Source-backed profile
Marguerita M. Cheng
Chief Executive Officer
Blue Ocean Global WealthGaithersburg, Maryland
Life transitionsFIND THE PEOPLE BEHIND YOUR FINANCIAL FUTURE
Your wealth is personal.
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A life goal. A new chapter. A better plan.
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Plan for retirement
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Make sense of stock compensation
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Get a second opinion
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Build a financial plan
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EXPLORE THE FIRM. GET TO KNOW THE PEOPLE.
Big names. Independent teams. Your choice.
Search 541 firm records, then explore the people and office cities linked to each one.
Mercer Advisors
Financial planning · Investment management
Explore the firm & people
Creative Planning
Investment management · Financial planning
Explore the firm & people
Fincadia Capital Partners
Wealth management · Tax planning
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Hightower Advisors
Financial planning · Investment management
Explore the firm & peopleA starting selection of researched firms, not a ranking. Linked records are directory relationships; confirm current affiliation with the firm.
Compare service models, fees, and questions to askTHE PERSON MATTERS, TOO
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Source-backed profile
Peter Mallouk
President & CEO
Creative PlanningOverland Park, Kansas
Wealth management
Source-backed profile
Hilary Hendershott
Founder & Chief Advisor
Hendershott Wealth ManagementSan Jose, California
Women & wealthIllustrative selection of researched profiles with portraits. Inclusion is not an endorsement or confirmation of availability.
CLOSER TO HOME. CLOSER TO YOUR GOALS.
Your next conversation could be around the corner.
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Find advisors near meMAKE A MORE INFORMED CHOICE
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Practical tools to turn a long list into a useful conversation.
01
See the real cost
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Open the free tool 02Ask better questions
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Open the free tool 03Compare the conversations
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Open the free toolLESS GUESSWORK. MORE UNDERSTANDING.
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Finding advice
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Fees & services
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Read the guideRetirement
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Bring the questions that connect spending, income, and investment risk.
Read the guideIs this free to use?+
Yes. Browse the directory, read guides, and use our comparison and planning tools without charge. Firms set their own fees for any services you choose to engage.
What does “researched profile” mean?+
A profile includes linked professional sources. Historical directory records are labeled separately and may contain outdated affiliations. A source review is not a regulatory approval or a suitability assessment.
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What should I verify before choosing?+
Check the current regulator record, exact legal entity, fees, service scope, and who will work with you. Our profile sources, interview checklist, and meeting worksheet help organize those questions.
A LITTLE CLARITY. A NEW POSSIBILITY.LET’S FIND YOUR STARTING POINT
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