investment firm offering microcap equity investment strategies and long-term investments in undervalued securities in the Seattle area.
Wisconsin investment management firm offering investment strategies and wealth management services for institutional and private clients in the Milwaukee area.
Wisconsin financial advisory firm offering wealth planning, investment management, retirement plan services, and institutional services such as OCIO support, in the Milwaukee area.
About This Directory
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL doesn’t verify licenses, disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →