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®
The Carroll Family
$500,000+
Ken R. Coit
Glenn G. Kautt, MBA
Tim Kochis, J.D., MBA, CFP®
$400,000+
Stephen & Linda Maginn
$300,000+
Scott M. Kahan, CFP®
YeskeBuie®
$200,000+
Elaine Bedel, CFP®
Kalita Blessing, CFP®, CAP®, AEP®
Bill E. Carter, CFP®, ChFC®, CLU®
Bernie Clark
Edelman Financial Engines
John Fodor
FPA of the National Capital Area
Greg Friedman, CFP®, MS
Meritas Wealth Management
Gregg E. & Tiffani Clarke, CFP®; Kacy Gott, CFP®
$150,000+
Accredited Investors Wealth Management®
Aspiriant
Ilene Brostrom, CFP® & Kent Brostrom
Chornyak & Associates
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®
Kevin G. Clifford
Laura and Marc Freedman
Brenda & James W. Herrington, CLU®, CFP®
Eileen M. Sharkey, CFP®
Silicon Valley Wealth Advisors
Sullivan, Bruyette, Speros, Blayney
(Gregory D. Sullivan, Gregory CFP®, CPA/PFS & Mark Johannesen, CFP®)
Stewart H. Welch, III, CFP®
$100,000+
William “Bill” Bachrach
David E. Canter & Lisa A. Strope
Certified Financial Planner Board of Standards, Inc.
Corient
Ric & Jean Edelman
V. Raymond Ferrara, CFP®, CSA
Marjorie L. Fox, JD, CFP®
Kate Healy
Joseph W. Jacques, CPA/PFS, CFP®, RFP®, ChFC®, CLU®
Martin Jaffe, CFP®
Moisand Fitzgerald Tamayo, LLC
Peter, Liz and Lily Nesvold
Peggy Miller Ruhlin, CFP®, CPA
David W. Short
Kay and Jim Stueve, CFP®, CIMA®
Laura A. Tarbox, CFP®
Curt Weil, CFP®
Companies
$3,000,000+
Charles Schwab & Co., Inc. & Charles Schwab Foundation
$1,500,000+
Capital Group/American Funds
Corebridge Financial
Fidelity Investments
$1,000,000+
Allianz Group
Ameriprise Financial, Inc.
TD Ameritrade Institutional
$500,000+
BlackRock
BNY Mellon’s Pershing
Invesco
Orion Advisor Solutions, LLC
To see our full list of generous supporters, please click here.