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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

 

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.