Existing Client Resources
Find a Financial Advisor - Independent Fee-Only Financial Planning Firms
National Association of Personal Financial Advisors Fee-only financial planners
Oakland CA Financial Advisor - CFP Financial Planning for Savvy Women Curtis Financial Planning in Oakland CA provides Fee-only Financial Planning and Investment Management for savvy women, their families, and their businesses.www.curtisfinancialplanning.com
Ann Arbor MI Wealth Manager - CFP Financial Planning Vintage Financial Services offers comprehensive financial planning, investment management, and income tax preparation services to individuals throughout the US. www.vintagefs.com
Maine based CERTIFIED FINANCIAL PLANNER™ practitioner
Bogue Asset Management specializes in comprehensive financial planning, wealth management, and investment management. www.bogueassetmanagement.com
California Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor
Roman Financial Advisors 619-209-6565 specializes in fee-only financial planning including tax planning, risk management and investment counseling - www.feeonlyadvisor.com
Highlands Ranch, Colorado Fee Only CERTIFIED FINANCIAL PLANNER™ practitioner – Staib Financial Planning, LLC is a comprehensive fee-only financial planning and investment management firm located near Denver, Colorado – www.staibfinancialplanning.com
Independent Wealth Management LLC – Fee-Only Certified Financial Planners - IWM provides Fee-Only conservative Financial Planning and Wealth Management. Located in Traverse City, Michigan.www.iwmusa.com
Fee-Only CERTIFIED FINANCIAL PLANNER™, CFP, Independent Financial Advisor in Orange County, CA - TABR Capital Management, LLC is a Fee-Only investment advisor, financial planning and wealth management firm located in Orange County, CA. - www.tabr.net
Fee-Only Financial Planner and Investment Adviser in Cambridge, Massachusetts - Fisher Financial Strategies is a Registered Investment Adviser firm providing advice on tax planning, investments, retirement, college planning, and other aspects of personal financial planning on a fee-only, as needed basis. - FFSCambridge.com
Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, Utah - Lon Jefferies with Net Worth Advisory Group is a Fee-Only financial planner who is dedicated to providing comprehensive financial planning and investment management to individuals who are preparing for or experiencing a major life transition. www.utahfinancialadvisor.blogspot.com
San Diego Fee-Only Advisor – Independent CERTIFIED FINANCIAL PLANNER™ practitioner – Blue Water Capital Management, LLC provides Independent, Fee-Only financial planning, investment management, and retirement plan consulting services to a variety of clients.www.sandiegofeeonly.com
Independent Fee-Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire - Azimuth Financial Planning (AFP) provides financial planning services that can examine each aspect of a client’s financial life including retirement planning, education planning, investment management, risk-insurance management, tax planning, and estate planning. www.azimuthplanning.com
Independent Fee-Only Financial Planning and Investment Management firm based in Lynnfield, MA with an office in Stuart, FL - Nevils Financial offers different levels of service ranging from financial planning on an hourly basis to more comprehensive financial management where the firm is responsible for the plan development, the plan implementation, and long-term investment management. www.nevilsfinancial.com/
CFP® - Independent Fee-Only Financial Planning and Investment Management firm in Newtown, Pennsylvania - Yardley Wealth Management, LLC is an independent Financial Advisor firm that provides Fee-Only CFP® financial planning services and investment management in Newtown, PA. www.yardleywealth.net/
Fee-Only CFP Financial Advisor and Retirement Planner in Scottsdale, Arizona - Wealth Engineering, LLC is an independent Registered Investment Advisor located in Scottsdale, Arizona. We specialize in managing investment portfolios and helping successful individuals plan for retirement. www.wealth-engineering.com
Minerva Planning Group Atlanta-based fee-only planning firm that has served clients in Atlanta and St. Simons Island Georgia for over 20 years. We offer comprehensive financial planning, wealth management and planning on an hourly basis. www.minervaplanninggroup.com
Key Financial Solutions is a Registered Investment Advisor & financial planning firm offering services by Roger Streit, Certified Financial Planner ® to residents of New Jersey and New York. www.keyfeeonly.com
NAPFA, Fee-Only, Fiduciary, Certified Financial Planner, Independent Financial Advisor in Jackson, Mississippi Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial PlannerTM Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon. www.berglandwealth.com/
Fee-Only CERTIFIED FINANCIAL PLANNER ™ CFP Financial Advisor in Las Vegas and Summerlin, NVPalermo Financial Group is a Las Vegas-based Fee-Only retirement and wealth management firm. We are a member of NAPFA and the Garrett Planning Network with CERTIFIED FINANCIAL PLANNER (TM) certification in Las Vegas, NV www.palermofinancialgroup.com
Fee-Only independent registered investment advisor in Little Neck Queens & Long Island New YorkSpecializing in working with medical professionals, pre & post-retirees facilitating 401k/403b rollovers and managing risk-adjusted investment portfolios. Certified Financial Planner since 1989 and Vice President of Ethics for the Long Island, FPA.www.raymignone.com
Fee Only CERTIFIED FINANCIAL PLANNER – Financial Advisor – Investment Advisor in Cincinnati, OH Ritter Daniher Financial Advisory, LLC is a fee-only, comprehensive wealth management firm offering retirement planning, investment management, and financial planning to clients in Cincinnati and nationwide. www.ritterdaniher.com
Seattle, Washington Eastside Fee-Only Investment Management & Financial Planning – Redmond, Bellevue, Kirkland, WA Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning. We specialize in helping successful individuals plan and invest for retirement on a Fee-Only basis. Our clients are nationwide www.Sherwood-Investments.com
Portland Financial Planning Group (Portland, ME) Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance. www.pfpg.com
Posey Capital Management is a fee-only investment advisor located in Houston, Texas, in the Village/Rice University area. The firm provides comprehensive financial planning (including retirement cash flow planning, portfolio management, risk management and estate planning) on a fee-only basis. An initial consultation is free of charge. www.poseycapital.com
Fee-Only CFP Independent Financial Advisor in New Orleans, Metairie, Baton Rouge Ferro Financial, LLC is a fee-only comprehensive financial planning firm located in Metairie, Louisiana, just outside of New Orleans. Shelley Ferro is a CERTIFIED FINANCIAL PLANNER(TM), providing independent, comprehensive advice, and investment advisory services.www.FerroFinancial.com
Capital Markets U.com Magazine
Investor Education for Main Street America www.capitalmarketsu.com
Fee-Only, CERTIFIED FINANCIAL PLANNER, and Independent Investment Advisor and Investment Fiduciary in Salem, NH, and Bonita Springs, Florida Paul R. Pignone, CFP, AIF, is Fee-Only, CERTIFIED FINANCIAL PLANNER Focusing on Retirement Planning and Investment Advisory Services with offices located in Salem, NH and Bonita Springs, Florida. Boston Retirement Advisors, LLC is a Registered Investment Advisor, and Paul has over 25 years experience. www.investwithpaul.com
Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA (North County San Diego) Blankinship & Foster, LLC is an independent, fee-only wealth management firm. We have provided financial planning and investment management to help families better manage their current and future wealth since 1974. www.bfadvisers.com
Y.D. Financial Services, Inc. Fee-only and NAPFA registered Certified Financial Planner ( CFP ), CPA and wealth manager in Canton, Michigan and Franklin, Tennessee. http://ydfs.com
Michael Pace, Independent Fee-Only CFP® Financial Advisor in Seattle Michael Pace, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington. http://www.michaelpace.net
Fee-Only CFP® Personal Financial Planning, Retirement Savings, Investments, Asset Management, and Business Advice in Portland, ORLifestyle Financial Planning, LLC specializes in comprehensive, fee-only financial planning, life planning, business, retirement, estate planning and investment management. We provide services to individuals, couples, their families and their businesses. www.lfpadvisors.com/
Fee-Only Certified Financial Advisor in Huntsville, Gadsden, Tuscaloosa, and Birmingham, AlabamaLongview Financial Advisors, Inc., a firm that focuses on the Huntsville, Gadsden, Tuscaloosa and Birmingham, Alabama areas, has a team of CFP® professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management. www.longviewfa.com
Arcadia Investment Advisors, LLC - Fee-Only Financial Advisor with offices in Portland, Oregon, Vancouver, Washington, and Boise, Idaho.Arcadia Investment Advisors, LLC is an independent, fee-only investment advisory firm headquartered in Vancouver, Washington on historic Officers Row, with offices in Portland, Oregon and Boise, Idaho. Our mission is to provide investment management services of the highest quality by establishing personalized relationships based upon trust, integrity, knowledge, and communication so that our clients may successfully achieve their financial goals. www.arcadiaia.net
CERTIFIED FINANCIAL PLANNER Professional in Vancouver, WA & Portland, OR Pathfinder Financial Advisors is a fee-only financial planning firm serving the Vancouver, WA and Portland, OR area. Owner Steve Wolfe, CFP® specializes in financial planning and investment advice customized to your needs on an hourly fee basis. www.pathfinderfa.com
Investor's Capital Management, LLC -- Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay AreaInvestor's Capital Management, LLC, offering financial guidance to the Bay Area since 1999, can give you the peace of mind that comes with knowing you have planned prudently for your future and your loved ones are protected. http://www.feesonly.com
Fee-Only CFP® Financial Planning, Investment Management and Retirement Plans in El Dorado Hills, Folsom, and Sacramento Veripax Financial Management specializes in fee-only comprehensive financial planning, investment management using mutual funds and sector ETFs, and small business retirement plans (401k, SEP-IRA, SIMPLE IRA). www.veripax.net
Fee-Only CFP Independent Financial Advisor and Comprehensive Planner in Wayzata, Plymouth, Minneapolis, St. Paul Minnesota
Epple Financial Advisors, LLC is a fee-only comprehensive financial planning firm located in Wayzata, Minnesota and created the Smart Decision Process for business owners and dentists. Rick Epple is a CERTIFIED FINANCIAL PLANNER(TM), providing independent, comprehensive advice, and investment advisory services. www.EppleFinancial.com
Summit Financial Planning in Richmond, VA specializes in asset and wealth management for individuals and corporations, and because we are a fee-only firm, our clients will never pay us commissions of any kind.www.summitfinancialplanning.com
Weingarten Associates, L.L.C is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ. Weingarten Associates is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ. We make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice. http://www.weingartenassociates.com/
JPH Advisory Group - Atlanta’s Personal CFO for Integrated Wealth Management Jon Houk, a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years experience, founded JPH Advisory Group to provide integrated wealth management for Atlanta families that need an independent, holistic, and unbiased approach to achieving their most important financial goals. www.jphadvisory.com
Washington Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ - CFP® Certificant, Investment & Financial Advisor – Seattle-Tacoma-Olympia, Washington Commencement Financial Planning, LLC offers comprehensive fee-only financial planning services to individuals and families in and around Seattle-Tacoma-Olympia, Washington. www.commencefp.com
Independent Fee-Only NAPFA Registered Certified Financial Planner CFP, CPA and Wealth Manager in Novi, Michigan George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA providing completely independent financial planning advice and investment management with a strong emphasis on tax planning and retirement planning. http://www.thefeeonlyplanner.com
Orange County, CA Fee-Only Financial Advisor Weydert Wealth Management is a Fee-Only investment management and retirement planning firm in Orange County, CA specializing in income optimization and goal planning strategies. http://www.weydertwealth.com/
Marotta Wealth Management, Inc. is an independent, comprehensive wealth management firm offering a complete range of investment management and financial planning services. They are located in Charlottesville, VA and serve clients across the country. As members of the National Association of Personal Financial Advisors (NAPFA), they are a fee-only advisory firm and are dedicated to upholding NAPFA's code of ethics. www.emarotta.com
The Wealth Conservatory - Fee-only, Independent, NAPFA Registered, Certified Financial PlannerTM, (CFP®) wealth management, investment management and financial planning for the SF Bay Area, Springfield, MO and Lebanon, NH. Experience the freedom that a lifetime of prudent financial planning and guidance can provide. The Wealth Conservatory's team of Certified Financial Planner TM (CFP®) professionals provides integrated financial solutions to those who wish to worry less about maintaining their current lifestyle or funding the one they desire. www.wealthconservatory.com
Fee-only, Certified Financial Planner for Socially Responsible Investors in Durham, North Carolina - Lazarus Financial Planning provides comprehensive financial planning for socially responsible investors in the Raleigh, Durham, Chapel Hill Triangle and nationwide. www.lazarusfp.com
Fee-only NAPFA Certified Financial Planner in Franklin, MA and Newton, MA 02466. Kevin Nulton, as President of Titanium Advisors, provides a unique blend of expertise to address the various financial planning issues faced by our clients. www.TitaniumAdvisors.com
Fee-Only CFP Independent Financial Advisor, Birmingham, Hoover. Wesban Financial Consultants is a Fee-Only retirement planning and investment management firm with CERTIFIED FINANCIAL PLANNER (TM) Professionals in Birmingham, Hoover, Vestavia, AL. www.wesban.com
Kentucky NAPFA Fee-Only CPA, CFP, and Registered Life Planner, Hourly Rates. Milestones Financial Planning, LLC, is located in Mayfield, KY and serves individuals and businesses nationwide. Johanna Fox Turner, CPA, CFP, RLP has over 30 years' financial experience and offers fee-only investment management and hourly financial, estate, and retirement planning services. www.milestonesfp.com
Tucson Financial Planner, CFP, Asset Management, Retirement Plan, Invest, Financial Services. AIO Financial in Tucson, AZ provides financial services including: investment management, tax planning, retirement planning, insurance review and estate planning. www.aiofinancial.com
Fee-Only CFP Financial Advisor and Retirement Planner in Scottsdale and Phoenix, Arizona Craig Ritter, Certified Financial Planner™, of Continuum Wealth Management, provides investment management, retirement planning, and financial planning to clients in Scottsdale, Fountain Hills, Chandler, Tempe, Gilbert, Mesa and the greater Phoenix area. www.continuum-wealth.com
Shakespeare Wealth Management, Inc. Planning for Life.That's our tagline and our mission. It's about planning our clients' entire life, and their families' best life, through smart, comprehensive financial advice. We're the financial quarterback for family matters like cash flow, debt management, retirement, paying for college, charitable intentions, taxes, investments, inheritance and more. We handle the details so that our clients can get on living their lives. Since financial advice can be tainted by sales commissions, we operate under a fiduciary and a fee-only model to keep advice pure. Our clients know that we keep their best interests first. www.shakespearewm.com
Odyssey Wealth Management, a Fee-Only NAPFA CFP/CPA Financial Advisor. Odyssey Wealth Management, LP is a fee-only, comprehensive wealth management firm providing retirement planning, investment management, financial planning, and tax planning services to clients in the Dallas/Fort Worth Metroplex (near Frisco, McKinney, Grapevine, and Southlake). www.odysseywealth.com
Lifetime Wealth Planning and Management, LLC a Fee-Only CFP Financial Planning in Alexandria, VA.Lifetime Wealth Planning offers comprehensive financial planning services and specializes in retirement planning, income generation, and working with women in transition. www.ltwealth.com/home
Portland Fixed Income Specialists LLC, Fee-only fixed income and bond specialists LLC in Beaverton, Oregon. We can design portfolios of high-quality individual bonds and CDs that provide you with a consistent cash flow while preserving your principal. www.pdxfis.com
Johnston Investment Counsel, Independent, research-based, fee-only investment management and comprehensive financial planning firm serving clients in Illinois, nationally, and internationally. JIC understands that managing your financial affairs is a challenging and complicated task and seeks to alleviate your concerns so you can re-focus on more important activities. JIC is employee-owned with more than 25 years' experience and works with individuals, institutions, and retirement plans. www.jicinvest.com
Financial Advisors in Monmouth County, NJ, Financial Advisors in Ocean County, NJ, Jersey Shore, Fee-Only Financial Planner in Central New Jersey - Financial Futures LLC. www.financial-futures-llc.com
Fee-Only CERTIFIED FINANCIAL PLANNER (TM) McClain Lovejoy Financial Planning, LLC. McClain Lovejoy Financial Planning, LLC provides fee-only retirement planning, investment management, 401k and pension rollover management, and employer stock management for boomer retirees and generation X pharmacists, nurse practitioners, and IT professionals. www.mcclainlovejoy.com
Charlotte NAPFA Registered fee only - Alpha Financial Advisors Alpha Financial Advisors is a fee-only, independent financial planning and investment advisor firm based in Charlotte, North Carolina. As comprehensive financial planners, we create a customized plan that will help you achieve your goals and address your needs. www.alphafa.com
Independent Fee-Only Certified Financial Planner in Portland, OR and Santa Cruz, California. Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California. www.springwaterwealth.com
Minnesota Fee-Only Financial Planner and Investment Management. Phillip James Financial is an independent fee-only financial advisor offering comprehensive financial planning and investment management in Minnesota. They work with individuals and families to make sure they are on track to achieve all of their financial goals. www.phillipjamesfinancial.com
CFP Servicing the Plano, McKinney and Allen, TX Areas Frisco Financial Planning LLC offers fiduciary, objective financial planning and investment strategies on a fee-only basis to clients all across Texas. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004. www.ffplan.com
Fee-only financial planning & investment management firm in Grand Rapids and Okemos, Michigan. IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time with an income meant to last a lifetime. http://www.iam-financial.com
Socially Responsible Investing (SRI) Hub - ethical, green, sustainable, value, socially conscious, impact created to help make SRI easy for socially conscious investors. http://sociallyresponsibleinvestinghub.com
Retirement Architects - Las Vegas Financial Advisor. Retirement Architects is a Las Vegas CFP certified financial advisors specializing in retirement planning and 401k retirement plans.www.retirementarchitects.com
Timothy J. Quinn CFP®, CPA/PFS is a Chicagoland Fee-Only financial advisor offering objective, professional, financial planning and investment management advice for over 20 years. www.quinnfp.com
JGR Financial Solutions. Ohio Fee-Only Financial Planning and Asset Management. Justin Rush, a CFP practitioner and member of NAPFA, serves professionals, executives, and educators throughout the country and Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas. www.jgrfinancial.com
Focused on excellent client care, our team of Financial Advisors at Clearview Wealth Management are all CFP® professionals with the needed expertise in Wealth Management for our clients and their families. With a special focus on helping the generations of a client's family, we believe in reducing risks to our client's financial future through sound investment decisions and ongoing comprehensive financial planning. www.clearviewwealthmgmt.com
Fee-Only Financial Advisor in Tucson, Arizona – retirement planning specialist - Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, and investment advice. www.aiofinancial.com
The Fee-Only CERTIFIED FINANCIAL PLANNER TM professionals of Blue Water Capital Management, LLC serve Holly Springs, Raleigh, Cary, Apex, and Fuquay Varina. Blue Water is an independent, fee-only financial advisory firm in North Carolina. We specialize in retirement planning, financial goal planning, and low-cost investment management. www.bluewaterportfolios.com
Wild Blueworks with independent professionals who spend weeks, months or even years on-the-go. Many clients of WB work abroad while retaining their American citizenship, while others take extended holidays away from home, so they need a trusted professional to help them along the way. www.wild-blue.us
Manhattan--New York-based financial planning and investment management firm Altfest Personal Wealth Management works with high net worth individuals, including dentists, doctors, retirees, widows and divorced persons to help them develop a plan designed to achieve their personal financial goals.www.altfest.com
Saratoga Springs, NY Fee-Only CERTIFIED FINANCIAL PLANNER™. Lee Investment Management is an independent financial planning and wealth management firm dedicated to providing personalized advice to help clients achieve their life goals using values that are important to them. www.leemgt.com
Fee-Only CFP CPA in Orland Park, IL, Scottsdale, AZ and Chandler, AZ. Quinn Financial Planning LLC is a fiduciary for their clients, specializing in investment management, retirement, tax and estate planning services. www.quinnfp.com
Certified Financial Planner NJ Zynergy Retirement Planning is a national financial advisory firm headquartered in Red Bank New Jersey. We manage more than $36.5 million in assets for our members with the goal of transparency and unparalleled service. www.zynergyretirement.com
Long Island Fee Only CERTIFIED FINANCIAL PLANNERS™ (CFP®) - Landmark Wealth Management, LLC is a Registered Investment Advisor firm and member of NAPFA, with an office in Melville and Brooklyn, New York. As your financial advisor, they provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.www.landmarkwealthmgmt.com
Fee-Only Fiduciary Financial Advisor in Madison, WI – Bill McDonald Retirement Planning Solutions is an independent Fee-Only fiduciary investment advisory firm specializing in retirement planning for middle-income families and retirees. We are also an approved provider of Dimensional Funds.www.retirementplanningsolutions.us