Schwab Advisor Services, a unit of Charles Schwab & Co., is the largest custodian for independent financial advisors. Schwab supports Econ Wealth Management and our clients by providing tools, expertise and access to thousands of investment solutions.
Independent Registered Investment Advisors (RIAs)
The National Association of Personal Financial Advisors
Certified Financial Planner Board of Standards (CFP Board) exists to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® designees and other stakeholders. See for more details.