Woodbridge New Jersey Financial Advisor /CERTIFIED FINANCIAL PLANNER™ (CFP®) PORTNOFF FINANCIAL LLC is an independent Fee Only Registered Investment Advisor and member of NAPFA with offices in Middlesex County New Jersey and Orange County California offering Comprehensive Financial Planning and Investment Management services to individuals and families who value independent and professional financial adviceOakland, California Fee Only Financial Planning and Investment Management firm.
Curtis Financial Planning, LLC is an independent firm only firm specializing in the finances of women and their families founded by CERTIFIED FINANCIAL PLANNER™, Cathy
Los Angeles Fee Only CFA and CFP® ACap Asset Management offers comprehensive financial planning for healthcare professionals including tax preparation, portfolio design & management, retirement planning, college planning, bookkeeping, and flatfee financial plans among many others. Because many of our clients are in the healthcare field, we are intimately familiar with the financial needs of these professionals. www.acapam.com
Reh Wealth Advisors LLC, A Fee Only Advisor serving the San Gabriel Valley Investwithsteve.com, founded by Stephen Reh CFA, MBA, CFP®, helps business owners, corporate executives and families reach their financial goals.
San Francisco CFP® FeeOnly Financial Planner& Investment Advisor, Michelle Fait Michelle A Fait, founder of Satori Financial
LLC, is a feeonly CFP® specializing in the financial, investment and tax planning needs of working professionals and single clients, particularly those beginning again after divorce.
FeeOnly CERTIFIED FINANCIAL PLANNER™, CFP®, Independent Financial Advisor in Orange County, CA TABR Capital Management, LLC is a FeeOnly investment advisor, financial planning and wealth management firm located in Orange County, CA. At TABR Capital Management, our purpose is to ensure that you're able to focus on living your life because we're focused on your financial goals.
Springwater Wealth Management, LLC Springwater Wealth Management is an independent, feeonly registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California.
Fee Only CERTIFIED FINANCIAL PLANNER in Denver,
Colorado Staib Financial Planning, LLC is an independent financial planning and investment advisory firm providing comprehensive fee only financial planning, retirement planning, and investment management services to clientele in Denver and Highlands Ranch, Colorado.
FeeOnly Financial Planner in Jacksonville Life Planning Partners, Inc. is a full service feeonly financial life planning firm providing financial life planning and investment management services located in Jacksonville, Florida.
Paramount Investment Advisors, Inc.: Fee Only CERTIFIED FINANCIAL PLANNER that combines extensive knowledge and expertise of tax, estate, retirement, insurance, investment and wealth planning in Suwanee, Georgia. Paramount Investment Advisors, Inc is a comprehensive Fee Only financial planning Registered Investment Advisory Firm serving business owners and professionals throughout Metro Atlanta, Georgia.
Minerva Planning Group We are an Atlantabased feeonly 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.
Independent Fee Only Financial Advisor in Chicago. We serve both individual clients with personal financial planning, and small business and nonprofit clients with retirement plan advice for their 401k or 403b plans.
Johnston Investment Counsel With Caterpillar in our hometown, we serve clients in Peoria, Illinois, central Illinois, nationally and internationally. JIC combines an integrated and comprehensive financial planning approach with an employeeowned, independent and feeonly organization that is a member of NAPFA. We hold the following professional designations: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA), Qualified Plan Financial Consultant (QPFC), and Accredited Investment Fiduciary (AIF) and have 25+ years of experience.
FeeOnly CFP® Independent Financial Advisor in Central
Illinois Blankenship Financial Planning is a FeeOnly retirement planning, education planning, and income tax prep firm with a certified financial planner professional and enrolled agent in New Berlin, IL.
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.
Personal Financial Advisors, NAPFA, Fiduciary, feeonly planners in Covington, Louisiana Personal Financial Advisors, LLC is a comprehensive, feeonly financial planning firm based in Covington, LA offering retirement planning and wealth management. NAPFA members Robert Reed, CFP ™, Joan Cox, CFP ™ and Lauren Lindsay, CFP ™ have over six decades of combined financial planning experience. We also serve clients on the Northshore, New Orleans, Baton Rouge, Tuscaloosa and Birmingham, Alabama areas.
FeeOnly Financial Planner in Lafayette Louisiana serving the entire Gulf Coast region. Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. Jerry Broussard is also a NAPFARegistered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
FeeOnly CFP® Independent Financial Advisor in New Orleans, Metairie, Baton Rouge Ferro Financial, LLC is a feeonly 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.
Bienvenue Wealth LLC is a FeeOnly Certified Financial Planner™ CFP®, financial planning firm with offices in New Orleans and Baton Rouge, LA Providing Clarity for Life! Bienvenue Wealth
specializes in providing objective financial advice to help clients
build, manage, grow, and protect their assets through life's transitions. Michael Rivas is a NAPFARegistered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ Professional.
Bogue Asset Management, Independent FeeOnly CFP® Financial
Advisor in Maine Bogue Asset Management LLC offers feeonly financial planning and investment management services to individuals and families across the State of Maine.
Portland Financial Planning Group LLC (Portland, Maine) fee only financial planners Independent feeonly financial planners specializing in retirement planning, estate planning, investments, and insurance.
Independent FeeOnly Financial Advisor – Certified Financial Planner – Investment Advisor based in Mendota Heights, 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 feeonly basis in the Twin Cities.
Financial Advisor in Minnesota Phillip James Financial is an independent feeonly 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. Phillip Christenson is the financial advisor and coowner of Phillip James Financial. His website can be found at PhillipChristenson.net.
Bergland Wealth Management Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial Planner Certificants who offer FeeOnly, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.
Nevada FeeOnly CERTIFIED FINANCIAL PLANNER™ CFP®
Certificant, Investment & Financial Advisor Las Vegas, Henderson, Nevada
Greg Phelps CFP® CLU AAMS
Red Rock Private Wealth Consulting, LLC 6817 S. Eastern Ave. Ste. 101
Las Vegas, NV 89119 7029871607
Red Rock Private Wealth Consulting, LLC is a comprehensive Fee Only retirement planning Registered Investment Advisor Firm serving affluent clients & small business owners in Las Vegas & Henderson.
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
Saratoga Springs, NY FeeOnly 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
Long Island CERTIFIED FINANCIAL PLANNERS™ (CFP®) / Financial Advisors 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.
Clearview Wealth Management provides investment management and custom financial planning for clients across all levels of wealth. Our CERTIFIED FINANCIAL PLANNER™ professionals specialize in pre and postretiree clients who desire a trusted financial partner to assist them in meeting their lifelong goals.
We assist with laterlife conversations for families and believe in proactively planning for what the future may bring.
Financial Symmetry in Raleigh, North Carolina An independent and employeeowned feeonly financial planning firm in the Research Triangle Park of North Carolina. We enjoy helping people all over North Carolina make better financial decisions dealing with spending, taxes, investments and estate planning.
401k Plan Advisor in Raleigh, NC – Beacon Financial Strategies A wealth management firm that specializes in retirement planning for those nearing retirement, and assists business owners who need a fiduciary to provide ongoing guidance to their employer sponsored 401k retirement plan.
Blue Water Portfolios – an Independent, Fee Only Financial Advisory firm serving Holly Springs, Cary, Apex, Raleigh, and Fuquay Varina, North Carolina The CERTIFIED FINANCIAL
PLANNERTM professionals of Blue Water Capital Management, LLC, a feeonly financial advisory firm, specialize in retirement planning, financial goal planning, and low cost investment management.
Fee Only CERTIFIED FINANCIAL PLANNER Financial Advisor Investment Advisor in Charlotte North Carolina NAPFA Registered.
Alpha Financial Advisors is a feeonly 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.
Canton Ohio Fee Only Financial Advisor JGR Financial Solutions provides fee only financial planning and investment management to young professionals and Ohio STRS members in Canton, North Canton, Akron, Cleveland, and Youngstown Ohio.
Total Wealth Planning is a small boutique wealth management firm in Cincinnati, Ohio that provides objective guidance to clients on their financial concerns, as well as solutions to reach their lifetime goals using a comprehensive wealth planning approach tailored to multigenerational families, business owners and corporate executives.
Fee Only Investment Advisor – Certified Financial Planner –Financial Advisor in Cincinnati, OH Ritter Daniher Financial Advisory, LLC is a fee only, wealth management firm offering comprehensive financial planning, investment management, and retirement planning to affluent clientele in Cincinnati and nationwide.
NAPFA FeeOnly financial advisor specializing in high quality all bond portfolios The Scarsdale Investment Group Ltd. is a fee only financial advisor that designs and implements allbond portfolios for individual investors nationwide to provide secure investment growth. http://www.allbondportfolios.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 FeeOnly CFP® financial planning services and investment management in Newtown, PA.
Feeonly and NAPFA registered CERTIFIED FINANCIAL PLANNER™ Professional (CFP™), CPA and wealth manager in Brentwood, Tennessee and Canton, Michigan YDream Financial Services helps entrepreneurs, professionals and their families reach their dreams and enjoy financial peace of mind through personalized financial plans and clientfirst wealth management techniques.
Fee Only Investment Advisor Financial Planner Retirement Planner in Knoxville, TN John Smartt, Jr., Financial Counseling & Administration is a feeonly financial planning and investment management firm offering continuing and onetime investment management advice to clients in East Tennessee and nationwide. John's expertise with Vanguardthe lowest cost ETF and mutual fund companyhas been accumulated over more than 20 years ofsatisfying clients.
Fee only financial advisor in Austin TX and San Antonio TX Our focus is working with young professionals to help grow wealth over time. Our clients mainly consist of: sales professionals, tech professionals, doctors, nurses, small business owners.
Frisco Financial Planning LLC, Dallas Fort Worth (DFW) Fee Only NAPFA CFP® Financial Planner & Investment Advisor Frisco Financial Planning LLC (FFP) is a feeonly financial planning and investment management firm with a biblical, Christian worldview.
Our Principal, John Gay, CFP® is a Certified Financial Planner. FFP is located in Frisco, Texas (TX), 20 miles north of Dallas near Plano, McKinney, and Allen.
Summit Financial Planning in Richmond, VA specializes in asset and wealth management for individuals and corporations, and because we are a feeonly firm, our clients will never pay us commissions of any kind.
Sherwood Investment Services is a fee only financial planning firm specializing in retirement planning and investment management. Serving clients in Redmond, Bellevue, Seattle EastSide, WA. No commissions.
Retirement Planning Bill McDonald, FeeOnly 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, featuring DFA (Dimensional Funds).