Founders Society
The Foundation for Financial Planning is proud to present a new program to recognize our most generous and longtime donors. FFP’s Founders Society is a network of supporters and friends who are deeply dedicated to our mission, as conveyed through their leadership and generous charitable support over time. Our Founders Society includes individual supporters, financial planning firms, and associations that have contributed $100,000 or more to FFP’s mission over time, as well as financial services companies that have contributed $500,000 or more.
Thank you to these longtime supporters!
Individuals & Firms
$1,000,000+
Armstrong, Fleming & Moore, Inc.
Alexandra Armstrong, CFP®; Ryan Fleming, CFP® & Betsy Fleming; Carl Holubowich, CFP®; Mary Moore, CFP®; Christopher Rivers, CFP®
$500,000+
Ken R. Coit
Glenn G. Kautt, MBA
Tim Kochis, J.D., MBA, CFP®
$400,000+
Stephen & Linda Maginn
$200,000+
Bill E. Carter, CFP®, ChFC®, CLU®
Edelman Financial Engines
FPA of the National Capital Area
Scott M. Kahan, CFP®
Meritas Wealth Management
Gregg E. & Tiffani Clarke, CFP®; Kacy Gott, CFP®
Wealthspire Advisors
Greg Friedman, CFP®, MS
Yeske Buie Inc.
$150,000+
Elaine Bedel, CFP®
CJM Wealth Advisers, LTD
Tracey A. Baker, CFP®; Claudia C. Brady, CFP®; David D. Greene, CFP®; Brian T. Jones, CFP®; Timothy W. Jones, CFP®; Kim A. McLeland, CFP®; Jessica R. Ness, CFP®
Bernie Clark
Kevin G. Clifford
John Fodor
Quest Capital Management, Inc.
Kalita Blessing, CFP®, CAP; Marie H. Durie, CFP®; Carl J. Kunhardt, CFP®, CIMA®, AEP; Dennis J. Moore, CFP®; E. Woody Young, CFP® & Penny Young, CFP®, CPA
Eileen M. Sharkey, CFP®
Silicon Valley Wealth Advisors
Stewart H. Welch, III, CFP®
$100,000+
Accredited Investors Wealth Management®
Aspiriant
William “Bill” Bachrach
Ilene Brostrom, CFP® & Kent Brostrom
Larry W. Carroll, CFP®
Joseph A. Chornyak, CFP®, Chornyak & Associates
Ric & Jean Edelman
Marjorie L. Fox, JD, CFP®
Freedman Financial
Marc Freedman, CFP®
Kate Healy
Brenda & James W. Herrington, CLU®, CFP®
Joseph W. Jacques, CPA/PFS, CFP®, RFP®, ChFC®, CLU®
Martin Jaffe, CFP®
Peggy Miller Ruhlin, CFP®, CPA (Retired)
David W. Short
Kay and Jim Stueve, CFP®, CIMA®
Laura A. Tarbox, CFP®
Companies
$2,000,000+
Charles Schwab & Co., Inc. & Charles Schwab Foundation
$1,500,000+
Corebridge Financial
Fidelity Investments
$1,000,000+
Allianz Group
Ameriprise Financial, Inc.
TD Ameritrade Institutional
$500,000+
BNY Mellon’s Pershing
Capital Group
Invesco
To see our full list of generous supporters, please click here.