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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

 

$400,000+

 

Tim Kochis, J.D., MBA, CFP®

 

Stephen & Linda Maginn

 

$300,000+

 

Glenn G. Kautt, MBA

 

$200,000+

 

FPA of the National Capital Area

 

Meritas Wealth Management
Gregg E. & Tiffani Clarke, CFP®; Kacy Gott, CFP®

 

Yeske Buie Inc.

$150,000+

 

Elaine Bedel, CFP®

 

Bill E. Carter, CFP®, ChFC®, CLU®

 

Bernie Clark

 

Kevin G. Clifford

 

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®

 

John Fodor

 

Scott M. Kahan, CFP®

 

Private Ocean

Greg Friedman, CFP®, MS

 

Eileen M. Sharkey, CFP®

 

Silicon Valley Wealth Advisors

$100,000+

 

Accredited Investors Wealth Management

 

Aspiriant

 

William “Bill” Bachrach

 

Ilene Brostrom, CFP® & Kent Brostrom

 

Edelman Financial Engines

 

Marjorie L. Fox, JD, CFP®

 

Freedman Financial

Marc Freedman, CFP®

 

Brenda & James W. Herrington, CLU®, CFP®

 

Joseph W. Jacques, CPA/PFS, CFP®, RFP®, ChFC®, CLU®

 

Martin Jaffe, CFP®

 

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

 

Peggy Miller Ruhlin, CFP®, CPA (Retired)

 

David W. Short

 

Kay and Jim Stueve, CFP®, CIMA®

 

Stewart H. Welch, III, CFP®

Companies

$2,000,000+

 

Charles Schwab & Co., Inc. & Charles Schwab Foundation

 

$1,500,000+

 

AIG Life & Retirement

 

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.