Financial Advisor Links Directory

Find a Financial Advisor – Independent Fee-Only Financial Advisor Firms

We’ve provided links as a resource for your financial and investment planning. We do not necessarily endorse these third party websites, but rather provide them to you as a resource. Use your personal discretion and due diligence when visiting these and other websites.

The official web site for the National Association of Personal Financial Advisors (NAPFA): http://www.napfa.org.

Arizona

AIO Financial is a comprehensive fee only financial planning firm located in Arizona specializing in Investment Management, Retirement Planning, Tax Planning, and Impact Investing. https://aiofinancial.com

Suttle Crossland Wealth Advisors, based in Scottsdale, AZ, are fiduciary, fee-only financial planners with over 30 years of experience, offering personalized, tax-focused advice both in-person and virtually to champion your financial wellness and life goals. https://www.suttlecrossland.com

California

Endeavor Financial Planning is a woman-owned fee-only firm in Sacramento offering financial planning and investment management services. https://www.endeavorplanning.com

We guide clients to grow, protect and focus their wealth to live life to the fullest through financial planning, tax planning and investment managment. https://www.rothmaninvest.com

Financial planning and asset management firm focused on military, engineers, and child-free. https://www.pointlomaadvisors.com

TABR Capital Management is a fee-only financial planning firm based in Orange County, California, dedicated to guiding clients through the transition to retirement and beyond. https://tabr.net

Colorado

Financial Planning & Investment Management for Women and Women-Led Households. https://bwfinancialplanning.com

We provide comprehensive, tax-efficient retirement planning, and investment management services on a flat fee only basis in the Denver, Littleton, Highlands Ranch, Aurora metro area and virtually throughout the US. https://www.staibfinancialplanning.com

Florida

Financial Advisor / CERTIFIED FINANCIAL PLANNERS™ (CFP®) in New York – Landmark Wealth Management, LLC is a Registered Investment Advisor Fee Only firm and member of NAPFA. They provide comprehensive financial planning and investment management services as a fiduciary to individuals, families, small business owners, and charitable foundations. Based on Long Island in Melville, New York, with conference centers located in Hauppauge, Uniondale, Manhattan, and Naples, Florida.

Georgia

Financial Planning and Wealth Management for individuals and families looking to maximize their time and outsource their investments and tax planning. https://www.sonasfp.com

Fee-Only financial planning specialists, investment advisors and tax experts in Metro Atlanta. https://www.paramountia.com

Illinois

Comprehensive financial planning and investment management. https://www.lifeplanningsolutions.net

Louisiana

Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. https://www.broussardfinancialgroup.com

Massachusetts

Access Financial Planning, LLC provides tax-efficient, comprehensive financial planning and investment management services for pre-retirees and retirees with an independent, fee-only, fiduciary advisor. https://www.accessfinancialplanning.com

Maryland

Robert Lindstrom, CFP founded Provision Financial Planning seeking to provide more confidence and less worry through a collaborative retirement planning process and investment management. https://provisionfinancialplanning.com

Tax-Focused Retirement Planning and investment management. https://www.archfinancialadvisors.com

Fee-Only firm providing investing and comprehensive financial planning from Portland, Maine and Portsmouth, New Hampshire. https://www.robinsonsmithwealth.com

Maine

MJT & Associates Financial Advisory Group, Inc., is a fee-only wealth management firm here to help you navigate through unpredictable financial waters. https://www.mjtassociates.com

Pulse Financial Planning is a fee-only (no commission) fiduciary advisor that helps healthcare professionals organize, invest, and protect their finances. https://www.pulsefinancialplanning.com

Missouri

White Sand Wealth Management is a fee only firm focusing on asset management, retirement, risk ,tax and estate planning. https://whitesandwealth.com

North Carolina

We are a fee-only fiduciary firm servicing clients centrally based in and around Raleigh, NC. https://www.ark-wealth.com

Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. We offer a broad array of planning services that will help you achieve your goals. https://www.alphafa.com

New Jersey

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. https://www.weingartenassociates.com

Fee-Only comprehensive financial planning and investment management in Monmouth County, New Jersey. https://financial-futures-llc.com

New York

Clarity is a fee-only solo RIA that does AUM & project planning. https://www.clarityinv.com

Ohio

Personalized, tax-smart, wealth management focused on enhancing your life and your wealth. https://www.f2wealth.com

Steady Climb Financial Planning helps Physicians and Busy Professionals with financial planning, reducing taxes, investment management, student loans and estate planning. https://www.steadyclimbfp.com

Financial & Tax Planning to Highly Compensated Employees (HCE) with local and virtual services to streamline complicated finances, reduce taxes in retirement, have a plan for income, and understand your investments. https://www.mygatewaymoney.com

Flat-Fee retirement planning and investment management for people over 50. https://trulyprosperfp.com

JGR Financial Solutions is a fee only, fiduciary financial advisor in Canton (Stark County) Ohio providing investment management and financial planning to retirees. https://jgrfinancial.com

Tennessee

Customized portfolio management for middle income retirees, pre-retirees, and families. https://www.retirementplanningsolutions.us

Financial Planning for Business Owners. https://www.efinancialalliance.com

We provide customized portfolio management for middle income retirees, pre-retirees, and families. https://www.retirementplanningsolutions.us

Texas

We serve clients preparing for their next season of life (retirement or widowhood) by being a trusted CFP® resource and guide. https://waymakerfp.com

Financial Planning for Foreign-born Families & Foreign Nationals on Work Visas. https://elgonfa.com

From the overlooked and underserved next generation of investors to those looking to retire, we offer personalized financial advice for every step of your journey. https://nsfinancialtransitions.com

Fee-Only (When You’re Up) Wealth Management. https://www.atxadvisors.com

Virginia

We are a Fee-Only Investment Mangement and Financial Planning firm located in Richmond, VA. https://www.summitfinancialpartnersrva.com

RIA focused on retirement planning and equity compensation for individuals and families. https://www.stockplanadvisory.com

Fee Only Financial Planning and Wealth Management in Virginia. https://baycapitaladvice.com

At Manuka Financial, we help you retire for a flat fee by providing comprehensive retirement planning, investment management, and tax planning from a CPA and CFP®. https://manukafinancial.com

We work everyday towards providing our clients peace of mind while growing their wealth and reducing lifetime and multigenerational taxes. https://www.bowenfinancial.com