Helpful Financial Planning and Investing Links
Wealth Management, Financial Planning for Physicians-Dentists-Doctors, Boston, MA Belmont, Massachusetts based firm providing specialized wealth management for dentists and physicians. Investment management for doctors, tax reduction strategies for physicians, asset protection for doctors, wealth preservation for dentists. Timothy Haley, Certified Financial Planner CFP, Certified Public Accountant CPA, Personal Financial Specialist PFS, Trusted financial advisor serving physicians and dentists. http://www.advocatewealthmanagement.com
NAPFA Fee-Only financial advisor specializing in safe all-bond portfolios The Scarsdale Investment Group Ltd. is a fee only financial advisor that designs and implements all-bond portfolios for individual investors nationwide that provide secure investment growth. http://www.allbondportfolios.com
Fee Only CERTIFIED FINANCIAL PLANNER Financial Advisor Investment Advisor in Charlotte North Carolina NAPFA Registered Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. As comprehensive financial planners, we offer a broad array of planning services that will help you achieve your goals. http://www.alphafa.com
Austin and Round Rock Financial Advisor - CERTIFIED FINANCIAL PLANNERTM Vannoy Advisory Group, Inc. is an independent fee only investment management and CERTIFIED FINANCIAL PLANNERTMspecializing in comprehensive wealth management for financially secure families. http://www.austinfeeonlyfinancialplanner.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
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 PLANNER™ 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/
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
Fee-Only CFP Independent Financial Advisor in Central Illinois (New Berlin Springfield) Blankenship Financial Planning is a Fee-Only retirement planning, education planning, and income tax prep firm with a CERTIFIED FINANCIAL PLANNER(TM) Professional and Enrolled Agent in New Berlin, IL. http://www.bfponline.com
The Advisory Firm of Katherine L. Brown, LLC - Katherine Brown is a Fee-Only NAPFA Registered Advisor in Newport News, VA. She offers Fee-Only investment management and financial planning. Katherine has over 10 years of experience in finance and has attended both Stanford University and UCLA. http://www.brownplanning.com
Maine based CERTIFIED FINANCIAL PLANNER™ practitioner
Bogue Asset Management specializes in comprehensive financial
planning, wealth management and investment management.
www.bogueassetmanagement.com
Capital
Markets U.com Magazine
Investor Education for Main Street
America - www.capitalmarketsu.com
Fee-Only CERTIFIED FINANCIAL PLANNER™ Retirement Planning in Portland, Oregon Cedar Financial Advisors, LLC is a comprehensive Fee-Only financial planning Registered Investment Advisor Firm serving retirees and professionals in Portland and Beaverton, Oregon. www.cedaradvisors.com
Independent Fee-Only Financial Planning Firm based in Mendota Heights, St. Paul, Minneapolis Minnesota Clerestory Advisors, Inc. is a Minnesota Registered Investment Advisory firm. We work with individuals and families offering comprehensive financial planning, investment management and retirement planning on a fee-only basis in the Twin Cities. http://www.clerestoryadvisors.com
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
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™, providing independent, comprehensive advice, and investment advisory services. www.EppleFinancial.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
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 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™, providing independent, comprehensive advice, and investment advisory services. www.FerroFinancial.com
Fee Only Certified Financial Planner in Tucson, Arizona CFP Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, investment advice, 401k http://www.ffafinancial.com
Frisco
Financial Planning LLC, Dallas Fort Worth (DFW) Fee Only
CFP
Frisco Financial Planning LLC (FFP) is a fee-only financial
planning and investment management firm with a Christian worldview.
www.ffplan.com
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 CERTIFIED FINANCIAL PLANNER & Investment Advisor in Tampa Florida Florida Financial Advisors, Inc., located in Tampa, Florida, is a Registered Investment Advisor firm proudly serving clients for the last 25 years in all areas of financial planning to include investment management, retirement planning, tax planning, estate planning, etc. As Fee-Only financial advisors, we specialize in helping clients meet their short-term and long-term financial goals using a holistic team approach. The firm's founder and president, Douglas P. Hanke, CFP & EA has more than 30 years experience and is a NAPFA-registered, independent financial planner. http://www.floridafinancialadvisors.com
Gold Medal Waters - Fee Only Financial Advisor and CFP in Boulder and Denver Colorado - Gold Medal Waters is a Fee Only CERTIFIED FINANCIAL PLANNER™ and Registered Investment Advisor firm in Boulder and Denver, Colorado specializing in financial planning, investment management, 401(k), and IRA services. www.goldmedalwaters.com
Chesapeake Va , FEE Only Wealth Management and Financial Planning, Honeycutt Financial, LLC www.honeycuttfinancial.com
Fee Only Financial Advisor CERTIFIED FINANCIAL PLANNERâ„¢ Retirement Planning in Minneapolis, Minnesota. Hornquist Financial is a Fee Only Financial Planning Registered Investment Advisor Firm serving retirees and business owners in Minneapolis, Minnetonka, St. Louis Park, St. Paul, Edina, Minnesota. www.hornquist.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
Independent Wealth Management LLC - Fee-Only, CERTIFIED FINANCIAL PLANNER™ - IWM
provides Fee-Only conservative Financial Planning and Wealth Management .
Located in Traverse City, Michigan.
www.iwmusa.com
Joseph Capital Management, LLC - Florida Fee-Only Financial PlannerJoseph Capital Management, LLC is a fee-only registered investment advisory and wealth management firm located in central Florida. We combine the talents of a unique team of experienced professionals who possess a broad range of financial, tax, estate, philanthropic, risk management, and asset planning expertise. Our goal is to provide comprehensive, proactive planning to our clients in order to secure their peace of mind and the financial ability to accomplish their goals. http://www.josephcapital.com
JPH Advisory Group - Atlanta's Personal CFO for Integrated Wealth Management - Jon Houk, a CERTIFIED FINANCIAL PLANNERâ„¢ professional with over 25 years experience, founded JPH Advisory Group to provide integrated wealth management for families in the Atlanta area that need an independent, holistic, and unbiased approach to achieving their most important financial goals
Key Financial Solutionsis 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
San Diego CA Financial Planner - CFP®
Charles L. Stanley is a Fee-Only CFP Investment Advisor for retirement
money. www.laidoffinsandiego.com
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 CFP Independent Financial Advisor in Chicago Independent Fee-Only Certified Financial Planner (CFP®) and Advisor in Chicago, IL. http://www.longfinancialplanning.com
Fee-Only Certified Financial Advisor in Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama Longview 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
Mayflower Capital offers Investment Planning, Personal Financial Planning, Wealth Management. The firm is a Los Altos, California NAPFA-registered fee-only financial planning and investment advisory firm offering independent financial advice.
Mentor Capital Management Inc. Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs. http://www.mentoradvisers.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
Personal Financial Advisors is a comprehensive, fee-only planning firm with offices in Covington, LA and Tuscaloosa, AL. NAPFA members Robert Reed, CFP and Lauren Lindsay, CFP have over 4 decades of combined experience and service clients in the Northshore area, New Orleans, and Baton Rouge. www.mypfa.com
Independent CFP and Fee-Only Financial Advisor in Salt Lake City, Utah - Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah. www.networthadvice.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/
Fee-Only CFP Independent Financial Advisor in Williamsville, Amherst, NY - Ogorek Wealth Management LLC is a fee-only comprehensive wealth management firm offering retirement planning, investment management and financial planning to clients in Buffalo, Western New York and nationwide. www.ogorek.com
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
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 independent registered investment advisor in Little Neck Queens & Long Island New York Specializing 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
Las Vegas Financial
Advisor-CFP Retirement Planning Specialist
Red Rock Private
Wealth Consulting, LLC is a Las Vegas based Registered Investment Advisor Firm
specializing in retirement planning for affluent retirees.www.redrockwealth.com
Retirement Planning Solutions - Bill McDonald, Fee-Only Financial Planner in Madison, WI Retirement Planning Solutions, LLC is a Wisconsin based Registered Investment Advisor Firm specializing in retirement planning for middle income retirees. We are an Independent Fee-Only Firm featuring DFA (Dimensional Funds). http://www.retirementplanningsolutions.us
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
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
Highlands Ranch, Colorado Fee Only CERTIFIED FINANCIAL PLANNER™ practitione - Staib Financial Planning, LLC is a comprehensive fee-only financial planning and investment management firm located near Denver, Colorado - www.staibfinancialplanning.com
Step By Step Tax & Financial Planning LLC We offer comprehensive, fee-only financial advice. Our services are based on a time-tested methodology, developed by ACA (Alliance of Cambridge Advisors), a national network of advisors, that addresses the needs of everyday people with everyday needs. http://stepbystepfinancialplanning.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
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
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
Fee-only NAPFA Certified Financial Planner in Franklin and Newton, MA . Titanium Advisors provides a unique blend of tax, legal, and financial expertise to address the various financial planning issues faced by our clients. www.TitaniumAdvisors.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 individuals who are preparing for or experiencing a major life transition. www.utahfinancialadvisor.blogspot.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
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
The Wealth Conservatory is a team of independent fee-only Certified Financial PlannerTM professionals with offices in California, Missouri and New Hampshire. We help each of our clients grow and protect their wealth and the lifestyle it supports. www.wealthconservatory.com
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
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
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. www.weydertwealth.com
Wealth Coach and Fee-Only CFP® Build Wealth with an Online Financial Plan developed by a fee-only CFP® and Wealth Coach with over 25 years experience. Fern Alix LaRocca CFP EA® http://www.wholeheartedway.com/
New England - Massachusetts, New Hampshire, Connecticut, Vermont & Maine - Wealth Management Advisors, LLC is a comprehensive Fee-Only financial planning practice and a Registered Investment Advisor serving affluent clients Nationwide with a focus on Total Wealth Management for our clients. http://www.wmallc.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/
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
Commencement Financial Planning, LLC offers comprehensive fee-only financial planning services to individuals and families in and around Seattle-Tacoma-Olympia, Washington.
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