Broker Check

Bill Manolopoulos, CFP®

A Relationship Built on Trust

With over 30 years of experience, I treat every client like family. Financial planning isn’t just numbers. It’s about your life and peace of mind.

Learn More

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.
Learn More

Keep More of What You Earn

Minimize your tax burden and maximize your long-term savings. Proactive tax planning today leads to more freedom tomorrow.

Learn More

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.
Learn More

Building Wealth. Building Community.

Your financial success shouldn’t just benefit you, it should help strengthen the community around you. Let’s build financial strength. One person, one family, one neighborhood at a time.

Learn More

1

Consultants

24

Years of experience

1

Local Offices

I Stay Focused on Market Trends, so You Don't Have To

Manage Your Money with Confidence

Manage Your Money with Confidence

Your financial plan is dependent on your goals, your timeline and your tolerance for risk. Use the linked Financial Calculators to better understand the components of a comprehensive financial plan.

What I Bring to the Table

What I Bring to the Table

I work with my clients aiming to build their wealth, protect their families and preserve their assets. My service is personalized to focus on your needs, wants, and long-term goals.


What I Offer

By understanding your dreams goals and tolerance for risk, we will utilize the many aspects of financial planning to address your personal situation.

Income Strategies

Retirement Planning

Family Protection

Education Planning and
More!

Tips and Resources

The latest topics in our library to Inform and Inspire.

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Learn More
Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
Learn More
Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
Learn More

Here's How I Can Help

Schedule a Meeting

Extending The Relationship

My practice grows thanks to clients like you. If you know someone who could use my help, I'd be grateful for an introduction.