The below financial resource links are provided for your convenience. We have not performed any due diligence on 3rd party service providers. We recommend you perform your own assessment.
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NAPFA Advisors
The National Association of Personal Financial Advisors has fiduciary, fee-only financial planning firm members around the country. We have listed some of them below. Note that we have not performed any due diligence on 3rd party service providers.-
Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, and investment advice.
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Craig Ritter, CFP® is a fee only financial advisor and fiduciary. We provide retirement planning, financial planning and wealth management.
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Quinn Financial Planning LLC is a fiduciary for their clients, specializing in investment management, retirement, tax and estate planning services.
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Dave Fernandez, Certified Financial Planner™, of Wealth Engineering, LLC, provides investment management, retirement planning and financial planning.
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The advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only investment management, retirement plan consulting services, and financial planning to a wide range of clients.
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Unbiased Financial Advice in Menlo Park, CA Investor's Capital Management, LLC (ICM), providing 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...
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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.
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objective, personal financial advice they can trust for an affordable price. Our team of Certified Financial Planners (CFP®) specializes in providing highly personalized comprehensive financial planning and investment management services.
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Fee Only investment advisor, financial planner, fiduciary in Queens, Nassau, Long Island, New York & Boynton Beach Florida works with medical professionals, physicians, retirees facilitating 401k/403b IRA rollovers & portfolios management.
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independent and fee-only organization that is a member of NAPFA. Professionals with professional designations: CFA, CFP, CPWA, QPFC, AIF and have 25+ years of experience.
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Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.
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Quinn Financial Planning LLC is a fiduciary for their clients, specializing in investment management, retirement, tax and estate planning services.
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Ferro 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 financial planning & investment advisory services
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Personal Financial Advisors is a comprehensive, fee-only financial planning firm in Covington, LA and Tucaloosa, AL. NAPFA members Robert Reed, CFP and Lauren Lindsay, CFP have over four decades of combined financial planning experience. We also...
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Fisher Financial Strategies provides financial planning and investment advice to clients from all walks of life on an hourly, as-needed basis. Web site includes the FFS Blog, a personal financial planning web log.
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George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA PFS tax expert providing completely independent wealth management services to select high net worth individuals. NAPFA member since 2001.
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Phillip Christenson is co-owner and financial advisor of Phillip James Finanical. He lives and works in the Maple Grove, a suburb of Minneapolis. Reach out for a complimentary meeting today.
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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...
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Phillip James Financial provides comprehensive financial planning, and investment services to the Twin Cities and surrounding suburbs. Phillip Christenson is co-owner and financial advisor and his advisor website can be found here - PhillipChristenson.net
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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.
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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...
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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.
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The CERTIFIED FINANCIAL PLANNER (TM) professionals of Blue Water Capital Management, LLC, a fee-only financial advisory firm, specialize in retirement planning, financial goal planning, and low cost investment management.
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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 ma
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Zynergy Retirement Planning is Red Bank’s trusted fee-only financial planner and retirement expert.
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A fee only fiduciary investment management and financial planning firm in Las Vegas focused on comprehensive financial planning and retirement planning for those near or in retirement.
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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.
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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.
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Ritter Daniher Financial Advisory, LLC is a fee only, fiduciary wealth management firm offering comprehensive financial planning, retirement planning & investment management to affluent clientele in Cincinnati & nationwide. All advisors are NAPFA members.
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Cedar Financial Advisors, LLC is a comprehensive Fee-Only financial planning Registered Investment Advisor Firm serving retirees and professionals in Portland, Oregon
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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.
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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.
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Michael J. Garry, CFP(R), JD/MBA, owner of Yardley Wealth Management, LLC, is an independent Financial Advisor who provides Fee-Only financial planning services and investment management in Newtown, PA.
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Offering objective financial planning and investment strategies on a fee-only basis from a Christian Worldview perspective. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.
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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 such as...
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Commencement Financial Planning, LLC offers comprehensive fee-only financial planning and portfolio management services to individuals and families in and around Seattle-Tacoma-Olympia, Washington.
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Michael Pace, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington.
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Over 20 years experience developing sound financial strategies, helping individuals in WA and nationwide plan and invest for retirement on a Fee-Only basis.
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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.
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