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

Navigating your way to Financial Security, Prosperity, Health and Wellbeing. https://www.portsalus.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

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

Eastern Shore Fee Only CFP(r). https://www.johnfiege.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