Lon Jefferies' NAPFA Profile - Learn more about Lon.
Fee-Only CFP Independent Financial Advisor in Las Vegas, Henderson - Red Rock Private Wealth Consulting is a fee-only retirement planning and wealth management firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Las Vegas, NV.
Oregon Fee Only Certified Financial Planner - Portland Financial Advisors, Inc. is a comprehensive fee-only financial planning, tax, and investment management firm located near Portland, Oregon.
Fee-Only CFP Investment Advisor for retirement money in San Diego County - A blog specializing in help for people transitioning between jobs and needing to transfer 401(k) and other retirement funds.
Comprehensive Fee-Only Financial Planner, Cambridge, MA -
Fisher Financial Strategies provides fee-only, as-needed financial planning and investment advice to clients from all walks of life. Site features links to financial information resources and The FFS Blog, a financial planning web log.
Only CERTIFIED FINANCIAL PLANNER(TM), 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...
Kaplan Financial Advisors, LLC Fee-Only Financial Planning in Central NJ - 1-908-898-0549 We’re a client-centric firm backed by a team of “best in class” experts in the area of tax planning, insurance, estate planning, financial planning and investments. Working with an expert team gives our clients...
Fee-Only Financial Advisor in Madison, WI – Bill McDonald, Retirement Planning Solutions - 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...
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...
Fee Only CFP® Financial Advisor in Ann Arbor, MI - Vintage Financial is an independent fee only advisory firm offering financial planning and investment management
Certified Financial Planner providing fee-only investment management and financial planning to Honolulu, Hawaii - Investment & Financial Advisor - Kailua, Honolulu, Hawaii
Long & Associates, LLC - Independent Fee-Only Certified Financial Planner (CFP) and Advisor in Chicago, IL
Portland Fee-Only Financial Planning and Investment Management - Cedar Financial Advisors, LLC is a fee-only financial planning and investment management firm based in Portland, Oregon….
Fee-Only CFP Independent Financial Advisor in Colombus, Ohio… - Savvy Outcomes is a Fee-Only retirement planning firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Columbus, OH…
Fee-Only Certified Financial Advisor in Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama - Longview Financial Advisors, Inc. has a team of Certified Financial Planner professionals that specialize in comprehensive, fee-only financial planning, retirement, and investment management.
Independent Fee Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire - an independent fee-only financial planning and investment management firm based in Portsmouth, New Hampshire. We provide financial planning services that can examine each...
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 services to a variety of clients.
Independent Fee Only Financial Planning and Investment Management firm based in Lynnfield, MA with an office in Stuart, FL Nevils Financial LLC is an independent fee-only financial planning and investment management firm based in Lynnfield, MA with an office in Stuart, FL.
Fee Only CFP Wealth Management Advisors from Tewksbury, Mass- Wealth Management Advisors, LLC (WMA) works with each client to achieve financial and life goals by taking a comprehensive approach to planning and managing their wealth on a Fee-Only basis.
Fee-Only Financial Planner in Jacksonville- Life Planning Partners is a full service fee-only financial life planning firm providing financial life planning and investment management services located in Jacksonville, Florida.
Fee only Certified Financial Planner CFP providing investment asset management and personal financial planning services in Highlands Ranch, Denver, Littleton, Parker, and Aurora, Colorado - Staib Financial Planning is a Fee Only Personal Financial Planning and Investment Asset Management firm providing independent personal financial advice.
Independent Wealth Management LLC - Fee-Only Certified Financial Planners - We are committed to developing conservative wealth management strategies customized to meet your needs. You'll work with an experienced team that's focused on your unique situation. Located in Traverse City, Michigan.
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....
Minerva Planning Group - An 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.
Fee Only CFP Financial Advisor and Retirement Planner in Scottsdale, Arizona - Wealth Engineering, LLC is an independent Registered Investment Advisor located in Scottsdale, Arizona.
Frisco Financial Planning LLC, Fee Only NAPFA CFP Financial Advisor - Frisco Financial Planning (FFP) is a fee-only financial planning and investment management firm with a biblical, Christian worldview. Our Principal, John Gay, CFP is a Certified Financial Planner.
Maine Fee-Only CERTIFIED FINANCIAL PLANNER and Investment Management - Bogue Asset Management is an independent fee only comprehensive financial planning practice which includes tax planning, investments, retirement and estate planning to individuals across the state of Maine.
Fee-Only CERTIFIED FINANCIAL PLANNER™ and Registered Investment Advisor in Austin and Round Rock - Vannoy Advisory Group is a Fee-Only retirement and investment management firm. We are a member of NAPFA with CERTIFIED FINANCIAL PLANNER (TM) certification in Austin,, and Round Rock that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.
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.
Independent, Fee-Only Financial Advisor and CERTIFIED FINANCIAL PLANNER (TM) professional in Portland, Oregon and Santa Cruz, California - Maas Capital is an investment management practice that provides clients with integrated financial planning designed to help them realize their aspirations.
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.
Portland Financial Planning Group (Portland, ME) - Independent fee-only financial planners specializing in retirement planning, estate planning, and investments.
NAPFA, Fee-Only, Fiduciary, Certified Financial Planner, Independent Financial Advisor in Jackson, Mississippi - Bergland Wealth Management is an independent Registered Investment Advisor firm located in Ridgeland, MS, north of Jackson near Madison and Brandon.
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.
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.
A fee-only and NAPFA registered Certified Financial Planner, CPA and wealth manager in Canton, Michigan and Franklin, Tennessee - Allow us to become your unbiased, trusted financial coordinator. Y.D. Financial Services, Inc.
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.
Boston Retirement Advisors, LLC - 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.
Independent Fee-Only Financial Advisor – Tom Alf CERTIFIED FINANCIAL PLANNER TM Professional – Investment Advisor based in Mendota Heights, Minnesota - Clerestory Advisors is a Minnesota Registered Investment Advisory firm.
Fee-Only Wealth Management in Atlanta, Georgia - Thornton Wealth Management is a Fee-Only Wealth Management firm in Atlanta, Georgia. We serve a select group of clients and take a personalized approach to wealth management.
Chicago area NAPFA member with offices in Northbrook (Cook County) and Naperville (DuPage County) - Reason Financial Advisors provides fee-only financial planning and investment management services to clients throughout Illinois.
Capital Markets University - An investor education site.
IAM Financial, LLC - A low fee-only financial planning and investment management firm in Grand Rapids and Okemos, Michigan.
Thinking Beyond Numbers - Changing the way the world thinks about money. Thinking Beyond Numbers is the blog for IAM Financial.
Posey Capital Management - a fee-only investment advisor located in Houston, Texas, in the Rice University area. The firm provides comprehensive financial planning on a fee-only basis. An initial consultation is free of charge.
Strasbaugh Financial Advisory, Inc., Fee-Only Advisor, Colorado Springs, CO - We take a holistic approach to financial planning by working with clients to articulate and implement their goals. We act as a Fiduciary -- we do not sell products.
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.
Investor’s Capital Management, LLC — Fee-Only Financial Planinngfor the Bay Area - 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 for your future. Offices in Menlo Park, CA.
Fee-Only CFP Financial Planner and Financial Advisor serving New Orleans, Metairie, Baton Rouge -
Ferro Financial, LLC is a fee-only comprehensive financial planning firm located in Metairie, Louisiana, outside of New Orleans. We provide independent, comprehensive financial planning, and investment advisory services.
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, Baton Rouge and Birmingham as well.
Summit Financial Planning, Inc. - Fee-Only Wealth Management, Investment Management, and Financial Planning in Richmond, VA -
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.
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 provide exceptional financial planning, investment management, and tax advice.
Retirement Advice Fee Only Financial Planner Oregon -
Cascade Wealth Management, LLC is a fee-only registered investment advisor offering financial and retirement planning and passive investment management services to affluent individuals and families in Lake Oswego and Portland, Oregon.
Ray Mignone & Co., Inc. 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.
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 families that need an independent, holistic, and unbiased approach to achieving their financial goals.
Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA (North County San Diego) -
An independent, fee-only wealth management firm that has provided financial planning and investment management to help families better manage their current and future wealth since 1974.
Fee Only Financial Advisor CERTIFIED FINANCIAL PLANNER™ 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.
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.
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.
Mayflower Capital offers Investment Planning, Personal Financial Planning, Wealth Management, Los Altos, California
A NAPFA-registered fee-only financial planning and investment advisory firm offering independent financial advice.
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.
The Wealth Conservatory
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.
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.
Fee-only Independent NAPFA Financial Planner in Franklin, MA.
Titanium Advisors, LLC is a fee-only financial planning firm providing a unique blend of unbiased expertise to address the various financial and retirement planning needs of our clients.
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.
Kentucky, Tennessee NAPFA Fee-Only CPA, CFP, Registered Life Planner, Hourly and Fixed-Price Planning
Milestones Financial Planning, LLC, is located in Mayfield, KY and serves individuals and businesses nationwide. Johanna Fox Turner, CPA, CERTIFIED FINANCIAL PLANNERTM, Registered Life Planner, has over 30 years’ financial experience and offers fee-only investment management and hourly financial, estate, and retirement planning services.
Beacon
Financial Strategies is a Fee-Only financial planning, tax planning and
investment management firm offering ongoing and one-time wealth management
engagements to discerning clients in Raleigh, Durham, Cary, Research Triangle
Park, NC and nationwide.
Fee-Only Financial Planning and Wealth Management in St. Charles, Geneva, and Batavia, IL
Investment advisor Craig Larsen, CFP, is with AHS Advisors located in St. Charles, IL. AHC Advisors located in St. Charles, IL. AHC provides unbiased, objective, and independent Fee-Only financial planning and wealth management services. We serve clients in the Chicago suburbs and locally in Saint Charles, Geneva, Batavia, Naperville, and Elgin.
